Liabilities / Assets
17th percentile
Tied with the lowest-debt nonprofits in its peer group.
990 • Fiscal year 2023 • EIN 62-6335685
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
17th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
17th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
67th percentile
Higher net margin than 67% of similar nonprofits.
Top Officer Pay
42nd percentile
Higher top officer pay than 42% of similar nonprofits.
Top officer pay equals 35.2% of source-year revenue.
Asset Growth
37th percentile
Faster asset growth than 37% of similar nonprofits.
Revenue Growth
7th percentile
Faster revenue growth than 7% of similar nonprofits.
Assets
Up$1,165,506
Up $2,506 (+0.2%) from 2022
Net Assets
Up$1,165,506
Up $2,506 (+0.2%) from 2022
Liabilities
Flat$0
Flat from 2022
Revenue
Down$47,614
Down $42,583 (-47%) from 2022
Expenses
Up$41,271
Up $632 (+1.6%) from 2022
Net Income
Down$6,343
Down $43,215 (-87%) from 2022
Distribute the entire net income of the trust in support of union university.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $1,163,000 | $1,165,506 | ▲ $2,506 |
| Investments in Publicly Traded Securities | $1,120,838 | $1,118,483 | ▼ $2,355 |
| Savings and Temporary Cash Investments | $43,064 | $47,023 | ▲ $3,959 |
| Cash and Non-Interest-Bearing Accounts | $-902 | - | - |
| Total Assets | $1,163,000 | $1,165,506 | ▲ $2,506 |
| Liabilities | |||
| Total Liabilities | $0 | $0 | → $0 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $1,163,000 | $1,165,506 | ▲ $2,506 |
| Total Liabilities and Net Assets / Fund Balance | $1,163,000 | $1,165,506 | ▲ $2,506 |
| Name | Title | Base | Total |
|---|---|---|---|
| Regions Bank Trust Department | Trustee | $16,758 | $16,758 |
| Name | Title |
|---|---|
| Dr Samuel Dub Oliver | Comm Memb & Univ Pres |
| Dr James Roy Appleton | Comm Memb & Univ Ret Employee |
| Dr John Adams | Committee Member |
| Linda Sparks | Committee Member |
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $21,471 |
| Salaries, Compensation, and Employee Benefits | $16,758 |
| Other Expenses | $3,042 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $21,471 | - | - | $21,471 |
| Current Officers, Directors, Trustees, and Key Employees | - | $16,758 | - | $16,758 |
| Fees for Service Investment Mgmnt Fees | - | $1,152 | - | $1,152 |
| Fees for Services Accounting | - | $1,000 | - | $1,000 |
| Other Expenses | - | $393 | - | $393 |
| Total Functional Expenses | $21,471 | $19,800 | $0 | $41,271 |
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Union University | Jackson, TN | 501(c)(3) | To Provide Scholarship Awards to Students Attending Union | $21,471 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“The entity is a trust and no committees have been given authority to act on behalf of the trustee.”
“The corporate trustee prepares the form 990. Senior tax department staff reviews the return for accuracy in content and calculations prior to filing with the irs. The committee members are not required to approve the return prior to filing.”
“The corporate trustee fees are based upon the published fee schedule.”
“The trustee makes the annual tax return and documentation available upon written request. Paper copies will be provided.”
“While this trust does not have a written conflict of interest policy, a written whistleblower policy, or a written document retention and destruction policy, regions bank as corporate trustee does have all the above policies. All bank policies are monitored by the bank's management.”
“Purchase of accrued interest c/o (-$1,652.33), amortization c/o (-$1,219.12), cost basis adj (-$965.55)”
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/AccountantCompileOrReviewInd | 0 | false |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | DISTRIBUTE THE ENTIRE NET INCOME OF THE TRUST IN SUPPORT OF UNION UNIVERSITY. |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | REGIONS BANK TRUST DEPT |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 2058203141 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 250 RIVERCHASE PARKWAY EAST |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | BIRMINGHAM |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | AL |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 35244 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | false |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | -902 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 16758 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 16758 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | true |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConflictOfInterestPolicyInd | 0 | false |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 21471 |
| IRS990/CYInvestmentIncomeAmt | 0 | 47614 |
| IRS990/CYOtherExpensesAmt | 0 | 3042 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 6343 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 16758 |
| IRS990/CYTotalExpensesAmt | 0 | 41271 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 47614 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/Desc | 0 | TO PROVIDE SCHOLARSHIP AWARDS TO STUDENTS ATTENDING UNION UNIVERSITYIN JACKSON, TN |
| IRS990/DescribedInSection501c3Ind | 0 | true |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | false |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990/ExcsTaxSect4951Or4952Or4953Ind | 0 | false |
| IRS990/ExpenseAmt | 0 | 21471 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 1000 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 1000 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 1152 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 1152 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form8282PropertyDisposedOfInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | REGIONS BANK TRUST DEPARTMENT |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | DR SAMUEL DUB OLIVER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | DR JOHN ADAMS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | LINDA SPARKS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | DR JAMES ROY APPLETON |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 16758 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | COMM MEMB & UNIV PRES |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | COMMITTEE MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | COMMITTEE MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | COMM MEMB & UNIV RET EMPLOYEE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | false |
| IRS990/FormationYr | 0 | 1997 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedInd | 0 | false |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 8726 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 5 |
| IRS990/GrantAmt | 0 | 21471 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 21471 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 21471 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | true |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 216893 |
| IRS990/GrossReceiptsAmt | 0 | 255781 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IndependentAuditFinclStmtInd | 0 | false |
| IRS990/IndependentVotingMemberCnt | 0 | 3 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIInd | 0 | X |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 38888 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 38888 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 1120838 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 1118483 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | TN |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 208167 |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LobbyingActivitiesInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingCashInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | false |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | DISTRIBUTE THE ENTIRE NET INCOME OF THE TRUST IN SUPPORT OF UNION UNIVERSITY. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 1163000 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 1165506 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 8726 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 8726 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | -3837 |
| IRS990/OtherExpensesGrp/Desc | 0 | FOREIGN TAXES |
| IRS990/OtherExpensesGrp/Desc | 1 | ADR FEES |
| IRS990/OtherExpensesGrp/Desc | 2 | INVESTMENT INTEREST EXPENSE |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 485 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 12 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 2 | 393 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 485 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 12 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 393 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrincipalOfficerNm | 0 | REGIONS BANK |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 20998 |
| IRS990/PYInvestmentIncomeAmt | 0 | 90197 |
| IRS990/PYOtherExpensesAmt | 0 | 1740 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 49558 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 17901 |
| IRS990/PYTotalExpensesAmt | 0 | 40639 |
| IRS990/PYTotalRevenueAmt | 0 | 90197 |
| IRS990/QuidProQuoContributionsInd | 0 | false |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 6343 |
| IRS990/RelatedEntityInd | 0 | true |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | false |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | false |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 1163000 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 1165506 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 43064 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 47023 |
| IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt | 0 | 0 |
| IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt | 0 | 0 |
| IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt | 0 | 0 |
| IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt | 0 | 0 |
| IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt | 0 | 0 |
| IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd | 0 | true |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd | 0 | false |
| IRS990ScheduleA/MajorityDirTrstSupportedOrgInd | 0 | true |
| IRS990ScheduleA/OtherSupportSumAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrganizationsCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrganizationsTotalCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 0 | 620516509 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 0 | true |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd | 0 | 2 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 0 | 21471 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 0 | UNION UNIVERSITY |
| IRS990ScheduleA/SupportingOrganization509a3Ind | 0 | X |
| IRS990ScheduleA/SupportingOrgType2Ind | 0 | X |
| IRS990ScheduleA/SupportSumAmt | 0 | 21471 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | true |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 0 | 21471 |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 0 | 501(c)(3) |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 0 | TO PROVIDE SCHOLARSHIP AWARDS TO STUDENTS ATTENDING UNION |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 0 | UNION UNIVERSITY |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 0 | 620516509 |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 0 | 1050 UNION UNIVERSITY BLVD |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 0 | JACKSON |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 0 | TN |
| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 0 | 38305 |
| IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt | 0 | THE ORGANIZATION DISTRIBUTES THE ENTIRE NET INCOME TO UNION UNIVERSITY WHICH IS LOCATED IN JACKSON, TN |
| IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | WHILE THIS TRUST DOES NOT HAVE A WRITTEN CONFLICT OF INTEREST POLICY, A WRITTEN WHISTLEBLOWER POLICY, OR A WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY, REGIONS BANK AS CORPORATE TRUSTEE DOES HAVE ALL THE ABOVE POLICIES. ALL BANK POLICIES ARE MONITORED BY THE BANK'S MANAGEMENT. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE ENTITY IS A TRUST AND NO COMMITTEES HAVE BEEN GIVEN AUTHORITY TO ACT ON BEHALF OF THE TRUSTEE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE CORPORATE TRUSTEE PREPARES THE FORM 990. SENIOR TAX DEPARTMENT STAFF REVIEWS THE RETURN FOR ACCURACY IN CONTENT AND CALCULATIONS PRIOR TO FILING WITH THE IRS. THE COMMITTEE MEMBERS ARE NOT REQUIRED TO APPROVE THE RETURN PRIOR TO FILING. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THE CORPORATE TRUSTEE FEES ARE BASED UPON THE PUBLISHED FEE SCHEDULE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | THE TRUSTEE MAKES THE ANNUAL TAX RETURN AND DOCUMENTATION AVAILABLE UPON WRITTEN REQUEST. PAPER COPIES WILL BE PROVIDED. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | PURCHASE OF ACCRUED INTEREST C/O (-$1,652.33), AMORTIZATION C/O (-$1,219.12), COST BASIS ADJ (-$965.55) |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | LINES 12, 13, 14 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PAGE 6, PART VI, LINE 15a |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PAGE 6, PART VI, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | EXPLANATION FOR FORM 990, PART XI, LINE 9 |
| IRS990ScheduleR/AssetExchangeInd | 0 | false |
| IRS990ScheduleR/AssetPurchaseFromOtherOrgInd | 0 | false |
| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | false |
| IRS990ScheduleR/DivRelatedOrganizationInd | 0 | false |
| IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd | 0 | false |
| IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd | 0 | true |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 0 | false |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt | 0 | NA |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 0 | UNION UNIVERSITY |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 0 | 620516509 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 0 | 501(c)(3) |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 0 | TN |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 0 | EDUCATION |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt | 0 | 2 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 0 | 1050 UNION UNIVERSITY BLVD |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 0 | JACKSON |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 0 | TN |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 0 | 38305 |
| IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd | 0 | false |
| IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd | 0 | false |
| IRS990ScheduleR/PaidEmployeesSharingInd | 0 | false |
| IRS990ScheduleR/PerformOfServicesByOtherOrgInd | 0 | false |
| IRS990ScheduleR/PerformOfServicesForOthOrgInd | 0 | false |
| IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd | 0 | false |
| IRS990ScheduleR/ReimbursementPaidByOtherOrgInd | 0 | false |
| IRS990ScheduleR/ReimbursementPaidToOtherOrgInd | 0 | false |
| IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd | 0 | false |
| IRS990ScheduleR/RentalOfFcltsFromOthOrgInd | 0 | false |
| IRS990ScheduleR/SharingOfFacilitiesInd | 0 | false |
| IRS990ScheduleR/TransferFromOtherOrgInd | 0 | false |
| IRS990ScheduleR/TransferToOtherOrgInd | 0 | false |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/StatesWhereCopyOfReturnIsFldCd | 0 | TN |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | false |
| IRS990/SubjectToProxyTaxInd | 0 | false |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 1163000 |
| IRS990/TotalAssetsEOYAmt | 0 | 1165506 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 1163000 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 1165506 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 19800 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 21471 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 41271 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 1163000 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 1165506 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 21471 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 16758 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 47614 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 47614 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 1163000 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 1165506 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 250 RIVERCHASE PARKWAY EAST |
| IRS990/USAddress/CityNm | 0 | BIRMINGHAM |
| IRS990/USAddress/StateAbbreviationCd | 0 | AL |
| IRS990/USAddress/ZIPCd | 0 | 35244 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 5 |
| IRS990/VotingMembersIndependentCnt | 0 | 3 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | false |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | REGIONS BANK TRUSTEE |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TRUST OFFICER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2058203141 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2024-04-01 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | OPHA MILLER FOUNDATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | OPHA |
| ReturnHeader/Filer/EIN | 0 | 626335685 |
| ReturnHeader/Filer/PhoneNum | 0 | 2058203141 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | P O BOX 11647 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | BIRMINGHAM |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | AL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 35202 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 920460586 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | PWC US TAX LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 4300 E CAMELBACK ROAD STE 475 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | PHOENIX |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | AZ |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 85018 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4123556000 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2024-04-01 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JEFFREY E KUHLIN |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2024-04-09T13:01:58-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-12-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2023-11-30 |
| ReturnHeader/TaxYr | 0 | 2022 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2023 • Form 990Detailed filing. Detailed filing data is available for this year.