Liabilities / Assets
57th percentile
Tied with the lowest-debt nonprofits in its peer group.
990 • Fiscal year 2018 • EIN 63-6050505
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
57th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
56th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
4th percentile
Higher net margin than 4% of similar nonprofits.
Top Officer Pay
78th percentile
Higher top officer pay than 78% of similar nonprofits.
Top officer pay equals 22.7% of source-year revenue.
Asset Growth
47th percentile
Faster asset growth than 47% of similar nonprofits.
Revenue Growth
8th percentile
Faster revenue growth than 8% of similar nonprofits.
Assets
Up$449,015
Up $400 (+0.1%) from 2017
Net Assets
Up$449,015
Up $400 (+0.1%) from 2017
Liabilities
Flat$0
Flat from 2017
Revenue
Down$16,843
Down $21,623 (-56%) from 2017
Expenses
Up$39,134
Up $15,615 (+66%) from 2017
Net Income
Down-$22,291
Down $37,238 (-249%) from 2017
To provide financial assistance to members and former members and immediate family of members of the birmingham bar association who are in serious need of assistance.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $448,615 | $449,015 | ▲ $400 |
| Investments in Publicly Traded Securities | $427,491 | $422,153 | ▼ $5,338 |
| Savings and Temporary Cash Investments | $21,124 | $26,618 | ▲ $5,494 |
| Cash and Non-Interest-Bearing Accounts | - | $244 | - |
| Total Assets | $448,615 | $449,015 | ▲ $400 |
| Liabilities | |||
| Total Liabilities | $0 | $0 | → $0 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $448,615 | $449,015 | ▲ $400 |
| Total Liabilities and Net Assets / Fund Balance | $448,615 | $449,015 | ▲ $400 |
| Name | Title | Base | Total |
|---|---|---|---|
| - | Trustee | $3,826 | $3,826 |
| Name | Title |
|---|---|
| Gregory H Hawley | Individual Trustee |
| J Mason Davis | Individual Trustee |
| Marda Sydnor | Individual Trustee |
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $33,702 |
| Salaries, Compensation, and Employee Benefits | $3,826 |
| Other Expenses | $1,606 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Individuals | $33,702 | - | - | $33,702 |
| Current Officers, Directors, Trustees, and Key Employees | - | $3,826 | - | $3,826 |
| Fees for Services Accounting | - | $1,200 | - | $1,200 |
| All Other Expenses | - | $203 | - | $203 |
| Other Expenses | - | $203 | - | $203 |
| Total Functional Expenses | $33,702 | $5,432 | $0 | $39,134 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“The executive committee of the birmingham bar association (the supported organization) annually elects the individual trustees to serve each calendar year. The corporate trustee may be changed at any time by resolution of the executive committee of the birmingham bar association.”
“The entity is a trust and no committees have been given authority to act on behalf of the trustees.”
“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 corporate trustee fees are based upon published fee schedules. The individual trustees serve without compensation.”
“The trustees make the annual tax return and documentation available upon written request. Paper copies will be provided.”
“There were requests for grants or loans from members or former members or immediate family of members of the birmingham bar association for 2017.”
“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 of the above policies. All bank policies are monitored by the bank's management.”
“Reverse py grant adjustment $22,317; mutual fund timing difference $172; cost basis adjustment 202”
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 | TO PROVIDE FINANCIAL ASSISTANCE TO MEMBERS AND FORMER MEMBERS AND IMMEDIATE FAMILY OF MEMBERS OF THE BIRMINGHAM BAR ASSOCIATION WHO ARE IN SERIOUS NEED OF ASSISTANCE. |
| IRS990/AllOtherContributionsAmt | 0 | 745 |
| IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt | 0 | 203 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 203 |
| IRS990/BackupWthldComplianceInd | 0 | true |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | REGIONS BANK |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt | 0 | CORPORATE TRUSTEE |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 2054207753 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 201 MILAN PKWY |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | BIRMINGHAM |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | AL |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 35211 |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 244 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 3826 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 3826 |
| 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 | 745 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 33702 |
| IRS990/CYInvestmentIncomeAmt | 0 | 16098 |
| IRS990/CYOtherExpensesAmt | 0 | 1606 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -22291 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 3826 |
| IRS990/CYTotalExpensesAmt | 0 | 39134 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 16843 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/Desc | 0 | GRANTS ARE PAID TO PROVIDE FINANCIAL ASSISTANCE TO MEMBERS AND FORMER MEMBERS AND IMMEDIATE FAMILY OF MEMBERS OF THE BIRMINGHAM BAR ASSOCIATION WHO ARE IN SERIOUS NEED OF ASSISTANCE. |
| IRS990/DescribedInSection501c3Ind | 0 | true |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | false |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | true |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990/ExpenseAmt | 0 | 33702 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 1200 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 1200 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form8282PropertyDisposedOfInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.0 |
| IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt | 0 | REGIONS BANK |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | J MASON DAVIS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | GREGORY H HAWLEY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | MARDA SYDNOR |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 3826 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | INDIVIDUAL TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | INDIVIDUAL TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | INDIVIDUAL TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | TRUSTEE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | false |
| IRS990/FormationYr | 0 | 1955 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedInd | 0 | false |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 5066 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 4 |
| IRS990/GrantAmt | 0 | 33702 |
| IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt | 0 | 33702 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 33702 |
| IRS990/GrantsToIndividualsInd | 0 | true |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 158413 |
| IRS990/GrossReceiptsAmt | 0 | 170190 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IndependentAuditFinclStmtInd | 0 | false |
| IRS990/IndependentVotingMemberCnt | 0 | 4 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIInd | 0 | X |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 11032 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 11032 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 427491 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 422153 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | AL |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 153347 |
| 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 | TO PROVIDE FINANCIAL ASSISTANCE TO MEMBERS AND FORMER MEMBERS AND IMMEDIATE FAMILY OF MEMBERS OF THE BIRMINGHAM BAR ASSOCIATION WHO ARE IN SERIOUS NEED OF ASSISTANCE. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 448615 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 449015 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 5066 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 5066 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 22691 |
| IRS990/OtherExpensesGrp/Desc | 0 | FOREIGN TAXES |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 203 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 203 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt | 0 | REGIONS BANK TRUSTEE |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 18258 |
| IRS990/PYInvestmentIncomeAmt | 0 | 38466 |
| IRS990/PYOtherExpensesAmt | 0 | 1330 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 14947 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 3931 |
| IRS990/PYTotalExpensesAmt | 0 | 23519 |
| IRS990/PYTotalRevenueAmt | 0 | 38466 |
| IRS990/QuidProQuoContributionsInd | 0 | false |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -22291 |
| 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 | 448615 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 449015 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 21124 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 26618 |
| 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/SupportedOrgQualifiedInd | 0 | true |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind | 0 | true |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtExclusivelySec170c2BInd | 0 | true |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd | 0 | false |
| IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd | 0 | false |
| IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd | 0 | true |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 0 | THE SUPPORTED ORGANIZATION IS A 501(c)(6) ORGANIZATION, BIRMINGHAM BAR ASSOCIATION. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 1 | THE SUPPORTED ORGANIZATION, BIRMINGHAM BAR ASSOCIATION PROVIDED A COPY OF THE IRS DETERMINATION LETTER TO CONFIRM IT IS A 501(c)(6) ORG. THE BIRMINGHAM BAR ASSOCIATION PROVIDED A PRO FORMA OF THEIR 990 SCH A, PART III TO CONFIRM THAT IT SATISFIES THE PUBLIC SUPPORT TESTS UNDER SEC 509(a)(2) FOR THE FYE 11/30/2018. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 2 | THE GOVERNING DOCUMENT REQUIRES THAT ANY GRANT WILL BE GIVEN ONLY TO T HE EXTENT AND TO SUCH PERSONS, IN THE BEST JUDGMENT OF THE TRUSTEES, C AUSE THE ASSISTANCE TO BE CHARITABLE UNDER 501(c)(3). A MAJORITY OF T HE INDIVIDUAL TRUSTEES MAKE THE DETERMINATION AND PROVIDE WRITTEN INST RUCTION TO THE CORPORATE TRUSTEE APPROVING THE GRANT AND PROVIDING THE CHARITABLE PURPOSE FOR THE GRANT UNDER 170(c)(2)(B). |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 3 | THE BIRMINGHAM BAR ASSOCIATION CONFIRMED TO THE CORPORATE TRUSTEE IN W RITING THAT ALL SUPPORT PROVIDED TO THEM BY THE BIRMINGHAM BAR ASSN AI D TRUST WAS USED EXCLUSIVELY FOR SEC 170(c)(2)(b) PURPOSES. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 0 | 3A |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 1 | 3B |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 2 | 3C |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 3 | 3C (CONT) |
| IRS990ScheduleA/OtherSupportSumAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrganizationsCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrganizationsTotalCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 0 | 630441670 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 0 | true |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd | 0 | 10 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 0 | BIRMINGHAM BAR ASSOC |
| IRS990ScheduleA/SupportingOrganization509a3Ind | 0 | X |
| IRS990ScheduleA/SupportingOrgType1Ind | 0 | X |
| IRS990ScheduleA/SupportSumAmt | 0 | 0 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | true |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt | 0 | 33702 |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt | 0 | Member of Bar Indigent Care |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt | 0 | 1 |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc | 0 | Book Value |
| IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt | 0 | THE ORGANIZATION REVIEWS ISSUES AFTER A THROROUGH REVIEW PROCESS. IT THAN FOLLOWS UP WITH EACH RECIPEINT TO ENSURE THE FUNDS WERE USED FOR THE INTENDED PURPOSE. |
| 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 | THERE WERE REQUESTS FOR GRANTS OR LOANS FROM MEMBERS OR FORMER MEMBERS OR IMMEDIATE FAMILY OF MEMBERS OF THE BIRMINGHAM BAR ASSOCIATION FOR 2017. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | 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 OF THE ABOVE POLICIES. ALL BANK POLICIES ARE MONITORED BY THE BANK'S MANAGEMENT. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE EXECUTIVE COMMITTEE OF THE BIRMINGHAM BAR ASSOCIATION (THE SUPPORTED ORGANIZATION) ANNUALLY ELECTS THE INDIVIDUAL TRUSTEES TO SERVE EACH CALENDAR YEAR. THE CORPORATE TRUSTEE MAY BE CHANGED AT ANY TIME BY RESOLUTION OF THE EXECUTIVE COMMITTEE OF THE BIRMINGHAM BAR ASSOCIATION. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THE ENTITY IS A TRUST AND NO COMMITTEES HAVE BEEN GIVEN AUTHORITY TO ACT ON BEHALF OF THE TRUSTEES. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | THE CORPORATE TRUSTEE FEES ARE BASED UPON PUBLISHED FEE SCHEDULES. THE INDIVIDUAL TRUSTEES SERVE WITHOUT COMPENSATION. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | THE TRUSTEES MAKE THE ANNUAL TAX RETURN AND DOCUMENTATION AVAILABLE UPON WRITTEN REQUEST. PAPER COPIES WILL BE PROVIDED. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | REVERSE PY GRANT ADJUSTMENT $22,317; MUTUAL FUND TIMING DIFFERENCE $172; COST BASIS ADJUSTMENT 202 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | 4A and 4B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | LINES 12, 13, AND 14 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7a |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PAGE 6, PART VI, LINE 15a |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | FORM 990, PAGE 6, PART VI, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | 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 | BIRMINGHAM BAR ASSOCIATION |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 0 | 630441670 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 0 | 501(C)(6) |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 0 | AL |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 0 | TO PROVIDE MEMBER EDUCATION AND ACCESS TO JUS |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 0 | 2021 SECOND AVENUE NORTH |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 0 | BIRMINGHAM |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 0 | AL |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 0 | 35203 |
| 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/SubjectToExcsTaxNetInvstIncInd | 0 | false |
| IRS990/SubjectToProxyTaxInd | 0 | false |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TempOrPermanentEndowmentsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 448615 |
| IRS990/TotalAssetsEOYAmt | 0 | 449015 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 448615 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 449015 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalContributionsAmt | 0 | 745 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 5432 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 33702 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 39134 |
| 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 | 448615 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 449015 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 33702 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 3826 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 16098 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 16843 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 448615 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 449015 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | PO BOX 2886 |
| IRS990/USAddress/CityNm | 0 | MOBILE |
| IRS990/USAddress/StateAbbreviationCd | 0 | AL |
| IRS990/USAddress/ZIPCd | 0 | 366522886 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 4 |
| IRS990/VotingMembersIndependentCnt | 0 | 4 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | false |
| ReturnHeader/BuildTS | 0 | 2019-02-21 02:37:17Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | REGIONS BANK TRUSTEE |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TRUST OFFICER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2054207753 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2019-05-08 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | BIRMINGHAM BAR ASSN AID TRUST |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | BIRM |
| ReturnHeader/Filer/EIN | 0 | 636050505 |
| ReturnHeader/Filer/PhoneNum | 0 | 2054207753 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | REGIONS BANK TRUST DEPT PO BOX 116 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | BIRMINGHAM |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | AL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 35202 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 98A2F0E703F18D9464019E7B54E9B69F992D8470 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 57623ED0AE1821D5CE0A508C54E4C9AF0C12734B |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 155.201.188.32 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 134008324 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | PRICEWATERHOUSECOOPERS LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 600 GRANT STREET |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | PITTSBURGH |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | PA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 15219 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4123556000 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2019-05-08 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | SHAWN P HANLON |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2019-05-11T17:00:41-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2018-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2018-12-31 |
| ReturnHeader/TaxYr | 0 | 2018 |
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Displayed year
2018 • Form 990Detailed filing. Detailed filing data is available for this year.