Civic Intelligence

Anna Fox Kennedy Tr

EIN 37-6264615 • 501(c)2 • Birmingham, AL

Profile

Net income is to be paid 1/2 to rossville united methodist church of rossville, il, and 1/2 to st james united methodist church of danville il

P O Box 11647Birmingham, AL 35202

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)2 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

29th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)2 • $1M-$5M nonprofits • Source year 2024

Net Margin

28th percentile

-10%

Higher net margin than 28% of similar nonprofits.

501(c)2 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

61st percentile

$20,502

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 23.3% of source-year revenue.

501(c)2 • $1M-$5M nonprofits • Source year 2024

Asset Growth

50th percentile

-0.8%

Faster asset growth than 50% of similar nonprofits.

501(c)2 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

73rd percentile

22%

Faster revenue growth than 73% of similar nonprofits.

501(c)2 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets27th percentile

Using 2023 Form 990 data because the latest 2024 filing does not report standard financial totals.

Assets

Down

$1,117,097

Down $30,409 (-2.7%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$1,117,097

Down $30,409 (-2.7%) from 2022

Operations
Liabilities / Revenue29th percentileNet Margin28th percentile

Revenue

Up

$72,164

Up $21,137 (+41%) from 2022

Expenses

Up

$102,088

Up $3,312 (+3.4%) from 2022

Net Income

Up

-$29,924

Up $17,825 (+37%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2011: $1,274,810Liabilities 2011: $0Net Assets 2011: $1,274,8102011Assets 2012: $1,279,530Liabilities 2012: $0Net Assets 2012: $1,279,5302012Assets 2013: $1,355,959Liabilities 2013: $0Net Assets 2013: $1,355,9592013Assets 2014: $1,391,061Liabilities 2014: $0Net Assets 2014: $1,391,0612014Assets 2015: $1,331,233Liabilities 2015: $0Net Assets 2015: $1,331,2332015Assets 2016: $1,252,607Liabilities 2016: $0Net Assets 2016: $1,252,6072016Assets 2017: $1,225,719Liabilities 2017: $0Net Assets 2017: $1,225,7192017Assets 2018: $1,205,762Liabilities 2018: $0Net Assets 2018: $1,205,7622018Assets 2019: $1,222,350Liabilities 2019: $0Net Assets 2019: $1,222,3502019Assets 2020: $1,220,044Liabilities 2020: $0Net Assets 2020: $1,220,0442020Assets 2021: $1,195,259Liabilities 2021: $0Net Assets 2021: $1,195,2592021Assets 2022: $1,147,506Liabilities 2022: $0Net Assets 2022: $1,147,5062022Assets 2023: $1,117,097Liabilities 2023: $0Net Assets 2023: $1,117,0972023

Latest loaded filing

2023

Assets$1,117,097
Liabilities$0
Net Assets$1,117,097
Open 2023 Filing

Operations Trend

Revenue Growth73rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2011: $89,198Expenses 2011: $85,481Net Income 2011: $3,7172011Revenue 2012: $95,551Expenses 2012: $86,938Net Income 2012: $8,6132012Revenue 2013: $165,633Expenses 2013: $89,851Net Income 2013: $75,7822013Revenue 2014: $132,410Expenses 2014: $94,633Net Income 2014: $37,7772014Revenue 2015: $32,976Expenses 2015: $95,658Net Income 2015: -$62,6822015Revenue 2016: $15,747Expenses 2016: $93,692Net Income 2016: -$77,9452016Revenue 2017: $70,154Expenses 2017: $93,396Net Income 2017: -$23,2422017Revenue 2018: $70,166Expenses 2018: $90,529Net Income 2018: -$20,3632018Revenue 2019: $104,989Expenses 2019: $88,237Net Income 2019: $16,7522019Revenue 2020: $87,730Expenses 2020: $90,138Net Income 2020: -$2,4082020Revenue 2021: $67,014Expenses 2021: $92,083Net Income 2021: -$25,0692021Revenue 2022: $51,027Expenses 2022: $98,776Net Income 2022: -$47,7492022Revenue 2023: $72,164Expenses 2023: $102,088Net Income 2023: -$29,9242023

Latest loaded filing

2023

Revenue$72,164
Expenses$102,088
Net Income-$29,924
Open 2023 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.00$1.12$0.07$0.10$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.00$1.15$0.05$0.10$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.00$1.20$0.07$0.09$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$0.00$1.22$0.09$0.09$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$0.00$1.22$0.10$0.09$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$0.00$1.21$0.07$0.09$0.02
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.23$0.00$1.23$0.07$0.09$0.02
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.25$0.00$1.25$0.02$0.09$0.08
2015Summary only. Only limited summary data is available for this year.$1.33$0.00$1.33$0.03$0.10$0.06
2014Summary only. Only limited summary data is available for this year.$1.39$0.00$1.39$0.13$0.09$0.04
2013Summary only. Only limited summary data is available for this year.$1.36$0.00$1.36$0.17$0.09$0.08
2012Summary only. Only limited summary data is available for this year.$1.28$0.00$1.28$0.10$0.09$0.01
2011Summary only. Only limited summary data is available for this year.$1.27$0.00$1.27$0.09$0.09$0.00
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2017 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 16, 2018
Return Version
2017v2.2
Gross Receipts
$441,994
Mission and Program Overview

Mission

Net income is to be paid 1/2 to rossville united methodist church of rossville, il, and 1/2 to st james united methodist church of danville il

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,252,607$1,225,719▼ $26,888
Investments in Publicly Traded Securities$1,204,791$1,190,174▼ $14,617
Savings and Temporary Cash Investments$47,816$35,545▼ $12,271
Total Assets$1,252,607$1,225,719▼ $26,888
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,252,607$1,225,719▼ $26,888
Total Liabilities and Net Assets / Fund Balance$1,252,607$1,225,719▼ $26,888
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleBaseTotal
-Trustee$16,729$16,729
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$70,154
Other Revenue
$0
Change in Net Assets
$-23,242
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$72,093
Salaries, Compensation, and Employee Benefits$16,729
Other Expenses$4,574
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$72,093--$72,093
Current Officers, Directors, Trustees, and Key Employees-$16,729-$16,729
Fees for Service Investment Mgmnt Fees-$2,713-$2,713
Fees for Services Accounting-$1,200-$1,200
Other Expenses$87--$87
Total Functional Expenses$72,754$20,642$0$93,396
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rossville United Methodist ChurchRossville, IL170(b)(1)(A)(i)To Support the Rossville United Methodist Church$36,046
St James United Methodist ChurchDanville, IL170(b)(1)(A)(i)To Support the St. James United Methodist Church$36,046
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“The entity is a trust and no committees have been given authority to act on behalf of the trustee.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“The corporate trustee, as sole member of the governing body, prepares the form 990. Senior tax department staff reviews the return for accuracy in content and calculations prior to filing with the irs.”

FORM 990, PAGE 6, PART VI, LINE 15A

“Regions bank trustee fees are based on published fee schedules.”

Form 990, Page 6, Part VI, Line 19

“The trustee makes the annual tax return and documentation available upon written request. Paper copies will be provided.”

Filing and Contact Details

Filer

Filer Name
Anna Fox Kennedy Trust 8355000028
EIN
37-6264615
Phone
2054207753
Address
P O BOX 11647, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2054207753
Signed
2018-07-16
Discuss with paid preparer
Yes

Organization Details

Formed
1976
Legal Domicile
Il
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
Supplemental Narrative

Additional Explanations

Lines 12, 13, and 14

“While the anna kennedy fox tua does not have a conflict of interest policy, a written whistleblower policy, or a written document retention & destruction policy, regions bank, the corporate trustee, does have all of the above policies. All bank policies are monitored by the bank's management.”

Explanation for Form 990, Part XI, Line 9

“Timing difference -$49 gain on sales not settled by year end -$1,105, cost basis adjustment $31, lt wash sales -$87, market disc-oid income $76, eaton roc adj -$84, hff inc roc adj -$48, maingate roc adj -$1,667, mattel inc roc adj -$106, pricesmart roc adj -$3, templeton roc adj -$445, artisian partners roc adj -$135”

Raw XML Appendix312 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0NET INCOME IS TO BE PAID 1/2 TO ROSSVILLE UNITED METHODIST CHURCH OF ROSSVILLE, IL, AND 1/2 TO ST JAMES UNITED METHODIST CHURCH OF DANVILLE IL
IRS990/AddressChangeInd0X
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0REGIONS BANK TRUST DEPT
IRS990/BooksInCareOfDetail/PhoneNum02516901024
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0201 MILAN PARKWAY
IRS990/BooksInCareOfDetail/USAddress/CityNm0BIRMINGHAM
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd035211
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt016729
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt016729
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt072093
IRS990/CYInvestmentIncomeAmt070154
IRS990/CYOtherExpensesAmt04574
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-23242
IRS990/CYSalariesCompEmpBnftPaidAmt016729
IRS990/CYTotalExpensesAmt093396
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt070154
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc01/2 NET INCOME PAID TO ST. JAMES UNITED METHODIST CHURCH
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/ExpenseAmt036046
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01200
IRS990/FeesForServicesAccountingGrp/TotalAmt01200
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt02713
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt02713
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0REGIONS BANK TRUST DEPARTMENT
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt016729
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01976
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt043694
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt036046
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt072093
IRS990/GrantsToDomesticOrgsGrp/TotalAmt072093
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0415534
IRS990/GrossReceiptsAmt0441994
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt026460
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt026460
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01204791
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01190174
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0371840
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0NET INCOME IS TO BE PAID 1/2 TO ROSSVILLE UNITED METHODIST CHURCH OF ROSSVILLE, IL, AND 1/2 TO ST JAMES UNITED METHODIST CHURCH OF DANVILLE IL
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01252607
IRS990/NetAssetsOrFundBalancesEOYAmt01225719
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt043694
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt043694
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-3646
IRS990/OtherExpensesGrp/Desc0FOREIGN TAXES
IRS990/OtherExpensesGrp/Desc1IL STATE FILING FEE
IRS990/OtherExpensesGrp/Desc2ADR FEES
IRS990/OtherExpensesGrp/ProgramServicesAmt0559
IRS990/OtherExpensesGrp/ProgramServicesAmt115
IRS990/OtherExpensesGrp/ProgramServicesAmt287
IRS990/OtherExpensesGrp/TotalAmt0559
IRS990/OtherExpensesGrp/TotalAmt115
IRS990/OtherExpensesGrp/TotalAmt287
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0REGIONS BANK
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc01/2 NET INCOME PAID TO ROSSVILLE UNITED METHODIST CHURCH
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt036046
IRS990/ProgSrvcAccomActy2Grp/GrantAmt036046
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt072225
IRS990/PYInvestmentIncomeAmt015747
IRS990/PYOtherExpensesAmt05196
IRS990/PYRevenuesLessExpensesAmt0-77945
IRS990/PYSalariesCompEmpBnftPaidAmt016271
IRS990/PYTotalExpensesAmt093692
IRS990/PYTotalRevenueAmt015747
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-23242
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01252607
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01225719
IRS990/SavingsAndTempCashInvstGrp/BOYAmt047816
IRS990/SavingsAndTempCashInvstGrp/EOYAmt035545
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt036046
IRS990ScheduleI/RecipientTable/CashGrantAmt136046
IRS990ScheduleI/RecipientTable/IRCSectionDesc0170(b)(1)(A)(i)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1170(b)(1)(A)(i)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT THE ST. JAMES UNITED METHODIST CHURCH
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1TO SUPPORT THE ROSSVILLE UNITED METHODIST CHURCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ST JAMES UNITED METHODIST CHURCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ROSSVILLE UNITED METHODIST CHURCH
IRS990ScheduleI/RecipientTable/RecipientEIN0370662571
IRS990ScheduleI/RecipientTable/RecipientEIN1371164083
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0504 N VERMILION ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO BOX 57
IRS990ScheduleI/RecipientTable/USAddress/CityNm0DANVILLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1ROSSVILLE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1IL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd061832
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd160963
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE TRUST DISTRIBUTES THE ENTIRE NET INCOME TO ONLY ST JAMES UNITED METHODIST CHURCH AND ROSSVILLE UNITED METHODIST CHURCH AS DIRECTED IN THE TRUST DOCUMENT
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WHILE THE ANNA KENNEDY FOX TUA DOES NOT HAVE A CONFLICT OF INTEREST POLICY, A WRITTEN WHISTLEBLOWER POLICY, OR A WRITTEN DOCUMENT RETENTION & DESTRUCTION POLICY, REGIONS BANK, THE CORPORATE TRUSTEE, DOES HAVE ALL OF THE ABOVE POLICIES. ALL BANK POLICIES ARE MONITORED BY THE BANK'S MANAGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ENTITY IS A TRUST AND NO COMMITTEES HAVE BEEN GIVEN AUTHORITY TO ACT ON BEHALF OF THE TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CORPORATE TRUSTEE, AS SOLE MEMBER OF THE GOVERNING BODY, PREPARES THE FORM 990. SENIOR TAX DEPARTMENT STAFF REVIEWS THE RETURN FOR ACCURACY IN CONTENT AND CALCULATIONS PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REGIONS BANK TRUSTEE FEES ARE BASED ON PUBLISHED FEE SCHEDULES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE TRUSTEE MAKES THE ANNUAL TAX RETURN AND DOCUMENTATION AVAILABLE UPON WRITTEN REQUEST. PAPER COPIES WILL BE PROVIDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TIMING DIFFERENCE -$49 GAIN ON SALES NOT SETTLED BY YEAR END -$1,105, COST BASIS ADJUSTMENT $31, LT WASH SALES -$87, MARKET DISC-OID INCOME $76, EATON ROC ADJ -$84, HFF INC ROC ADJ -$48, MAINGATE ROC ADJ -$1,667, MATTEL INC ROC ADJ -$106, PRICESMART ROC ADJ -$3, TEMPLETON ROC ADJ -$445, ARTISIAN PARTNERS ROC ADJ -$135
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0LINES 12, 13, AND 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ST JAMES UNITED METHODIST CHURCH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1ROSSVILLE UNITED METHODIST CHURCH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0370662571
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1371164083
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0170(b)(1)(A)(i)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1170(b)(1)(A)(i)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0RELIGIOUS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1RELIGIOUS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt11
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0504 N VERMILION ST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1PO BOX 57
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0DANVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1ROSSVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd061832
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd160963
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01252607
IRS990/TotalAssetsEOYAmt01225719
IRS990/TotalAssetsGrp/BOYAmt01252607
IRS990/TotalAssetsGrp/EOYAmt01225719
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt020642
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt072754
IRS990/TotalFunctionalExpensesGrp/TotalAmt093396
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01252607
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01225719
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt072092
IRS990/TotalReportableCompFromOrgAmt016729
IRS990/TotalRevenueGrp/ExclusionAmt070154
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt070154
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01252607
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01225719
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0REGIONS BANK TRUSTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02054207753
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANNA FOX KENNEDY TRUST 8355000028
ReturnHeader/Filer/BusinessNameControlTxt0KENN
ReturnHeader/Filer/EIN0376264615
ReturnHeader/Filer/PhoneNum02054207753
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 11647
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035202
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId098A2F0E703F18D9464019E7B54E9B69F992D8470
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A29A6DCFE44DD28C97832032DB8B0B7AA689128E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0155.201.188.7
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134008324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICEWATERHOUSECOOPERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 GRANT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02018-07-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHAWN P HANLON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-09-11T11:00:35-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.