Civic Intelligence

Louise B Hirs Charitable Unitrust

990 • Fiscal year 2021 • EIN 63-6137430

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 28, 2022

Organization ProfileN/A
Regions Bank Ttee P O Drawer 1628Mobile, AL 36633-1628

(251) 431-8309

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

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

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

5th percentile

0.00x

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

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

84th percentile

45%

Higher net margin than 84% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

21st percentile

$89,978

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 6.2% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

38th percentile

5.4%

Faster asset growth than 38% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

90th percentile

112%

Faster revenue growth than 90% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$12,725,994

Up $654,227 (+5.4%) from 2020

Net Assets

Up

$12,725,994

Up $654,227 (+5.4%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin84th percentile

Revenue

Up

$1,460,198

Up $769,932 (+112%) from 2020

Expenses

Up

$810,184

Up $41,457 (+5.4%) from 2020

Net Income

Up

$650,014

Up $728,475 (+928%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$15M$10M$5.0M$0Assets 2011: $11,749,823Liabilities 2011: $0Net Assets 2011: $11,749,8232011Assets 2012: $11,245,386Liabilities 2012: $0Net Assets 2012: $11,245,3862012Assets 2013: $11,361,534Liabilities 2013: $0Net Assets 2013: $11,361,5342013Assets 2014: $11,831,475Liabilities 2014: $0Net Assets 2014: $11,831,4752014Assets 2015: $12,320,671Liabilities 2015: $0Net Assets 2015: $12,320,6712015Assets 2016: $12,189,634Liabilities 2016: $0Net Assets 2016: $12,189,6342016Assets 2017: $12,444,987Liabilities 2017: $0Net Assets 2017: $12,444,9872017Assets 2018: $12,824,754Liabilities 2018: $0Net Assets 2018: $12,824,7542018Assets 2019: $12,146,485Liabilities 2019: $0Net Assets 2019: $12,146,4852019Assets 2020: $12,071,767Liabilities 2020: $0Net Assets 2020: $12,071,7672020Assets 2021: $12,725,994Liabilities 2021: $0Net Assets 2021: $12,725,9942021Assets 2022: $12,414,601Liabilities 2022: $0Net Assets 2022: $12,414,6012022Assets 2023: $12,017,517Liabilities 2023: $0Net Assets 2023: $12,017,5172023Assets 2024: $11,967,183Liabilities 2024: $0Net Assets 2024: $11,967,1832024

Highlighted filing

2021

Assets$12,725,994
Liabilities$0
Net Assets$12,725,994
Open 2021 Filing

Operations Trend

Revenue Growth90th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $680,152Expenses 2011: $732,133Net Income 2011: -$51,9812011Revenue 2012: $453,262Expenses 2012: $959,522Net Income 2012: -$506,2602012Revenue 2013: $748,602Expenses 2013: $696,243Net Income 2013: $52,3592013Revenue 2014: $1,160,972Expenses 2014: $735,134Net Income 2014: $425,8382014Revenue 2015: $856,453Expenses 2015: $792,943Net Income 2015: $63,5102015Revenue 2016: $548,133Expenses 2016: $778,999Net Income 2016: -$230,8662016Revenue 2017: $813,102Expenses 2017: $552,218Net Income 2017: $260,8842017Revenue 2018: $886,520Expenses 2018: $915,764Net Income 2018: -$29,2442018Revenue 2019: $1,666,767Expenses 2019: $799,503Net Income 2019: $867,2642019Revenue 2020: $690,266Expenses 2020: $768,727Net Income 2020: -$78,4612020Revenue 2021: $1,460,198Expenses 2021: $810,184Net Income 2021: $650,0142021Revenue 2022: $460,286Expenses 2022: $774,766Net Income 2022: -$314,4802022Revenue 2023: $499,867Expenses 2023: $894,303Net Income 2023: -$394,4362023Revenue 2024: $712,403Expenses 2024: $763,673Net Income 2024: -$51,2702024

Highlighted filing

2021

Revenue$1,460,198
Expenses$810,184
Net Income$650,014
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 28, 2022
Return Version
2021v4.2
Gross Receipts
$6,111,189
Mission and Program Overview

Mission

The charitable trust was organized and is operated exclusively for the benefit of three named charities. These charities are: sisters of mercy of the americas south central community, inc., the dicalced carmelite nuns, and the allen memorial home. All three of these charities are exempt from federal income tax under section 501(c)(3) of the internal revenue code.

The purpose for which the trust is organized is to be operated exclusively for the benefit of the following three named charities: sisters of mercy of the americas south central community, inc., the discalced carmelite nuns, and the allen memorial home, all of which are exempt from federal income tax under section 501(c)(3) of the internal revenue code.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$12,071,767$12,725,994▲ $654,227
Investments in Publicly Traded Securities$10,955,416$11,401,902▲ $446,486
Investments Other Securities$773,221$770,032▼ $3,189
Cash and Non-Interest-Bearing Accounts$343,130$554,060▲ $210,930
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$12,071,767$12,725,994▲ $654,227
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$12,071,767$12,725,994▲ $654,227
Total Liabilities and Net Assets / Fund Balance$12,071,767$12,725,994▲ $654,227

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$2--
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseTotal
-TrusteePT$89,978$89,978
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,467,818
Other Revenue
$-7,620
Change in Net Assets
$650,014
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$699,000
Salaries, Compensation, and Employee Benefits$89,978
Other Expenses$21,206
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$699,000--$699,000
Current Officers, Directors, Trustees, and Key Employees-$89,978-$89,978
Fees for Services Accounting-$9,850-$9,850
Other Expenses-$7-$7
Total Functional Expenses$699,000$111,184$0$810,184
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Allen Memorial HomeMobile, AL501(c)(3)Operations$233,000
Discalced Carmelite NunsMobile, AL501(c)(3)Operations$233,000
Sisters of Mercy of the Americas South Central Community IncBelmont, NC501(c)(3)Operations$233,000
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
Annual disclosure for covered persons
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 990 is prepared by an outside accounting firm. Copies of the return are provided to the trustee for review prior to filing by the trustee.”

Form 990, Part VI, Section B, Line 12C

“The trustee has adopted its own conflicts of interest and self-dealing policy to govern all of its fiduciary relationships. The trustee's relationship with the trust are subject to and governed by that policy. The trustee has a separate department that deals with these compliance issues. Each trust is subject to annual reviews. The trustee offers counsel and training to employees to ensure compliance, assistance in identifying potential matters of noncompliance and to escalate the resolution of any possible noncompliance problems.”

Form 990, Part VI, Section C, Line 18

“Any required disclosure documentation is provided upon request.”

Form 990, Part VI, Section C, Line 19

“The charitable trust documents are part of the form 1023 application which is available upon request. The designated beneficiaries of the charitable trust receive quarterly and annual account statements from the trustee. The trustee's conflict of interest policy is available to the designated beneficiaries upon request.”

Filing and Contact Details

Filer

Filer Name
Louise B Hirs Charitable Unitrust
EIN
63-6137430
Phone
2514318309
Address
REGIONS BANK TTEE P O DRAWER 1628, MOBILE, AL 36633-1628

Signing Officer

Name
Roger E Cole
Title
Vice President & Trust Officer
Phone
2514388309
Signed
2022-10-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Roger E Cole
Formed
1985
Legal Domicile
Al
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Smith Dukes & Buckalew Llp
Address
3800 AIRPORT BLVD, MOBILE, AL 36608-1667
Preparer
J Wilbert Jordan Jr
Phone
2513431200
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Income timing difference 293. Harbert real estate fund iii, tax vs book 9,102. Book/tax difference in capital gains -679. Basis adjustment -4,503.”

Raw XML AppendixShowing 400 of 453 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.

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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE THREE SUPPORTED ORGANIZATIONS RECEIVE MONTHLY ACCOUNT STATEMENTS, AND THE TRUSTEE HAS PERIODIC CONVERSATIONS WITH REPRESENTATIVES OF THE THREE SUPPORTED ORGANIZATIONS REGARDING THEIR NEEDS AND ACTIVITIES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE TRUSTEE PERIODICALLY REVIEWS THE INVESTMENT OBJECTIVES AS WELL AS THE INVESTMENT RESULTS OF THE SECURITY PORTFOLIO OF THE TRUST WITH THE THREE SUPPORTED ORGANIZATIONS. THE ORGANIZATIONS HAVE THE OPPORTUNITY TO DISCUSS THE INVESTMENT STRATEGY BEING FOLLOWED BY THE TRUSTEE TO ENSURE THAT THE RETURN ON THE INVESTMENTS IS SUFFICIENT TO MEET THE ORGANIZATIONS CURRENT FINANCIAL NEEDS WHILE AT THE SAME TIME KEEPING IN MIND THE GOAL OF ACCOMPLISHING THE LONG TERM SUPPORT FOR THESE ORGANIZATIONS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2FOR ALL THREE OF THE ENTITIES WHICH ARE LISTED IN PART I, LINE 11G, THE FUNDS RECEIVED FROM THIS TRUST REPRESENT MORE THAN 10% OF THEIR TOTAL SUPPORT FOR THE YEAR. AS STATED ABOVE, THE ORGANIZATIONS HAVE THE OPPORTUNITY TO DISCUSS THE INVESTMENT STRATEGY BEING FOLLOWED BY THE TRUSTEE TO ENSURE THAT THE RETURN ON THE INVESTMENTS IS SUFFICIENT TO MEET THE ORGANIZATIONS CURRENT FINANCIAL NEEDS WHILE AT THE SAME TIME KEEPING IN MIND THE GOAL OF ACCOMPLISHING THE LONG TERM SUPPORT FOR THESE ORGANIZATIONS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 2:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION D, LINE 3:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART V, SECTION D, LINE 8:
IRS990ScheduleA/IRSWrittenDeterminationInd0X
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IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt014509831
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt0615414
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0548828
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IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt013960702
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt0249029
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IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
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IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt014292184
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0572352
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0500226
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt016601940
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt014509831
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0572352
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0500226
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt03
IRS990ScheduleA/SupportedOrganizationsTotalCnt03
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0636046533
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IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd21
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd110
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd21
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0233000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1233000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt2233000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0DISCALCED CARMELITE NUNS
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1ALLEN MEMORIAL HOME
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2SISTERS OF MERCY OF THE AMERICAS SOUTH CENTRAL COMMUNITY INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0699000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0770030
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt12
IRS990ScheduleD/OtherSecuritiesGrp/Desc0K2 OVERSEAS INVESTORS I LTD HE
IRS990ScheduleD/OtherSecuritiesGrp/Desc1OIL & GAS MINERAL INTEREST
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0770032
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0233000
IRS990ScheduleI/RecipientTable/CashGrantAmt1233000
IRS990ScheduleI/RecipientTable/CashGrantAmt2233000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0OPERATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1OPERATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2OPERATIONS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0DISCALCED CARMELITE NUNS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ALLEN MEMORIAL HOME
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2SISTERS OF MERCY OF THE AMERICAS SOUTH CENTRAL COMMUNITY INC
IRS990ScheduleI/RecipientTable/RecipientEIN0636046533
IRS990ScheduleI/RecipientTable/RecipientEIN1630291592
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0716 DAUPHIN ISLAND PKWY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1400 GOVERNMENT ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2101 MERCY DRIVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MOBILE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1MOBILE
IRS990ScheduleI/RecipientTable/USAddress/CityNm2BELMONT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0AL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1AL
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE THREE NAMED BENEFICIARIES OF THIS TRUST ARE ENTITLED TO THE NET INCOME OF TRUST. THERE IS NO RESTRICTION AS TO HOW THE FUNDS ARE USED BY THEM. THE ONLY REQUIREMENT OF EACH BENEFICIARY IS THAT THEY CONTINUE TO QUALIFY AS A IRC 501(C)(3) ORGANIZATION. THE TRUSTEE MEETS WITH THE REPRESENTATIVES ON A REGULAR BASIS TO DETERMINE THEIR FINANCIAL NEEDS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt03
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM. COPIES OF THE RETURN ARE PROVIDED TO THE TRUSTEE FOR REVIEW PRIOR TO FILING BY THE TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUSTEE HAS ADOPTED ITS OWN CONFLICTS OF INTEREST AND SELF-DEALING POLICY TO GOVERN ALL OF ITS FIDUCIARY RELATIONSHIPS. THE TRUSTEE'S RELATIONSHIP WITH THE TRUST ARE SUBJECT TO AND GOVERNED BY THAT POLICY. THE TRUSTEE HAS A SEPARATE DEPARTMENT THAT DEALS WITH THESE COMPLIANCE ISSUES. EACH TRUST IS SUBJECT TO ANNUAL REVIEWS. THE TRUSTEE OFFERS COUNSEL AND TRAINING TO EMPLOYEES TO ENSURE COMPLIANCE, ASSISTANCE IN IDENTIFYING POTENTIAL MATTERS OF NONCOMPLIANCE AND TO ESCALATE THE RESOLUTION OF ANY POSSIBLE NONCOMPLIANCE PROBLEMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANY REQUIRED DISCLOSURE DOCUMENTATION IS PROVIDED UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CHARITABLE TRUST DOCUMENTS ARE PART OF THE FORM 1023 APPLICATION WHICH IS AVAILABLE UPON REQUEST. THE DESIGNATED BENEFICIARIES OF THE CHARITABLE TRUST RECEIVE QUARTERLY AND ANNUAL ACCOUNT STATEMENTS FROM THE TRUSTEE. THE TRUSTEE'S CONFLICT OF INTEREST POLICY IS AVAILABLE TO THE DESIGNATED BENEFICIARIES UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INCOME TIMING DIFFERENCE 293. HARBERT REAL ESTATE FUND III, TAX VS BOOK 9,102. BOOK/TAX DIFFERENCE IN CAPITAL GAINS -679. BASIS ADJUSTMENT -4,503.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0AL
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt012071767
IRS990/TotalAssetsEOYAmt012725994
IRS990/TotalAssetsGrp/BOYAmt012071767
IRS990/TotalAssetsGrp/EOYAmt012725994
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0699000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0810184
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalOtherCompensationAmt00
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IRS990/TotalReportableCompFromOrgAmt089978
IRS990/TotalRevenueGrp/ExclusionAmt01460198

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,725,994
Liabilities
$0
Net assets
$12,725,994
Revenue
$1,460,198
Expenses
$810,184
Net income
$650,014
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$0.71$0.76$0.05
2023Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$0.50$0.89$0.39
2022Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$0.46$0.77$0.31
2021Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$1.46$0.81$0.65
2020Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$0.69$0.77$0.08
2019Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$1.67$0.80$0.87
2018Detailed filing. Detailed filing data is available for this year.$12.8$0.00$12.8$0.89$0.92$0.03
2017Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$0.81$0.55$0.26
2016Summary only. Only limited summary data is available for this year.$12.2$0.00$12.2$0.55$0.78$0.23
2015Summary only. Only limited summary data is available for this year.$12.3$0.00$12.3$0.86$0.79$0.06
2014Summary only. Only limited summary data is available for this year.$11.8$0.00$11.8$1.16$0.74$0.43
2013Summary only. Only limited summary data is available for this year.$11.4$0.00$11.4$0.75$0.70$0.05
2012Summary only. Only limited summary data is available for this year.$11.2$0.00$11.2$0.45$0.96$0.51
2011Summary only. Only limited summary data is available for this year.$11.7$0.00$11.7$0.68$0.73$0.05