REESE PHIFER JR MEMORIAL FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- REESE PHIFER JR MEMORIAL FOUNDATION (EIN 63-6061552)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-08
- IRS object ID
- 202522819349100862
- Schema version
- 2024v5.2
- 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 Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-08T13:11:31-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 630933119 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMISONMONEYFARMER PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2347 | AddressLine1Txt |
| City | TUSCALOOSA | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 636061552 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE REESE PHIFER JR MEMORIAL | BusinessNameLine1Txt |
| Business Name Line2 | ATTN SUSAN CORK | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | REES | BusinessNameControlTxt |
| Phone | 2057504434 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1700 | AddressLine1Txt |
| City | TUSCALOOSA | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35403 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN CORK | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 2057504434 | PhoneNum |
| Signature | 2025-09-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CARL T JAMISON | PreparerPersonNm |
| PTIN | P00138903 | PTIN |
| Phone | 2053458440 | PhoneNum |
| Preparation | 2025-09-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,461,053 | 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 | $700,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $117,559 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $117,559 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $78,158 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $463,383 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $78,158 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $895,717 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $195,717 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $40,486 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $40,486 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,567 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $590 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $977 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $43,267 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $41,076 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,191 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $363,495 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $363,495 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $406,762 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $41,076 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $365,686 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $488,955 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $154,641 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $159,507 | CashBOYAmt |
| Cash EOY | $13,820 | CashEOYAmt |
| Cash EOYFMV | $13,820 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $142,815 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $190,101 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $109,101 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,209,488 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,796,844 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,338,132 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,511,810 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,000,765 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,461,053 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $3,511,810 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,000,765 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,511,810 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,000,765 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,511,810 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,000,765 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,511,810 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $488,955 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,000,765 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,000,765 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| BANK OF AMERICA #8001 S/T COVERED | 2023-12-29 | 2024-01-12 | $40,236 | $40,058 | $178 | $178 |
| BANK OF AMERICA #8001 L/T COVERED | 2022-12-13 | 2024-12-31 | $423,147 | $345,167 | $77,980 | $77,980 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $78,158 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,150 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,150 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,150 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $720 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $720 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $7 | EsPenaltyAmt |
| Tax Due | $1,437 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SUSAN P CORK | IndividualWithBooksNm |
| Phone | 2057504434 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1700 | AddressLine1Txt |
| City | TUSCALOOSA | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| BEVERLY PHIFER | ||||||||
| 4400 KAULOOSA AVENUE | TUSCALOOSA | AL | 35401 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| SUSAN PHIFER CORK | ||||||||
| 4400 KAULOOSA AVENUE | TUSCALOOSA | AL | 35401 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| KAREN PHIFER BROOKS | ||||||||
| 4400 KAULOOSA AVENUE | TUSCALOOSA | AL | 35401 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,877,918 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $253,121 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,131,039 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,131,039 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $61,966 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,069,073 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $203,454 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $203,454 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,150 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,150 | TotalTaxAmt |
| Distributable Before Adj | $201,304 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $201,304 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $201,304 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $365,686 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $365,686 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $201,304 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $327,148 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $151,167 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $97,963 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $250,484 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $120,253 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $947,015 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $365,686 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $201,304 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $164,382 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,111,397 | 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 | $327,148 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $784,249 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $151,167 | ExcessFromYear4Amt |
| Excess From Year3 | $97,963 | ExcessFromYear3Amt |
| Excess From Year2 | $250,484 | ExcessFromYear2Amt |
| Excess From Year1 | $120,253 | ExcessFromYear1Amt |
| Excess From Current Year | $164,382 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SUSAN PHIFER CORK CO PHIFER INC | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4400 KAULOOSA AVE | AddressLine1Txt |
| City | TUSCALOOSA | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2057502807 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORMAT IS REQUIRED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (61 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| ALABAMA CHOIR SCHOOL | |||||
| 605 LURLEEN B WALLACE N BLVD | TUSCALOOSA | AL | 35401 | ANNUAL GIFT | $500 |
| ALABAMA MARINE FOUNDATION | |||||
| 1655 MCFARLAND N BLVD | TUSCALOOSA | AL | 35406 | ANNUAL GIVING | $500 |
| AMERICAN CANCER SOCIETY | |||||
| 2132 MCFARLAND BLVD E | TUSCALOOSA | AL | 35401 | ANNUAL GIVING | $5,000 |
| ARTS AND AUTISM | |||||
| 2625 8TH STREET | TUSCALOOSA | AL | 35401 | ANNUAL GIVING | $1,000 |
| CARING DAYS | |||||
| 943 31ST STREET E | TUSCALOOSA | AL | 35405 | ANNUAL GIFT | $1,000 |
| CHAMBER OF COMMERCE (ADOPT A SCHOOL) | |||||
| 2222 9TH STREET | TUSCALOOSA | AL | 35401 | AAS, GOLF, MONUMENT | $3,895 |
| COMMUNITY FOUNDATION OF WEST ALABAMA | |||||
| 700 ENERGY CENTER BLVD 406 | NORTHPORT | AL | 35473 | EDUCATION FUND | $5,000 |
| EAGLES' WINGS | |||||
| 12379 EAGLES WINGS DR | COKER | AL | 35452 | ANNUAL GIFT | $1,000 |
| ELIZABETH PROJECT CARE | |||||
| PO BOX 2792 | TUSCALOOSA | AL | 35403 | ANNUAL GIFT | $100 |
| FAMILY COUNSELING SERVICES | |||||
| 2020 PAUL W BRYANT DR | TUSCALOOSA | AL | 35401 | ANNUAL GIVING | $2,000 |
| HABITAT FOR HUMANITY | |||||
| 504 14TH ST | TUSCALOOSA | AL | 35401 | CAMPAIGN (2 OF 5) | $7,000 |
| HOLY SPIRIT CATHOLIC CHURCH | |||||
| 733 JAMES I HARRISON JR PKWY | TUSCALOOSA | AL | 35045 | ANNUAL GIFT | $500 |
| HOSPICE OF WEST ALABAMA | |||||
| 3851 LOOP RD | TUSCALOOSA | AL | 35404 | PATRON CAMPAIGN (1 OF 2) | $5,000 |
| HUMANE SOCIETY OF WEST ALABAMA | |||||
| 2430 36TH ST | NORTHPORT | AL | 35473 | CAPITAL CAMPAIGN (2 OF 6) | $15,000 |
| JUNIOR ACHIEVEMENT FOUNDATION | |||||
| PO BOX 21316 | TUSCALOOSA | AL | 35402 | ANNUAL GIVING | $2,500 |
| MARANATHA SDA CHURCH | |||||
| 2614 HERMAN AVE | TUSCALOOSA | AL | 35401 | ANNUAL GIFT | $100 |
| MARCH OF DIMES | |||||
| PO BOX 18819 | ATLANTA | GA | 31126 | ANNUAL GIVING | $1,000 |
| PARA | |||||
| 614 GREENSBORO AVENUE | TUSCALOOSA | AL | 35401 | CAPITAL CAMPAIGN (5 OF 5) PLAYGROUND | $5,500 |
| PUBLIC AFFAIRS RESEARCH COUNCIL OF AL | |||||
| 800 LAKESHORE PKWY | BIRMINGHAM | AL | 35211 | ANNUAL GIVING | $250 |
| SCHOOLYARD ROOTS | |||||
| 2709 8TH STREET | TUSCALOOSA | AL | 35401 | ANNUAL GIFT | $1,000 |
| SECRET MEALS FOR HUNGRY CHILDREN | |||||
| 220 PAUL W BRYANT DR | TUSCALOOSA | AL | 35401 | ANNUAL GIVING | $500 |
| SHELTON STATE COMMUNITY COLLEGE | |||||
| 9500 OLD GREENSBORO RD | TUSCALOOSA | AL | 35405 | GED SCHOLARSHIPS | $250 |
| THE SABAN CENTER | |||||
| 2201 UNIVERSITY BLVD | TUSCALOOSA | AL | 35401 | CAPITAL CAMPAIGN (3 OF 5) | $20,000 |
| THE UNIVERSITY OF ALABAMA | |||||
| 801 UNIVERSITY BLVD | TUSCALOOSA | AL | 35487 | ANNUAL GIFT (**MULTIPLE AGENCIES) | $12,350 |
| THEATRE TUSCALOOSA | |||||
| 9500 OLD GREENSBORO RD | TUSCALOOSA | AL | 35405 | ANNUAL GIVING | $5,000 |
| THE TUSCALOOSA CHILDREN'S CENTER | |||||
| 520 LARTIN LUTHER KING FR BLVD | TUSCALOOSA | AL | 35401 | ANNUAL GIFT | $5,000 |
| TUSCALOOSA CITY SCHOOLS EDUCATION FUND | |||||
| 2222 9TH STREET | TUSCALOOSA | AL | 35401 | ANNUAL GIVING (3 OF 5) | $10,000 |
| TUSCALOOSA COUNTY FRATERNAL ORDER OF POLICE | |||||
| 3250 9TH CT | TUSCALOOSA | AL | 35401 | ANNUAL COPS AND KIDS | $250 |
| TUSCALOOSA FIRE AND RESCUE | |||||
| 2201 UNIVERSITY BLVD | TUSCALOOSA | AL | 35401 | ANNUAL GIVING | $500 |
| TUSCALOOSA SYMPHONY ASSOCIATION | |||||
| 600 GREENSBORO AVENUE | TUSCALOOSA | AL | 35401 | ANNUAL GIVING | $3,000 |
| UNITED WAY OF WEST ALABAMA | |||||
| 2720 6TH STREET 100 | TUSCALOOSA | AL | 35401 | ANNUAL GIFT (**MULTIPLE AGENCIES) | $74,000 |
| WELDY HOME FOR CHILDREN | |||||
| 13271 AL 171 | WINFIELD | AL | 35594 | FAYETTE KIWANIS KLASSIC | $1,000 |
| WEST ALABAMA FOOD BANK | |||||
| 3160 MCFARLAND BLVD | NORTHPORT | AL | 35476 | CAPITAL CAMPAIGN (3 OF 5) | $100,000 |
| ALZHEIMER'S ASSOCIATION | |||||
| 1 METROPLEX DR 230 | BIRMINGHAM | AL | 35209 | ANNUAL GIVING | $500 |
| ARTS COUNCIL OF TUSCALOOSA COUNTY | |||||
| 7TH ST | TUSCALOOSA | AL | 35401 | CONTRIBUTION | $500 |
| BOYS & GIRLS CLUB OF WEST ALABAMA | |||||
| 2201 ALBERTA PKWY | TUSCALOOSA | AL | 35404 | ANNUAL GIVING | $5,000 |
| CHILDREN'S HOSPITAL OF ALABAMA | |||||
| 1600 7TH AVE S | BIRMINGHAM | AL | 35233 | TUSCALOOSA COUNTY HIGH FUNDRAISER | $500 |
| CHRIST EPISCOPAL CHURCH | |||||
| 605 LURLEEN B WALLACE N BLVD | TUSCALOOSA | AL | 35401 | RANDALL HALL RENOVATIONS | $35,000 |
| DCH FOUNDATION | |||||
| 1110 DR EDWARD HILLARD DR | TUSCALOOSA | AL | 35401 | ANNUAL GIVING | $5,000 |
| EASTER SEALS WEST ALABAMA | |||||
| 1400 JAMES I HARRISON PKWY | TUSCALOOSA | AL | 35405 | ANNUAL GIFT | $1,000 |
| EMPOWERED TO CONQUER | |||||
| 3054 MORGAN RD | BESSEMER | AL | 35022 | YOUTH CONFERENCE | $5,000 |
| FAITH CHAPEL CHURCH | |||||
| 100 MIKE MOORE BLVD 92 | BIRMINGHAM | AL | 35224 | CONTRIBUTION | $500 |
| HILLCREST HIGH SCHOOL | |||||
| 300 PATRIOT PW | TUSCALOOSA | AL | 35405 | ANNUAL GIVING VOLLEYBALL (EMP) | $100 |
| HISTORIC TUSCALOOSA | |||||
| PO BOX 1665 | TUSCALOOSA | AL | 35403 | ANNUAL GIFT | $200 |
| HUNTER WHITLEY BUTTERFLY INITIATIVE | |||||
| 10130 CHAPEL PARK CT | COTTONDALE | AL | 35453 | ANNUAL GIFT | $500 |
| KRISTEN AMERSON YOUTH FOUNDATION | |||||
| PO BOX 70443 | TUSCALOOSA | AL | 35407 | ANNUAL GIFT | $5,100 |
| LEUKEMIA AND LYMPHOMA SOCIETY | |||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | ANNUAL GIVING | $100 |
| NEW HEIGHTS FOUNDATION | |||||
| 3834 21ST ST | TUSCALOOSA | AL | 35401 | THE ZONE - WEST END | $5,000 |
| RONALD MCDONALD HOUSE | |||||
| 1705 CLINCH AVE | KNOXVILLE | TN | 37916 | HONOR TREY JACKSON | $500 |
| ROOTED TUSCALOOSA | |||||
| 2300 13TH STREET | TUSCALOOSA | AL | 35401 | CONTRIBUTION | $500 |
| SOROPTIMIST INTERNATIONAL | |||||
| 1709 SPRUCE STREET | PHILADELPHIA | PA | 19103 | ANNUAL GIFT | $100 |
| STILLMAN COLLEGE | |||||
| 3601 STILLMAN BLVD | TUSCALOOSA | AL | 35401 | ANNUAL GIVING | $1,000 |
| TEMPORARY EMERGENCY SERVICES | |||||
| 1705 15TH ST | TUSCALOOSA | AL | 35401 | ANNUAL GIVING | $1,000 |
| THE CROOM FOUNDATION | |||||
| PO BOX 5117 | BOONE | IA | 50950 | ANNUAL GIVING | $2,000 |
| TURNING POINT | |||||
| 3800 PALISADES DR | TUSCALOOSA | AL | 35405 | ANNUAL GIVING | $1,000 |
| THE UNIVERSITY OF ALABAMA AT BIRMINGHAM | |||||
| 1720 UNIVERSITY BLVD | BIRMINGHAM | AL | 35294 | COMPREHENSIVE CANCER CENTER | $1,000 |
| TUSCALOOSA COUNTY HIGH SCHOOL | |||||
| 12500 WILDCAT DR | NORTHPORT | AL | 35475 | WILDCAT QUARTERBACK CLUB | $100 |
| TUSCALOOSA'S ONE PLACE | |||||
| 810 27TH AVE | TUSCALOOSA | AL | 35401 | CAPITAL CAMPAIGN | $1,000 |
| UNITE US | |||||
| 266 WOODLEDGE PL | MONTGOMERY | AL | 36109 | ANNUAL GIFT | $1,000 |
| WINFIELD CHAMBER OF COMMERCE | |||||
| PO BOX 916 | WINFIELD | AL | 35594 | MULE DAY | $100 |
| YOUNG LIFE | |||||
| 6110 WATERMELON RD SUITE 150 | NORTHPORT | AL | 35473 | CONTRIBUTION | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $363,495 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $117,559 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $78,158 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $195,717 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $195,717 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHIFER INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1700 | AddressLine1Txt |
| City | TUSCALOOSA | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $700,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,200 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCK | StockNm |
| EOY Book Value | $3,796,844 | EOYBookValueAmt |
| EOYFMV | $4,338,132 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $14 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $40,486 | Amt |
| Net Investment Income | $40,486 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $590 | $590 | $0 |
| TAXES PAID - 990-PF | $977 | $0 | $977 |
Comments