WARNER FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WARNER FOUNDATION INC (EIN 26-3311211)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-14
- IRS object ID
- 201423189349101327
- Schema version
- 2013v3.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Compensation Explanation
- Depreciation Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-14T13:45:04-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | JAMISON MONEY FARMER PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 JACK WARNER PKWY SUITE 300 | AddressLine1 |
| City | TUSCALOOSA | City |
| State | AL | State |
| ZIP Code | 354011017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263311211 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARNER FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WARN | BusinessNameControlTxt |
| Phone | 2052668536 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2731 MOUNTBATTEN ROAD | AddressLine1 |
| City | TUSCALOOSA | City |
| State | AL | State |
| ZIP Code | 35406 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JERRY D PHILLIPS II | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2052668536 | PhoneNum |
| Signature | 2014-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT T BURNS JR | PreparerPersonNm |
| PTIN | P00385342 | PTIN |
| Phone | 2053458440 | PhoneNum |
| Preparation | 2014-11-14 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,299,995 | 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 | $125,250 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $53,795 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $53,795 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,895 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,895 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $143,592 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $152,940 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $143,592 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $455 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $455 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $330,987 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $205,282 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $455 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $165 | LegalFeesRevAndExpnssAmt |
| Legal Fees Adj Net Incm | $1 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $164 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,725 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $42 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $7,683 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $76,052 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,820 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $309 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $55,923 | OtherProfFeesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $10,080 | OccupancyRevAndExpnssAmt |
| Occupancy Adj Net Incm | $55 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $10,025 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,792 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Adj Net Incm | $33 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,759 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,872 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $15 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,857 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $102,686 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,820 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $455 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $82,411 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,375,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,375,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,477,686 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,820 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $455 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,457,411 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,146,699 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $185,462 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $747,405 | CashBOYAmt |
| Cash EOY | $190,938 | CashEOYAmt |
| Cash EOYFMV | $190,938 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $272,266 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,561,696 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,561,696 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $900 | AcctRcvblBOYAmt |
| Inventories BOY | $63,481 | InventoriesBOYAmt |
| Inventories EOY | $63,481 | InventoriesEOYAmt |
| Inventories EOYFMV | $63,481 | InventoriesEOYFMVAmt |
| Corporate Stock BOY | $4,362,561 | CorporateStockBOYAmt |
| Corporate Stock EOY | $483,592 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $483,880 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $17,278 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $17,278 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $5,446,613 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,299,707 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,299,995 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $207 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $207 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $5,446,406 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,299,707 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,446,406 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,299,707 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,446,613 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,299,707 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,446,406 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,146,699 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,299,707 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,299,707 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| DETAIL AVAILABLE UPON REQUEST - BNY | P | $5,752 | $5,752 | $5,752 | |
| DETAIL AVAILABLE UPON REQUEST - BNY | P | $147,048 | $147,048 | $147,048 | |
| DETAIL AVAILABLE UPON REQUEST - BNY | P | -$9,348 | -$9,348 | $9,348 | |
| DETAIL AVAILABLE UPON REQUEST - MOR | P | $140 | $140 | $140 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $143,592 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $5,752 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,159,450 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,176,966 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.349597 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $991,990 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,114,577 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.139431 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,137,515 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000140 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $30,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,995,562 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.004288 | DistributionYr4Rt |
| Total Distribution | 0.493456 | TotalDistributionRt |
| Average Distribution | 0.123364 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,912,221 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $482,627 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,855 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $484,482 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,457,411 | 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 | $1,855 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,855 | SubtotalAmt |
| Tax Based On Investment Income | $1,855 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,882 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,882 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,027 | OverpaymentAmt |
| Applied To ES Tax | $3,027 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WARNERFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | ROBERT T BURNS JR | IndividualWithBooksNm |
| Phone | 2053458440 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 JACK WARNER PARKWAY SUITE 300 | AddressLine1 |
| City | TUSCALOOSA | City |
| State | AL | State |
| ZIP Code | 35401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JONATHAN W WARNER | ||||||||
| 2705 BATTLEMENT DRIVE NORTHEAST | TUSCALOOSA | AL | 35406 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| SUSAN G AUSTIN | ||||||||
| 2705 BATTLEMENT DRIVE NORTHEAST | TUSCALOOSA | AL | 35406 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| JANET DILL | ||||||||
| 9155 ENTERPRISE AVENEUE NORTHEAST | TUSCALOOSA | AL | 35406 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| VAUGHAN MORRISSETTE | ||||||||
| 3 TAYLOR PLACE | MOBILE | AL | 36608 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| JERRY PHILLIPS | ||||||||
| 4318 BOULDER LAKE CIRCLE | VESTAVIA | AL | 35242 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| ANDREAE LEMAISTRE | ||||||||
| PO BOX 90449 | SAN ANTONIO | TX | 78209 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| CHARLES LEMAISTRE | ||||||||
| PO BOX 90449 | SAN ANTONIO | TX | 78209 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,522,165 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,386,152 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $63,481 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,971,798 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,971,798 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $59,577 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,912,221 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $195,611 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $195,611 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,855 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,855 | TotalTaxAmt |
| Distributable Before Adj | $193,756 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $193,756 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $193,756 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,457,411 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $3,457,411 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,855 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,455,556 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $193,756 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $286,679 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,853,336 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,140,015 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,457,411 | QualifyingDistributionsAmt |
| Applied To Current Year | $193,756 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,263,655 | RemainingDistriFromCorpusAmt |
| Total Corpus | $5,403,670 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $5,403,670 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $286,679 | ExcessFromYear2Amt |
| Excess From Year1 | $1,853,336 | ExcessFromYear1Amt |
| Excess From Current Year | $3,263,655 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | METROPOLITAN MUSEUM OF ART | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 FIFTH AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10028 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | ART HISTORY PRESERVATION | GrantOrContributionPurposeTxt |
| Amt | $3,375,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,375,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $53,795 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $7,895 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $143,592 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Related Or Exempt Function Incm | $455 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $205,737 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $205,737 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 Person | WARNER IRR TRUST FOR DAVID WARNER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 204 MARINA DRIVE STE 100 | AddressLine1 |
| City | TUSCALOOSA | City |
| State | AL | State |
| ZIP Code | 35406 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $125,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $7,725 | Amt |
| Adjusted Net Income | $42 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $7,683 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (7 entries)
| JONATHAN W WARNER |
| SUSAN G AUSTIN |
| JANET DILL |
| VAUGHAN MORRISSETTE |
| JERRY PHILLIPS |
| ANDREAE LEMAISTRE |
| CHARLES LEMAISTRE |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt |
|---|---|---|---|---|---|
| ART CRATES | 2011-05-01 | $15,057 | $15,057 | 200DB | 7.0000 |
| ALARM SYSTEM | 2011-03-29 | $2,221 | $2,221 | S/L | 15.0000 |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | ATTORNEY GENERAL FOR ALABAMA DOES NOT ACCEPT 990PF FILINGS. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $483,592 | EOYBookValueAmt |
| EOYFMV | $483,880 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $17,278 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $17,278 | AccumulatedDepreciationAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Fees | $165 | LegalFeesAmt |
| Adjusted Net Income | $1 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $164 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| ART COLLECTION EXPENSE | $900 | $5 | $895 |
| MISCELLANEOUS EXPENSE | $959 | $5 | $954 |
| OFFICE EXPENSES | $1,013 | $5 | $1,008 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $455 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $455 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|
| CONSULTING FEES | $56,232 | $309 | $55,923 | |
| INVESTMENT MANAGEMENT FEES | $19,820 | $19,820 |
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