ALYS FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ALYS FOUNDATION INC (EIN 20-1771428)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-17
- IRS object ID
- 201532299349100713
- Schema version
- 2014v5.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-17T08:43:56-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 630795199 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOVOYSUMMERVILLE & SHELTON LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 361 SUMMIT BOULEVARD SUITE 210 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35243 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201771428 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALYS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALYS | BusinessNameControlTxt |
| Phone | 8502135500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 61-5500 | AddressLine1Txt |
| City | ALYS BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 324615500 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JASON WHITE | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 8502135500 | PhoneNum |
| Signature | 2015-08-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DONALD HOWELL | PreparerPersonNm |
| PTIN | P00833388 | PTIN |
| Phone | 2059709080 | PhoneNum |
| Preparation | 2015-07-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $726,360 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $510,537 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $789 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $789 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $283,663 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $283,663 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $794,989 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $789 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $283,663 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,680 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $18 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $405,693 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $283,663 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $122,288 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $414,391 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $283,663 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $122,288 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $332,811 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $332,811 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $747,202 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $283,663 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $455,099 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $47,787 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $789 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $74 | CashBOYAmt |
| Cash EOY | $5,601 | CashEOYAmt |
| Cash EOYFMV | $5,601 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $678,501 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $720,759 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $720,759 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $18,750 | AcctRcvblAmt |
| Acct Rcvbl Allwnc Dbtfl Acct | $18,750 | AcctRcvblAllwncDbtflAcctAmt |
| Total Assets BOY | $678,575 | TotalAssetsBOYAmt |
| Total Assets EOY | $726,360 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $726,360 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $2 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $678,573 | UnrestrictedBOYAmt |
| Unrestricted EOY | $726,360 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $678,573 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $726,360 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $678,575 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $726,360 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $678,573 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $47,787 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $726,360 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $726,360 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $118,984 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $608,110 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.195662 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $93,040 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $459,354 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.202545 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $136,644 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $423,822 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.322409 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $164,831 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $482,855 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.341367 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $37,694 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $484,314 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.077830 | DistributionYr5Rt |
| Total Distribution | 1.139813 | TotalDistributionRt |
| Average Distribution | 0.227963 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $727,552 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $165,855 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $165,863 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $455,099 | 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 | $8 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $30 | AppliedToEsTaxAmt |
| Total Payments And Credits | $30 | TotalPaymentsAndCreditsAmt |
| Overpayment | $22 | OverpaymentAmt |
| Applied To ES Tax | $22 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | 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 |
| Individual With Books | CHRISTOPHER GENT | IndividualWithBooksNm |
| Phone | 8502135507 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9581 E COUNTY HIGHWAY 30-A | AddressLine1Txt |
| City | PANAMA CITY BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32413 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| JASON WHITE | ||||||||
| 5724 HIGHWAY 280 EAST | BIRMINGHAM | AL | 352426818 | DIRECTOR, VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| JAMES T STEPHENS | ||||||||
| 5724 HIGHWAY 280 EAST | BIRMINGHAM | AL | 352426818 | DIRECTOR,CHAIRMAN | 1.00 | $0 | $0 | $0 |
| DELL S BROOKE | ||||||||
| 5724 HIGHWAY 280 EAST | BIRMINGHAM | AL | 352426818 | DIRECTOR, VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| JDAVID WALKER | ||||||||
| 5724 HIGHWAY 280 EAST | BIRMINGHAM | AL | 352426818 | VICE-PRESIDENT/TREASURER | 1.00 | $0 | $0 | $0 |
| JASON COMER | ||||||||
| 5724 HIGHWAY 280 EAST | BIRMINGHAM | AL | 352426818 | DIRECTOR,PRESIDENT & SECRY | 1.00 | $0 | $0 | $0 |
| SANDRA BULLOCK | ||||||||
| 5724 HIGHWAY 280 EAST | BIRMINGHAM | AL | 352426818 | ASST SECRY | 1.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CONCERTS AND OTHER COMMUNITY EVENTS WERE HELD TO ENRICH THE COMMUNITY THROUGH THE SUPPORT AND PROMOTION OF CULTURAL, CHARITABLE, SPIRITUAL,LITERARY AND EDUCATIONAL ACTIVITIES.EVENTS INCLUDE THE SINFONIA GOES POP AT ALYS BEACH, DIGITAL GRAFFITI AT ALYS BEACH,THE ALYS BEACH 5K AND 1 MILE FUN RUN,30A WINE FESTIVAL,30A SONGWRITER FESTIVAL. | Description1Txt |
| Expenses1 | $405,953 | Expenses1Amt |
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 | $738,631 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $738,631 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $738,631 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,079 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $727,552 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $36,378 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $36,378 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8 | TotalTaxAmt |
| Distributable Before Adj | $36,370 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $36,370 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $36,370 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $455,099 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $455,099 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $8 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $455,091 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $36,370 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $13,490 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $140,708 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $115,479 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $70,090 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $88,596 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $428,363 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $455,099 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $36,370 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $418,729 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $847,092 | 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 | $13,490 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $833,602 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $140,708 | ExcessFromYear4Amt |
| Excess From Year3 | $115,479 | ExcessFromYear3Amt |
| Excess From Year2 | $70,090 | ExcessFromYear2Amt |
| Excess From Year1 | $88,596 | ExcessFromYear1Amt |
| Excess From Current Year | $418,729 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALAQUE ANIMAL REFUGE | |||||||
| 914 WHITFIELD RD | FREEPORT | FL | 32439 | NONE | PUBLIC CHARITY | ANIMAL RESCUE | $16,000 |
| AUTISM SOCIETY EMERALD COAST | |||||||
| 12 COZETTE DRIVE | VALPARAISO | FL | 32580 | NONE | PUBLIC CHARITY | SUPPORT OF THE ORGANIZATION | $20,000 |
| AUTISM SOCIETY OF AMERICA | |||||||
| 4340 EAST-WEST HWY SUITE 350 | BETHESDA | MD | 20814 | NONE | PUBLIC CHARITY | SUPPORT OF THE ORGANIZATION | $20,000 |
| AUTISM SOCIETY OF GEORGIA | |||||||
| 3455 LAWRENCEVILLE SUWANEE RD A | SUWANEE | GA | 30024 | NONE | PUBLIC CHARITY | SUPPORT OF THE ORGANIZATION | $20,000 |
| CARING AND SHARING | |||||||
| 112 LYNN DRIVE | SANTA ROSA BEACH | FL | 32459 | NONE | PUBLIC CHARITY | SUPPORT OF THE ORGANIZATION | $50,000 |
| CHILDREN'S VOLUNTEER HEALTH NETWORK INC | |||||||
| PO BOX 12142 | SANTA ROSA BEACH | FL | 32459 | NONE | PUBLIC CHARITY | SUPPORT OF THE ORGANIZATION | $72,611 |
| FOOD FOR THOUGHT | |||||||
| 4747 US HWY 98 WEST | SANTA ROSA BEACH | FL | 32459 | NONE | PUBLIC CHARITY | SUPPORT OF THE ORGANIZATION | $50,000 |
| LIGHTHOUSE FAMILY RETREAT | |||||||
| 45 TECHNOLOGY PRKWY S 225 | NORCROSS | GA | 30092 | NONE | PUBLIC CHARITY | SUPPORT OF THE ORGANIZATION | $11,000 |
| LIGHTHOUSE FOUNDATION MINISTRIES INTERNATIONAL | |||||||
| PO BOX 27 | WEBSTER | FL | 33597 | NONE | PUBLIC CHARITY | SUPPORT OF THE ORGANIZATION | $25,000 |
| NOKUSE EDUCATION INC | |||||||
| 4956 STATE HIGHWAY 20 E | FREEPORT | FL | 32439 | NONE | PUBLIC CHARITY | SUPPORT OF THE ORGANIZATION | $20,000 |
| ROSEMARY BEACH FOUNDATION INC | |||||||
| PO BOX 611306 | ROSEMARY BEACH | FL | 32461 | NONE | PUBLIC CHARITY | SUPPORT OF THE ORGANIZATION | $2,500 |
| SEASIDE INSTITUTE | |||||||
| PO BOX 4875 SEASIDE BRANCH | SANTA ROSA BEACH | FL | 32459 | NONE | PUBLIC CHARITY | SUPPORT OF COMMUNITY DEVELOPMENT | $600 |
| SEASIDE NEIGHBORHOOD SCHOOL | |||||||
| 10 SMOLIAN CIR | SANTA ROSA BEACH | FL | 32459 | NONE | PUBLIC CHARITY | RACE SPONSORSHIP | $10,000 |
| SOUTH WALTON ARTIFICIAL REEF ASSOCIATION | |||||||
| PO BOX 2482 | SANTA ROSA BEACH | FL | 32459 | NONE | PUBLIC CHARITY | SUPPORT OF THE ORGANIZATION | $6,000 |
| SOUTH WALTON HIGHSCHOOL | |||||||
| 645 GREENWAY TRAIL | SANTA ROSA BEACH | FL | 32459 | NONE | PUBLIC CHARITY | CONTRIBUTION TO SENIOR BREAKFAST | $1,000 |
| SOUTH WALTON YOUTH FOOTBALL | |||||||
| 325 MOLL DRIVE | SANTA ROSA BEACH | FL | 32459 | NONE | PUBLIC CHARITY | SUPPORT OF THE ORGANIZATION | $7,500 |
| WALTON EDUCATION FOUNDATION INC | |||||||
| 145 PARK ST SUITE 5 | DEFUNIAK SPRINGS | FL | 32435 | NONE | PUBLIC CHARITY | GOLD SPONSORSHIP | $600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $332,811 | 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 | $789 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COMMUNITY EVENT INCOME | Desc |
| Related Or Exempt Function Incm | $283,663 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $789 | ExclusionAmt |
| Related Or Exempt Function Incm | $283,663 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $284,452 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | CONCERTS AND OTHER COMMUNITY EVENTS WERE HELD TO ENRICH THE COMMUNITY THROUGH THE SUPPORT AND PROMOTION OF CULTURAL, CHARITABLE, SPIRITUAL, LITERARY AND EDUCATIONAL ACTIVITIES.EVENTS INCLUDE THE SINFONIA GOES POP AT ALYS BEACH, DIGITAL GRAFFITI AT ALYS BEACH,THE ALYS BEACH 5K AND 1 MILE FUN RUN, AND THE 30A WINE FESTIVAL. | RelationshipStatementTxt |
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 (35 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| THOMAS T BROWN | ||||||
| 1 | AVAILABLE UPON REQUEST | PANAMA CITY BEACH | FL | 32413 | $10,750 | Yes (X) |
| JAMES M SCHWARZKOPF | ||||||
| 2 | AVAILABLE UPON REQUEST | ATLANTA | GA | 30327 | $7,450 | Yes (X) |
| STARKER SERVICES INC | ||||||
| 3 | AVAILABLE UPON REQUEST | METAIRIE | LA | 70005 | $10,700 | Yes (X) |
| THE CHARLES LI REVOCABLE TRUST | ||||||
| 4 | AVAILABLE UPON REQUEST | SANTA ROSA BEACH | FL | 32459 | $6,557 | Yes (X) |
| JULIE BOSS | ||||||
| 5 | AVAILABLE UPON REQUEST | NASHVILLE | TN | 37203 | $8,275 | Yes (X) |
| STEVE BLAKEY | ||||||
| 6 | AVAILABLE UPON REQUEST | ATLANTA | GA | 30355 | $52,300 | Yes (X) |
| SHAW ALYS BEACH NN6 LLC | ||||||
| 7 | AVAILABLE UPON REQUEST | ATLANTA | GA | 30305 | $17,250 | Yes (X) |
| KELIEHOR INVESTMENTS LTD | ||||||
| 8 | AVAILABLE UPON REQUEST | AUSTIN | TX | 78703 | $7,990 | Yes (X) |
| HH9 ATLAS 1031 EXCHANGE LLC | ||||||
| 9 | AVAILABLE UPON REQUEST | MANDEVILLE | LA | 70471 | $9,400 | Yes (X) |
| JERRY REBECCA C CARR | ||||||
| 10 | AVAILABLE UPON REQUEST | STATESFIELD | NC | 28687 | $13,000 | Yes (X) |
| MY TURF INVESTMENTS LP | ||||||
| 11 | AVAILABLE UPON REQUEST | DALLAS | TX | 75225 | $6,200 | Yes (X) |
| THE PAUL A DREHER FAMILY PARTNERSHI | ||||||
| 12 | AVAILABLE UPON REQUEST | MOUNTAIN BROOK | AL | 35213 | $16,000 | Yes (X) |
| CALVIN JENNIFER DEZELLE JON KENT | ||||||
| 13 | AVAILABLE UPON REQUEST | VESTAVIA HILLS | AL | 35242 | $10,850 | Yes (X) |
| DREW M BETH A LOCANDRO | ||||||
| 14 | AVAILABLE UPON REQUEST | KENNESAW | GA | 30152 | $16,950 | Yes (X) |
| SHANE WITHEROW | ||||||
| 15 | AVAILABLE UPON REQUEST | NASHVILLE | TN | 37212 | $9,850 | Yes (X) |
| ALL STAR PROPERTIES I LLC | ||||||
| 16 | AVAILABLE UPON REQUEST | BATON ROUGE | LA | 70815 | $24,082 | Yes (X) |
| KELLIEHOR INVESTMENTS LTD | ||||||
| 17 | AVAILABLE UPON REQUEST | AUSTIN | TX | 78703 | $9,085 | Yes (X) |
| ALCHEMY VENTURE HOLDINGS LLC | ||||||
| 18 | AVAILABLE UPON REQUEST | ROSEMARY BEACH | FL | 32413 | $65,000 | Yes (X) |
| JEFFERY L SMITH | ||||||
| 19 | AVAILABLE UPON REQUEST | BIRMINGHAM | AL | 35209 | $6,230 | Yes (X) |
| FRANK B PAMELA A BURGE | ||||||
| 20 | AVAILABLE UPON REQUEST | MIRAMAR BEACH | FL | 32550 | $6,400 | Yes (X) |
| BILL I SMITH | ||||||
| 21 | AVAILABLE UPON REQUEST | BIRMINGHAM | AL | 35209 | $14,950 | Yes (X) |
| MKW PROPERTIES LLC | ||||||
| 22 | AVAILABLE UPON REQUEST | BATON ROUGE | LA | 35223 | $8,180 | Yes (X) |
| SCHWARZKOPF LLC | ||||||
| 23 | AVAILABLE UPON REQUEST | ATLANTA | GA | 30327 | $16,750 | Yes (X) |
| RICHARD A FREESE | ||||||
| 24 | AVAILABLE UPON REQUEST | ALYS BEACH | FL | 32461 | $13,750 | Yes (X) |
| SIGNATURE SIX LLC | ||||||
| 25 | AVAILABLE UPON REQUEST | BIRMINGHAM | AL | 35242 | $12,000 | Yes (X) |
| KYLE GRAFFAGNINI | ||||||
| 26 | AVAILABLE UPON REQUEST | NEW ORLEANS | LA | 70118 | $9,945 | Yes (X) |
| NONESUCH LLC | ||||||
| 27 | AVAILABLE UPON REQUEST | RIDGELAND | MS | 39157 | $8,680 | Yes (X) |
| JOHN J RABALAIS | ||||||
| 28 | AVAILABLE UPON REQUEST | COVINGTION | LA | 70433 | $21,000 | Yes (X) |
| LATITUDE 30 LLC | ||||||
| 29 | AVAILABLE UPON REQUEST | NASHVILLE | TN | 37212 | $6,490 | Yes (X) |
| BRIAN L RHONDA H MCCANN | ||||||
| 30 | AVAILABLE UPON REQUEST | LEESVILLE | LA | 71446 | $5,420 | Yes (X) |
| BRYAN MOLLY WILLIS | ||||||
| 31 | AVAILABLE UPON REQUEST | ALBANY | GA | 31707 | $9,565 | Yes (X) |
| ALYS GULF VIEW LLC | ||||||
| 32 | AVAILABLE UPON REQUEST | ATLANTA | GA | 30342 | $13,000 | Yes (X) |
| DBB ALYS BEACH LLC | ||||||
| 33 | AVAILABLE UPON REQUEST | METAIRIE | LA | 70002 | $11,230 | Yes (X) |
| WALTON COUNTY BOARD COMMISSION | ||||||
| 34 | AVAILABLE UPON REQUEST | DEFUNIAK SPRINGS | FL | 32433 | $17,500 | Yes (X) |
| B9 ATLAS 1031 EXCHANGE LLC | ||||||
| 35 | AVAILABLE UPON REQUEST | LAFAYETTE | LA | 70508 | $8,175 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,680 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| AB FOUNDATION EVENTS | $405,951 | $0 | $283,663 | $122,288 |
| LICENSES, PERMITS, FEES | $206 | $0 | $0 | $0 |
| BANK SERVICE CHARGES | $36 | $0 | $0 | $0 |
| BAD DEBT EXPENSE | -$500 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COMMUNITY EVENT INCOME | Desc |
| Revenue And Expenses Per Books | $283,663 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $283,663 | AdjustedNetIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| STEVE BLAKEY | |||
| AVAILABLE UPON REQUEST | ATLANTA | GA | 30355 |
| ALCHEMY VENTURE HOLDINGS LLC | |||
| AVAILABLE UPON REQUEST | ROSEMARY BEACH | FL | 32413 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INCOME TAX | CategoryTxt |
| Amt | $18 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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