BETA

LEWIS FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
LEWIS FAMILY CHARITABLE FOUNDATION INC (EIN 45-3613189)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-12
IRS object ID
201731329349102818
Schema version
2016v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-05-12T16:49:07-04:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN581934140PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DAN R SPIRES JR CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 937AddressLine1Txt
CityCORDELECityNm
State AbbreviationGAStateAbbreviationCd
ZIP310100937ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN453613189EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LEWIS FAMILYBusinessNameLine1Txt
Business Name Line2CHARITABLE FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLEWIBusinessNameControlTxt
Phone2294382452PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12813 OLD DAWSON ROADAddressLine1Txt
CityALBANYCityNm
State AbbreviationGAStateAbbreviationCd
ZIP31707ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEFF COUTURIERPersonNm
Person TitleSECRETARY/TREASURERPersonTitleTxt
Phone2294382452PhoneNum
Signature2017-05-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAN R SPIRES JR CPAPreparerPersonNm
PTINP01043154PTIN
Phone2292736915PhoneNum
Preparation2017-05-12PreparationDt
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device Id2E5E87A2F63ACD959AE0598097BB40E107855112AtSubmissionCreationDeviceId
At Submission Filing Device IdAB719F9351333AA4A3A1CA5CB825F00D8A1BB151AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,166,175FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$18,552ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$28,035InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$28,035InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$18,123DividendsRevAndExpnssAmt
Dividends Net Invst Incm$18,123DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$7,283NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$213,432GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$9,031CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,564OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$73,557TotalRevAndExpnssAmt
Total Net Invst Incm$55,189TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,820AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,820AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$45,144OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,511OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$40,633OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$773InterestRevAndExpnssAmt
Interest Net Invst Incm$773InterestNetInvstIncmAmt
Taxes Rev And Expnss$720TaxesRevAndExpnssAmt
Taxes Net Invst Incm$318TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$402TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$885OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$885OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$49,342TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,602TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$43,740TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$111,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$111,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$160,342TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,602TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$154,740TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$86,785ExcessRevenueOverExpensesAmt
Net Investment Income$49,587NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$215,899SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$346,303SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$346,303SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$291,998USGovernmentObligationsBOYAmt
US Government Obligations EOY$264,648USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$263,255USGovtObligationsEOYFMVAmt
Corporate Stock BOY$865,070CorporateStockBOYAmt
Corporate Stock EOY$865,025CorporateStockEOYAmt
Corporate Stock EOYFMV$929,317CorporateStockEOYFMVAmt
Corporate Bonds BOY$797,086CorporateBondsBOYAmt
Corporate Bonds EOY$607,292CorporateBondsEOYAmt
Corporate Bonds EOYFMV$608,662CorporateBondsEOYFMVAmt
Other Assets BOY$18,638OtherAssetsBOYAmt
Other Assets EOY$18,638OtherAssetsEOYAmt
Other Assets EOYFMV$18,638OtherAssetsEOYFMVAmt
Total Assets BOY$2,188,691TotalAssetsBOYAmt
Total Assets EOY$2,101,906TotalAssetsEOYAmt
Total Assets EOYFMV$2,166,175TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$2,188,691UnrestrictedBOYAmt
Unrestricted EOY$2,101,906UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$2,188,691TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,101,906TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,188,691TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,101,906TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,188,691TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$86,785ExcessRevenueOverExpensesAmt
Subtotal$2,101,906SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,101,906TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$9,031CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$535AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$150NetVlNoncharitableAssetsYr1Amt
Distribution Yr13.566667DistributionYr1Rt
Net Vl Noncharitable Assets Yr2$150NetVlNoncharitableAssetsYr2Amt
Net Vl Noncharitable Assets Yr3$150NetVlNoncharitableAssetsYr3Amt
Net Vl Noncharitable Assets Yr4$150NetVlNoncharitableAssetsYr4Amt
Adjusted Qlfy Distri Yr5$850AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$150NetVlNoncharitableAssetsYr5Amt
Distribution Yr55.666667DistributionYr5Rt
Total Distribution9.233334TotalDistributionRt
Average Distribution4.616667AverageDistributionRt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Net Investment Income Pct$496NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$496AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$154,740QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$496InvestmentIncomeExciseTaxAmt
Subtotal$496SubtotalAmt
Tax Based On Investment Income$496TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Tax Due$496TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateGAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressNONEWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1REGIONS TRUST DEPARTMENTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2294382452PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12813 OLD DAWSON ROADAddressLine1Txt
CityALBANYCityNm
State AbbreviationGAStateAbbreviationCd
ZIP31707ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHERYLE T BRYAN
419 E WASHINGTON AVENUEASHBURNGA31714PRESIDENT000.00$0$0$0
JEFF COUTURIER
602 TIMBERLAND DRIVECORDELEGA31015SECRETARY/TR000.00$0$0$0
GREGORY FULLERTON
PO BOX 2008ALBANYGA31702DIRECTOR000.00$0$0$0
MARY BEMAN
719 SOMERSET WAYAUGUSTAGA30909DIRECTOR000.00$0$0$0
LINDORA SNYDER
3315 WALTON DRIVEMONTGOMERYAL36111DIRECTOR000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$496TaxBasedOnInvestmentIncomeAmt
Total Tax$496TotalTaxAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$154,740ExpensesAndContributionsAmt
Qualifying Distributions$154,740QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$496PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$154,244AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$850ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr1$928ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,778TotalExcessDistributionCyovAmt
Qualifying Distributions$154,740QualifyingDistributionsAmt
Remaining Distri From Corpus$154,740RemainingDistriFromCorpusAmt
Total Corpus$156,518TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$850ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$155,668ExcessDistriCyovToNextYrAmt
Excess From Year1$928ExcessFromYear1Amt
Excess From Current Year$154,740ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonREBECCA D COLLINSRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1REGIONS BANK TRUST DEPARTMENTAddressLine1Txt
Address Line22813 OLD DAWSON ROADAddressLine2Txt
CityALBANYCityNm
State AbbreviationGAStateAbbreviationCd
ZIP31707ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2294382450RecipientPhoneNum
Recipient Email AddressBECKY.COLLINS@REGIONS.COMRecipientEmailAddressTxt
Form And Info And MaterialsNONEFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONE FOR 501(C)(3) ORGANIZATIONSRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
SOUTH GA COUNCIL BSA
1841 NORMAN DRIVEVALDOSTAGA31601NONENONECHARITABLE CONTRIBUTION$6,000
ALZHEIMERS OUTREACH CENTER
314 N JEFFERSON STREETALBANYGA31701NONENONECHARITABLE CONTRIBUTION$15,000
CHILDRENS HOSPITAL OF GA
OFF OF ADVANCEMENT 105523AUGUSTAGA30912NONENONECHARITABLE CONTRIBUTION$20,0001446 HARER ST BT-1844
SALLY WETHERBEE ADOPTION CENTER
2223 DAWSON ROADALBANYGA31707NONENONECHARITABLE CONTRIBUTION$7,500
FAMILY CONNECTION OF TURNER CO INC
419 E WASHINGTON AVENUEASBURNGA31714NONENONECHARITABLE CONTRIBUTION$25,000
LIBERTY HOUSE
PO BOX 2046ALBANYGA31702NONENONECHARITABLE CONTRIBUTION$15,000
MISSION CHANGE INC
308 FLINT AVENUEALBANYGA31701NONENONECHARITABLE CONTRIBUTION$15,000
ST FRANCIS OF ASSISI WILDLIFE ASSOC
PO BOX 38160TALLAHASSEEFL32315NONENONECHARITABLE CONTRIBUTION$7,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$111,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$28,035RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$18,123RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$7,283RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescRelated Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt
NON TAXABLE RECEIPTS$1,295
NON DIVIDEND DISTRIBUTIONS$269

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$55,005RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$55,005TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LEWIS FAMILY CHARITABLE UNITRUSTBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12813 OLD DAWSON ROADAddressLine1Txt
CityALBANYCityNm
State AbbreviationGAStateAbbreviationCd
ZIP31707ZIPCd
FieldValueIRS element (for citing)
Total Contributions$18,552TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$1,820Amt
Disbursements Charitable Prps$1,820DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
REGIONSPURCHASE$64,395$64,847-$452
REGIONSPURCHASE$140,006$141,302-$1,296

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CORPORATE BONDS$457,100$458,090
MORTGAGE BACKED SECURITIES$150,192$150,572

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
COMMON STOCK$414,629$495,185
MUTUAL FUNDS$220,711$211,317
MUTUAL FUNDS FIXED$20,120$19,607
MUTUAL FUNDS INTERNATIONAL$174,954$169,558
FOREIGN STOCK$34,611$33,650

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$264,648USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$263,255USGovtObligationsEOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
BOY Book Value$18,638BOYBookValueAmt
EOY Book Value$18,638EOYBookValueAmt
EOYFMV$18,638EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
MISCELLANEOUS EXPENSES$885$885

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
NON TAXABLE RECEIPTS$1,295
NON DIVIDEND DISTRIBUTIONS$269

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
LEGAL FEES$17,269$17,269
TRUSTEE FEES$23,364$23,364
INVESTMENT MANAGEMENT FEES$4,511$4,511

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
FEDERAL INCOME TAX$402$402
FOREIGN TAXES$318$318

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