Civic Intelligence

Dr E G and Martha S Plunkett Foundation

990PF • Fiscal year 2017 • EIN 63-1105769

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 22, 2018

Organization Profile
2604 Wilmington CourtAuburn, AL 36830

(205) 222-1800

Siviq Scores

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

Liabilities / Assets

49th percentile

0.04x

Higher debt load relative to assets than 49% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

90th percentile

1.61x

Higher debt load relative to revenue than 90% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

93rd percentile

64%

Higher net margin than 93% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

100th percentile

1981%

Faster asset growth than 100% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

99th percentile

1105%

Faster revenue growth than 99% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$1,398,812

Up $1,331,591 (+1981%) from 2016

Net Assets

Up

$1,338,554

Up $1,273,833 (+1968%) from 2016

Liabilities

Up

$60,258

Up $57,758 (+2310%) from 2016

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin93rd percentile

Revenue

Up

$37,446

Up $34,338 (+1105%) from 2016

Expenses

Up

$13,347

Up $8,125 (+156%) from 2016

Net Income

Up

$24,099

Up $26,213 (+1240%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $93,125Liabilities 2010: $1,924Net Assets 2010: $91,2012010Assets 2011: $77,361Liabilities 2011: $1,253Net Assets 2011: $76,1082011Assets 2012: $70,790Liabilities 2012: $0Net Assets 2012: $70,7902012Assets 2013: $67,708Liabilities 2013: $2,225Net Assets 2013: $65,4832013Assets 2014: $66,370Liabilities 2014: $2,357Net Assets 2014: $64,0132014Assets 2015: $66,982Liabilities 2015: $0Net Assets 2015: $66,9822015Assets 2016: $67,221Liabilities 2016: $2,500Net Assets 2016: $64,7212016Assets 2017: $1,398,812Liabilities 2017: $60,258Net Assets 2017: $1,338,5542017Assets 2018: $1,295,393Liabilities 2018: $0Net Assets 2018: $1,295,3932018Assets 2019: $1,256,013Liabilities 2019: $0Net Assets 2019: $1,256,0132019Assets 2020: $1,041,387Liabilities 2020: $0Net Assets 2020: $1,041,3872020Assets 2021: $1,004,028Liabilities 2021: $0Net Assets 2021: $1,004,0282021Assets 2022: $954,462Liabilities 2022: $11,000Net Assets 2022: $943,4622022Assets 2023: $890,944Liabilities 2023: $0Net Assets 2023: $890,9442023Assets 2024: $852,556Liabilities 2024: $0Net Assets 2024: $852,5562024

Highlighted filing

2017

Assets$1,398,812
Liabilities$60,258
Net Assets$1,338,554
Open 2017 Filing

Operations Trend

Revenue Growth99th percentile

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

$100K$0-$100K-$200K-$300KExpenses 2010: $5,8062010Expenses 2011: $6,0032011Expenses 2012: $5,6152012Revenue 2013: $781Expenses 2013: $6,088Net Income 2013: -$5,3072013Revenue 2014: $4,203Expenses 2014: $5,342Net Income 2014: -$1,1392014Revenue 2015: $8,044Expenses 2015: $4,370Net Income 2015: $3,6742015Revenue 2016: $3,108Expenses 2016: $5,222Net Income 2016: -$2,1142016Revenue 2017: $37,446Expenses 2017: $13,347Net Income 2017: $24,0992017Revenue 2018: $20,013Expenses 2018: $57,588Net Income 2018: -$37,5752018Revenue 2019: $37,159Expenses 2019: $76,539Net Income 2019: -$39,3802019Revenue 2020: -$145,321Expenses 2020: $69,305Net Income 2020: -$214,6262020Revenue 2021: $24,978Expenses 2021: $62,337Net Income 2021: -$37,3592021Revenue 2022: $2,695Expenses 2022: $63,261Net Income 2022: -$60,5662022Revenue 2023: $6,580Expenses 2023: $59,098Net Income 2023: -$52,5182023Revenue 2024: $16,198Expenses 2024: $54,586Net Income 2024: -$38,3882024

Highlighted filing

2017

Revenue$37,446
Expenses$13,347
Net Income$24,099
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 22, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICIA STARRDirector-$0--
TIFFANIE J STARRDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantST JUDE CHILDREN'S RESEARCHVARIOUS-BIRMINGHAM, AL, US$104
Filing and Contact Details

Filer

Filer Name
Dr Eg and Martha S Plunkett
EIN
63-1105769
Phone
2052221800
Address
2604 WILMINGTON COURT, AUBURN, AL 36830

Signing Officer

Name
Patricia Starr
Title
President
Phone
2052221800
Signed
2018-10-22
Discuss with paid preparer
Yes

Preparer

Firm
Barfield Murphy Shank & Smith LLC
Address
1121 RIVERCHASE OFFICE RD, BIRMINGHAM, AL 35244
Preparer
Myra S Roberts CPA
Phone
2059825500
Raw XML Appendix356 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
AccountingFeesSchedule/AccountingFeesDetail/Amt08987
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt08987
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt014359
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt129781
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt246635
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt333143
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt433831
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt549923
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt633337
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt750000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt822219
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt973902
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1082147
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11162156
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12150000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1317626
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1418364
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1519181
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1698852
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt17104359
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1836308
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1937929
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt011835
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt119050
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt241820
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt322685
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt441544
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt554330
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt637051
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt749860
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt827784
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt966058
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1090693
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11156852
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12145761
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1312215
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1423080
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1521172
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1668380
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1774295
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1833048
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1936885
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0900 FIDUCIARY/CLAY MLP OPP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11000 KAYNE ANDERSON MLP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2500 EXXON MOBIL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31300 GENERAL ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4900 INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51500 PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6700 VERIZON COMM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74500 BLACKROCK MULTI ASSET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82300 CALMOS STRAT TOT RETURN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93901 CLEARBRIDGE TACTICAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108207 LOOMIS SAYLES INV GRADE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1110802 LOOMIS SAYLES STRATEGIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1217689 LORD ABBETT BOND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13700 GENERAL ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14500 INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15400 VERIZON COMM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm165200 FIDUCIARY/CLAY MLP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm173900 KAYNE ANDERSON MLP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18900 SPDR BLMBRG BRCLY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19440 VANGUARD INTERMEDIATE
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt037446
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt037446
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt037446
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt08987
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt08987
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0104
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0104
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt037446
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt037446
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt024099
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt024203
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt04256
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt04256
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0104
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt013243
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt013347
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt037446
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt037446
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt013243
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt013243
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt024099
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01249734
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01338554
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt064721
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01338554
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt042716
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt042716
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt042716
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt043200
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0484
IRS990PF/DistributableAmountGrp/TotalTaxAmt0484
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0157
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0191
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0450
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0484
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0157
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0484
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0484
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0641
IRS990PF/FMVAssetsEOYAmt01319158
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt056302
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01114052
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01034398
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt03108
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0189
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0189
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt02500
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt060258
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt064721
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01338554
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt07811
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0284571
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0284571
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt067221
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01398812
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01319158
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt02500
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt060258
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt067221
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01398812
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt064721
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01338554
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0877155
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0182773
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0694382
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt013157
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt043200
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0863998
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0877155
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PATRICIA STARR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1TIFFANIE J STARR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02604 WILMINGTON COURT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12604 WILMINGTON COURT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0AUBURN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1AUBURN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0AL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1AL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd036830
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd136830
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt039653
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt039895
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt04068
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt02835
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt03665
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt03915
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.045895
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.079674
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.042117
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.054230
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.053454
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0242
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0863998
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt036393
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt051058
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt067312
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt067582
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt073240
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0104
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.229475
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0104
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0104
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0104
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt04
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0N/A
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0PATRICIA STARR
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02604 WILMINGTON COURT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0AUBURN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd036830
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0AL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02052221800
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ST JUDE CHILDREN'S RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0600 BEACON PARKWAY W
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BIRMINGHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd035209
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0104
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0104
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt042716
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0104
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt042716
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0104
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt03108
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED DIVIDENDS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1DUE FROM PLUNKETT CHARITABLE REMAINDER UNITRUST
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0189
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0189
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01249734
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CONTRIBUTION FROM CRUT
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt02500
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt10
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO NON-EXEMPT TRUST
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1DUE TO ESTATE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0684
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt159574
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04256
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES MERRILL LYNCH
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04256
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA STARR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02052221800
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DR EG AND MARTHA S PLUNKETT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DREG
ReturnHeader/Filer/EIN0631105769
ReturnHeader/Filer/PhoneNum02052221800
ReturnHeader/Filer/USAddress/AddressLine1Txt02604 WILMINGTON COURT
ReturnHeader/Filer/USAddress/CityNm0AUBURN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036830
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06F26E791C20F8E22586415CECBEACAFD37E22D04
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.254.230.2
ReturnHeader/FilingSecurityInformation/IPDt02018-10-22
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:28:31
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461498870
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARFIELD MURPHY SHANK & SMITH LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01121 RIVERCHASE OFFICE RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BIRMINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035244
ReturnHeader/PreparerPersonGrp/PhoneNum02059825500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MYRA S ROBERTS CPA
ReturnHeader/ReturnTs02018-11-02T11:38:50-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,398,812
Liabilities
$60,258
Net assets
$1,338,554
Revenue
$37,446
Expenses
$13,347
Net income
$24,099
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.02$0.05$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.01$0.06$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.95$0.01$0.94$0.00$0.06$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.02$0.06$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.15$0.07$0.21
2019Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.04$0.08$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.02$0.06$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.40$0.06$1.34$0.04$0.01$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.06$0.00$0.01$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.01$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.06$0.00$0.01$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.00$0.01$0.01
2012Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.01
2011Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.01
2010Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.01