Civic Intelligence

ML Horton Charitable Trust

990T • Fiscal year 2023 • EIN 61-6606062

Jan 01, 2023 to Dec 31, 2023 • Filed on May 10, 2024

1900 5th Avenue North 25th FloorBirmingham, AL 35203

(205) 264-7252

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

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.

$3.0M$2.0M$1.0M$0Assets 2019: $626,213Liabilities 2019: $02019Assets 2020: $609,176Liabilities 2020: $0Net Assets 2020: $609,1762020Assets 2021: $620,512Liabilities 2021: $0Net Assets 2021: $620,5122021Assets 2022: $590,909Liabilities 2022: $0Net Assets 2022: $590,9092022Assets 2023: $557,183Liabilities 2023: $0Net Assets 2023: $557,1832023Assets 2024: $2,033,846Liabilities 2024: $0Net Assets 2024: $2,033,8462024

Latest loaded filing

2024

Assets$2,033,846
Liabilities$0
Net Assets$2,033,846

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2019: $25,849Expenses 2019: $34,144Net Income 2019: -$8,2952019Revenue 2020: $26,348Expenses 2020: $43,385Net Income 2020: -$17,0372020Revenue 2021: $53,753Expenses 2021: $42,770Net Income 2021: $10,9832021Revenue 2022: $11,473Expenses 2022: $40,515Net Income 2022: -$29,0422022Revenue 2023: $4,916Expenses 2023: $37,985Net Income 2023: -$33,0692023Revenue 2024: $1,619,427Expenses 2024: $53,695Net Income 2024: $1,565,7322024

Latest loaded filing

2024

Revenue$1,619,427
Expenses$53,695
Net Income$1,565,732
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 10, 2024
Return Version
2023v6.0
Filing and Contact Details

Filer

Filer Name
M L Horton Charitable Trust
EIN
61-6606062
Phone
2052647252
Address
1900 5TH AVENUE NORTH 25TH FLOOR, BIRMINGHAM, AL 35203

Signing Officer

Name
Leigh Anne Fleming
Title
Officer
Phone
2052647252
Signed
2024-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Jamisonmoneyfarmer Pc
Address
PO BOX 2347, TUSCALOOSA, AL 35403
Preparer
Orman R Wilson
Phone
2053458440
Raw XML Appendix60 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
IRS990T/BooksInCareOfDetail/PersonNm0REGIONS BANK TRUST DEPARTMENT
IRS990T/BooksInCareOfDetail/PhoneNum02052647252
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt01900 5TH AVENUE NORTH 25TH FLOOR
IRS990T/BooksInCareOfDetail/USAddress/CityNm0BIRMINGHAM
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd035203
IRS990T/BookValueAssetsEOYAmt0557182
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherTaxesAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableTrustAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TaxRateScheduleInd0X
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LEIGH ANNE FLEMING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02052647252
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0M L HORTON CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0REGIONS BANK TRUST DEPARTMENT
ReturnHeader/Filer/BusinessNameControlTxt0HORT
ReturnHeader/Filer/EIN0616606062
ReturnHeader/Filer/PhoneNum02052647252
ReturnHeader/Filer/USAddress/AddressLine1Txt01900 5TH AVENUE NORTH 25TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035203
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0630933119
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JAMISONMONEYFARMER PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 2347
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUSCALOOSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035403
ReturnHeader/PreparerPersonGrp/PhoneNum02053458440
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ORMAN R WILSON
ReturnHeader/ReturnTs02024-05-13T12:04:41-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LEIGH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ANNE FLEMING
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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