Civic Intelligence

Louise B Hirs Charitable Unitrust

990 • Fiscal year 2023 • EIN 63-6137430

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 15, 2024

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.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

5th percentile

0.00x

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

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

4th percentile

-79%

Higher net margin than 4% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

18th percentile

$79,420

Higher top officer pay than 18% of similar nonprofits.

Top officer pay equals 15.9% of source-year revenue.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

19th percentile

-3.2%

Faster asset growth than 19% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

56th percentile

8.6%

Faster revenue growth than 56% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets5th percentile

Assets

Down

$12,017,517

Down $397,084 (-3.2%) from 2022

Net Assets

Down

$12,017,517

Down $397,084 (-3.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin4th percentile

Revenue

Up

$499,867

Up $39,581 (+8.6%) from 2022

Expenses

Up

$894,303

Up $119,537 (+15%) from 2022

Net Income

Down

-$394,436

Down $79,956 (-25%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth19th 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

2023

Assets$12,017,517
Liabilities$0
Net Assets$12,017,517
Open 2023 Filing

Operations Trend

Revenue Growth56th 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

2023

Revenue$499,867
Expenses$894,303
Net Income-$394,436
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 15, 2024
Return Version
2023v5.1
Gross Receipts
$2,895,571
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$12,414,601$12,017,517▼ $397,084
Investments in Publicly Traded Securities$11,367,787$10,874,105▼ $493,682
Investments Other Securities$770,032$770,032→ $0
Cash and Non-Interest-Bearing Accounts$276,782$373,380▲ $96,598
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$12,414,601$12,017,517▼ $397,084
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$12,414,601$12,017,517▼ $397,084
Total Liabilities and Net Assets / Fund Balance$12,414,601$12,017,517▼ $397,084

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$2--
Compensation and Service Providers
Top Officer Pay18th percentile

Employees

NameTitleFull / Part TimeBaseTotal
-TrusteePT$79,420$79,420
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$499,840
Other Revenue
$27
Change in Net Assets
$-394,436
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$799,731
Salaries, Compensation, and Employee Benefits$79,420
Other Expenses$15,152
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$799,731--$799,731
Current Officers, Directors, Trustees, and Key Employees-$79,420-$79,420
Fees for Services Accounting-$3,650-$3,650
Other Expenses-$2-$2
Total Functional Expenses$799,731$94,572$0$894,303
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Allen Memorial HomeMobile, AL501(c)(3)Operations$266,577
Discalced Carmelite NunsMobile, AL501(c)(3)Operations$266,577
Sisters of Mercy of the Americas South Central Community IncBelmont, NC501(c)(3)Operations$266,577
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
VP & Trust Officer
Phone
2514388309
Signed
2024-07-15
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 -518. Book/tax difference in capital gains -950. Basis adjustment -1,180.”

Raw XML AppendixShowing 400 of 445 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/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
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt013898469
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt014371564
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt0194932
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0566514
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt013703195
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt013804749
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt0208477
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0215573
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
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IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt013689992
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt014155991
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0479150
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0495460
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt013898469
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt014371564
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0479150
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0495460
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt03
IRS990ScheduleA/SupportedOrganizationsTotalCnt03
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0636046533
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1630291592
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2113816411
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/SupportAmt0266577
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1266577
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt2266577
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/SupportSumAmt0799731
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0770030
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt12
IRS990ScheduleD/OtherSecuritiesGrp/Desc0K2 OVERSEAS INVESTORS I LTD
IRS990ScheduleD/OtherSecuritiesGrp/Desc1OIL & GAS MINERAL INTEREST
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0770032
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0266577
IRS990ScheduleI/RecipientTable/CashGrantAmt1266577
IRS990ScheduleI/RecipientTable/CashGrantAmt2266577
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
IRS990ScheduleI/RecipientTable/RecipientEIN2113816411
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
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2NC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd036606
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd136602
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd228012
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 -518. BOOK/TAX DIFFERENCE IN CAPITAL GAINS -950. BASIS ADJUSTMENT -1,180.
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/TotalAssetsBOYAmt012414601
IRS990/TotalAssetsEOYAmt012017517
IRS990/TotalAssetsGrp/BOYAmt012414601
IRS990/TotalAssetsGrp/EOYAmt012017517
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt094572
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0799731
IRS990/TotalFunctionalExpensesGrp/TotalAmt0894303
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt012414601
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt012017517
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0799731
IRS990/TotalReportableCompFromOrgAmt079420
IRS990/TotalRevenueGrp/ExclusionAmt0499867
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0499867
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt012017517
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,017,517
Liabilities
$0
Net assets
$12,017,517
Revenue
$499,867
Expenses
$894,303
Net income
-$394,436
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