Civic Intelligence

The Ben May Charitable Trust

990PF • Fiscal year 2020 • EIN 23-7145009

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 03, 2021

25 W I-65 Service Rd NMobile, AL 36608

(228) 822-4366

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

$33,643,201

No earlier filing loaded for comparison.

Net Assets

$33,643,201

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

$1,165,007

No earlier filing loaded for comparison.

Expenses

$1,781,933

No earlier filing loaded for comparison.

Net Income

-$616,926

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.

$40M$30M$20M$10M$0Assets 2020: $33,643,201Liabilities 2020: $0Net Assets 2020: $33,643,2012020Assets 2021: $34,681,853Liabilities 2021: $0Net Assets 2021: $34,681,8532021Assets 2022: $30,524,569Liabilities 2022: $0Net Assets 2022: $30,524,5692022Assets 2023: $31,167,859Liabilities 2023: $0Net Assets 2023: $31,167,8592023Assets 2024: $31,688,196Liabilities 2024: $0Net Assets 2024: $31,688,1962024

Highlighted filing

2020

Assets$33,643,201
Liabilities$0
Net Assets$33,643,201

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2020: $1,165,007Expenses 2020: $1,781,933Net Income 2020: -$616,9262020Revenue 2021: $1,849,785Expenses 2021: $1,657,001Net Income 2021: $192,7842021Revenue 2022: $943,998Expenses 2022: $1,848,869Net Income 2022: -$904,8712022Revenue 2023: $916,500Expenses 2023: $1,735,116Net Income 2023: -$818,6162023Revenue 2024: $1,149,004Expenses 2024: $1,746,272Net Income 2024: -$597,2682024

Highlighted filing

2020

Revenue$1,165,007
Expenses$1,781,933
Net Income-$616,926
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 3, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HANCOCK WHITNEY BANKTrusteePT$56,960-$56,960
JOHN D PEEBLESDist. Committee Member-$25,000-$25,000
VIVIAN G JOHNSTON IIIDist. Committee Chairman-$25,000-$25,000
KEN NIEMEYERSecretary-$10,000-$10,000
ALLISON H PEEBLESDist. Committee Member-$8,333-$8,333
VIVIAN G JOHNSTON VDist. Committee Member-$8,333-$8,333
LYNETTE P KOPPELDist. Committee Member-$0--
STEVEN KOPPELDist. Committee Member-$0--
Filing and Contact Details

Filer

Filer Name
The Ben May Charitable Trust
EIN
23-7145009
Phone
2288224366
Address
25 W I-65 SERVICE RD N, MOBILE, AL 36608

Signing Officer

Name
Julie S Ehmka
Title
Trust Tax Manager
Phone
2516651665
Signed
2021-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Smith Dukes & Buckalew Llp
Address
3800 AIRPORT BLVD, MOBILE, AL 36608-1667
Preparer
J Wilbert Jordan Jr
Phone
2513431200
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