Civic Intelligence

The Mountain Brook Library Foundation

990 • Fiscal year 2023 • EIN 58-2094979

Oct 01, 2022 to Sep 30, 2023 • Filed on Jul 29, 2024

Organization ProfileONEALLIBRARY.ORG/SUPPORT-MBLF-2210
50 Oak StreetMountain Brook, AL 35213

(205) 879-0459

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

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

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

8th percentile

0.00x

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

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

89th percentile

45%

Higher net margin than 89% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

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

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

70th percentile

14%

Faster asset growth than 70% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

34th percentile

-2.4%

Faster revenue growth than 34% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$7,284,223

Up $907,204 (+14%) from 2022

Net Assets

Up

$7,284,223

Up $907,204 (+14%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin89th percentile

Revenue

Down

$334,047

Down $8,126 (-2.4%) from 2022

Expenses

Down

$182,323

Down $10,807 (-5.6%) from 2022

Net Income

Up

$151,724

Up $2,681 (+1.8%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$10M$5.0M$0Assets 2010: $3,090,395Liabilities 2010: $0Net Assets 2010: $3,090,3952010Assets 2011: $3,050,699Liabilities 2011: $0Net Assets 2011: $3,050,6992011Assets 2012: $3,340,819Liabilities 2012: $0Net Assets 2012: $3,340,8192012Assets 2013: $3,527,277Liabilities 2013: $0Net Assets 2013: $3,527,2772013Assets 2014: $3,918,195Liabilities 2014: $0Net Assets 2014: $3,918,1952014Assets 2015: $3,751,309Liabilities 2015: $0Net Assets 2015: $3,751,3092015Assets 2016: $4,045,671Liabilities 2016: $0Net Assets 2016: $4,045,6712016Assets 2017: $4,988,376Liabilities 2017: $0Net Assets 2017: $4,988,3762017Assets 2018: $5,178,675Liabilities 2018: $0Net Assets 2018: $5,178,6752018Assets 2019: $5,349,708Liabilities 2019: $0Net Assets 2019: $5,349,7082019Assets 2020: $6,130,715Liabilities 2020: $0Net Assets 2020: $6,130,7152020Assets 2021: $7,545,773Liabilities 2021: $0Net Assets 2021: $7,545,7732021Assets 2022: $6,377,019Liabilities 2022: $0Net Assets 2022: $6,377,0192022Assets 2023: $7,284,223Liabilities 2023: $0Net Assets 2023: $7,284,2232023Assets 2024: $9,006,984Liabilities 2024: $0Net Assets 2024: $9,006,9842024

Highlighted filing

2023

Assets$7,284,223
Liabilities$0
Net Assets$7,284,223
Open 2023 Filing

Operations Trend

Revenue Growth34th percentile

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

$800K$600K$400K$200K$0Expenses 2010: $78,3412010Expenses 2011: $187,7792011Expenses 2012: $239,0352012Expenses 2013: $291,3462013Revenue 2014: $388,691Expenses 2014: $51,291Net Income 2014: $337,4002014Revenue 2015: $271,706Expenses 2015: $148,835Net Income 2015: $122,8712015Revenue 2016: $264,084Expenses 2016: $103,030Net Income 2016: $161,0542016Revenue 2017: $795,589Expenses 2017: $137,114Net Income 2017: $658,4752017Revenue 2018: $301,928Expenses 2018: $193,033Net Income 2018: $108,8952018Revenue 2019: $357,985Expenses 2019: $137,268Net Income 2019: $220,7172019Revenue 2020: $746,548Expenses 2020: $135,485Net Income 2020: $611,0632020Revenue 2021: $494,862Expenses 2021: $153,089Net Income 2021: $341,7732021Revenue 2022: $342,173Expenses 2022: $193,130Net Income 2022: $149,0432022Revenue 2023: $334,047Expenses 2023: $182,323Net Income 2023: $151,7242023Revenue 2024: $497,019Expenses 2024: $232,427Net Income 2024: $264,5922024

Highlighted filing

2023

Revenue$334,047
Expenses$182,323
Net Income$151,724
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Jul 29, 2024
Return Version
2022v5.0
Gross Receipts
$334,047
Mission and Program Overview

Mission

To support the mission of the emmet o'neal library and to promote and strengthen the philanthropic, scientific, literary and educational activities of the library.

The purpose of the mountain brook library foundation is to support the mission of the o'neal library by delivering financial support for the goals and objectives as stated in the library strategic plan.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$5,730,297$6,547,179▲ $816,882
Land, Buildings, and Equipment, Net$552,610$552,610→ $0
Savings and Temporary Cash Investments$36,462$145,311▲ $108,849
Cash and Non-Interest-Bearing Accounts$57,650$39,123▼ $18,527
Total Assets$6,377,019$7,284,223▲ $907,204
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,014,219$3,945,240▲ $931,021
Net Assets With Donor Restrictions$3,362,800$3,338,983▼ $23,817
Total Net Assets Fund Balance$6,377,019$7,284,223▲ $907,204
Total Liabilities and Net Assets / Fund Balance$6,377,019$7,284,223▲ $907,204

Asset Categories

AssetBook ValueDepreciationBasis
Land$552,610-$552,610
Other Securities$6,547,179--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$4,716,918$100▲ $852,961-$5,569,979
2021$5,921,600$150▼ $1,204,832-$4,716,918
2020$4,687,330$2,661▲ $1,231,609-$5,921,600
2019$4,385,199$8,100▲ $294,031-$4,687,330
2018$4,286,473$3,170▲ $95,556-$4,385,199
Compensation and Service Providers
Top Officer Pay22nd percentile

Board Members and Trustees

NameTitle
Lauren HayesFriends President
Kurt HopperPresident
Susan W DulinVice-president
Alicia B LewisBoard Member
Da TynesBoard Member
Derek BeldenBoard Member
Gary M LondonBoard Member
J Bryan BoudreauxBoard Member
Jim Noles JrBoard Member
Julia M GoyerBoard Member
Kitty Rogers BrownBoard Member
Lizy L MatthewsBoard Member
Mary F SamuelsBoard Member
Patti Callahan HenryBoard Member
Richard SpragueBoard Member
Vicki S DanielsBoard Member
W David JerniganBoard Member
Lindsy GardnerDirector
Patsy D DreherSecretary
Edward Cassady IiiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$197,469
Program Service Revenue
$0
Investment Income
$136,568
Other Revenue
$10
All Other Contributions
$197,469
Change in Net Assets
$151,724

Audited Revenue Reconciliation

Revenue per Audited Statements
$295,007
Revenue Not Reported on Financial Statements
$39,040
Revenue Not Reported on Form 990
$755,480
Total Revenue per Audited Statements
$1,050,487
Total Revenue per Form 990
$334,047
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$182,323
Total Fundraising Expense$19,519
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses$45,438--$45,438
Fees for Service Investment Mgmnt Fees-$39,040-$39,040
Advertising--$19,519$19,519
Fees for Services Accounting-$12,000-$12,000
Occupancy$5,735--$5,735
Fees for Services Other-$3,250-$3,250
Other Expenses$4,491$1,200-$1,200
Total Functional Expenses$105,707$57,097$19,519$182,323

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$182,323
Expenses per Audited Statements$143,283
Total Expenses per Audited Statements$143,283
Expenses Not Reported on Financial Statements$39,040
Expenses Not Reported on Form 990$0
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with 35% controlled entity
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The form 990 is reviewed by the board for completeness and accuracy prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Each board member is required to annually sign a statement which affirms that they have received a copy of the conflict of interest policy, have read and understand the policy, and agrees to comply with the policy.”

Form 990, Part VI, Section C, Line 19

“All relative documents are available for public inspection at the organization's office.”

Filing and Contact Details

Filer

Filer Name
The Mountain Brook Library Foundation
EIN
58-2094979
Phone
2058790459
Address
50 OAK STREET, MOUNTAIN BROOK, AL 35213

Signing Officer

Name
Lindsy Gardner
Title
Director
Phone
2058790459
Signed
2024-07-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lindsy Gardner
Formed
1993
Legal Domicile
Al
Voting Board Members
19
Independent Board Members
19
Employees
0
Volunteers
0

Preparer

Firm
Haley & Woods Llp
Address
4220 CAHABA HEIGHTS COURT SUITE 201, BIRMINGHAM, AL 35243
Preparer
Jessica Woods
Phone
2052771529
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The foundation is organized as an alabama nonprofit corporation and has been recognized by the irs as exempt from federal income taxes under irc section 501(a) as an organization described in irc section 501(c)(3), qualifies for the charitable contribution deduction, and has been determined not to be a private foundation. The foundation is annually required to file a return of organization exempt from income tax (form 990) with the irs. In addition, it is subject to income tax on net income that is derived from business activities that are unrelated to the foundation's exempt purposes. The foundation has determined that it is not subject to unrelated business income tax and has not filed an exempt organization business income tax return (form 990-t) with the irs.”

Part V, Line 4

“Funds are to be used as a supplement to basic services of the o'neal library in the form of capital or special non-operating projects.”

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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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IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13FRIENDS PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt14PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt15SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt16TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt17VICE-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01993
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0334047
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt00
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt0552610
IRS990/LandBldgEquipCostOrOtherBssAmt0552610
IRS990/LegalDomicileStateCd0AL
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE PURPOSE OF THE MOUNTAIN BROOK LIBRARY FOUNDATION IS TO SUPPORT THE MISSION OF THE O'NEAL LIBRARY BY DELIVERING FINANCIAL SUPPORT FOR THE GOALS AND OBJECTIVES AS STATED IN THE LIBRARY STRATEGIC PLAN.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt06377019
IRS990/NetAssetsOrFundBalancesEOYAmt07284223
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0755480
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03014219
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03945240
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt05735
IRS990/OccupancyGrp/TotalAmt05735
IRS990/OfficeExpensesGrp/ProgramServicesAmt045438
IRS990/OfficeExpensesGrp/TotalAmt045438
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PROGRAM & SPECIAL EVENT
IRS990/OtherExpensesGrp/Desc1REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3GRAPHIC DESIGN
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01607
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11200
IRS990/OtherExpensesGrp/ProgramServicesAmt050043
IRS990/OtherExpensesGrp/ProgramServicesAmt14491
IRS990/OtherExpensesGrp/TotalAmt050043
IRS990/OtherExpensesGrp/TotalAmt14491
IRS990/OtherExpensesGrp/TotalAmt21607
IRS990/OtherExpensesGrp/TotalAmt31200
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt010
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt010
IRS990/OtherRevenueTotalAmt010
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LINDSY GARDNER
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0189381
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0152767
IRS990/PYOtherExpensesAmt0193130
IRS990/PYOtherRevenueAmt025
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0149043
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0193130
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0342173
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0151724
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt036462
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0145311
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0636001325
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd06
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0105707
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0O'NEAL LIBRARY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0105707
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt04716918
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0100
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt05569979
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0852961
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt05921600
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0150
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt04716918
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1204832
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt04687330
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt02661
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt05921600
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01231609
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt04385199
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt08100
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt04687330
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0294031
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt04286473
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt03170
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt04385199
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt095556
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt039040
IRS990ScheduleD/ExpensesSubtotalAmt0143283
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt039040
IRS990ScheduleD/InvestmentExpensesNotIncldAmt039040
IRS990ScheduleD/LandGrp/BookValueAmt0552610
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0552610
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0755480
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt06547179
IRS990ScheduleD/OtherSecuritiesGrp/Desc0CHARLES SCHWAB INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt0755480
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt039040
IRS990ScheduleD/RevenueSubtotalAmt0295007
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION IS ORGANIZED AS AN ALABAMA NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE IRS AS EXEMPT FROM FEDERAL INCOME TAXES UNDER IRC SECTION 501(A) AS AN ORGANIZATION DESCRIBED IN IRC SECTION 501(C)(3), QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION, AND HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION. THE FOUNDATION IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, IT IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THE FOUNDATION'S EXEMPT PURPOSES. THE FOUNDATION HAS DETERMINED THAT IT IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX AND HAS NOT FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDS ARE TO BE USED AS A SUPPLEMENT TO BASIC SERVICES OF THE O'NEAL LIBRARY IN THE FORM OF CAPITAL OR SPECIAL NON-OPERATING PROJECTS.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,284,223
Liabilities
$0
Net assets
$7,284,223
Revenue
$334,047
Expenses
$182,323
Net income
$151,724
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.01$0.00$9.01$0.50$0.23$0.26
2023Detailed filing. Detailed filing data is available for this year.$7.28$0.00$7.28$0.33$0.18$0.15
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.38$0.00$6.38$0.34$0.19$0.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.55$0.00$7.55$0.49$0.15$0.34
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.13$0.00$6.13$0.75$0.14$0.61
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.35$0.00$5.35$0.36$0.14$0.22
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.18$0.00$5.18$0.30$0.19$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.99$0.00$4.99$0.80$0.14$0.66
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.05$0.00$4.05$0.26$0.10$0.16
2015Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.27$0.15$0.12
2014Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.39$0.05$0.34
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.53$0.00$3.53$0.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.34$0.00$3.34$0.24
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.05$0.00$3.05$0.19
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.09$0.00$3.09$0.08