CHARLIE AND BERTHA HAMMOND CHARITABLE TRUST: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CHARLIE AND BERTHA HAMMOND CHARITABLE TRUST (EIN 45-6586168)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-06
- IRS object ID
- 201321269349100147
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-06T13:32:52-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 456586168 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAMMOND CHARITABLE TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HAMM | NameControl |
| Phone | 2052645897 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | REGIONS BANK TRUSTEE | Name |
| Title | TRUST OFFICER | Title |
| Phone | 2052645897 | Phone |
| Date Signed | 2013-05-02 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 324453 | FMVAssetsEOY |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Savings Rev And Expnss | 2 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 2 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 10035 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 9623 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 6926 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 67896 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 6926 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 0 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 16963 | TotalRevenueAndExpenses |
| Total Net Investment Income | 16551 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 6410 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 5128 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 1282 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Adj Net Incm | 0 | OthEmplSlrsWgsAdjNetIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 0 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Adj Net Incm | 0 | PensionEmplBnftAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1800 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1800 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 630 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 19 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 0 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Adj Net Incm | 0 | TravConfMeetingAdjNetIncm |
| Printing And Pub Net Invst Incm | 0 | PrintingAndPubNetInvstIncm |
| Printing And Pub Adj Net Incm | 0 | PrintingAndPubAdjNetIncm |
| Tot Opr Expenses Rev And Expnss | 8840 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 5147 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 3082 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 12117 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 12117 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 20957 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 5147 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 15199 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -3994 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 11404 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 13194 | CashBOY |
| Savings And Temp Cash Invst EOY | 7123 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 7123 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable EOY | 0 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 0 | AccountsReceivableEOYFMV |
| Allwnc For Dbtfl Acct Other Rcvbl | 0 | AllwncForDbtflAcctOtherRcvbl |
| Investments Corp Stock BOY | 292475 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 73698 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 82579 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds EOY | 220863 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 234751 | InvestmentsCorpBondsEOYFMV |
| Investments Other EOYFMV | 0 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 305669 | TotalAssetsBOY |
| Total Assets EOY | 301684 | TotalAssetsEOY |
| Total Assets EOYFMV | 324453 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 305669 | CapitalStockBOY |
| Capital Stock EOY | 301684 | CapitalStockEOY |
| Total Net Assets BOY | 305669 | TotalNetAssetsBOY |
| Total Net Assets EOY | 301684 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 305669 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 301684 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 305669 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -3994 | ExcessOfRevenueOverExpenses |
| Other Increases | 9 | OtherIncreases |
| Subtotal | 301684 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 301684 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (73 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| 46.672 AMERICAN CENTURY DIVERSIFI BOND- INS | 2011-11-15 | 2012-02-21 | 515 | 519 | -4 | -4 |
| 22.175 AMERICAN CENTURY SMALL CAP VALUE INST CL | 2010-01-20 | 2012-02-21 | 190 | 168 | 22 | 22 |
| 31.971 AMERICAN CENTURY GROWTH FUND-INSTL | 2011-05-20 | 2012-02-21 | 882 | 883 | -1 | -1 |
| 20.868 AMERICAN EUROPACIFIC GRTH-F2 | 2011-08-22 | 2012-02-21 | 821 | 830 | -9 | -9 |
| 56.429 FEDERATED SHORT TERM INCOME-Y | 2011-05-20 | 2012-02-21 | 486 | 488 | -2 | -2 |
| 46.188 MFS RESH INTL FD CL I | 2008-06-26 | 2012-02-21 | 702 | 832 | -130 | -130 |
| 42.881 MFS VALUE FUND CL I | 2010-11-15 | 2012-02-21 | 1043 | 944 | 99 | 99 |
| 176.948 PIONEER BOND FUND CLASS Y FD #0703 | 2011-05-20 | 2012-02-21 | 1693 | 1706 | -13 | -13 |
| 76.709 PIONEER FUNDAMENTAL GROWTH CL Y | 2007-08-14 | 2012-02-21 | 979 | 873 | 106 | 106 |
| 16.421 PIONEER MID CAP VALUE FUND CLASS Y FD #0 | 2008-06-26 | 2012-02-21 | 373 | 345 | 28 | 28 |
| 4.63 PIONEER OAK RIDGE SMALL CAP GROWTH CLASS | 2011-08-22 | 2012-02-21 | 140 | 119 | 21 | 21 |
| 5.278 PIONEER SELECT MID CAP GROWTH Y | 2008-03-25 | 2012-02-21 | 105 | 83 | 22 | 22 |
| 16.245 PIONEER SELECT MID CAP GROWTH Y | 2011-08-22 | 2012-02-21 | 324 | 254 | 70 | 70 |
| 63.963 PIONEER FUNDAMENTAL VALUE FUND CLASS Y F | 2011-08-22 | 2012-02-21 | 1171 | 1041 | 130 | 130 |
| 2.126 AMERICAN CENTURY SMALL CAP VALUE INST CL | 2012-02-21 | 2012-05-14 | 17 | 18 | -1 | -1 |
| 54.826 AMERICAN CENTURY SMALL CAP VALUE INST CL | 2010-01-20 | 2012-05-14 | 450 | 416 | 34 | 34 |
| 3.26 AMERICAN CENTURY GROWTH FUND-INSTL | 2012-02-21 | 2012-05-14 | 89 | 90 | -1 | -1 |
| 87.299 AMERICAN CENTURY GROWTH FUND-INSTL | 2011-05-20 | 2012-05-14 | 2384 | 2412 | -28 | -28 |
| 1.452 AMERICAN EUROPACIFIC GRTH-F2 | 2012-02-21 | 2012-05-14 | 53 | 57 | -4 | -4 |
| 40.388 AMERICAN EUROPACIFIC GRTH-F2 | 2011-08-22 | 2012-05-14 | 1486 | 1470 | 16 | 16 |
| 3.315 MFS RESH INTL FD CL I | 2012-02-21 | 2012-05-14 | 46 | 50 | -4 | -4 |
| 66.531 MFS RESH INTL FD CL I | 2008-09-26 | 2012-05-14 | 932 | 1178 | -246 | -246 |
| 27.535 MFS RESH INTL FD CL I | 2011-05-20 | 2012-05-14 | 386 | 456 | -70 | -70 |
| 2.828 MFS VALUE FUND CL I | 2012-02-21 | 2012-05-14 | 68 | 69 | -1 | -1 |
| 74.546 MFS VALUE FUND CL I | 2010-11-15 | 2012-05-14 | 1785 | 1641 | 144 | 144 |
| 7.223 PIONEER FUNDAMENTAL GROWTH CL Y | 2012-02-21 | 2012-05-14 | 92 | 92 | ||
| 193.496 PIONEER FUNDAMENTAL GROWTH CL Y | 2007-08-14 | 2012-05-14 | 2459 | 2202 | 257 | 257 |
| .799 PIONEER MID CAP VALUE FUND CLASS Y FD #0 | 2012-02-21 | 2012-05-14 | 17 | 18 | -1 | -1 |
| 20.575 PIONEER MID CAP VALUE FUND CLASS Y FD #0 | 2008-06-26 | 2012-05-14 | 446 | 432 | 14 | 14 |
| .573 PIONEER OAK RIDGE SMALL CAP GROWTH CLASS | 2012-02-21 | 2012-05-14 | 16 | 17 | -1 | -1 |
| 15.053 PIONEER OAK RIDGE SMALL CAP GROWTH CLASS | 2011-08-22 | 2012-05-14 | 431 | 386 | 45 | 45 |
| 1.088 PIONEER SELECT MID CAP GROWTH Y | 2012-02-21 | 2012-05-14 | 21 | 22 | -1 | -1 |
| 28.052 PIONEER SELECT MID CAP GROWTH Y | 2011-08-22 | 2012-05-14 | 550 | 438 | 112 | 112 |
| 34.519 PIONEER FUNDAMENTAL VALUE FUND CLASS Y F | 2012-02-21 | 2012-05-14 | 617 | 632 | -15 | -15 |
| 690.574 PIONEER FUNDAMENTAL VALUE FUND CLASS Y F | 2010-05-20 | 2012-05-14 | 12334 | 10406 | 1928 | 1928 |
| 211.482 PIONEER FUNDAMENTAL VALUE FUND CLASS Y F | 2011-08-22 | 2012-05-14 | 3777 | 3441 | 336 | 336 |
| 1.217 INVESCO DIVERSIFIED DIVIDEND FD CL R5 | 2012-05-14 | 2012-08-20 | 16 | 15 | 1 | 1 |
| 31.744 INVESCO DIVERSIFIED DIVIDEND FD CL R5 | 2012-05-14 | 2012-08-20 | 419 | 402 | 17 | 17 |
| .206 AMERICAN CENTURY GROWTH FUND-INSTL | 2012-02-21 | 2012-08-20 | 6 | 6 | ||
| 5.342 AMERICAN CENTURY GROWTH FUND-INSTL | 2011-05-20 | 2012-08-20 | 151 | 148 | 3 | 3 |
| 9.703 AMERICAN EUROPACIFIC GRTH-F2 | 2012-02-21 | 2012-08-20 | 375 | 382 | -7 | -7 |
| 36.48 AMERICAN EUROPACIFIC GRTH-F2 | 2011-08-22 | 2012-08-20 | 1409 | 1328 | 81 | 81 |
| 216.467 AMERICAN EUROPACIFIC GRTH-F2 | 2010-08-20 | 2012-08-20 | 8360 | 6784 | 1576 | 1576 |
| 11.869 MFS RESH INTL FD CL I | 2012-02-21 | 2012-08-20 | 176 | 180 | -4 | -4 |
| 218.765 MFS RESH INTL FD CL I | 2011-11-15 | 2012-08-20 | 3246 | 3120 | 126 | 126 |
| 90.598 MFS RESH INTL FD CL I | 2010-08-20 | 2012-08-20 | 1344 | 1260 | 84 | 84 |
| .412 MFS VALUE FUND CL I | 2012-02-21 | 2012-08-20 | 10 | 10 | ||
| 10.741 MFS VALUE FUND CL I | 2010-11-15 | 2012-08-20 | 271 | 236 | 35 | 35 |
| 1.39 PIONEER FUNDAMENTAL GROWTH CL Y | 2012-02-21 | 2012-08-20 | 19 | 18 | 1 | 1 |
| 36.182 PIONEER FUNDAMENTAL GROWTH CL Y | 2007-08-14 | 2012-08-20 | 492 | 412 | 80 | 80 |
| 4.988 PIONEER MID CAP VALUE FUND CLASS Y FD #0 | 2012-02-21 | 2012-08-20 | 111 | 113 | -2 | -2 |
| 58.748 PIONEER MID CAP VALUE FUND CLASS Y FD #0 | 2011-08-22 | 2012-08-20 | 1310 | 1104 | 206 | 206 |
| 71.308 PIONEER MID CAP VALUE FUND CLASS Y FD #0 | 2010-08-20 | 2012-08-20 | 1590 | 1354 | 236 | 236 |
| 153.374 PIONEER BOND FUND CLASS Y FD #0703 | 2012-08-20 | 2012-09-06 | 1500 | 1471 | 29 | 29 |
| 6.046 INVESCO DIVERSIFIED DIVIDEND FD CL R5 | 2012-05-14 | 2012-11-20 | 81 | 77 | 4 | 4 |
| 1.009 INVESCO INTERNATIONAL GROWTH FD CL R5 | 2012-08-20 | 2012-11-20 | 28 | 28 | ||
| 27.625 AMERICAN CENTURY DIVERSIFI BOND- INS | 2012-08-20 | 2012-11-20 | 311 | 309 | 2 | 2 |
| 43.651 AMERICAN CENTURY DIVERSIFI BOND- INS | 2012-08-20 | 2012-11-20 | 492 | 484 | 8 | 8 |
| 2.249 AMERICAN CENTURY SMALL CAP VALUE INST CL | 2012-02-21 | 2012-11-20 | 19 | 19 | ||
| 1.82 AMERICAN CENTURY GROWTH FUND-INSTL | 2012-02-21 | 2012-11-20 | 50 | 50 | ||
| 22.598 FEDERATED SHORT TERM INCOME-Y | 2012-08-20 | 2012-11-20 | 196 | 195 | 1 | 1 |
| 2.364 JP MORGAN MID CAP VALUE FD CL I | 2012-08-20 | 2012-11-20 | 66 | 64 | 2 | 2 |
| .885 JP MORGAN MID CAP VALUE FD CL I | 2012-08-20 | 2012-11-20 | 25 | 24 | 1 | 1 |
| 2.946 MFS RESH INTL FD CL I | 2010-08-20 | 2012-11-20 | 44 | 40 | 4 | 4 |
| 2.147 MFS RESH INTL FD CL I | 2012-02-21 | 2012-11-20 | 32 | 33 | -1 | -1 |
| 1.903 MFS VALUE FUND CL I | 2012-02-21 | 2012-11-20 | 48 | 46 | 2 | 2 |
| 117.982 PIONEER BOND FUND CLASS Y FD #0703 | 2012-08-20 | 2012-11-20 | 1163 | 1144 | 19 | 19 |
| 3.848 PIONEER FUNDAMENTAL GROWTH CL Y | 2012-02-21 | 2012-11-20 | 51 | 49 | 2 | 2 |
| .641 PIONEER OAK RIDGE SMALL CAP GROWTH CLASS | 2012-08-20 | 2012-11-20 | 19 | 19 | ||
| .681 PIONEER SELECT MID CAP GROWTH Y | 2012-08-20 | 2012-11-20 | 13 | 14 | -1 | -1 |
| 4.609 VIRTUS EMERGING MARKETS OPPORTUNITY-I | 2012-08-20 | 2012-11-20 | 45 | 44 | 1 | 1 |
| 3.028 VIRTUS EMERGING MARKETS OPPORTUNITY-I | 2012-08-20 | 2012-11-20 | 30 | 29 | 1 | 1 |
| 442.478 AMERICAN CENTURY DIVERSIFI BOND- INS | 2012-08-20 | 2012-12-06 | 5000 | 4931 | 69 | 69 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 6926 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 6493 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 315975 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.020549 | DistributionRatioYear1 |
| Total Distribution Ratio | 0.020549 | TotalDistributionRatio |
| Average Distribution Ratio | 0.020549 | AverageDistributionRatio |
| Net Noncharitable Assets | 324208 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 6662 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 114 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 6776 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 15199 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 114 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 114 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 114 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 320 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 0 | TaxPaidWithExtension |
| Total Credits And Payments | 320 | TotalCreditsAndPayments |
| Penalty For Underpayment | 0 | PenaltyForUnderpayment |
| Overpayment | 206 | Overpayment |
| Amount Credited To Next Year | 116 | AmountCreditedToNextYear |
| Amount To Be Refunded | 90 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | AL | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REGIONS BANK TRUSTEE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2052645897 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | true | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
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 | Title |
| Avg Hours Per Wk Devoted To Position | 1 | AvgHoursPerWkDevotedToPosition |
| Compensation | 6410 | Compensation |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Charitable Acty | SummaryOfDirectCharitableActy | |
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 329145 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 329145 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 329145 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 4937 | CashDeemedCharitable |
| Net Noncharitable Assets | 324208 | NetNoncharitableAssets |
| Minimum Investment Return | 16210 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 16210 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 114 | TaxBasedOnInvestmentIncome |
| Total Tax | 114 | TotalTax |
| Distributable Amount Before Adj | 16096 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 16096 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 16096 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 15199 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 15199 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 114 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 15085 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 16096 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 6504 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 0 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 0 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 0 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 0 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 0 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 15199 | QualifyingDistributions |
| Applied To Year1 | 6504 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 8695 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | 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 | 7401 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 0 | ExcessFromYear4 |
| Excess From Year3 | 0 | ExcessFromYear3 |
| Excess From Year2 | 0 | ExcessFromYear2 |
| Excess From Year1 | 0 | ExcessFromYear1 |
| Excess From Current Year | 0 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CENTRAL BAPTIST CHURCH | |||||||
| 2801 HIGHWAY 31 SOUTH | DECATUR | AL | 35603 | NONE | EXEMPT | SUPPORT OF CHURCH | $4,039 |
| HOPEWELL BAPTIST CHURCH | |||||||
| PO BOX 423 | HANCEVILLE | AL | 350777211 | NONE | EXEMPT | SUPPORT OF CHURCH | $4,039 |
| FIRST BAPTIST CHURCH | |||||||
| 104 CHURCH STREET NE | HANCEVILLE | AL | 35077 | NONE | EXEMPT | SUPPORT OF CHURCH | $4,039 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 12117 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $10,035 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $6,926 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $16,963 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 16963 | TotalPartXVIA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exempt Prps | RlnOfActyToAccomOfExemptPrps |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | Category |
| Amount | $1,800 | Amount |
| Disbursements Charitable Prps | 1800 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (3 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| AMERICAN CENT DIVERSI BOND | 78436 | 81083 |
| FEDERATED SHORT TERM INCOME-Y | 35873 | 36045 |
| PIONEER BOND FUND CLASS Y FD | 106554 | 117623 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (17 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| AMERICAN CENTURY DIVERSIFIED B | ||
| AMERICAN CENTURY SMALL CAP VAL | 3847 | 4257 |
| AMERICAN EUROPACIFIC GRTH-F2 | ||
| MFS RESH INTL FD CL I | 4382 | 5770 |
| MFS VALUE FUND CL I | 8347 | 9872 |
| PIONEER BOND FUND CLASS Y FD | ||
| PIONEER FUNDAMENTAL GROWTH CL | 9871 | 12164 |
| PIONEER MID CAP VALUE FUND CLA | ||
| PIONEER SELECT MID CAP GROWTH | 3573 | 4154 |
| PIONEER CULLEN VALUE FUND CLA | ||
| AMERICAN CENTURY GROWTH FUND - | 11747 | 12246 |
| FEDERATED SHORT TERM INCOME-Y | ||
| PIONEER OAK RIDGE SMALL CAP GR | 3478 | 4142 |
| INVESCO DIVERS DIV FD CL R5 | 13994 | 14866 |
| JP MORGAN MID CAP VAL FD CL I | 3941 | 4043 |
| INVESCO INTL GROWTH FD CL R5 | 5553 | 5756 |
| VIRTUS EMERGING MKTS OPP - I | 4965 | 5309 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ROUNDING | Description |
| Amount | $9 | Amount |
Comments