Civic Intelligence

India Lowry Shields Charitable Trust

990 • Fiscal year 2020 • EIN 63-6189161

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 29, 2021

Organization ProfileN/A
PO Box 2509Tuscaloosa, AL 35403

(205) 391-5728

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

56th percentile

9.5%

Higher net margin than 56% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

35th percentile

0.4%

Faster asset growth than 35% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

59th percentile

4.5%

Faster revenue growth than 59% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$809,197

Up $3,079 (+0.4%) from 2019

Net Assets

Up

$809,197

Up $3,079 (+0.4%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin56th percentile

Revenue

Up

$33,135

Up $1,437 (+4.5%) from 2019

Expenses

Down

$29,992

Down $957 (-3.1%) from 2019

Net Income

Up

$3,143

Up $2,394 (+320%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$1.0M$500K$0Assets 2011: $682,312Liabilities 2011: $0Net Assets 2011: $682,3122011Assets 2012: $686,949Liabilities 2012: $0Net Assets 2012: $686,9492012Assets 2013: $690,553Liabilities 2013: $0Net Assets 2013: $690,5532013Assets 2014: $772,556Liabilities 2014: $0Net Assets 2014: $772,5562014Assets 2015: $787,966Liabilities 2015: $0Net Assets 2015: $787,9662015Assets 2016: $802,444Liabilities 2016: $0Net Assets 2016: $802,4442016Assets 2017: $807,662Liabilities 2017: $0Net Assets 2017: $807,6622017Assets 2018: $805,527Liabilities 2018: $0Net Assets 2018: $805,5272018Assets 2019: $806,118Liabilities 2019: $0Net Assets 2019: $806,1182019Assets 2020: $809,197Liabilities 2020: $0Net Assets 2020: $809,1972020Assets 2021: $836,230Liabilities 2021: $0Net Assets 2021: $836,2302021Assets 2022: $844,313Liabilities 2022: $0Net Assets 2022: $844,3132022Assets 2023: $813,242Liabilities 2023: $0Net Assets 2023: $813,2422023Assets 2024: $830,481Liabilities 2024: $0Net Assets 2024: $830,4812024

Highlighted filing

2020

Assets$809,197
Liabilities$0
Net Assets$809,197
Open 2020 Filing

Operations Trend

Revenue Growth59th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $30,603Expenses 2011: $28,468Net Income 2011: $2,1352011Revenue 2012: $32,236Expenses 2012: $27,599Net Income 2012: $4,6372012Revenue 2013: $28,938Expenses 2013: $25,334Net Income 2013: $3,6042013Revenue 2014: $108,784Expenses 2014: $26,781Net Income 2014: $82,0032014Revenue 2015: $40,155Expenses 2015: $24,745Net Income 2015: $15,4102015Revenue 2016: $38,554Expenses 2016: $24,076Net Income 2016: $14,4782016Revenue 2017: $30,488Expenses 2017: $24,824Net Income 2017: $5,6642017Revenue 2018: $27,639Expenses 2018: $29,774Net Income 2018: -$2,1352018Revenue 2019: $31,698Expenses 2019: $30,949Net Income 2019: $7492019Revenue 2020: $33,135Expenses 2020: $29,992Net Income 2020: $3,1432020Revenue 2021: $57,999Expenses 2021: $30,912Net Income 2021: $27,0872021Revenue 2022: $40,211Expenses 2022: $32,128Net Income 2022: $8,0832022Revenue 2023: -$887Expenses 2023: $30,273Net Income 2023: -$31,1602023Revenue 2024: $39,217Expenses 2024: $21,784Net Income 2024: $17,4332024

Highlighted filing

2020

Revenue$33,135
Expenses$29,992
Net Income$3,143
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 29, 2021
Return Version
2020v4.0
Gross Receipts
$85,243
Mission and Program Overview

Mission

Academic scholarships to needy students from marengo county.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$806,118$809,197▲ $3,079
Investments in Publicly Traded Securities$775,425$773,456▼ $1,969
Savings and Temporary Cash Investments$30,693$35,741▲ $5,048
Total Assets$806,118$809,197▲ $3,079
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$806,118$809,197▲ $3,079
Total Liabilities and Net Assets / Fund Balance$806,118$809,197▲ $3,079
Compensation and Service Providers
Top Officer Pay51st percentile

Board Members and Trustees

NameTitle
-Trustee
-Trustees
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$33,135
Other Revenue
$0
Change in Net Assets
$3,143
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$29,992
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$61--$61
Total Functional Expenses$29,992$0$0$29,992
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
No
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

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are available upon request to the trustee. These requests should be directed to: regions bank trust department c/o william w. Walker 2222 9th street tuscaloosa, al 35401”

Filing and Contact Details

Filer

Filer Name
India Lowry Shields Charitable Trus
EIN
63-6189161
Phone
2053915728
Address
PO BOX 2509, TUSCALOOSA, AL 35403

Signing Officer

Name
Regions Bank
Title
Trustee
Phone
2053915728
Signed
2021-04-29
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Morrison & Smith Llp
Address
PO BOX 20647, TUSCALOOSA, AL 35402-0647
Preparer
G Alan Hartley
Phone
2053492424
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Non dividend distributions -64”

Raw XML Appendix267 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/ActivityOrMissionDesc0ACADEMIC SCHOLARSHIPS TO NEEDY STUDENTS FROM MARENGO COUNTY.
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0REGIONS BANK
IRS990/BooksInCareOfDetail/PhoneNum02053915728
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 2509
IRS990/BooksInCareOfDetail/USAddress/CityNm0TUSCALOOSA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd035403
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt033135
IRS990/CYOtherExpensesAmt029992
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt03143
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt029992
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt033135
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0THE ORGANIZATION IS OPERATED AS A SCHOLARSHIP FUND FOR STUDENTS AT THE UNIVERSITY OF WEST ALABAMA. THE SCHOLAR- SHIPS ARE AWARDED TO NEEDY AND DESERVING STUDENTS FROM MARENGO COUNTY, AL TO ASSIST THEM IN THEIR ACADEMIC PURSUITS. THE SCHOLARSHIP AWARDS ARE MADE THROUGH A SCHOLARSHIP COMMITTEE WHICH IS APPOINTED BY THE UNIVERSITY OF WEST ALABAMA.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt029992
IRS990/FamilyOrBusinessRlnInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0SELECTION COMMITTEE APPT BY UWA
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt1REGIONS BANK
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine2Txt0BOARD OF TRUSTEES
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEES
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt05743
IRS990/GainOrLossGrp/SecuritiesAmt0-6222
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt05743
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt045886
IRS990/GrossReceiptsAmt085243
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt05
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt033614
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt033614
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0775425
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0773456
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt052108
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0ACADEMIC SCHOLARSHIPS TO NEEDY STUDENTS FROM MARENGO COUNTY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0806118
IRS990/NetAssetsOrFundBalancesEOYAmt0809197
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-479
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-479
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-64
IRS990/OtherExpensesGrp/Desc0SCHOLARSHIP PYMTS TO UWA
IRS990/OtherExpensesGrp/Desc1FIDUCIARY FEES
IRS990/OtherExpensesGrp/Desc2TAX PREPARATION
IRS990/OtherExpensesGrp/Desc3FOREIGN TAXES
IRS990/OtherExpensesGrp/ProgramServicesAmt020969
IRS990/OtherExpensesGrp/ProgramServicesAmt17852
IRS990/OtherExpensesGrp/ProgramServicesAmt21110
IRS990/OtherExpensesGrp/ProgramServicesAmt361
IRS990/OtherExpensesGrp/TotalAmt020969
IRS990/OtherExpensesGrp/TotalAmt17852
IRS990/OtherExpensesGrp/TotalAmt21110
IRS990/OtherExpensesGrp/TotalAmt361
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0REGIONS BANK
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt031698
IRS990/PYOtherExpensesAmt030949
IRS990/PYRevenuesLessExpensesAmt0749
IRS990/PYTotalExpensesAmt030949
IRS990/PYTotalRevenueAmt031698
IRS990/ReconcilationRevenueExpnssAmt03143
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0806118
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0809197
IRS990/SavingsAndTempCashInvstGrp/BOYAmt030693
IRS990/SavingsAndTempCashInvstGrp/EOYAmt035741
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgQualifiedInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtExclusivelySec170c2BInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SUPPORTING SCHEDULE
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0636001100
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd05
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt029992
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0UNIVERSITY OF WEST ALABAMA-SCHOLARSHIPS
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt029992
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST TO THE TRUSTEE. THESE REQUESTS SHOULD BE DIRECTED TO: REGIONS BANK TRUST DEPARTMENT C/O WILLIAM W. WALKER 2222 9TH STREET TUSCALOOSA, AL 35401
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NON DIVIDEND DISTRIBUTIONS -64
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0AL
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0806118
IRS990/TotalAssetsEOYAmt0809197
IRS990/TotalAssetsGrp/BOYAmt0806118
IRS990/TotalAssetsGrp/EOYAmt0809197
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt029992
IRS990/TotalFunctionalExpensesGrp/TotalAmt029992
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0806118
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0809197
IRS990/TotalProgramServiceExpensesAmt029992
IRS990/TotalRevenueGrp/ExclusionAmt033614
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-479
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt033135
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0806118
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0809197
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02222 9TH STREET
IRS990/USAddress/CityNm0TUSCALOOSA
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd035401
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0REGIONS BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02053915728
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INDIA LOWRY SHIELDS CHARITABLE TRUS
ReturnHeader/Filer/BusinessNameControlTxt0INDI
ReturnHeader/Filer/EIN0636189161
ReturnHeader/Filer/PhoneNum02053915728
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2509
ReturnHeader/Filer/USAddress/CityNm0TUSCALOOSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035403
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0630401542
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MORRISON & SMITH LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 20647
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUSCALOOSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0354020647
ReturnHeader/PreparerPersonGrp/PhoneNum02053492424
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0G ALAN HARTLEY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-05-10T07:59:36-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM W
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WALKER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$809,197
Liabilities
$0
Net assets
$809,197
Revenue
$33,135
Expenses
$29,992
Net income
$3,143
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.30$0.00$8.30$0.39$0.22$0.17
2023Summary only. Only limited summary data is available for this year.$8.13$0.00$8.13$0.01$0.30$0.31
2022Summary only. Only limited summary data is available for this year.$8.44$0.00$8.44$0.40$0.32$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.36$0.00$8.36$0.58$0.31$0.27
2020Detailed filing. Detailed filing data is available for this year.$8.09$0.00$8.09$0.33$0.30$0.03
2019Summary only. Only limited summary data is available for this year.$8.06$0.00$8.06$0.32$0.31$0.01
2018Summary only. Only limited summary data is available for this year.$8.06$0.00$8.06$0.28$0.30$0.02
2017Summary only. Only limited summary data is available for this year.$8.08$0.00$8.08$0.30$0.25$0.06
2016Summary only. Only limited summary data is available for this year.$8.02$0.00$8.02$0.39$0.24$0.14
2015Summary only. Only limited summary data is available for this year.$7.88$0.00$7.88$0.40$0.25$0.15
2014Summary only. Only limited summary data is available for this year.$7.73$0.00$7.73$1.09$0.27$0.82
2013Summary only. Only limited summary data is available for this year.$6.91$0.00$6.91$0.29$0.25$0.04
2012Summary only. Only limited summary data is available for this year.$6.87$0.00$6.87$0.32$0.28$0.05
2011Summary only. Only limited summary data is available for this year.$6.82$0.00$6.82$0.31$0.28$0.02