Civic Intelligence

Dorothy D Trabits Stephens Foundation

990PF • Fiscal year 2021 • EIN 20-0308917

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 29, 2022

P O Box 1287Mobile, AL 36633

(251) 432-1811

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

37th percentile

0.00x

Higher debt load relative to revenue than 37% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

56th percentile

18%

Higher net margin than 56% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

37th percentile

2.6%

Faster asset growth than 37% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

83rd percentile

104%

Faster revenue growth than 83% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$1,427,728

Up $36,261 (+2.6%) from 2020

Net Assets

Up

$1,426,995

Up $35,528 (+2.6%) from 2020

Liabilities

Up

$733

Up $733 from 2020

Revenue

Up

$201,066

Up $102,548 (+104%) from 2020

Expenses

Up

$165,539

Up $17,866 (+12%) from 2020

Net Income

Up

$35,527

Up $84,682 (+172%) from 2020

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,615,036Liabilities 2010: $0Net Assets 2010: $1,615,0362010Assets 2011: $1,584,724Liabilities 2011: $12011Assets 2012: $1,505,380Liabilities 2012: $0Net Assets 2012: $1,505,3802012Assets 2013: $1,504,096Liabilities 2013: $0Net Assets 2013: $1,504,0962013Assets 2014: $1,550,632Liabilities 2014: $5,515Net Assets 2014: $1,545,1172014Assets 2015: $1,567,911Liabilities 2015: $0Net Assets 2015: $1,567,9112015Assets 2016: $1,492,412Liabilities 2016: $0Net Assets 2016: $1,492,4122016Assets 2017: $1,540,334Liabilities 2017: $145Net Assets 2017: $1,540,1892017Assets 2018: $1,467,259Liabilities 2018: $0Net Assets 2018: $1,467,2592018Assets 2019: $1,440,658Liabilities 2019: $36Net Assets 2019: $1,440,6222019Assets 2020: $1,391,467Liabilities 2020: $0Net Assets 2020: $1,391,4672020Assets 2021: $1,427,728Liabilities 2021: $733Net Assets 2021: $1,426,9952021Assets 2022: $1,396,633Liabilities 2022: $0Net Assets 2022: $1,396,6332022Assets 2023: $1,358,972Liabilities 2023: $0Net Assets 2023: $1,358,9722023Assets 2024: $1,339,803Liabilities 2024: $8Net Assets 2024: $1,339,7952024

Highlighted filing

2021

Assets$1,427,728
Liabilities$733
Net Assets$1,426,995

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KExpenses 2010: $132,4942010Revenue 2011: $119,448Expenses 2011: $149,760Net Income 2011: -$30,3122011Expenses 2012: $139,4852012Revenue 2013: $140,529Expenses 2013: $141,813Net Income 2013: -$1,2842013Revenue 2014: $203,428Expenses 2014: $162,407Net Income 2014: $41,0212014Revenue 2015: $185,634Expenses 2015: $162,840Net Income 2015: $22,7942015Revenue 2016: $78,682Expenses 2016: $154,181Net Income 2016: -$75,4992016Revenue 2017: $216,422Expenses 2017: $168,645Net Income 2017: $47,7772017Revenue 2018: $82,694Expenses 2018: $155,624Net Income 2018: -$72,9302018Revenue 2019: $138,939Expenses 2019: $165,576Net Income 2019: -$26,6372019Revenue 2020: $98,518Expenses 2020: $147,673Net Income 2020: -$49,1552020Revenue 2021: $201,066Expenses 2021: $165,539Net Income 2021: $35,5272021Revenue 2022: $107,454Expenses 2022: $137,816Net Income 2022: -$30,3622022Revenue 2023: $123,533Expenses 2023: $161,194Net Income 2023: -$37,6612023Revenue 2024: $140,896Expenses 2024: $160,073Net Income 2024: -$19,1772024

Highlighted filing

2021

Revenue$201,066
Expenses$165,539
Net Income$35,527
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 29, 2022
Return Version
2021v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM T MCGOWIN IVTrustee-$0--
T K JACKSON IIITrustee-$0--
Filing and Contact Details

Filer

Filer Name
Dorothy D Trabits Stephens
EIN
20-0308917
Phone
2514321811
Address
P O BOX 1287, MOBILE, AL 36633

Signing Officer

Name
William T Mcgowin Iv
Title
Trustee
Phone
2514321811
Signed
2022-06-29

Preparer

Firm
Mostellar & Shreve Llp
Address
23 MIDTOWN PARK W, MOBILE, AL 36606
Preparer
Lewis T Shreve CPA
Phone
2514760243
Raw XML AppendixShowing 400 of 417 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0306
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0733
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0895
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt084087
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt052179
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt052179
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01391467
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01427728
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01830952
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0733
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01391467
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01427728
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01391467
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01426995
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0206238
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0249789
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0250788
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01783145
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt040172
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01742973
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt026747
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt087820
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01756398
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01783145
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM T MCGOWIN IV
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1T K JACKSON III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0P O BOX 1287
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1P O BOX 1287
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MOBILE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MOBILE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0AL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1AL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd036633
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd136633
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt090000
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt090000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0WILLIAM T MCGOWIN IV
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0P O BOX 1287
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MOBILE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd036633
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0AL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02514321811
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt015000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt220000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt425000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt510000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0MENTORING CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATIONAL RESOURCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2EDUCATION OF STUDENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3ANIMAL ADVOCACY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4IMPROVE ENVIRONMENTAL HEALTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5EDUCATION OF STUDENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BIG BRBIG SIS OF SO AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1GULFQUEST MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2PRICHARD PREPARATORY SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3NORTH BALDWIN ANIMAL SHELTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4MOBILE BAYKEEPER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5UMS WIGHT FOUNATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0101 N WATER ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1155 S WATER ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2743 MT SINAI AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31700 MCMEANS AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4450 C GOVERNMENT ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt565 MOBILE ST N
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MOBILE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MOBILE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WHISTLER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BAY MINETTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4MOBILE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5MOBILE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd036602
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd136602
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd236612
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd336507
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd436602
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd536607
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt090000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt086192
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt086192
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt07495
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt07595
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01473
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05872
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02685
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02685
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt026243
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03808
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt07495
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt07595
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01473
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05872
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt090000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03808
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt028928
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt025120
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt044222
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt044222
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0306
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0SALES/DIVIDENDS RECEIVABLE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1AMORTIZATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OTHER INVESTMENT EXPESES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01321
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt13095
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01321
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13095
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt010000
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NONDIVIDEND DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1WRITE OFF OUTSTANDING CHECK
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt02149
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02149
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt110000
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING ADJUSTMENT
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0EXCISE TAXES PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0733
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt022020
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt022020
TaxesSchedule/TaxesDetail/Amt01114
TaxesSchedule/TaxesDetail/Amt11628
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID ON DIV SECURI
TaxesSchedule/TaxesDetail/CategoryTxt1PRIVATE FOUNDATION TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01114
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM T MCGOWIN IV
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02514321811
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DOROTHY D TRABITS STEPHENS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DORO
ReturnHeader/Filer/EIN0200308917
ReturnHeader/Filer/PhoneNum02514321811
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 1287
ReturnHeader/Filer/USAddress/CityNm0MOBILE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036633

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.14$0.16$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.12$0.16$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.11$0.14$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.20$0.17$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.10$0.15$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.14$0.17$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.08$0.16$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.22$0.17$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.08$0.15$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.19$0.16$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.55$0.01$1.55$0.20$0.16$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.14$0.14$0.00
2012Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.14
2011Summary only. Only limited summary data is available for this year.$1.58$0.00$0.12$0.15$0.03
2010Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.13