ZYNE FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ZYNE FAMILY FOUNDATION INC (EIN 20-8982601)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-09
- IRS object ID
- 201803139349100760
- Schema version
- 2017v2.3
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-09T13:11:52-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 631238286 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUNER & CYR PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WILLIAMSBURG OFC PARK STE 200 | AddressLine1Txt |
| City | VESTAVIA HILLS | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 352163686 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208982601 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZYNE FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ZYNE | BusinessNameControlTxt |
| Phone | 2052904667 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2070 MONTEVALLO ROAD SW | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 352114426 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HAROLD R STEPHENS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2052904667 | PhoneNum |
| Signature | 2018-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STANLEY C HUNER CPA | PreparerPersonNm |
| PTIN | P00047364 | PTIN |
| Phone | 2058237723 | PhoneNum |
| Preparation | 2018-11-07 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.197.64.182 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-07 | IPDt |
| IP Tm | 14:07:10 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | CD710BF2D0E18A5BA8949268AECB7D9D7F4CED3C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CC635AD64EFEAA1F3D9840D79300E69A0A7080F5 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $2,950,144 | 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 | $2,338,464 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $52,725 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,570 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$13,576 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $706,136 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,377,613 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $36,570 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $378 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,190 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,093 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $175 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $175 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,836 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $175 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $567,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $567,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $579,536 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $175 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $567,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,798,077 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $36,395 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $85,458 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $556,921 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $556,921 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $429,641 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $156,787 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $156,787 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $315,595 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,068,466 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,068,466 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $233,423 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $146,700 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $146,700 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $50,960 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $21,270 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $21,270 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,115,077 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,950,144 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,950,144 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $1,115,077 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,950,144 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,115,077 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,950,144 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,115,077 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,950,144 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,115,077 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,798,077 | ExcessRevenueOverExpensesAmt |
| Other Increases | $36,990 | OtherIncreasesAmt |
| Subtotal | $2,950,144 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,950,144 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (32 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 500 ABBVIE INC | D | 2017-12-11 | 2017-12-15 | $48,174 | $48,235 | -$61 | -$61 |
| 500 INTERNATIONAL PAPER COMPANY | D | 2017-12-11 | 2017-12-15 | $27,507 | $28,660 | -$1,153 | -$1,153 |
| 2000 TRIANGLE CAPITAL | D | 2015-12-03 | 2017-08-03 | $31,076 | $45,380 | -$14,304 | -$14,304 |
| 500 EL PASO ENERGY CAP PFD | P | 2016-06-20 | 2017-02-16 | $24,307 | $25,537 | -$1,230 | -$1,230 |
| 297 GEORGIA POWER COMPANY | P | 2016-04-13 | 2017-10-10 | $29,774 | $31,264 | -$1,490 | -$1,490 |
| 103 GEORGIA POWER COMPANY | P | 2016-04-13 | 2017-10-10 | $10,326 | $10,841 | -$515 | -$515 |
| 150 GEORGIA POWER COMPANY | P | 2016-09-02 | 2017-10-10 | $15,032 | $15,905 | -$873 | -$873 |
| 1000 PROTECTIVE LIFE CORP | P | 2016-04-29 | 2017-09-11 | $25,000 | $26,230 | -$1,230 | -$1,230 |
| 50000 ALABAMA SPL FAC FING REV | D | 2015-12-03 | 2017-10-10 | $52,585 | $50,154 | $2,431 | $2,431 |
| 10000 ALABAMA SPL FAC FING REV | D | 2015-12-03 | 2017-11-01 | $10,000 | $10,031 | -$31 | -$31 |
| 15000 ALABAMA PUBLIC HOUSING | D | 2015-12-03 | 2017-02-14 | $14,845 | $15,014 | -$169 | -$169 |
| 20000 ATLANTA GA DEV AUTH | D | 2015-12-03 | 2017-01-03 | $20,000 | $20,034 | -$34 | -$34 |
| 5000 BIRMINGHAM STHRN CLLG | D | 2015-12-03 | 2017-10-10 | $4,795 | $4,978 | -$183 | -$183 |
| 25000 CLARK CNTY GA HOSP | D | 2015-12-03 | 2017-01-03 | $25,000 | $26,034 | -$1,034 | -$1,034 |
| 25000 DAHLONEGA GA DWNTN | D | 2015-12-03 | 2017-07-03 | $25,000 | $26,427 | -$1,427 | -$1,427 |
| 10000 ELMORE CNTY AL REV | D | 2015-12-03 | 2017-08-01 | $10,000 | $10,638 | -$638 | -$638 |
| 25000 LINCOLN AL STS SER A | D | 2015-12-03 | 2017-06-01 | $25,000 | $25,193 | -$193 | -$193 |
| 10000 LOUISIANA LOC GOVT | D | 2015-12-03 | 2017-10-10 | $11,039 | $11,608 | -$569 | -$569 |
| 5000 MADISON CNTY AL PUB BLDG | D | 2015-12-03 | 2017-10-02 | $5,000 | $5,005 | -$5 | -$5 |
| 30000 MADISON CNTY AL PUB BLDG | D | 2015-12-03 | 2017-10-30 | $29,996 | $30,030 | -$34 | -$34 |
| 25000 MARSHALL CNTY ALA HEALTH | D | 2015-12-03 | 2017-02-01 | $25,000 | $25,052 | -$52 | -$52 |
| 25000 NORTHWEST AR | D | 2015-12-03 | 2017-02-06 | $25,595 | $26,826 | -$1,231 | -$1,231 |
| 10000 OPP AL RFDG WARRANTS | D | 2015-12-03 | 2017-02-14 | $9,895 | $10,344 | -$449 | -$449 |
| 20000 PRATTVILE AL INDL DEV | D | 2015-12-03 | 2017-10-31 | $21,501 | $23,122 | -$1,621 | -$1,621 |
| 25000 PRIVATE CLLGS & UNIVS AUTH | D | 2015-12-03 | 2017-10-30 | $26,923 | $27,952 | -$1,029 | -$1,029 |
| 25000 UNITED COMMUNITY BANKS | D | 2015-12-03 | 2017-08-14 | $25,000 | $25,230 | -$230 | -$230 |
| 25000 TEEKAY OFFSHORE PARTNERS LP | D | 2015-12-03 | 2017-10-31 | $24,651 | $19,250 | $5,401 | $5,401 |
| 25000 HCI GRP INC SR NOTE | P | 2016-06-08 | 2017-04-18 | $24,622 | $23,505 | $1,117 | $1,117 |
| 25000 MELLON CAP IV NORMAL | P | 2016-10-05 | 2017-11-01 | $23,232 | $22,005 | $1,227 | $1,227 |
| 1000 HANCOCK JOHN PREFERREDS | P | 2016-09-19 | 2017-10-31 | $21,107 | $22,278 | -$1,171 | -$1,171 |
| 500 REAVES UTILITY INCOME FUND | D | 2015-12-03 | 2017-05-12 | $16,925 | $13,475 | $3,450 | $3,450 |
| 500 REAVES UTILITY INCOME FUND | D | 2015-12-03 | 2017-06-20 | $17,229 | $13,475 | $3,754 | $3,754 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$13,576 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $462,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,318,678 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.350730 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $317,470 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $322,544 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.984269 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $657,354 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $292,265 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 2.249171 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $161,093 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $829,936 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.194103 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $72,646 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $961,892 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.075524 | DistributionYr5Rt |
| Total Distribution | 3.853797 | TotalDistributionRt |
| Average Distribution | 0.770759 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,072,121 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $826,347 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $364 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $826,711 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $567,700 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $728 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $728 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $728 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $560 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $560 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $168 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | 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 | Yes (1) | 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 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2052904667 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2070 MONTEVALLO ROAD SW | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 352114426 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|
| HAROLD R STEPHENS | ||||||||
| 1234 PARLIAMENT LANE | BIRMINGHAM | AL | 35216 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| KAREN D STEPHENS | ||||||||
| 1234 PARLIAMENT LANE | BIRMINGHAM | AL | 35216 | TREASURER | 0.00 | $0 | $0 | $0 |
| STANLEY C HUNER | ||||||||
| 536 MYSTIC VALLEY VIEW | STERRETT | AL | 35147 | SECRETARY ASST. TREASURER | 0.00 | $0 | $0 | $0 |
| JENNY T STEPHENS | ||||||||
| 3474 HURRICANE ROAD | BIRMINGHAM | AL | 35226 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| HAROLD R STEPHENS | ||||||||
| 1234 PARLIAMENT LANE | BIRMINGHAM | AL | 35216 | CLASS B DIRECTOR | 0.20 | $500 | $0 | $0 |
| KAREN D STEPHENS | ||||||||
| 1234 PARLIAMENT LANE | BIRMINGHAM | AL | 35216 | CLASS A DIRECTOR | 0.20 | $500 | $0 | $0 |
| DANA S TRAVIS | ||||||||
| 1341 ANGLEWOOD DRIVE | BIRMINGHAM | AL | 35216 | CLASS A DIRECTOR | 0.20 | $500 | $0 | $0 |
| VALERIE S WHITT | ||||||||
| 3474 HURRICANE ROAD | HOOVER | AL | 35226 | CLASS A DIRECTOR | 0.20 | $500 | $0 | $0 |
| STANLEY C HUNER | ||||||||
| 536 MYSTIC VALLEY VIEW | STERRETT | AL | 35147 | CLASS B DIRECTOR | 0.20 | $500 | $0 | $0 |
| JENNY T STEPHENS | ||||||||
| 3474 HURRICANE ROAD | BIRMINGHAM | AL | 35226 | CLASS A DIRECTOR | 0.20 | $500 | $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 | $923,282 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $165,166 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,088,448 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,088,448 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,327 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,072,121 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $53,606 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $53,606 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $728 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $728 | TotalTaxAmt |
| Distributable Before Adj | $52,878 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $52,878 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $52,878 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $567,700 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $567,700 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $567,700 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $52,878 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $25,190 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $120,410 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $643,033 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $301,403 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $397,099 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,487,135 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $567,700 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $52,878 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $514,822 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,001,957 | 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 | $25,190 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,976,767 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $120,410 | ExcessFromYear4Amt |
| Excess From Year3 | $643,033 | ExcessFromYear3Amt |
| Excess From Year2 | $301,403 | ExcessFromYear2Amt |
| Excess From Year1 | $397,099 | ExcessFromYear1Amt |
| Excess From Current Year | $514,822 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | ||||||
| 225 N MICHIGAN AVE FLOOR 17 | CHICAGO | IL | 60601 | N/A | SUPPORT NEEDS OF ORGANIZATION | $50,000 |
| DIOCESE OF BIRMINGHAM IN ALABAMA | ||||||
| 2121 3RD AVE N | BIRMINGHAM | AL | 35203 | N/A | SUPPORT NEEDS OF ORGANIZATION | $165,000 |
| EPARCHY OF OUR LADY OF LEBANON | ||||||
| 1021 S 10TH ST | ST LOUIS | MO | 63104 | N/A | SUPPORT NEEDS OF ORGANIZATION | $150,000 |
| SAINT PAUL'S CATHEDRAL | ||||||
| 2120 3RD AVENUE N | BIRMINGHAM | AL | 35203 | N/A | SUPPORT NEEDS OF ORGANIZATION | $50,000 |
| SAMFORD UNIVERSITY | ||||||
| 800 LAKESHORE DRIVE | BIRMINGHAM | AL | 35229 | N/A | SUPPORT NEEDS OF ORGANIZATION | $30,000 |
| ST ELIAS MARONITE CHURCH | ||||||
| 836 8TH ST S | BIRMINGHAM | AL | 35205 | N/A | SUPPORT NEEDS OF ORGANIZATION | $47,700 |
| ST ROSE ACADEMY | ||||||
| 1401 22ND ST S | BIRMINGHAM | AL | 35205 | N/A | SUPPORT NEEDS OF ORGANIZATION | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $567,700 | 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 | $52,725 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$13,576 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $39,149 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $39,149 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| ESTATE OF MICHAEL P ZYNE | |||||||
| 1 | 2070 MONTEVALLO ROAD SW | BIRMINGHAM | AL | 35211 | $446,499 | Yes (X) | |
| ESTATE OF MICHAEL P ZYNE | |||||||
| 2 | 2070 MONTEVALLO ROAD SW | BIRMINGHAM | AL | 35211 | $399,965 | Yes (X) | |
| ZYNE FAMILY TRUST UWO ROSE B ZYNE | |||||||
| 3 | 2070 MONTEVALLO ROAD SW | BIRMINGHAM | AL | 35211 | $19,815 | Yes (X) | |
| ZYNE FAMILY TRUST UWO ROSE B ZYNE | |||||||
| 4 | 2070 MONTEVALLO ROAD SW | BIRMINGHAM | AL | 35211 | $1,472,185 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | STOCKS & SECURITIES | $399,965 | 2017-12-11 |
| 4 | STOCKS & SECURITIES | $1,472,185 | 2017-12-29 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HUNER & CYR, PC. | CategoryTxt |
| Amt | $7,190 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $146,700 | EOYBookValueAmt |
| EOYFMV | $146,700 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES | $1,651,435 | $1,651,435 |
| PREFERREDS | $417,031 | $417,031 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $156,787 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $156,787 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $21,270 | BookValueAmt |
| EOYFMV | $21,270 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BAKER DONELSON | CategoryTxt |
| Legal Fees | $378 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUAL ACCOUNT FEES | Desc |
| Revenue And Expenses Per Books | $175 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $175 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN(LOSS) ON INVESTMENTS | Desc |
| Amt | $36,990 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| ESTATE OF MICHAEL P ZYNE | |||
| 2070 MONTEVALLO ROAD SW | BIRMINGHAM | AL | 35211 |
| ZYNE FAMILY TRUST UWO ROSE B ZYNE | |||
| 2070 MONTEVALLO ROAD SW | BIRMINGHAM | AL | 35211 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2016 FEDERAL TAX | $533 | $0 | $0 |
| 2017 ESTIMATED TAX | $560 | $0 | $0 |
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