Civic Intelligence

Kate Duncan Smith Dar School

990 • Fiscal year 2024 • EIN 63-6052700

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 25, 2025

Organization ProfileN/A
P O Box 11647Birmingham, AL 35202

(205) 820-3141

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

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

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

8th percentile

0.00x

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

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

82nd percentile

32%

Higher net margin than 82% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

26th percentile

$44,687

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 10.0% of source-year revenue.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

40th percentile

1.7%

Faster asset growth than 40% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

79th percentile

37%

Faster revenue growth than 79% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$8,307,031

Up $138,251 (+1.7%) from 2023

Net Assets

Up

$8,307,031

Up $138,251 (+1.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin82nd percentile

Revenue

Up

$446,469

Up $119,844 (+37%) from 2023

Expenses

Up

$304,271

Up $28,883 (+10%) from 2023

Net Income

Up

$142,198

Up $90,961 (+178%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$10M$5.0M$0Assets 2011: $5,093,417Liabilities 2011: $0Net Assets 2011: $5,093,4172011Assets 2012: $5,120,988Liabilities 2012: $0Net Assets 2012: $5,120,9882012Assets 2013: $5,304,427Liabilities 2013: $0Net Assets 2013: $5,304,4272013Assets 2014: $5,282,380Liabilities 2014: $0Net Assets 2014: $5,282,3802014Assets 2015: $5,490,680Liabilities 2015: $0Net Assets 2015: $5,490,6802015Assets 2016: $5,661,190Liabilities 2016: $0Net Assets 2016: $5,661,1902016Assets 2017: $5,983,439Liabilities 2017: $0Net Assets 2017: $5,983,4392017Assets 2018: $6,334,849Liabilities 2018: $0Net Assets 2018: $6,334,8492018Assets 2019: $6,485,016Liabilities 2019: $0Net Assets 2019: $6,485,0162019Assets 2020: $6,720,787Liabilities 2020: $0Net Assets 2020: $6,720,7872020Assets 2021: $8,144,294Liabilities 2021: $0Net Assets 2021: $8,144,2942021Assets 2022: $8,126,920Liabilities 2022: $0Net Assets 2022: $8,126,9202022Assets 2023: $8,168,780Liabilities 2023: $0Net Assets 2023: $8,168,7802023Assets 2024: $8,307,031Liabilities 2024: $0Net Assets 2024: $8,307,0312024

Highlighted filing

2024

Assets$8,307,031
Liabilities$0
Net Assets$8,307,031
Open 2024 Filing

Operations Trend

Revenue Growth79th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $487,179Expenses 2011: $147,244Net Income 2011: $339,9352011Revenue 2012: $159,618Expenses 2012: $131,759Net Income 2012: $27,8592012Revenue 2013: $304,823Expenses 2013: $121,244Net Income 2013: $183,5792013Revenue 2014: $227,558Expenses 2014: $250,490Net Income 2014: -$22,9322014Revenue 2015: $318,824Expenses 2015: $110,772Net Income 2015: $208,0522015Revenue 2016: $307,984Expenses 2016: $136,085Net Income 2016: $171,8992016Revenue 2017: $474,421Expenses 2017: $142,915Net Income 2017: $331,5062017Revenue 2018: $531,017Expenses 2018: $176,000Net Income 2018: $355,0172018Revenue 2019: $364,849Expenses 2019: $202,448Net Income 2019: $162,4012019Revenue 2020: $408,434Expenses 2020: $201,085Net Income 2020: $207,3492020Revenue 2021: $1,614,221Expenses 2021: $193,164Net Income 2021: $1,421,0572021Revenue 2022: $249,338Expenses 2022: $267,058Net Income 2022: -$17,7202022Revenue 2023: $326,625Expenses 2023: $275,388Net Income 2023: $51,2372023Revenue 2024: $446,469Expenses 2024: $304,271Net Income 2024: $142,1982024

Highlighted filing

2024

Revenue$446,469
Expenses$304,271
Net Income$142,198
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 25, 2025
Return Version
2024v5.1
Gross Receipts
$2,373,394
Mission and Program Overview

Mission

To provide financial support for the kate duncan smith dar school, a qualified tax exempt entity

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$8,168,780$8,307,031▲ $138,251
Investments in Publicly Traded Securities$8,078,332$8,133,810▲ $55,478
Savings and Temporary Cash Investments$90,448$173,221▲ $82,773
Total Assets$8,168,780$8,307,031▲ $138,251
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$8,168,780$8,307,031▲ $138,251
Total Liabilities and Net Assets / Fund Balance$8,168,780$8,307,031▲ $138,251

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$2,797,918$57,086--$2,855,004
2023$2,797,918---$2,797,918
2022$2,792,924$4,994--$2,797,918
2021$2,663,577$129,347---
2020$2,624,867$38,710---
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleBaseTotal
-Trustee$44,687$44,687
Revenue and Support

Revenue Composition

Contributions and Grants
$57,086
Program Service Revenue
$0
Investment Income
$389,383
Other Revenue
$0
All Other Contributions
$57,086
Change in Net Assets
$142,198
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$247,446
Salaries, Compensation, and Employee Benefits$44,687
Other Expenses$12,138
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$247,446--$247,446
Current Officers, Directors, Trustees, and Key Employees-$44,687-$44,687
Fees for Services Other-$10,537-$10,537
Fees for Services Accounting-$1,600-$1,600
Fees for Service Investment Mgmnt Fees-$1-$1
Total Functional Expenses$247,446$56,825$0$304,271
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Kate Duncan Smith Dar SchoolGrant, AL170(b)(1)(A)(ii)To Provide Financial Support to Kate Duncan Smith Dar School$247,446
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“The entity is a trust and no committees have been given authority to act on behalf of the trustee.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“The corporate trustee, as sole member of the governing body, prepares the form 990. Senior tax department staff reviews the return for accuracy in content and calculation prior to filing with the irs.”

FORM 990, PAGE 6, PART VI, LINE 15A

“The corporate trustee fees are based on upon published fee schedules.”

Form 990, Page 6, Part VI, Line 19

“The trustee makes the annual tax return and documentation available upon written request. Paper copies will be provided.”

Filing and Contact Details

Filer

Filer Name
Kate Duncan Smith Dar School
EIN
63-6052700
Phone
2058203141
Address
P O BOX 11647, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2058203141
Signed
2025-04-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Regions Bank
Formed
1943
Legal Domicile
Al
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Pwc US Tax Llp
Address
4300 E CAMELBACK ROAD STE 475, PHOENIX, AZ 85018
Preparer
Jeffrey E Kuhlin
Phone
4123556000
Supplemental Narrative

Additional Explanations

Lines 12, 13, and 14

“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.”

Explanation for Form 990, Part XI, Line 9

“Mutual fund timing adj ($1,311), cy purchase of accrued interest (-$737), py purchase of accrued interest ($264), cy pending sales (-$342), py pending sales ($283), roc adj on cy sales (-$106), cost basis adjustment (-$4,620)”

Financial Statement Notes

Schedule V

“To pay out all net income for specific designated purposes such as scholarships.”

Explanation for Schedule D, Part V, Line 4

“To provide financial support for the kate duncan smith dar school.”

Raw XML AppendixShowing 400 of 405 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE FINANCIAL SUPPORT FOR THE KATE DUNCAN SMITH DAR SCHOOL, A QUALIFIED TAX EXEMPT ENTITY
IRS990/AllOtherContributionsAmt057086
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0REGIONS BANK TRUST DEPT
IRS990/BooksInCareOfDetail/PhoneNum02058203141
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0250 RIVERCHASE PARKWAY EAST
IRS990/BooksInCareOfDetail/USAddress/CityNm0BIRMINGHAM
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd035244
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt044687
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt044687
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt057086
IRS990/CYGrantsAndSimilarPaidAmt0247446
IRS990/CYInvestmentIncomeAmt0389383
IRS990/CYOtherExpensesAmt012138
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0142198
IRS990/CYSalariesCompEmpBnftPaidAmt044687
IRS990/CYTotalExpensesAmt0304271
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0446469
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0FINANCIAL SUPPORT FOR THE KATE DUNCAN SMITH DAR SCHOOL
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
IRS990/ExpenseAmt0247446
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01600
IRS990/FeesForServicesAccountingGrp/TotalAmt01600
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt010537
IRS990/FeesForServicesOtherGrp/TotalAmt010537
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt01
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt01
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0REGIONS BANK
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt044687
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01943
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt068850
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt0247446
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0247446
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0247446
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01995775
IRS990/GrossReceiptsAmt02373394
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0320533
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0320533
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt08078332
IRS990/InvestmentsPubTradedSecGrp/EOYAmt08133810
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0AL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01926925
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE FINANCIAL SUPPORT FOR THE KATE DUNCAN SMITH DAR SCHOOL, A QUALIFIED TAX EXEMPT ENTITY
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt08168780
IRS990/NetAssetsOrFundBalancesEOYAmt08307031
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt068850
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt068850
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-3947
IRS990/OtherExpensesGrp/Desc0INVESTMENT EXPENSES
IRS990/OtherExpensesGrp/Desc1FOREIGN TAXES
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0REGIONS BANK
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0112517
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0223992
IRS990/PYInvestmentIncomeAmt0214108
IRS990/PYOtherExpensesAmt09341
IRS990/PYRevenuesLessExpensesAmt051237
IRS990/PYSalariesCompEmpBnftPaidAmt042055
IRS990/PYTotalExpensesAmt0275388
IRS990/PYTotalRevenueAmt0326625
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0142198
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt08168780
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt08307031
IRS990/SavingsAndTempCashInvstGrp/BOYAmt090448
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0173221
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt00
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt00
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt00
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0630338084
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0247446
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0KATE DUNCAN SMITH DAR SCH
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0247446
IRS990ScheduleA/TrustIntegralPartTestInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02797918
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt057086
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02855004
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02797918
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02797918
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02792924
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt04994
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02797918
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02663577
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0129347
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02624867
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt038710
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO PAY OUT ALL NET INCOME FOR SPECIFIC DESIGNATED PURPOSES SUCH AS SCHOLARSHIPS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1TO PROVIDE FINANCIAL SUPPORT FOR THE KATE DUNCAN SMITH DAR SCHOOL.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE V
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR SCHEDULE D, PART V, LINE 4
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0247446
IRS990ScheduleI/RecipientTable/IRCSectionDesc0170(b)(1)(A)(ii)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO PROVIDE FINANCIAL SUPPORT TO KATE DUNCAN SMITH DAR SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0KATE DUNCAN SMITH DAR SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0630338084
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt06077 MAIN STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0GRANT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0AL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd035747
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The organization is a trust where all net income is paid out to support the Kate Duncan Smith DAR School. The Bank Trustee reviews the activity in the account and has to approve special requests for funds. The school is also audited every year by an independent CPA firm.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WHILE 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/ExplanationTxt1THE ENTITY IS A TRUST AND NO COMMITTEES HAVE BEEN GIVEN AUTHORITY TO ACT ON BEHALF OF THE TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CORPORATE TRUSTEE, AS SOLE MEMBER OF THE GOVERNING BODY, PREPARES THE FORM 990. SENIOR TAX DEPARTMENT STAFF REVIEWS THE RETURN FOR ACCURACY IN CONTENT AND CALCULATION PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CORPORATE TRUSTEE FEES ARE BASED ON UPON PUBLISHED FEE SCHEDULES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE TRUSTEE MAKES THE ANNUAL TAX RETURN AND DOCUMENTATION AVAILABLE UPON WRITTEN REQUEST. PAPER COPIES WILL BE PROVIDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MUTUAL FUND TIMING ADJ ($1,311), CY PURCHASE OF ACCRUED INTEREST (-$737), PY PURCHASE OF ACCRUED INTEREST ($264), CY PENDING SALES (-$342), PY PENDING SALES ($283), ROC ADJ ON CY SALES (-$106), COST BASIS ADJUSTMENT (-$4,620)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0LINES 12, 13, AND 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0true
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0KATE DUNCAN SMITH DAR SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0630338084
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PRVD EDU FOR GRD K-12 TO CHILDREN IN RURAL AP
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0170(b)(1)(A)(ii)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt06077 MAIN STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0GRANT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd035747
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0217123
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0NET INCOME
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0KATE DUNCAN SMITH DAR SCHOOL
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0b
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0AL
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt08168780
IRS990/TotalAssetsEOYAmt08307031
IRS990/TotalAssetsGrp/BOYAmt08168780
IRS990/TotalAssetsGrp/EOYAmt08307031
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt057086
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt056825
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0247446
IRS990/TotalFunctionalExpensesGrp/TotalAmt0304271
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt08168780
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08307031
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0247446
IRS990/TotalReportableCompFromOrgAmt044687
IRS990/TotalRevenueGrp/ExclusionAmt0389383
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0446469
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt08168780
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt08307031
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 11647
IRS990/USAddress/CityNm0BIRMINGHAM
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd035202
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0REGIONS BANK TRUSTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02058203141
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KATE DUNCAN SMITH DAR SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0KATE
ReturnHeader/Filer/EIN0636052700
ReturnHeader/Filer/PhoneNum02058203141
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 11647
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035202
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04300 E CAMELBACK ROAD STE 475
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085018
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY E KUHLIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,307,031
Liabilities
$0
Net assets
$8,307,031
Revenue
$446,469
Expenses
$304,271
Net income
$142,198
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.31$0.00$8.31$0.45$0.30$0.14
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.17$0.00$8.17$0.33$0.28$0.05
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.13$0.00$8.13$0.25$0.27$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.14$0.00$8.14$1.61$0.19$1.42
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.72$0.00$6.72$0.41$0.20$0.21
2019Summary only. Only limited summary data is available for this year.$6.49$0.00$6.49$0.36$0.20$0.16
2018Summary only. Only limited summary data is available for this year.$6.33$0.00$6.33$0.53$0.18$0.36
2017Summary only. Only limited summary data is available for this year.$5.98$0.00$5.98$0.47$0.14$0.33
2016Summary only. Only limited summary data is available for this year.$5.66$0.00$5.66$0.31$0.14$0.17
2015Summary only. Only limited summary data is available for this year.$5.49$0.00$5.49$0.32$0.11$0.21
2014Summary only. Only limited summary data is available for this year.$5.28$0.00$5.28$0.23$0.25$0.02
2013Summary only. Only limited summary data is available for this year.$5.30$0.00$5.30$0.30$0.12$0.18
2012Summary only. Only limited summary data is available for this year.$5.12$0.00$5.12$0.16$0.13$0.03
2011Summary only. Only limited summary data is available for this year.$5.09$0.00$5.09$0.49$0.15$0.34