The Kimerling Foundation: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- The Kimerling Foundation (EIN 23-7015591)
- Tax period
- 2012-08-01 to 2013-07-31
- Filed
- 2014-06-16
- IRS object ID
- 201431679349100718
- Schema version
- 2012v2.1
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-06-16T16:42:05-05:00 | Timestamp |
| Tax Period End Date | 2013-07-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 630590670 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | L Paul Kassouf & Co PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2208 University Boulevard | AddressLine1 |
| City | Birmingham | City |
| State | AL | State |
| ZIP Code | 352332393 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-08-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237015591 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Kimerling Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KIME | NameControl |
| Phone | 2054106900 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 131423 | AddressLine1 |
| City | Birmingham | City |
| State | AL | State |
| ZIP Code | 352136423 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | David Kimerling | Name |
| Title | President/Treasurer | Title |
| Phone | 2054106900 | Phone |
| Date Signed | 2014-01-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | David P Kassouf | Name |
| PTIN | P00047363 | PTIN |
| Phone | 2054432500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1178575 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1179098 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 10547 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 10547 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 44515 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 388385 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 44515 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 1234160 | TotalRevenueAndExpenses |
| Total Net Investment Income | 55062 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 995 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 355 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 140 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1490 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 43900 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 43900 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 45390 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 43900 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 1188770 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 55062 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 72216 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 396625 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 396625 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 0 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 864361 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 781950 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 72216 | TotalAssetsBOY |
| Total Assets EOY | 1260986 | TotalAssetsEOY |
| Total Assets EOYFMV | 1178575 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 72216 | RetainedEarningsBOY |
| Retained Earnings EOY | 1260986 | RetainedEarningsEOY |
| Total Net Assets BOY | 72216 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1260986 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 72216 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1260986 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 72216 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 1188770 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1260986 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1260986 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (9 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| Sold 2,000 shs Microsoft Corp | 2013-04-05 | 2013-04-23 | 61967 | 57400 | 4567 | 4567 |
| Sold 2,500 shs Tangoe Inc | 2013-04-05 | 2013-05-02 | 31965 | 31425 | 540 | 540 |
| Sold 5,000 shs Tangoe Inc | 2013-04-05 | 2013-05-03 | 63816 | 62850 | 966 | 966 |
| Sold 5,000 shs Tangoe Inc | 2013-04-05 | 2013-05-06 | 61474 | 62850 | -1376 | -1376 |
| Sold 10,000 shs Mattson Technology Inc | 2013-04-05 | 2013-05-23 | 20695 | 13200 | 7495 | 7495 |
| Sold 15,000 shs Mattson Technology Inc | 2013-04-05 | 2013-05-24 | 32894 | 19800 | 13094 | 13094 |
| Sold 2,000 shs Intel Corp | 2013-04-05 | 2013-06-10 | 50004 | 42270 | 7734 | 7734 |
| Cypress Semiconductor - return of capital | 2013-04-05 | 2013-07-19 | 550 | 550 | 550 | |
| Sold 5,000 Cypress Semiconductor Corp | 2013-04-05 | 2013-07-23 | 65020 | 54075 | 10945 | 10945 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 44515 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 47500 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 88561 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.536353 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 247600 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 227719 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 1.087305 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 203567 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 435174 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.467783 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 203837 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 584496 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.348740 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 60000 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 745014 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.080535 | DistributionRatioYear5 |
| Total Distribution Ratio | 2.520716 | TotalDistributionRatio |
| Average Distribution Ratio | 0.504143 | AverageDistributionRatio |
| Net Noncharitable Assets | 436234 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 219924 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 551 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 220475 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 43900 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1101 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1101 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1101 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 644 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 644 | TotalCreditsAndPayments |
| Penalty For Underpayment | 7 | PenaltyForUnderpayment |
| Tax Due | 464 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | AL | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | David Kimerling | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2058704561 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 131423 | AddressLine1 |
| City | Birmingham | City |
| State | AL | State |
| ZIP Code | 35213 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| David Kimerling | ||||||||
| PO Box 131423 | Birmingham | AL | 35213 | President/Treasurer | 2.00 | 0 | 0 | 0 |
| Jonathan Kimerling | ||||||||
| PO Box 131423 | Birmingham | AL | 35213 | Secretary | 2.00 | 0 | 0 | 0 |
| Sheryl Kimerling | ||||||||
| PO Box 131423 | Birmingham | AL | 35213 | Officer | 2.00 | 0 | 0 | 0 |
| Mary Kimerling | ||||||||
| PO Box 131423 | Birmingham | AL | 35213 | Officer | 2.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1 |
| Amount1 | 0 | Amount1 |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 297861 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 145016 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 442877 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 442877 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 6643 | CashDeemedCharitable |
| Net Noncharitable Assets | 436234 | NetNoncharitableAssets |
| Minimum Investment Return | 21812 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 21812 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1101 | TaxBasedOnInvestmentIncome |
| Total Tax | 1101 | TotalTax |
| Distributable Amount Before Adj | 20711 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 20711 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 20711 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 43900 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 43900 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 43900 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 20711 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 23554 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 174938 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 181874 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 236214 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 43072 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 659652 | TotalExcessDistriCarryover |
| Qualifying Distributions | 43900 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 20711 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 23189 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 682841 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 23554 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 659287 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 174938 | ExcessFromYear4 |
| Excess From Year3 | 181874 | ExcessFromYear3 |
| Excess From Year2 | 236214 | ExcessFromYear2 |
| Excess From Year1 | 43072 | ExcessFromYear1 |
| Excess From Current Year | 23189 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|
| Temple Beth-El | |||||
| 2179 Highland Avenue | Birmingham | AL | 35205 | General Fund | $8,900 |
| Alabama Holocaust Foundation | |||||
| PO Box 130577 | Birmingham | AL | 35213 | General Fund | $5,000 |
| Alzheimer's of Central Alabama | |||||
| 300 Office Park Drive Ste 225 | Birmingham | AL | 35223 | General Fund | $1,000 |
| Children's Hospital of Alabama | |||||
| 1600 7th Avenue S | Birmingham | AL | 35233 | General Fund | $2,000 |
| St Vincent's Bruno Cancer Center | |||||
| 810 St Vincents Drive | Birmingham | AL | 35205 | General Fund | $2,000 |
| United Way of Central Alabama | |||||
| 3600 8th Ave S | Birmingham | AL | 35222 | General Fund | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 43900 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $10,547 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Code | 523000 | BusinessCode |
| Unrelated Business Income | $44,515 | UnrelatedBusinessIncomeAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $44,515 | UnrelatedBusinessIncomeAmount |
| Exclusion | $10,547 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 55062 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | The Estate of Joseph Kimerling | PO Box 131423 | Birmingham | AL | 35213 | 9013 | X | |
| 2 | The Estate of Joseph Kimerling | PO Box 131423 | Birmingham | AL | 35213 | 1168385 | X |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 2 | ContributorNumberFromPartI |
| Noncash Property Description | various marketable securities | NoncashPropertyDescription |
| Fair Market Value | 1168385 | FairMarketValue |
| Date Received | 2013-04-05 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Professional fees | Category |
| Amount | $995 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | Various Marketable Securities | NameOfStock |
| EOY Book Value | 864361 | EOYBookValue |
| EOYFMV | 781950 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Miscellaneous | Description |
| Revenue And Expenses Per Books | 140 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Taxes withheld on foreign dividends | Category |
| Amount | $355 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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