DAVID ABRAM SKIER AND NAN GOODMAN SKIER FAMILY FOUNDATION INC: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
DAVID ABRAM SKIER AND NAN GOODMAN SKIER FAMILY FOUNDATION INC (EIN 63-1185605)
Tax period
2010-07-01 to 2011-06-30
Filed
2011-09-23
IRS object ID
201102669349100000
Schema version
2010v3.4
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-09-23T08:29:29-05:00Timestamp
Tax Period End Date2011-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1L Paul Kassouf & Co PCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line12208 University BoulevardAddressLine1
CityBirminghamCity
StateALState
ZIP Code352332393ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2010-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN631185605EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1David Abram Skier and Nan Goodman SkierBusinessNameLine1
Business Name Line2Family Foundation IncBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlDAVINameControl
Phone2059676464Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line13912 Seven Barks CircleAddressLine1
CityBirminghamCity
StateALState
ZIP Code352435909ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameNan G SkierName
TitlePresidentTitle
Phone2059676464Phone
Date Signed2011-08-22DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameGerard J KassoufName
Phone2054432500Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY126096FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss45000ContriReceivedRevAndExpnss
Dividends Rev And Expnss2978DividendsRevAndExpnss
Dividends Net Invst Incm2978DividendsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses47978TotalRevenueAndExpenses
Total Net Investment Income2978TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Taxes Rev And Expnss27TaxesRevAndExpnss
Taxes Net Invst Incm0TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss125OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm0OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps125OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss152TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps125TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss18915ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps18915ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss19067TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps19040TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses28911ExcessOfRevenueOverExpenses
Net Investment Income2978NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY3CashBOY
Cash EOY4CashEOY
Cash EOYFMV4CashEOYFMV
Savings And Temp Cash Invst BOY1128SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY30038SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV30038SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY88931InvestmentsCorpStockBOY
Investments Corp Stock EOY88931InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV96054InvestmentsCorpStockEOYFMV
Total Assets BOY90062TotalAssetsBOY
Total Assets EOY118973TotalAssetsEOY
Total Assets EOYFMV126096TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY90062CapitalStockBOY
Capital Stock EOY90062CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY0RetainedEarningsBOY
Retained Earnings EOY28911RetainedEarningsEOY
Total Net Assets BOY90062TotalNetAssetsBOY
Total Net Assets EOY118973TotalNetAssetsEOY
Total Liabilities Net Assets BOY90062TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY118973TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY90062TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses28911ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal118973Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY118973TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year17681QualifyingDistributionsYear1
Noncharitable Assets Year190121NoncharitableAssetsYear1
Distribution Ratio Year10.085230DistributionRatioYear1
Qualifying Distributions Year22182QualifyingDistributionsYear2
Noncharitable Assets Year288128NoncharitableAssetsYear2
Distribution Ratio Year20.024759DistributionRatioYear2
Qualifying Distributions Year36832QualifyingDistributionsYear3
Noncharitable Assets Year3101580NoncharitableAssetsYear3
Distribution Ratio Year30.067257DistributionRatioYear3
Qualifying Distributions Year41954QualifyingDistributionsYear4
Noncharitable Assets Year493866NoncharitableAssetsYear4
Distribution Ratio Year40.020817DistributionRatioYear4
Qualifying Distributions Year52635QualifyingDistributionsYear5
Noncharitable Assets Year586253NoncharitableAssetsYear5
Distribution Ratio Year50.030550DistributionRatioYear5
Total Distribution Ratio0.228613TotalDistributionRatio
Average Distribution Ratio0.045723AverageDistributionRatio
Net Noncharitable Assets99017NetNoncharitableAssets
Adjusted Noncharitable Assets4527AdjustedNoncharitableAssets
One Percent Net Investment Income30OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One4557AdjNonchrtblAssetsAndOnePct
Qualifying Distributions19040QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax30InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal30Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income30TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due30TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithALStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameNan Goodman SkierBooksInCareOfPersonName
Books In Care Of Phone Number2059676464BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line13912 Seven Barks CircleAddressLine1
CityBirminghamCity
StateALState
ZIP Code352435909ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
David Abram Skier
3912 Seven Barks CircleBirminghamAL35243Director, President1.00000
Nan Goodman Skier
3912 Seven Barks CircleBirminghamAL35243Director, Sec/Treas1.00000
Jason Michael Skier
1875 Kalanianaole Avenue Apt 602HiloHI96720Director1.00000
Andrew Mark Skier
7620 Lakeridge DriveMontgomeryAL36117Director1.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities94592AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances5933AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets100525TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets100525AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable1508CashDeemedCharitable
Net Noncharitable Assets99017NetNoncharitableAssets
Minimum Investment Return4951MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return4951MinimumInvestmentReturn
Tax Based On Investment Income30TaxBasedOnInvestmentIncome
Total Tax30TotalTax
Distributable Amount Before Adj4921DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded4921DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted4921DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions19040ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions19040QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm30OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions19010AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted4921DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year31798ExcessDistriCarryoverYear3
Excess Distri Carryover Year13229ExcessDistriCarryoverYear1
Total Excess Distri Carryover5027TotalExcessDistriCarryover
Qualifying Distributions19040QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year4921AppliedToCurrentYear
Remaining Distri From Corpus14119RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus19146TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year19146ExcessDistriCyovToNextYear
Excess From Year31798ExcessFromYear3
Excess From Year13229ExcessFromYear1
Excess From Current Year14119ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameDavid Abram Skier and Nan Goodman SRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1Attn Nan G Skier 3912 Seven BarksAddressLine1
Address Line2CircleAddressLine2
CityBirminghamCity
StateALState
ZIP Code35243ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number2059676464RecipientPhoneNumber
Form And Info And MaterialsApplications should be submitted in writing; should identify the applicant; should affirm that the applicant is an organization described in Section 501(c)(3) of the Internal Revenue Code; should give the organization's tax exempt number; should state the purpose for which the gift will be used, the prior experience of the applicant in carrying out such purpose, the applicant's plan for, and personnel to be used in carrying out such purpose; and should have attached a financial statement of the applicant for the current and the preceding two years.FormAndInfoAndMaterials
Submission DeadlinesApplications are received from time to time and considered when funds are available.SubmissionDeadlines
Restrictions On AwardsDonations and grants are restricted to religious or charitable or educational purposes and to donees within the restriction of IRC Section 501(c)(3).RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (8 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
Alabama Symphony Orchestra
3621 Sixth Avenue SouthBirminghamAL35222NoneN/AGeneral Funding$20
Birmingham Jewish Foundation
3966 Montclair RoadBirminghamAL35213NoneN/AGeneral Funding$1,100
Birmingham Museum of Art
2000 8th Ave NBirminghamAL35203NoneN/AGeneral Funding$17,110
Heart Guild of Birmingham
1449 Medical Park DrBirminghamAL35213NoneN/AGeneral Funding$50
Heifer International
1 World AvenueLittle RockAR72202NoneN/AGeneral Funding$25
Linly Heflin Unit
13 Office Park Circle Ste 8BirminghamAL35223NoneN/AGeneral Funding$450
Montgomery Museum of Fine Arts
1 Museum DriveMontgomeryAL36117NoneN/AGeneral Funding$60
YWCA
309 North 23rd StreetBirminghamAL35203NoneN/AGeneral Funding$100
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year18915TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$2,978ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$2,978ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA2978TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualDavid Abram SkierContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line13912 Seven Barks CircleAddressLine1
CityBirminghamCity
StateALState
ZIP Code35243ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions45000AggregateContributions
Person Contribution TypeXPersonContributionType

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of StockMorgan StanleyNameOfStock
EOY Book Value88931EOYBookValue
EOYFMV96054EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionBusiness expensesDescription
Revenue And Expenses Per Books125RevenueAndExpensesPerBooks
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps125DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryBalance Due with 2009 ReturnCategory
Amount$27Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

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