ZYNE FAMILY FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ZYNE FAMILY FOUNDATION INC (EIN 20-8982601)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-15
- IRS object ID
- 201342279349100554
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-15T12:41:48-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 631238286 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUNER & CYR PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WILLIAMSBURG OFC PARK STE 200 | AddressLine1 |
| City | VESTAVIA HILLS | City |
| State | AL | State |
| ZIP Code | 352163631 | 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 | 208982601 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZYNE FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ZYNE | NameControl |
| Phone | 2052904667 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2070 MONTEVALLO ROAD SW | AddressLine1 |
| City | BIRMINGHAM | City |
| State | AL | State |
| ZIP Code | 352114426 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | HAROLD R STEPHENS | Name |
| Title | PRESIDENT | Title |
| Phone | 2052904667 | Phone |
| Date Signed | 2013-07-31 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STANLEY C HUNER CPA | Name |
| PTIN | P00047364 | PTIN |
| Phone | 2058237723 | Phone |
| Date Prepared | 2013-07-31 | DatePrepared |
| 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 | 934855 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 5350 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 56902 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 32112 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -911 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 470849 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 61341 | TotalRevenueAndExpenses |
| Total Net Investment Income | 32112 | 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 | 5350 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 150 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 150 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 5500 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 150 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 72646 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 72646 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 78146 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 150 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 72646 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -16805 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 31962 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 20353 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 12054 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 12054 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 568971 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 350412 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 350412 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 318580 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 516723 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 516723 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 27156 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 55666 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 55666 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 935060 | TotalAssetsBOY |
| Total Assets EOY | 934855 | TotalAssetsEOY |
| Total Assets EOYFMV | 934855 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 44374 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 44374 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 44374 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 44374 | 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 | 890686 | RetainedEarningsBOY |
| Retained Earnings EOY | 890481 | RetainedEarningsEOY |
| Total Net Assets BOY | 890686 | TotalNetAssetsBOY |
| Total Net Assets EOY | 890481 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 935060 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 934855 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 890686 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -16805 | ExcessOfRevenueOverExpenses |
| Other Increases | 16600 | OtherIncreases |
| Subtotal | 890481 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 890481 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (17 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 2000 FIFTH THIRD CAP | D | 2011-12-29 | 2012-08-08 | 50000 | 49846 | 154 | 154 |
| 1500 PROTECTIVE LIFE CORP | D | 2011-12-29 | 2012-05-15 | 37725 | 37710 | 15 | 15 |
| 2000 PLC CAPITAL TR III | D | 2011-12-29 | 2012-05-15 | 50172 | 50680 | -508 | -508 |
| 1000 REGIONS FIN TR III | D | 2011-12-29 | 2012-11-06 | 25380 | 25300 | 80 | 80 |
| 1000 REGIONS FIN TR III | D | 2011-12-29 | 2012-11-19 | 25380 | 25300 | 80 | 80 |
| 2000 SUNTRUST CAP IX | D | 2011-12-29 | 2012-07-11 | 50000 | 50600 | -600 | -600 |
| 5000 ALABAMA ST BRD ED TUITION | D | 2011-12-29 | 2012-05-01 | 5000 | 5277 | -277 | -277 |
| 25000 AUBURN AL WTS | D | 2011-12-29 | 2012-09-27 | 25000 | 25101 | -101 | -101 |
| 5000 BESSEMER AL MED CLINIC | D | 2011-12-29 | 2012-05-15 | 5000 | 5009 | -9 | -9 |
| 20000 BESSEMER AL LIBRARY | D | 2011-12-29 | 2012-12-24 | 20000 | 20001 | -1 | -1 |
| 30000 BIRMINGHAM BAPTIST AL MD | D | 2011-12-29 | 2012-06-18 | 30300 | 30149 | 151 | 151 |
| 15000 CONECUH CO AL PUB BDG | D | 2011-12-29 | 2012-03-01 | 15300 | 15220 | 80 | 80 |
| 15000 CONECUH CO AL PUB BDG | D | 2011-12-29 | 2012-04-10 | 15296 | 15220 | 76 | 76 |
| 40000 DCH HEALTH CARE AUTH AL | D | 2011-12-29 | 2012-07-13 | 40400 | 40232 | 168 | 168 |
| 30000 OPELIKA AL DB AMBAC OID | D | 2011-12-29 | 2012-02-01 | 30000 | 30089 | -89 | -89 |
| 25000 UNIVERSITY AL UNIV REVS | D | 2011-12-29 | 2012-04-19 | 25496 | 25570 | -74 | -74 |
| 20000 UNIVERSITY AL UNIV REVS | D | 2011-12-29 | 2012-05-03 | 20400 | 20456 | -56 | -56 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -911 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 19346 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 108131 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.178913 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 12400 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 50037 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.247817 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 2620 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 52721 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.049696 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 2515 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 51232 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.049090 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1644 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 33180 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.049548 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.575064 | TotalDistributionRatio |
| Average Distribution Ratio | 0.115013 | AverageDistributionRatio |
| Net Noncharitable Assets | 961892 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 110630 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 320 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 110950 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 72646 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 639 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 639 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 639 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 30 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 1190 | TaxPaidWithExtension |
| Total Credits And Payments | 1220 | TotalCreditsAndPayments |
| Overpayment | 581 | Overpayment |
| Amount Credited To Next Year | 581 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 | 0 | 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 | HAROLD R STEPHENS | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2052904667 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2070 MONTEVALLO ROAD SW | AddressLine1 |
| City | BIRMINGHAM | City |
| State | AL | State |
| ZIP Code | 35211 | 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 |
|---|---|---|---|---|---|---|---|---|
| HAROLD R STEPHENS | ||||||||
| 1812 FOREST HAVEN LANE | BIRMINGHAM | AL | 35216 | PRESIDENT | 0.00 | 0 | 0 | 0 |
| JOSEPH T ZYNE | ||||||||
| 1128 CRESTHILL DRIVE | BIRMINGHAM | AL | 35213 | CLASS A DIRECTOR | 0.00 | 0 | 0 | 0 |
| KAREN STEPHENS | ||||||||
| 1234 PARLIAMENT LANE | BIRMINGHAM | AL | 35216 | CLASS A DIRECTOR | 0.00 | 0 | 0 | 0 |
| JENNY STEPHENS | ||||||||
| 2530 REDSTART LANE | BIRMINGHAM | AL | 35226 | CLASS A DIRECTOR | 0.00 | 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 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 958813 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 17727 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 976540 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 976540 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 14648 | CashDeemedCharitable |
| Net Noncharitable Assets | 961892 | NetNoncharitableAssets |
| Minimum Investment Return | 48095 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 48095 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 639 | TaxBasedOnInvestmentIncome |
| Total Tax | 639 | TotalTax |
| Distributable Amount Before Adj | 47456 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 47456 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 47456 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 72646 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 72646 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 72646 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 47456 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year2 | 9898 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 13947 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 23845 | TotalExcessDistriCarryover |
| Qualifying Distributions | 72646 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 47456 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 25190 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 49035 | 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 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 49035 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 9898 | ExcessFromYear2 |
| Excess From Year1 | 13947 | ExcessFromYear1 |
| Excess From Current Year | 25190 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| BOY SCOUTS OF AMERICA | ||||||
| 516 LIBERTY PARKWAY | BIRMINGHAM | AL | 35242 | N/A | SUPPORT NEEDS OF ORGANIZATION | $1,000 |
| KNIGHTS OF THE HOLY EUCHARIST | ||||||
| 3222 COUNTY ROAD 548 | HANCEVILLE | AL | 35077 | N/A | SUPPORT NEEDS OF ORGANIZATION | $1,646 |
| DIOCESE OF BIRMINGHAM IN ALABAMA | ||||||
| 2121 3RD AVE N | BIRMINGHAM | AL | 35203 | N/A | SUPPORT NEEDS OF ORGANIZATION | $50,000 |
| OUR LADY OF THE VALLEY CHURCH | ||||||
| 5514 DOUBLE OAK LANE | BIRMINGHAM | AL | 35242 | N/A | SUPPORT NEEDS OF ORGANIZATION | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 72646 | 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 | $56,902 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | -$911 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $55,991 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 55991 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | MARY B ZYNE | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2070 MONTEVALLO ROAD SW | AddressLine1 |
| City | BIRMINGHAM | City |
| State | AL | State |
| ZIP Code | 35211 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 5350 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HUNER & CYR, PC. | Category |
| Amount | $5,350 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORP BONDS | NameOfBond |
| EOY Book Value | 55666 | EOYBookValue |
| EOYFMV | 55666 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | EQUITIES | NameOfStock |
| EOY Book Value | 516723 | EOYBookValue |
| EOYFMV | 516723 | EOYFMV |
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 | 350412 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 350412 | StateLocalSecuritiesEOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MSSB ANNUAL ACCOUNT FEE | Description |
| Revenue And Expenses Per Books | 150 | RevenueAndExpensesPerBooks |
| Net Investment Income | 150 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CHANGE IN UNREALIZED GAIN(LOSS) ON INVESTMENTS | Description |
| Amount | $16,600 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | AMOUNT DUE BACK TO ESTATE OF ROSE ZYNE AS DETERMINED AT CLOSING OF ESTATE | Description |
| BOY Book Value | 44374 | BOYBookValue |
| EOY Book Value | 44374 | EOYBookValue |
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