Civic Intelligence

Julia G Melson Charitable Testamentary Trust

990PF • Fiscal year 2012 • EIN 20-6724118

Jan 01, 2012 to Dec 31, 2012 • Filed on May 16, 2013

Organization Profile
PO Box 245036102-2450
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$1,869,099

Flat from 2012

Net Assets

$1,869,099

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$138,588

Flat from 2012

Net Income

-

No earlier filing loaded for comparison.

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 2011: $1,909,016Liabilities 2011: $02011Assets 2012: $1,869,099Liabilities 2012: $0Net Assets 2012: $1,869,0992012Assets 2012: $1,869,099Liabilities 2012: $12012Assets 2013: $1,914,149Liabilities 2013: $0Net Assets 2013: $1,914,1492013Assets 2014: $1,912,361Liabilities 2014: $0Net Assets 2014: $1,912,3612014Assets 2015: $1,858,221Liabilities 2015: $0Net Assets 2015: $1,858,2212015Assets 2016: $1,792,967Liabilities 2016: $0Net Assets 2016: $1,792,9672016Assets 2017: $1,857,444Liabilities 2017: $0Net Assets 2017: $1,857,4442017Assets 2018: $1,833,549Liabilities 2018: $0Net Assets 2018: $1,833,5492018Assets 2019: $1,803,848Liabilities 2019: $12019Assets 2020: $1,753,662Liabilities 2020: $0Net Assets 2020: $1,753,6622020Assets 2021: $1,853,954Liabilities 2021: $0Net Assets 2021: $1,853,9542021Assets 2022: $1,801,093Liabilities 2022: $0Net Assets 2022: $1,801,0932022Assets 2023: $1,747,399Liabilities 2023: $12023

Highlighted filing

2012

Assets$1,869,099
Liabilities$0
Net Assets$1,869,099
Open 2012 Filing

Operations Trend

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

$300K$200K$100K$0-$100K-$200KRevenue 2011: $61,145Expenses 2011: $169,992Net Income 2011: -$108,8472011Expenses 2012: $138,5882012Revenue 2012: $98,203Expenses 2012: $138,588Net Income 2012: -$40,3852012Revenue 2013: $183,906Expenses 2013: $137,537Net Income 2013: $46,3692013Revenue 2014: $152,103Expenses 2014: $154,983Net Income 2014: -$2,8802014Revenue 2015: $80,699Expenses 2015: $134,941Net Income 2015: -$54,2422015Revenue 2016: $69,096Expenses 2016: $135,723Net Income 2016: -$66,6272016Revenue 2017: $201,424Expenses 2017: $135,576Net Income 2017: $65,8482017Revenue 2018: $120,000Expenses 2018: $144,115Net Income 2018: -$24,1152018Revenue 2019: $108,025Expenses 2019: $137,963Net Income 2019: -$29,9382019Revenue 2020: $87,602Expenses 2020: $137,990Net Income 2020: -$50,3882020Revenue 2021: $256,641Expenses 2021: $155,478Net Income 2021: $101,1632021Revenue 2022: $88,565Expenses 2022: $142,518Net Income 2022: -$53,9532022Revenue 2023: $77,701Expenses 2023: $131,241Net Income 2023: -$53,5402023

Highlighted filing

2012

Revenue-
Expenses$138,588
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 16, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROLYN COXCo-Trustee-$0--
RICHARD P MORTHLANDCo-Trustee-$0--
KARLA CONWAYCo-Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIVERSITY OF ALABAMASCHOLARSHIP FUNDPUBLIC CHARITYTUSCALOOSA, AL, US$16,200
Paid GrantFIRST PRESBYTERIAN CHURCHGENERAL SUPPORTCHURCHSELMA, AL, US$10,800
Paid GrantPRESBYTERIAN HOME FOR CHILDRENGENERAL SUPPORTPUBLIC CHARITYTALLADEGA, AL, US$10,800
Paid GrantPUBLIC LIBRARY SELMA AND DALLAS COUNTYGENERAL SUPPORTPUBLIC CHARITYSELMA, AL, US$10,800
Paid GrantWEST CENTRAL ALABAMA REHABILIATION CENTERGENERAL SUPPORTPUBLIC CHARITYSELMA, AL, US$10,800
Paid GrantALABAMA SHERIFF'S BOYS & GIRLS RANCHGENERAL SUPPORTPUBLIC CHARITYMONTGOMERY, AL, US$5,400
Paid GrantBOARD OF EDUCATON CITY OF SELMAGENERAL SUPPORTPUBLIC CHARITYSELMA, AL, US$5,400
Paid GrantBOY SCOUTS OF AMERICA - SELMA DISTRICTGENERAL SUPPORTPUBLIC CHARITYSELMA, AL, US$5,400
Paid GrantGEORGE C WALLACE COMMUNITY COLLEGEGENERAL SUPPORTPUBLIC CHARITYSELMA, AL, US$5,400
Paid GrantOLD DEPOT MUSEUMGENERAL SUPPORTPUBLIC CHARITYSELMA, AL, US$5,400
Paid GrantSALVATION ARMYGENERAL SUPPORTPUBLIC CHARITYSELMA, AL, US$5,400
Paid GrantSTURDIVANT MUSEUMGENERAL SUPPORTPUBLIC CHARITYSELMA, AL, US$5,400
Paid GrantUNITED WAY AGENCY SELMA AND DALLAS COUNTYGENERAL SUPPORTPUBLIC CHARITYSELMA, AL, US$5,400
Paid GrantYOUNG MEN'S CHRISTIAN ASSOCIATIONGENERAL SUPPORTPUBLIC CHARITYSELMA, AL, US$5,400
Filing and Contact Details

Filer

EIN
20-6724118
Raw XML AppendixShowing 400 of 666 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/BalanceSheets/SavingsAndTempCashInvstBOY037659
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY023871
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV023871
IRS990PF/BalanceSheets/TotalAssetsBOY01909016
IRS990PF/BalanceSheets/TotalAssetsEOY01869099
IRS990PF/BalanceSheets/TotalAssetsEOYFMV02205546
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY01909016
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY01869099
IRS990PF/BalanceSheets/TotalNetAssetsBOY01909016
IRS990PF/BalanceSheets/TotalNetAssetsEOY01869099
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome037400
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis0961854
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0PUBLICLY TRADED SECURITIES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss037400
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses037400
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice0999254
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-40385
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases0468
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal01869099
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY01909016
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY01869099
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0108385
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0108385
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0108385
IRS990PF/DistributableAmount/MinimumInvestmentReturn0109828
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome01443
IRS990PF/DistributableAmount/TotalTax01443
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax01443
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment07
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal01443
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome01443
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue01450
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments00
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY02205546
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets02230004
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances036766
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities02193238
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable033450
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0109828
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets02196554
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets02230004
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition21.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0CAROLYN COX
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1RICHARD P MORTHLAND
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2KARLA CONWAY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0CO-TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1CO-TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2CO-TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10101 LANDLINE ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11807 CAHABA ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12PO BOX 577
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0SELMA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1SELMA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2TALLADEGA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0AL
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2AL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode036701
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode136701
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode235161
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct0121431
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets0120709
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio0.054954
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear10.054531
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear20.084242
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear30.026088
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets02196554
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear102248917
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear202169017
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear302114131
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0722
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0112785
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10122636
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear20182722
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3055154
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio0.164861
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0112785

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,869,099
Liabilities
$0
Net assets
$1,869,099
Revenue
-
Expenses
$138,588
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.75$0.00$0.08$0.13$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.80$0.00$1.80$0.09$0.14$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$0.00$1.85$0.26$0.16$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.75$0.00$1.75$0.09$0.14$0.05
2019Summary only. Only limited summary data is available for this year.$1.80$0.00$0.11$0.14$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.12$0.14$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.86$0.00$1.86$0.20$0.14$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.79$0.00$1.79$0.07$0.14$0.07
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.86$0.00$1.86$0.08$0.13$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.15$0.15$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.18$0.14$0.05
2012Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.14
2012Summary only. Only limited summary data is available for this year.$1.87$0.00$0.10$0.14$0.04
2011Summary only. Only limited summary data is available for this year.$1.91$0.00$0.06$0.17$0.11