Civic Intelligence

Fred W Hooper Endowment Fund

990 • Fiscal year 2020 • EIN 59-3760922

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 24, 2021

Organization Profile
PO Box 125Hope Hull, AL 36043-0125

(334) 288-9025

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

24th percentile

-8.1%

Higher net margin than 24% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

30th percentile

-0.4%

Faster asset growth than 30% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

4th percentile

-66%

Faster revenue growth than 4% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$1,209,146

Down $4,524 (-0.4%) from 2019

Net Assets

Down

$1,209,146

Down $4,524 (-0.4%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin24th percentile

Revenue

Down

$55,971

Down $108,205 (-66%) from 2019

Expenses

Down

$60,495

Down $51 (-0.1%) from 2019

Net Income

Down

-$4,524

Down $108,154 (-104%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,096,899Liabilities 2011: $0Net Assets 2011: $1,096,8992011Assets 2012: $1,126,452Liabilities 2012: $0Net Assets 2012: $1,126,4522012Assets 2013: $1,178,258Liabilities 2013: $0Net Assets 2013: $1,178,2582013Assets 2014: $1,189,026Liabilities 2014: $0Net Assets 2014: $1,189,0262014Assets 2015: $1,140,083Liabilities 2015: $0Net Assets 2015: $1,140,0832015Assets 2016: $1,189,904Liabilities 2016: $0Net Assets 2016: $1,189,9042016Assets 2017: $1,211,150Liabilities 2017: $0Net Assets 2017: $1,211,1502017Assets 2018: $1,110,040Liabilities 2018: $0Net Assets 2018: $1,110,0402018Assets 2019: $1,213,670Liabilities 2019: $0Net Assets 2019: $1,213,6702019Assets 2020: $1,209,146Liabilities 2020: $0Net Assets 2020: $1,209,1462020Assets 2021: $1,260,628Liabilities 2021: $0Net Assets 2021: $1,260,6282021Assets 2022: $1,030,404Liabilities 2022: $0Net Assets 2022: $1,030,4042022Assets 2023: $1,107,082Liabilities 2023: $0Net Assets 2023: $1,107,0822023Assets 2024: $1,154,244Liabilities 2024: $0Net Assets 2024: $1,154,2442024Assets 2025: $1,235,195Liabilities 2025: $0Net Assets 2025: $1,235,1952025

Highlighted filing

2020

Assets$1,209,146
Liabilities$0
Net Assets$1,209,146
Open 2020 Filing

Operations Trend

Revenue Growth4th percentile

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

$400K$200K$0-$200K-$400KRevenue 2011: $92,662Expenses 2011: $56,702Net Income 2011: $35,9602011Revenue 2012: $89,483Expenses 2012: $59,483Net Income 2012: $30,0002012Revenue 2013: $116,263Expenses 2013: $64,457Net Income 2013: $51,8062013Revenue 2014: $71,093Expenses 2014: $69,325Net Income 2014: $1,7682014Revenue 2015: $10,391Expenses 2015: $59,334Net Income 2015: -$48,9432015Revenue 2016: $111,003Expenses 2016: $61,182Net Income 2016: $49,8212016Revenue 2017: $81,801Expenses 2017: $60,555Net Income 2017: $21,2462017Revenue 2018: $88,338Expenses 2018: $189,448Net Income 2018: -$101,1102018Revenue 2019: $164,176Expenses 2019: $60,546Net Income 2019: $103,6302019Revenue 2020: $55,971Expenses 2020: $60,495Net Income 2020: -$4,5242020Revenue 2021: $165,282Expenses 2021: $113,800Net Income 2021: $51,4822021Revenue 2022: -$10,262Expenses 2022: $219,962Net Income 2022: -$230,2242022Revenue 2023: $136,704Expenses 2023: $60,026Net Income 2023: $76,6782023Revenue 2024: $107,914Expenses 2024: $60,752Net Income 2024: $47,1622024Revenue 2025: $142,194Expenses 2025: $61,243Net Income 2025: $80,9512025

Highlighted filing

2020

Revenue$55,971
Expenses$60,495
Net Income-$4,524
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 24, 2021
Return Version
2020v4.0
Gross Receipts
$655,548
Mission and Program Overview

Mission

Invest endowment and make annual contributions to the West Montgomery Educational Foundation

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,162,946$1,146,501▼ $16,445
Cash and Non-Interest-Bearing Accounts$50,724$62,645▲ $11,921
Total Assets$1,213,670$1,209,146▼ $4,524
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,213,670$1,209,146▼ $4,524
Total Net Assets Fund Balance$1,213,670$1,209,146▼ $4,524
Total Liabilities and Net Assets / Fund Balance$1,213,670$1,209,146▼ $4,524

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$1,213,670-▲ $55,971-$1,209,146
2019$1,110,040-▲ $164,176-$1,213,670
2018$1,211,150-▲ $88,338-$1,110,040
2017$1,189,904-▲ $81,801-$1,211,150
2016$1,140,083-▲ $111,003-$1,189,904
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
C L NewellTrustee
N T EllisTrustee
T H CampbellTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$9,396
Other Revenue
$46,575
Change in Net Assets
$-4,524
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$50,000
Other Expenses$10,495
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$50,000--$50,000
Fees for Service Investment Mgmnt Fees$8,970--$8,970
Fees for Services Accounting$1,525--$1,525
Total Functional Expenses$60,495$0$0$60,495
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
West Mont Educ FoundHope Hull, AL501c3Support ongoing operations$50,000
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
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI Line 11B

“Copy is provided at meeting closest to submission.”

Part VI Line 18

“Provided upon request.”

Part VI Line 19

“Provided upon request.”

Filing and Contact Details

Filer

Filer Name
Fred W Hooper Endowment Fund
EIN
59-3760922
In Care Of
% Tommy Campbell
Address
PO Box 125, Hope Hull, AL 36043-0125

Signing Officer

Name
Tommy Campbell
Title
Trustee
Phone
3342889025
Signed
2021-04-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas H Campbell Jr
Formed
2002
Legal Domicile
Al
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Dempsey & Russell PC
Address
1539 Rex Street, Montgomery, AL 36107
Preparer
Mark D Russell
Phone
3342635154
Supplemental Narrative

Financial Statement Notes

P5, Ln 4

“Support the West Montgomery Educ. Found.”

Raw XML Appendix373 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/ActivityOrMissionDesc0Invest endowment and make annual contributions to the West Montgomery Educational Foundation
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Dempsey & Russell PC
IRS990/BooksInCareOfDetail/PhoneNum03342889025
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01539 Rex Street
IRS990/BooksInCareOfDetail/USAddress/CityNm0Montgomery
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd036107
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt050724
IRS990/CashNonInterestBearingGrp/EOYAmt062645
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt050000
IRS990/CYInvestmentIncomeAmt09396
IRS990/CYOtherExpensesAmt010495
IRS990/CYOtherRevenueAmt046575
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-4524
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt060495
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt055971
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0Endowment invests initial $1,000,000 gift from F.W. Hooper Annual gift of $50,000 to the West Montgomery Educational Foundation.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt060495
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt01525
IRS990/FeesForServicesAccountingGrp/TotalAmt01525
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt08970
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt08970
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.000
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.000
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.000
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0T H CAMPBELL
IRS990/Form990PartVIISectionAGrp/PersonNm1N T ELLIS
IRS990/Form990PartVIISectionAGrp/PersonNm2C L NEWELL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr02002
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-26657
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt050000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt050000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt050000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0572920
IRS990/GrossReceiptsAmt0655548
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt036053
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt036053
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01162946
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01146501
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0AL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0599577
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Invest endowment and make annual contributions to the West Montgomery Educational Foundation.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01213670
IRS990/NetAssetsOrFundBalancesEOYAmt01209146
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-26657
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01213670
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01209146
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherRevenueMiscGrp/Desc0Increase in FMV
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt046575
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt046575
IRS990/OtherRevenueTotalAmt046575
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0THOMAS H CAMPBELL JR
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt050000
IRS990/PYInvestmentIncomeAmt059112
IRS990/PYOtherExpensesAmt010546
IRS990/PYOtherRevenueAmt0105064
IRS990/PYRevenuesLessExpensesAmt0103630
IRS990/PYTotalExpensesAmt060546
IRS990/PYTotalRevenueAmt0164176
IRS990/ReconcilationRevenueExpnssAmt0-4524
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt055971
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3FuncIntGrp/AppointElectMajorityOfficerInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ExerciseDirectionPoliciesInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0West Montgomery Educational Foundation
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1Academic activities further the exempt purpose.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2Would continue to function.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3Educational Foundation
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV/Sec E
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part IV/Sec E
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Part IV/Sec E
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3Part IV/Sec E
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd0false
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0630588315
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt050000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0West Montgomery Edu Found
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt050000
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt010495
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01213670
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01209146
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt050000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt055971
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt010546
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01110040
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01213670
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt050000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0164176
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0139448
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01211150
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01110040
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt050000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt088338
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt010555
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01189904
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01211150
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt050000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt081801
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt011182
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01140083
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01189904
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt050000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0111003
IRS990ScheduleD/DisclosedForCharitablePrpsInd0false
IRS990ScheduleD/DisclosedOrgLegCtrlInd0false
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/Section170hRqrStsfdInd0false
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Support the West Montgomery Educ. Found.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0P5, Ln 4
IRS990ScheduleD/WrittenPolicyMonitoringInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt050000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Support ongoing operations
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0West Mont Educ Found
IRS990ScheduleI/RecipientTable/RecipientEIN0630588315
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0380 Fischer Rd
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Hope Hull
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0AL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd036043
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Copy is provided at meeting closest to submission.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Provided upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Provided upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part VI Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part VI Line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part VI Line 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0West Mont Educ Foundation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0630588315
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0School
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0School
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0380 Fischer Rd
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Hope Hull
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd036043
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt050000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0Endowment document
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0West Mont Educ Foundation
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01213670
IRS990/TotalAssetsEOYAmt01209146
IRS990/TotalAssetsGrp/BOYAmt01213670
IRS990/TotalAssetsGrp/EOYAmt01209146
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt060495
IRS990/TotalFunctionalExpensesGrp/TotalAmt060495
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01213670
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01209146
IRS990/TotalProgramServiceExpensesAmt060495
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt082628
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt055971
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01213670
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01209146
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04380 Mobile Highway
IRS990/USAddress/CityNm0Montgomery
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd036108
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TOMMY CAMPBELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum03342889025
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Fred W Hooper Endowment Fund
ReturnHeader/Filer/BusinessNameControlTxt0FRED
ReturnHeader/Filer/EIN0593760922
ReturnHeader/Filer/InCareOfNm0% Tommy Campbell
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 125
ReturnHeader/Filer/USAddress/CityNm0Hope Hull
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd0360430125
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0631011911
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Dempsey & Russell PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01539 Rex Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Montgomery
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd036107
ReturnHeader/PreparerPersonGrp/PhoneNum03342635154
ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK D RUSSELL
ReturnHeader/ReturnTs02021-04-24T11:53:54-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TOMMY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CAMPBELL
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,209,146
Liabilities
$0
Net assets
$1,209,146
Revenue
$55,971
Expenses
$60,495
Net income
-$4,524
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.14$0.06$0.08
2024Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.11$0.06$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.14$0.06$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.01$0.22$0.23
2021Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.17$0.11$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.06$0.06$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.16$0.06$0.10
2018Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.09$0.19$0.10
2017Summary only. Only limited summary data is available for this year.$1.21$0.00$1.21$0.08$0.06$0.02
2016Summary only. Only limited summary data is available for this year.$1.19$0.00$1.19$0.11$0.06$0.05
2015Summary only. Only limited summary data is available for this year.$1.14$0.00$1.14$0.01$0.06$0.05
2014Summary only. Only limited summary data is available for this year.$1.19$0.00$1.19$0.07$0.07$0.00
2013Summary only. Only limited summary data is available for this year.$1.18$0.00$1.18$0.12$0.06$0.05
2012Summary only. Only limited summary data is available for this year.$1.13$0.00$1.13$0.09$0.06$0.03
2011Summary only. Only limited summary data is available for this year.$1.10$0.00$1.10$0.09$0.06$0.04