HOLLE FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
HOLLE FAMILY FOUNDATION (EIN 46-4166996)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-10
IRS object ID
201611319349101766
Schema version
2015v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-05-10T14:11:55-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN631205438PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1POYTHRESS HUGHETT & MATHEWS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12100 PROVIDENCE PARK SUITE 100AddressLine1Txt
CityBIRMINGHAMCityNm
State AbbreviationALStateAbbreviationCd
ZIP352427711ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN464166996EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HOLLE FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHOLLBusinessNameControlTxt
Phone2059672594PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14557 DOLLY RIDGE ROADAddressLine1Txt
CityBIRMINGHAMCityNm
State AbbreviationALStateAbbreviationCd
ZIP35243ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEVERETT H HOLLEEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2059672594PhoneNum
Signature2016-05-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID A HUGHETT CPAPreparerPersonNm
PTINP00106128PTIN
Phone2059952720PhoneNum
Preparation2016-05-06PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,470,193FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$5,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$29InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$29InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$29InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$24,829DividendsRevAndExpnssAmt
Dividends Net Invst Incm$24,829DividendsNetInvstIncmAmt
Dividends Adj Net Incm$24,829DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$2,551NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,551GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,551CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$60OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$60OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$60OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$32,469TotalRevAndExpnssAmt
Total Net Invst Incm$27,469TotalNetInvstIncmAmt
Total Adj Net Incm$24,918TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,250AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$711TaxesRevAndExpnssAmt
Taxes Net Invst Incm$611TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$19,706OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$19,685OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$19,685OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$21,667TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$20,296TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$19,685TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$79,300ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$79,300ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$100,967TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$20,296TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$19,685TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$79,300TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$68,498ExcessRevenueOverExpensesAmt
Net Investment Income$7,173NetInvestmentIncomeAmt
Adjusted Net Income$5,233AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$20,238CashBOYAmt
Cash EOY$14,599CashEOYAmt
Cash EOYFMV$14,599CashEOYFMVAmt
Corporate Stock BOY$1,531,414CorporateStockBOYAmt
Corporate Stock EOY$1,455,594CorporateStockEOYAmt
Corporate Stock EOYFMV$1,455,594CorporateStockEOYFMVAmt
Total Assets BOY$1,551,652TotalAssetsBOYAmt
Total Assets EOY$1,470,193TotalAssetsEOYAmt
Total Assets EOYFMV$1,470,193TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$1,551,652RetainedEarningBOYAmt
Retained Earning EOY$1,470,193RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,551,652TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,470,193TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,551,652TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,470,193TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,551,652TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$68,498ExcessRevenueOverExpensesAmt
Subtotal$1,483,154SubtotalAmt
Other Decreases$12,961OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,470,193TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$2,551CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$143InvestmentIncomeExciseTaxAmt
Subtotal$143SubtotalAmt
Tax Based On Investment Income$143TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$54EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$54TotalPaymentsAndCreditsAmt
Tax Due$89TaxDueAmt

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
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksEVERETT H HOLLEEIndividualWithBooksNm
Phone2059672594PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14557 DOLLY RIDGE ROADAddressLine1Txt
CityBIRMINGHAMCityNm
State AbbreviationALStateAbbreviationCd
ZIP35243ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
EVERETT H HOLLEE
4557 DOLLY RIDGE ROADBIRMINGHAMAL35243TRUSTEE2.00$0$0$0
WILLIAM C MARTIN III
1804 CHARLOTTE DRIVEBIRMINGHAMAL35226TRUSTEE2.00$0$0$0
PATRICK E O'NEIL
5215 CHESTNUT STREETTUSCALOOSAAL35405TRUSTEE2.00$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$1,493,504AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$18,581AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,512,085TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,512,085AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$22,681CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,489,404NetVlNoncharitableAssetsAmt
Minimum Investment Return$74,470MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$74,470MinimumInvestmentReturnAmt
Tax Based On Investment Income$143TaxBasedOnInvestmentIncomeAmt
Total Tax$143TotalTaxAmt
Distributable Before Adj$74,327DistributableBeforeAdjAmt
Distributable Before Ded$74,327DistributableBeforeDedAmt
Distributable As Adjusted$74,327DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$79,300ExpensesAndContributionsAmt
Qualifying Distributions$79,300QualifyingDistributionsAmt
Adjusted Qualifying Distri$79,300AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$74,327DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$3,437ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,437TotalExcessDistributionCyovAmt
Qualifying Distributions$79,300QualifyingDistributionsAmt
Applied To Current Year$74,327AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,973RemainingDistriFromCorpusAmt
Total Corpus$8,410TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$8,410ExcessDistriCyovToNextYrAmt
Excess From Year1$3,437ExcessFromYear1Amt
Excess From Current Year$4,973ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerEVERETT H HOLLEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
SALVATION ARMY
2100 11TH AVENUE NORTHBIRMINGHAMAL35234NONEPUBLIC CHARIEMERGENCY DISASTER RELIEF$5,000
GREATER ALABAMA COUNCIL BSA
516 LIBERTY PARKWAYBIRMINGHAMAL35242NONEPUBLIC CHARICOLLEGE SCHOLARSHIPS & SPEC PROJECTS$7,500
UNIVERSITY OF ALABAMA
G-14 ROSE ADMIN BUILDINGTUSCALOOSAAL354870101NONEPUBLIC CHARIWRITING COMPETITION AWARD$20,000BOX 870101
ALABAMA INSTITUTE FOR DEAF & BLIND
PO BOX 698TALLADEGAAL35160NONEPUBLIC CHARIMARIANNA GREENE HENRY SPECIAL EQUEST$6,000
CANTERBURY UNITED METHODIST CHURCH
PO BOX 130699BIRMINGHAMAL352130699NONEPUBLIC CHARIDOWN'S SYNDROME PROGRAM$10,000
BIRMINGHAM SOUTHERN COLLEGE
900 ARKADLEPHIA RDBIRMINGHAMAL35254NONEPUBLIC CHARICONCERT CHOIR NY TRIP$10,000
UNIVERSITY OF ALABAMA
G-14 ROSE ADMIN BUILDINGTUSCALOOSAAL354870101NONEPUBLIC CHARISPECIAL PROJECTS$5,300BOX 870101
SALVATION ARMY
2100 11TH AVENUE NORTHBIRMINGHAMAL35234NONEPUBLIC CHARIBUILDING HOPE CAMPAIGN$5,000
GREATER ALABAMA COUNCIL BSA
516 LIBERTY PARKWAYBIRMINGHAMAL35242NONEPUBLIC CHARICOLLEGE SCHOLARSHIPS & SPEC PROJECTS$7,500
SURSUM CORDA
PO BOX 549033BIRMINGHAMAL35254NONEPUBLIC CHARIBIRMINGHAM ART MUSIC ALLIANCE$1,000
NORTHSTAR YOUTH MINISTRIES
PO BOX 11512BIRMINGHAMAL35202NONEPUBLIC CHARISOCCER MINISTRY$1,000
ALABAMA PUBLIC TELEVISION
2112 11TH AVE SOUTH SUITBIRMINGHAMAL35205NONEPUBLIC CHARISPECIAL PROJECTS$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$79,300TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$29ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$24,829ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,551ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Exclusion14ExclusionCd
Exclusion$60ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$27,469ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$27,469TotalIncomeProducingActyAmt

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 PersonEVERETT H HOLLEContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line14557 DOLLY RIDGE ROADAddressLine1Txt
CityBIRMINGHAMCityNm
State AbbreviationALStateAbbreviationCd
ZIP35243ZIPCd
FieldValueIRS element (for citing)
Total Contributions$5,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Amt$1,250Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
US EQUITITIES$1,091,065$1,091,065
INTERNATIONAL SECURTITIES$364,529$364,529

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSS ON INVESTMENTSDesc
Amt$12,961Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
EXPENSES
INVESTMENT FEES$19,685$19,685$19,685
BANK FEES$21

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Revenue And Expenses Per Books$60RevenueAndExpensesPerBooksAmt
Net Investment Income$60NetInvestmentIncomeAmt
Adjusted Net Income$60AdjustedNetIncomeAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonEVERETT H HOLLEPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14557 DOLLY RIDGE ROADAddressLine1Txt
CityBIRMINGHAMCityNm
State AbbreviationALStateAbbreviationCd
ZIP35243ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES$611$611
FEDERAL TAXES$100

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