Civic Intelligence

Austin L and Nell S Venable Educational Trust

990PF • Fiscal year 2020 • EIN 63-6158945

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 28, 2020

CO Regions Bank PO Box 2450Montgomery, AL 36102-2450

(334) 230-6132

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

89th percentile

51%

Higher net margin than 89% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

60th percentile

$7,849

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 35.4% of source-year revenue.

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

48th percentile

2.3%

Faster asset growth than 48% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

51st percentile

-1.6%

Faster revenue growth than 51% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Up

$504,394

Up $11,398 (+2.3%) from 2019

Net Assets

Up

$504,394

Up $11,398 (+2.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$22,173

Down $366 (-1.6%) from 2019

Expenses

Down

$10,829

Down $29,593 (-73%) from 2019

Net Income

Up

$11,344

Up $29,227 (+163%) from 2019

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2012: $529,326Liabilities 2012: $12012Assets 2013: $548,618Liabilities 2013: $7,593Net Assets 2013: $541,0252013Assets 2014: $576,690Liabilities 2014: $0Net Assets 2014: $576,6902014Assets 2015: $566,688Liabilities 2015: $0Net Assets 2015: $566,6882015Assets 2016: $525,450Liabilities 2016: $0Net Assets 2016: $525,4502016Assets 2017: $559,562Liabilities 2017: $0Net Assets 2017: $559,5622017Assets 2019: $492,996Liabilities 2019: $0Net Assets 2019: $492,9962019Assets 2020: $504,394Liabilities 2020: $0Net Assets 2020: $504,3942020Assets 2021: $478,339Liabilities 2021: $0Net Assets 2021: $478,3392021Assets 2022: $471,758Liabilities 2022: $0Net Assets 2022: $471,7582022Assets 2023: $474,475Liabilities 2023: $0Net Assets 2023: $474,4752023Assets 2024: $481,448Liabilities 2024: $0Net Assets 2024: $481,4482024Assets 2025: $483,039Liabilities 2025: $0Net Assets 2025: $483,0392025

Highlighted filing

2020

Assets$504,394
Liabilities$0
Net Assets$504,394

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $28,917Expenses 2012: $46,851Net Income 2012: -$17,9342012Expenses 2013: $44,5752013Revenue 2014: $47,577Expenses 2014: $42,912Net Income 2014: $4,6652014Revenue 2015: $33,780Expenses 2015: $43,782Net Income 2015: -$10,0022015Revenue 2016: $31,273Expenses 2016: $74,511Net Income 2016: -$43,2382016Revenue 2017: $43,417Expenses 2017: $10,305Net Income 2017: $33,1122017Revenue 2019: $22,539Expenses 2019: $40,422Net Income 2019: -$17,8832019Revenue 2020: $22,173Expenses 2020: $10,829Net Income 2020: $11,3442020Revenue 2021: $39,897Expenses 2021: $66,013Net Income 2021: -$26,1162021Revenue 2022: $36,109Expenses 2022: $42,688Net Income 2022: -$6,5792022Revenue 2023: $13,547Expenses 2023: $10,778Net Income 2023: $2,7692023Revenue 2024: $41,333Expenses 2024: $34,454Net Income 2024: $6,8792024Revenue 2025: $38,992Expenses 2025: $36,763Net Income 2025: $2,2292025

Highlighted filing

2020

Revenue$22,173
Expenses$10,829
Net Income$11,344
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 28, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKInv. TrusteePT$7,849-$7,849
Filing and Contact Details

Filer

Filer Name
Austin L and Nell S Venable
EIN
63-6158945
Phone
3342306132
Address
CO REGIONS BANK PO BOX 2450, MONTGOMERY, AL 36102-2450

Signing Officer

Name
Regions Bank Trust Dept
Title
Trustee
Phone
3342306132
Signed
2020-09-28
Discuss with paid preparer
Yes

Preparer

Firm
Warren Averett LLC
Address
3815 INTERSTATE CT, MONTGOMERY, AL 36109
Preparer
Jennifer D Burton
Phone
3342712200
Raw XML Appendix390 raw XML fields

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

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt02300
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEE
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0575
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01725
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt011764
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt114108
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt248702
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt316691
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt421135
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt538981
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt64993
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt722588
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt848002
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt919481
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1024470
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1123324
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1259677
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1311679
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1411596
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1518409
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1615161
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1722104
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1815661
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt196756
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2020347
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt213260
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AQR MANAGED FUTURES STRATEGY FUND CLASS 1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ARTISAN MID CAP FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2BAIRD AGGREGATE BOND FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3BARON EMERGING MARKETS INST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4CALAMOS MARKET NEU INC FD-I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5DIAMOND HILL LARGE CAP FUND-I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6DOUBLELINE EMERGING MARKETS FIXED INC BD FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7DOUBLELINE TOTAL RETURN BOND FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8FIDELITY INVST GRADE BD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9JP MORGAN HEDGED EQUITY FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10LOOMIS SAYLES GROWTH FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11PGIM QMA SMALL CAP VALUE FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12VANGUARD 500 INDEX ADMIR FUND #540
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13VICTORY RS SMALL CAP GROWTH FUND CLASS Y
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14WILLIAM BLAIR MACRO ALLOCATION FUND INSTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15JOHCM INTERNATIONAL SELECT FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16PGIM HIGH YIELD FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17JP MORGAN STRATEGIC INC OPP FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18NUANCE MID CAP VALUE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19ARTISAN DEVELOPING WORLD FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21VANGUARD EMERGING MARKETS BOND FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt010609
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt115360
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt253908
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt321845
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt421748
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt539785
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt64853
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt722942
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt854472
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt921981
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1042516
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1115941
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1277817
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1314809
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1410820
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1522790
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1615667
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1721873
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1814535
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt199702
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2023066
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt213249
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt010992
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt011036
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0145
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt022173
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt022173
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0575
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01725
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02300
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt011036
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01962
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt05887
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt07849
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt010992
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt010992
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt011344
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt083244
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0145
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0145
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt011036
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt014561
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0680
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02537
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt07612
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt010829
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt022173
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt022173
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02537
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt07612
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt010829
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt04544
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt167664
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0365
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12845
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt27826
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0365
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12845
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt27826
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt04909
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt170509
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt27826
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt011036
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt011344
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt054
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0504394
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0492996
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0504394
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt026681
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt026681
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt026681
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt026972
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0291
IRS990PF/DistributableAmountGrp/TotalTaxAmt0291
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt029
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0320
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0291
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt029
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0291
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0291
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0320
IRS990PF/FMVAssetsEOYAmt0565793
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0569870
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0569870
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0485916
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0478889
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0540288
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-76874
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-65476
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt07080
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt025505
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt025505
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0492996
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0504394
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0565793
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0492996
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0504394
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0492996
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0504394
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0547653
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt012678
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0534975
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt08215
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt026972
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0539438
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0547653
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt07849
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0REGIONS BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0INV. TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 2450
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MONTGOMERY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0AL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd036102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt037369
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt037515
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt032518
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt061437
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt02545
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt066324
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt034968
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.069274
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.059789
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.107516
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.004575
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.117177
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.057315
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0146
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0539438
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0543883
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0571421
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0556296
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0566015
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0610101
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt02537
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.346372
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02537
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02537
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt02537
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 2450
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MONTGOMERY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0361022450
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0AL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0REGIONS TRUST DEPT
IRS990PF/StatementsRegardingActyGrp/PhoneNum03342306107
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATIONS ARE AVAILABLE FROM HIGH SCHOOLS IN ELMORE COUNTY, AL.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0REGIONS BANK TRUST DEPT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03342306132
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 2450
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MONTGOMERY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0AL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd036102
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0SCHOLARSHIPS ARE AVAILABLE TO PERSONS IN THE TOP 25% OF THE HIGH SCHOOL GRADUATING CLASS AND MUST BE AT LEAST SECOND GENERATION NATIVES OF ELMORE COUNTY, AL. STUDENTS MUST ATTEND COLLEGE AT THE UNIVERSITY OF ALABAMA (IN TUSCALOOSA OR BIRMINGHAM) OR VANDERBILT UNIVERSITY. SCHOLARSHIP RECIPIENTS MUST MAINTAIN A "B" AVERAGE AND REMAIN A FULL-TIME STUDENT.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0SUBMISSION DEADLINES ARE JANUARY 1 AND MARCH 1 OF EACH YEAR.
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02537
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt026681
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt024144
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05624
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt020721
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt024144
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02201
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02201
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02537
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02201
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt026345
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt054
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CHANGE IN FUND BALANCE
TaxesSchedule/TaxesDetail/Amt0159
TaxesSchedule/TaxesDetail/Amt1521
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0REGIONS BANK TRUST DEPT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03342306132
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AUSTIN L AND NELL S VENABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EDUCATIONAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0AUST
ReturnHeader/Filer/EIN0636158945
ReturnHeader/Filer/PhoneNum03342306132
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO REGIONS BANK PO BOX 2450
ReturnHeader/Filer/USAddress/CityNm0MONTGOMERY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd0361022450
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C30C2E781A3A72666556F19BFB618399A5A04454
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0174.223.136.71
ReturnHeader/FilingSecurityInformation/IPDt02020-09-28
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:59:54
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454084437
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WARREN AVERETT LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03815 INTERSTATE CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONTGOMERY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd036109
ReturnHeader/PreparerPersonGrp/PhoneNum03342712200
ReturnHeader/PreparerPersonGrp/PreparationDt02020-09-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER D BURTON
ReturnHeader/ReturnTs02020-10-08T15:39:26-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings