CHARLIE AND BERTHA HAMMOND CHARITABLE TRUST: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CHARLIE AND BERTHA HAMMOND CHARITABLE TRUST (EIN 45-6586168)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-12
- IRS object ID
- 201431329349101548
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-12T10:00:07-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 456586168 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAMMMOND CHARITABLE TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HAMM | BusinessNameControlTxt |
| Phone | 2054206214 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O REGIONS BANK P O BOX 2886 | AddressLine1 |
| City | MOBILE | City |
| State | AL | State |
| ZIP Code | 366522886 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | REGIONS BANK TRUSTEE | PersonNm |
| Person Title | TRUST OFFICER | PersonTitleTxt |
| Phone | 2054206214 | PhoneNum |
| Signature | 2014-04-24 | SignatureDt |
| 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 | $330,546 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,652 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,017 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $18,124 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $430,684 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,124 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $90 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $26,868 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $26,143 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,676 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,940 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $735 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $300 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $45 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $45 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $4,021 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,985 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,035 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,396 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,396 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $16,417 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,985 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,431 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,451 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,158 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,123 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $29,420 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $29,420 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $73,698 | CorporateStockBOYAmt |
| Corporate Stock EOY | $64,623 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $83,885 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $220,863 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $218,533 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $217,241 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $301,684 | TotalAssetsBOYAmt |
| Total Assets EOY | $312,576 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $330,546 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $436 | AccountsPayableEOYAmt |
| Total Liabilities EOY | $436 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $301,684 | CapitalStockBOYAmt |
| Capital Stock EOY | $312,140 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $301,684 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $312,140 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $301,684 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $312,576 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $301,684 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,451 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5 | OtherIncreasesAmt |
| Subtotal | $312,140 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $312,140 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (65 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 39.901 AMERICAN CENTURY DIVERSIFI BOND- INS | 2011-11-15 | 2013-01-11 | $444 | $444 | |||
| 76.019 AMERICAN CENTURY DIVERSIFI BOND- INS | 2012-12-07 | 2013-01-11 | $845 | $849 | -$4 | -$4 | |
| 46.1 FEDERATED SHORT TERM INCOME-Y | 2012-11-20 | 2013-01-11 | $401 | $400 | $1 | $1 | |
| 277.928 FEDERATED SHORT TERM INCOME-Y | 2011-05-20 | 2013-01-11 | $2,415 | $2,404 | $11 | $11 | |
| 692.31 PIONEER BOND FUND CLASS Y FD #0703 | 2012-11-20 | 2013-01-11 | $6,819 | $6,704 | $115 | $115 | |
| 214.66 PIONEER BOND FUND CLASS Y FD #0703 | 2011-05-20 | 2013-01-11 | $2,114 | $2,069 | $45 | $45 | |
| 41.638 INVESCO DIVERSIFIED DIVIDEND FD CL R5 | 2013-01-11 | 2013-02-20 | $599 | $568 | $31 | $31 | |
| 3.713 INVESCO INTERNATIONAL GROWTH FD CL R5 | 2013-01-11 | 2013-02-20 | $112 | $111 | $1 | $1 | |
| 241.663 AMERICAN CENTURY DIVERSIFI BOND- INS | 2012-02-21 | 2013-02-20 | $2,668 | $2,666 | $2 | $2 | |
| 1858.242 AMERICAN CENTURY DIVERSIFI BOND- INS | 2011-11-15 | 2013-02-20 | $20,515 | $20,239 | $276 | $276 | |
| 28.575 AMERICAN CENTURY SMALL CAP VALUE INST CL | 2013-01-11 | 2013-02-20 | $262 | $251 | $11 | $11 | |
| 11.068 AMERICAN CENTURY GROWTH FUND-INSTL | 2013-01-11 | 2013-02-20 | $316 | $310 | $6 | $6 | |
| 375.696 FEDERATED SHORT TERM INCOME-Y | 2012-05-14 | 2013-02-20 | $3,261 | $3,246 | $15 | $15 | |
| 3448.197 FEDERATED SHORT TERM INCOME-Y | 2011-11-15 | 2013-02-20 | $29,930 | $29,823 | $107 | $107 | |
| 7.667 JP MORGAN MID CAP VALUE FD CL I | 2013-01-11 | 2013-02-20 | $229 | $220 | $9 | $9 | |
| 5.208 MFS RESH INTL FD CL I | 2013-01-11 | 2013-02-20 | $85 | $84 | $1 | $1 | |
| 14.043 MFS VALUE FUND CL I | 2013-01-11 | 2013-02-20 | $385 | $361 | $24 | $24 | |
| 98.856 PIONEER FUNDAMENTAL GROWTH CL Y | 2013-01-11 | 2013-02-20 | $1,387 | $1,309 | $78 | $78 | |
| 852.544 PIONEER FUNDAMENTAL GROWTH CL Y | 2011-08-22 | 2013-02-20 | $11,961 | $8,992 | $2,969 | $2,969 | |
| 56.362 PIONEER OAK RIDGE SMALL CAP GROWTH CLASS | 2013-01-11 | 2013-02-20 | $1,824 | $1,708 | $116 | $116 | |
| 98.52 PIONEER OAK RIDGE SMALL CAP GROWTH CLASS | 2011-08-22 | 2013-02-20 | $3,189 | $2,299 | $890 | $890 | |
| 95.821 PIONEER SELECT MID CAP GROWTH Y | 2013-01-11 | 2013-02-20 | $1,949 | $1,896 | $53 | $53 | |
| 143.572 PIONEER SELECT MID CAP GROWTH Y | 2011-08-22 | 2013-02-20 | $2,920 | $2,126 | $794 | $794 | |
| 123.357 INVESCO DIVERSIFIED DIVIDEND FD CL R5 | 2012-12-07 | 2013-03-25 | $1,840 | $1,563 | $277 | $277 | |
| 5.001 AMERICAN CENTURY GROWTH FUND-INSTL | 2013-01-11 | 2013-03-25 | $145 | $140 | $5 | $5 | |
| 38.058 AMERICAN CENTURY GROWTH FUND-INSTL | 2011-05-20 | 2013-03-25 | $1,101 | $1,052 | $49 | $49 | |
| 56.194 JPMORGAN LARGE CAP GROWTH SL FD #3118 | 2013-02-20 | 2013-03-25 | $1,411 | $1,389 | $22 | $22 | |
| .586 MFS VALUE FUND CL I | 2012-11-20 | 2013-03-25 | $17 | $15 | $2 | $2 | |
| 39.921 MFS VALUE FUND CL I | 2012-02-21 | 2013-03-25 | $1,126 | $907 | $219 | $219 | |
| 41.341 INVESCO DIVERSIFIED DIVIDEND FD CL R5 | 2012-05-14 | 2013-05-20 | $657 | $524 | $133 | $133 | |
| 2.836 AMERICAN CENTURY DIVERSIFI BOND- INS | 2013-03-25 | 2013-05-20 | $31 | $31 | |||
| 5056.209 AMERICAN CENTURY DIVERSIFI BOND- INS | 2011-02-22 | 2013-05-20 | $55,871 | $54,238 | $1,633 | $1,633 | |
| 15.692 AMERICAN CENTURY SMALL CAP VALUE INST CL | 2013-03-25 | 2013-05-20 | $156 | $148 | $8 | $8 | |
| 20.237 AMERICAN CENTURY GROWTH FUND-INSTL | 2011-05-20 | 2013-05-20 | $629 | $559 | $70 | $70 | |
| 7.028 JP MORGAN MID CAP VALUE FD CL I | 2013-03-25 | 2013-05-20 | $232 | $219 | $13 | $13 | |
| 4.032 HIGH MARK GENEVA MID CAP GROWTH FD CL FI | 2013-03-25 | 2013-05-20 | $110 | $106 | $4 | $4 | |
| 27.479 JPMORGAN LARGE CAP GROWTH SL FD #3118 | 2013-02-20 | 2013-05-20 | $749 | $679 | $70 | $70 | |
| 17.492 MFS VALUE FUND CL I | 2010-11-15 | 2013-05-20 | $532 | $385 | $147 | $147 | |
| 188.513 VIRTUS EMERGING MARKETS OPPORTUNITY-I | 2013-01-11 | 2013-05-20 | $2,049 | $1,953 | $96 | $96 | |
| 171.88 INVESCO DIVERSIFIED DIVIDEND FD CL R5 | 2012-05-14 | 2013-07-15 | $2,755 | $2,178 | $577 | $577 | |
| 35.671 AMERICAN CENTURY SMALL CAP VALUE INST CL | 2013-03-25 | 2013-07-15 | $367 | $337 | $30 | $30 | |
| 10.092 AMERICAN CENTURY GROWTH FUND-INSTL | 2011-05-20 | 2013-07-15 | $316 | $279 | $37 | $37 | |
| 7.942 JP MORGAN MID CAP VALUE FD CL I | 2013-03-25 | 2013-07-15 | $269 | $247 | $22 | $22 | |
| 9.889 HIGH MARK GENEVA MID CAP GROWTH FD CL FI | 2013-03-25 | 2013-07-15 | $277 | $259 | $18 | $18 | |
| 16.23 JPMORGAN LARGE CAP GROWTH SL FD #3118 | 2013-02-20 | 2013-07-15 | $449 | $401 | $48 | $48 | |
| 7395.364 LORD ABBETT INVESTMENT TRUST-SHORT DURAT | 2013-05-20 | 2013-07-15 | $33,723 | $34,314 | -$591 | -$591 | |
| 5214.044 METROPOLITAN WEST TOTAL RETURN BOND FUND | 2013-05-20 | 2013-07-15 | $55,112 | $57,146 | -$2,034 | -$2,034 | |
| 513.131 PIONEER BOND FUND CLASS Y FD #0703 | 2013-05-20 | 2013-07-15 | $4,911 | $5,051 | -$140 | -$140 | |
| 11046.577 PIONEER BOND FUND CLASS Y FD #0703 | 2012-02-21 | 2013-07-15 | $105,716 | $97,780 | $7,936 | $7,936 | |
| 19.258 VIRTUS SMALL-MID CAP FUND-I | 2013-03-25 | 2013-07-15 | $453 | $421 | $32 | $32 | |
| 118.991 INVESCO DIVERSIFIED DIVIDEND FD CL R5 | 2012-05-14 | 2013-10-15 | $1,894 | $1,508 | $386 | $386 | |
| 32.705 INVESCO INTERNATIONAL GROWTH FD CL R5 | 2013-05-20 | 2013-10-15 | $1,085 | $1,017 | $68 | $68 | |
| 87.572 AMERICAN CENTURY SMALL CAP VALUE INST CL | 2013-03-25 | 2013-10-15 | $916 | $817 | $99 | $99 | |
| 14.535 AMERICAN CENTURY SMALL CAP VALUE INST CL | 2012-08-20 | 2013-10-15 | $152 | $125 | $27 | $27 | |
| 70.903 AMERICAN CENTURY GROWTH FUND-INSTL | 2011-05-20 | 2013-10-15 | $2,298 | $1,959 | $339 | $339 | |
| 30.141 JP MORGAN MID CAP VALUE FD CL I | 2013-03-25 | 2013-10-15 | $1,028 | $912 | $116 | $116 | |
| 81.656 JPMORGAN LARGE CAP GROWTH SL FD #3118 | 2013-02-20 | 2013-10-15 | $2,357 | $2,019 | $338 | $338 | |
| 57.445 MFS RESH INTL FD CL I | 2013-05-20 | 2013-10-15 | $1,044 | $972 | $72 | $72 | |
| 65.725 MFS VALUE FUND CL I | 2013-07-15 | 2013-10-15 | $2,040 | $2,022 | $18 | $18 | |
| 43.693 NATIONWIDE GENEVA MID CAP GROWTH FUND | 2013-03-25 | 2013-10-15 | $1,291 | $1,140 | $151 | $151 | |
| 4254.791 VANGUARD S/T BOND INDEX-SIG | 2013-07-15 | 2013-10-15 | $44,760 | $44,718 | $42 | $42 | |
| 47.335 VIRTUS SMALL-MID CAP FUND-I | 2013-03-25 | 2013-10-15 | $1,145 | $1,030 | $115 | $115 | |
| 206.008 VIRTUS EMERGING MARKETS OPPORTUNITY-I | 2012-08-20 | 2013-10-15 | $2,025 | $1,986 | $39 | $39 | |
| 92.181 VIRTUS EMERGING MARKETS OPPORTUNITY-I | 2013-07-15 | 2013-10-15 | $906 | $935 | -$29 | -$29 | |
| CAPITAL GAIN DIVIDENDS | $2,109 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,124 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $15,085 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $324,208 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046529 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,493 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $315,975 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.020549 | DistributionYr2Rt |
| Total Distribution | 0.067078 | TotalDistributionRt |
| Average Distribution | 0.033539 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $326,818 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $10,961 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $232 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $11,193 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $13,431 | 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 | $232 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $232 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $232 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $116 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $116 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $116 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| 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 | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REGIONS BANK TRUSTEE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2054026214 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 MILAN PKWY | AddressLine1 |
| City | BIRMINGHAM | City |
| State | AL | State |
| ZIP Code | 35211 | 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 | false | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REGIONS BANK | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 6TH AVENUE NORTH | AddressLine1 |
| City | BIRMINGHAM | City |
| State | AL | State |
| ZIP Code | 35203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $3,676 | CompensationAmt |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $331,795 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $331,795 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $331,795 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,977 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $326,818 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,341 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,341 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $232 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $232 | TotalTaxAmt |
| Distributable Before Adj | $16,109 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $16,109 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $16,109 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,431 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $13,431 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $232 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $13,199 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,109 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $7,401 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,431 | QualifyingDistributionsAmt |
| Applied To Year1 | $7,401 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,030 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $10,079 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CENTRAL BAPTIST CHURCH | |||||||
| 2801 HIGHWAY 31 SOUTH | DECATUR | AL | 35603 | NONE | PC | SUPPORT OF CHURCH | $4,132 |
| HOPEWELL BAPTIST CHURCH | |||||||
| PO BOX 423 | HANCEVILLE | AL | 350777211 | NONE | PC | SUPPORT OF CHURCH | $4,132 |
| FIRST BAPTIST CHURCH | |||||||
| 104 CHURCH STREET NE | HANCEVILLE | AL | 35077 | NONE | PC | SUPPORT OF CHURCH | $4,132 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,396 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,652 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $18,124 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $90 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $26,868 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $26,868 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $300 | Amt |
| Disbursements Charitable Prps | $300 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN CENT DIVERSI BOND | ||
| FEDERATED SHORT TERM INCOME-Y | ||
| PIONEER BOND FUND CLASS Y FD | ||
| IVY HIGH INCOME FD CL-I | $12,059 | $12,093 |
| PIMCO TOTAL RETURN II #153 | $108,873 | $108,250 |
| TCW CORE FIXED INC FD | $72,742 | $72,643 |
| TEMPLETON GLOBAL BD FD ADV | $24,859 | $24,255 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN CENTURY SMALL CAP VAL | $3,723 | $4,732 |
| MFS RESH INTL FD CL I | $6,087 | $8,711 |
| MFS VALUE FUND CL I | $6,926 | $10,827 |
| PIONEER FUNDAMENTAL GROWTH CL | ||
| PIONEER SELECT MID CAP GROWTH | ||
| AMERICAN CENTURY GROWTH FUND - | $7,899 | $10,293 |
| PIONEER OAK RIDGE SMALL CAP GR | ||
| INVESCO DIVERS DIV FD CL R5 | $8,010 | $10,703 |
| JP MORGAN MID CAP VAL FD CL I | $4,025 | $5,175 |
| INVESCO INTL GROWTH FD CL R5 | $7,434 | $8,921 |
| VIRTUS EMERGING MKTS OPP - I | $2,964 | $2,936 |
| JP MORGAN LARGE CAP | $8,669 | $11,145 |
| NATIONWIDE GENEVA MID CAP | $4,408 | $5,095 |
| VIRTUS SM-MID CAP FD -I | $4,478 | $5,347 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Revenue And Expenses Per Books | $90 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ROUNDING | Description |
| Amount | $5 | Amount |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $45 | Amt |
| Net Investment Income | $45 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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