SNOOK FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SNOOK FOUNDATION (EIN 23-7250795)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-14
- IRS object ID
- 201331349349100553
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Govt Obligations Sch
- Land Etc Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T08:31:41-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 630588313 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON SLAUGHTER DRIVER & NORTHCUTT PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 489 | AddressLine1 |
| City | FOLEY | City |
| State | AL | State |
| ZIP Code | 365360489 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237250795 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SNOOK FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SNOO | NameControl |
| Phone | 2519525810 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 725 | AddressLine1 |
| City | SUMMERDALE | City |
| State | AL | State |
| ZIP Code | 36580 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARJORIE Y SNOOK | Name |
| Title | CHAIRMAN | Title |
| Phone | 2519525810 | Phone |
| Date Signed | 2013-05-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEVEN G SLAUGHTER CPA | Name |
| PTIN | P00415103 | PTIN |
| Phone | 2519431565 | Phone |
| Date Prepared | 2013-05-07 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 34980223 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 250 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 250 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 504046 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 504046 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 754184 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2002347 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 754184 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 37 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 37 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 1258517 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1258517 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 24000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 24000 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 140388 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 140388 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 1950 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 1950 | PensionEmplBnftDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 28108 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 14054 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 14054 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 42830 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 21415 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 21415 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 156955 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 141955 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 12000 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 49243 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 8025 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 41218 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 2145 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Other Expenses Rev And Expnss | 76577 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 20725 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 55852 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 522196 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 206174 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 310877 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1318041 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1318041 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1840237 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 206174 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1628918 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -581720 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1052343 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 182072 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 128936 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 128936 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 22942830 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 22251208 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 26724201 | InvestmentsGovtObligEOYFMV |
| Land Building And Equipment Basis | 8129971 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 2885 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 7967073 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 8127086 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 8127086 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 31091975 | TotalAssetsBOY |
| Total Assets EOY | 30507230 | TotalAssetsEOY |
| Total Assets EOYFMV | 34980223 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 4330 | AccountsPayableBOY |
| Accounts Payable EOY | 8771 | AccountsPayableEOY |
| Total Liabilities BOY | 4330 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 8771 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 31087645 | UnrestrictedBOY |
| Unrestricted EOY | 30498459 | UnrestrictedEOY |
| Total Net Assets BOY | 31087645 | TotalNetAssetsBOY |
| Total Net Assets EOY | 30498459 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 31091975 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 30507230 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 31087645 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -581720 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 30505925 | Subtotal |
| Other Decreases | 7466 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 30498459 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| TRUST COMPANY OF AMERICA | P | 1574528 | 1248163 | 326365 | 326365 |
| CAPITAL GAINS DIVIDENDS | P | 427819 | 427819 | 427819 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 754184 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1438524 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 26407678 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.054474 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1920615 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 26319174 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.072974 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1164531 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 24635578 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.047270 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1818000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 32969637 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.055142 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1849533 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 29027251 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.063717 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.293577 | TotalDistributionRatio |
| Average Distribution Ratio | 0.058715 | AverageDistributionRatio |
| Net Noncharitable Assets | 25835065 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1516906 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 10523 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1527429 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1790237 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 10523 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 10523 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 10523 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 7600 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 7600 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Tax Due | 2923 | 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 | MARJORIE SNOOK | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2519525810 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12955 HIGHWAY 55 | AddressLine1 |
| City | FOLEY | City |
| State | AL | State |
| ZIP Code | 36536 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| MARJORIE Y SNOOK | ||||||||
| PO BOX 420 | SUMMERDALE | AL | 36580 | TRUSTEE | 5.00 | 0 | 0 | 0 |
| ROSEMARY JOHNSTON | ||||||||
| PO BOX 506 | FOLEY | AL | 36536 | TRUSTEE | 5.00 | 6000 | 0 | 0 |
| LESTER SMITH | ||||||||
| 17683 COUNTY RD 26 | FOLEY | AL | 36535 | TRUSTEE | 5.00 | 6000 | 0 | 0 |
| WILLIAM L LAMBERT | ||||||||
| 15665 DAUGHERTY ROAD | FOLEY | AL | 36535 | TRUSTEE | 5.00 | 6000 | 0 | 0 |
| M MORT SWAIM | ||||||||
| 235 WEST LAUREL AVENUE | FOLEY | AL | 36535 | TRUSTEE | 5.00 | 6000 | 0 | 0 |
Compensation Of Highest Paid Empl CompensationOfHighestPaidEmpl (2 entries)
| NameName | Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Average Hours Per WeekAverageHoursPerWeek | CompensationCompensation | Employee BenefitsEmployeeBenefits | Expense AccountExpenseAccount |
|---|---|---|---|---|---|---|---|---|---|
| BRENDA LEE | PO BOX 1423 | FOLEY | AL | 36536 | EXECUTIVE DIRECTOR | 40.00 | 91096 | 0 | 0 |
| THOMAS E LEE | PO BOX 1423 | FOLEY | AL | 36536 | ASSOCIATE DIRECTOR | 40.00 | 58292 | 1950 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | DEVELOPMENT, CONSTRUCTION, AND MAINTENANCE OF THE SNOOK FOUNDATION TELEPHONE MUSEUM | Description1 |
| Expenses1 | 54157 | Expenses1 |
| Description2 | DEVELOPMENT, CONSTRUCTION, AND MAINTENANCE OF THE SNOOK FOUNDATION ANTIQUE CAR MUSEUM | Description2 |
| Expenses2 | 109449 | Expenses2 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| All Oth Prog Rltd Investments Total | 0 | AllOthProgRltdInvestmentsTotal |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 26079444 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 149048 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 26228492 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 26228492 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 393427 | CashDeemedCharitable |
| Net Noncharitable Assets | 25835065 | NetNoncharitableAssets |
| Minimum Investment Return | 1291753 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1291753 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 10523 | TaxBasedOnInvestmentIncome |
| Total Tax | 10523 | TotalTax |
| Distributable Amount Before Adj | 1281230 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 1281230 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 1281230 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1628918 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 161319 | AmountsPaidAcqCharitableAssets |
| Qualifying Distributions | 1790237 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 10523 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1779714 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1281230 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 330922 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 480049 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year2 | 615380 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 133336 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1559687 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1790237 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 1281230 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 509007 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 2068694 | 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 | 330922 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1737772 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 480049 | ExcessFromYear4 |
| Excess From Year2 | 615380 | ExcessFromYear2 |
| Excess From Year1 | 133336 | ExcessFromYear1 |
| Excess From Current Year | 509007 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARJORIE Y SNOOK | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | MARJORIE Y SNOOK | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 725 | AddressLine1 |
| City | SUMMERDALE | City |
| State | AL | State |
| ZIP Code | 36580 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 2519525810 | RecipientPhoneNumber |
| Form And Info And Materials | APPLICATION FORM CAN BE OBTAINED FROM BRENDA LEE, P.O. BOX 725, SUMMERDALE, AL 36580 (251) 952-5810 | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | APPLICATIONS RESTRICTED TO APPLICANTS WITH TAX EXEMPT APPROVAL FROM IRS | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (34 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| SUMMERDALE CHURCH OF CHRIST | |||||||
| 1070 STATE HIGHWAY 59 S | SUMMERDALE | AL | 36580 | NONE | 501(C)(3) | CHARITABLE DONATION | $5,000 |
| ALABAMA SHERIFF'S YOUTH RANCH | |||||||
| PO BOX 157 | SUMMERDALE | AL | 36580 | NONE | 501(C)(3) | CHARITABLE DONATION | $20,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 2029 B AIRPORT BLVD | MOBILE | AL | 36606 | NONE | 501(C)(3) | CHARITABLE DONATION | $25,000 |
| AMERICAN RED CROSS | |||||||
| 412 E LAUREL AVENUE | FOLEY | AL | 36535 | NONE | 501(C)(3) | CHARITABLE DONATION | $10,000 |
| BCBEELBERTA ELEMENTARY SCHOOL | |||||||
| P O BOX 430 | ELBERTA | AL | 36530 | NONE | 501(C)(3) | CHARITABLE DONATION | $25,000 |
| BOARD OF MAGNOLIA SPRINGS PUBLIC LIBRARY | |||||||
| 225 RIVER ROUTE | MAGNOLIA SPRINGS | AL | 36555 | NONE | 501(C)(3) | CHARITABLE DONATION | $10,000 |
| BCBEELBERTA MIDDLE SCHOOL | |||||||
| 13355 MAIN STREET | ELBERTA | AL | 36530 | NONE | 501(C)(3) | CHARITABLE DONATION | $40,000 |
| CARE HOUSE | |||||||
| PO BOX 874 | BAY MINETTE | AL | 36507 | NONE | 501(C)(3) | CHARITABLE DONATION | $20,000 |
| CHRISTIAN SERVICE CENTER | |||||||
| PO BOX 882 | GULF SHORES | AL | 36547 | NONE | 501(C)(3) | CHARITABLE DONATION | $10,000 |
| BCBEFOLEY MIDDLE SCHOOL | |||||||
| 200 NORTH OAK STREET | FOLEY | AL | 36535 | NONE | 501(C)(3) | CHARITABLE DONATION | $32,341 |
| ECUMENICAL MINISTRIES | |||||||
| 102 W SPRUCE AVENUE | FOLEY | AL | 36535 | NONE | 501(C)(3) | CHARITABLE DONATION | $40,000 |
| ALABAMA GULF COAST CHRISTIAN ACADEMY | |||||||
| 18930 COUNTY ROAD 28 | FOLEY | AL | 36535 | NONE | 501(C)(3) | CHARITABLE DONATION | $400,000 |
| BCBEROSINTON ELEMENTARY SCHOOL | |||||||
| 19757 COUNTY ROAD 64 | ROBERTSDALE | AL | 36567 | NONE | 501(C)(3) | CHARITABLE DONATION | $25,000 |
| HONOR FLIGHTSOUTH ALABAMA | |||||||
| POBOX 7406 | SPANISH FORT | AL | 36577 | NONE | 501(C)(3) | CHARITABLE DONATION | $45,000 |
| JENNIFER CLAIRE MOORE FOUNDATION | |||||||
| 315 E LAUREL AVENUE | FOLEY | AL | 36535 | NONE | 501(C)(3) | CHARITABLE DONATION | $21,600 |
| JOHN MCLURE SNOOK YOUTH CLUB | |||||||
| 1391 SOUTH CEDAR STREET | FOLEY | AL | 36535 | NONE | 501(C)(3) | CHARITABLE DONATION | $35,000 |
| BALDWIN HERITAGE MUSEUM | |||||||
| P O BOX 356 | ELBERTA | AL | 36530 | NONE | 501(C)(3) | 5CHARITABLE DONATION | $5,000 |
| CENTRAL BALDWIN EDUCATION FOUNDATION | |||||||
| P O BOX 1399 | ROBERTSDALE | AL | 36567 | NONE | 501(C)(3) | CHARITABLE DONATION | $5,000 |
| THE LIBRARY BOARDTOWN OF SUMMERDALE | |||||||
| P O BOX 211 | SUMMERDALE | AL | 36580 | NONE | 501(C)(3) | CHARITABLE DONATION | $25,000 |
| SOUTH BALDWIN CHAMBER FOUNDATION | |||||||
| PO BOX 1117 | FOLEY | AL | 36536 | NONE | 501(C)(3) | CHARITABLE DONATION | $7,500 |
| SOUTH BALDWIN EDUCATION FOUNDATION | |||||||
| PO BOX 1600 | FOLEY | AL | 36536 | NONE | 501(C)(3) | CHARITABLE DONATION | $175,000 |
| SOUTH BALDWIN LITERACY COUNCIL | |||||||
| 21441 HIGHWAY 98 EAST | FOLEY | AL | 36535 | NONE | 501(C)(3) | CHARITABLE DONATION | $7,500 |
| SUMMERDALE SCHOOL | |||||||
| 400 E BROADWAY ST | SUMMERDALE | AL | 36580 | NONE | 501(C)(3) | CHARITABLE DONATION | $11,100 |
| THE LIGHTHOUSE | |||||||
| P O BOX 531 | ROBERTSDALE | AL | 36567 | NONE | 501(C)(3) | CHARITABLE DONATION | $25,000 |
| UNITED WAY OF BALDWIN COUNTY | |||||||
| 700 NORTH MCKENZIE ST | FOLEY | AL | 36535 | NONE | 501(C)(3) | CHARITABLE DONATION | $75,000 |
| BCBEFOLEY ELEMENTARY SCHOOL | |||||||
| 450 N CEDAR STREET | FOLEY | AL | 36535 | NONE | 501(C)(3) | CHARITABLE DONATION | $27,400 |
| BCBEFOLEY ELEMENTARY SCHOOL LIBRARY | |||||||
| 450 N CEDAR STREET | FOLEY | AL | 36535 | NONE | 501(C)(3) | CHARITABLE DONATION | $25,000 |
| HIPPY BALDWIN COUNTY | |||||||
| P O BOX 286 | FAIRHOPE | AL | 36533 | NONE | 501(C)(3) | CHARITABLE DONATION | $15,600 |
| MAGNOLIA SPRINGS VOLUNTEER FIRE DEPARTMENT | |||||||
| P O BOX 51 | MAGNOLIA SPRINGS | AL | 36555 | NONE | 501(C)(3) | CHARITABLE DONATION | $5,000 |
| PRODISEE PANTRY | |||||||
| P O BOX 7403 | SPANISH FORT | AL | 36577 | NONE | 501(C)(3) | CHARITABLE DONATION | $10,000 |
| SUMMERDALE MUSEUM AND ARCHIVE | |||||||
| 502 WEST LEE AVENUE | SUMMERDALE | AL | 36580 | NONE | TOWN OF SUMMERDALE, | CHARITABLE DONATION | $5,000 |
| EXCEPTIONAL FOUNDATION OF THE GULF COAST | |||||||
| P O BOX 382 | POINT CLEAR | AL | 36564 | NONE | 501(C)(3) | CHARITABLE DONATION | $65,000 |
| YOUTH REACH GULF COAST | |||||||
| P O BOX 357 | SUMMERDALE | AL | 36580 | NONE | NONPROFIT CORPORATIO | CHARITABLE DONATION | $50,000 |
| UNDER HIS WINGS | |||||||
| P O BOX 91 | ROBERTSDALE | AL | 36567 | NONE | 501(C)(3) | CHARITABLE DONATION | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1318041 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 250 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 504046 | RelatedOrExemptFunctionIncome |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 37 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 754184 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $0 | ExclusionAmount |
| Related Or Exempt Function Income | 1258517 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1258517 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | N/A | LineNumber |
| Relationship Statement | N/A | RelationshipStatement |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTANT | Category |
| Amount | $42,830 | Amount |
| Net Investment Income | 21415 | NetInvestmentIncome |
| Disbursements Charitable Prps | 21415 | DisbursementsCharitablePrps |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | N/A | Description |
| Amount | $0 | Amount |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (6 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Prior Years DepreciationPriorYearsDepreciation | Computation MethodComputationMethod | LifeLife | Current Year ExpenseCurrentYearExpense | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|---|---|---|---|
| RANGE AND REFRIGERATOR | 2011-03-08 | 2122 | 505 | 200DB | 7.000000000000 | 462 | 0 |
| LEXMARK X5463DE COPIER | 2011-07-29 | 1412 | 235 | 200DB | 5.000000000000 | 471 | 0 |
| YUPON FARM LAND | 2001-01-01 | 4905698 | L | 0 | 0 | ||
| MPC300 RICOH COPIER | 2012-09-06 | 3886 | 200DB | 5.000000000000 | 583 | 0 | |
| LANDSCAPING | 2012-12-13 | 25182 | 150DB | 15.000000000000 | 315 | 0 | |
| IRRIGATION SYSTEM | 2012-11-08 | 25090 | 150DB | 15.000000000000 | 314 | 0 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 0 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 0 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 22251208 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 26724201 | StateLocalSecuritiesEOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (6 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue |
|---|---|---|---|
| RANGE AND REFRIGERATOR | 2122 | 967 | 1155 |
| LEXMARK X5463DE COPIER | 1412 | 706 | 706 |
| YUPON FARM LAND | 4905698 | 0 | 4905698 |
| MPC300 RICOH COPIER | 3886 | 583 | 3303 |
| LANDSCAPING | 25182 | 315 | 24867 |
| IRRIGATION SYSTEM | 25090 | 314 | 24776 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $28,108 | Amount |
| Net Investment Income | 14054 | NetInvestmentIncome |
| Disbursements Charitable Prps | 14054 | DisbursementsCharitablePrps |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADDITIONAL PRIOR YEAR EXPENSES | Description |
| Amount | $7,466 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (11 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| D & O INSURANCE | 18168 | 9084 | 9084 |
| REPAIRS AND MAINTENANCE | 1808 | 904 | 904 |
| TELEPHONE | 5557 | 2778 | 2779 |
| UTILITIES | 8740 | 4370 | 4370 |
| OFFICE EXPENSE | 3934 | 1967 | 1967 |
| POSTAGE | 294 | 147 | 147 |
| JANITORIAL | 4602 | 0 | 4602 |
| MUSEUM MAINTENACE | 29228 | 0 | 29228 |
| DUES AND SUBSCRIPTIONS | 845 | 0 | 845 |
| SECURITY | 450 | 0 | 450 |
| MISCELLANEOUS | 2951 | 1475 | 1476 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Revenue And Expenses Per Books | 37 | RevenueAndExpensesPerBooks |
| Net Investment Income | 37 | NetInvestmentIncome |
| Adjusted Net Income | 37 | AdjustedNetIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT FEES - MATRIX | $141,955 | 141955 | 0 |
| OTHER PROFESSIONAL FEES | $15,000 | 0 | 12000 |
Taxes Schedule TaxesSchedule
Taxes Taxes (4 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| PAYROLL | $10,740 | 0 | 10740 |
| FOREIGN | $8,025 | 8025 | 0 |
| PROPERTY | $15,149 | 0 | 15149 |
| FEDERAL INCOME TAX | $15,329 | 0 | 15329 |
Comments