Civic Intelligence

The Jane K Lowe Charitable Foundation

990PF • Fiscal year 2016 • EIN 63-6203439

Jan 01, 2016 to Dec 31, 2016 • Filed on Jul 06, 2017

Organization Profile
PO Box 348Huntsville, AL 35804-0348

(256) 536-1231

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

9th percentile

0.00x

Higher debt load relative to revenue than 9% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Source year 2016

Net Margin

5th percentile

-84%

Higher net margin than 5% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

18th percentile

$50,000

Higher top officer pay than 18% of similar nonprofits.

Top officer pay equals 4.8% of source-year revenue.

2016 filings • $25M-$50M nonprofits • Source year 2016

Asset Growth

21st percentile

-3.1%

Faster asset growth than 21% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

13th percentile

-26%

Faster revenue growth than 13% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets9th percentile

Assets

Down

$27,649,676

Down $871,499 (-3.1%) from 2015

Net Assets

Down

$27,649,356

Down $871,498 (-3.1%) from 2015

Liabilities

Down

$320

Down $1 (-0.3%) from 2015

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin5th percentile

Revenue

Down

$1,031,408

Down $357,762 (-26%) from 2015

Expenses

Down

$1,902,906

Down $36,209 (-1.9%) from 2015

Net Income

Down

-$871,498

Down $321,553 (-58%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$30M$20M$10M$0Assets 2011: $27,782,513Liabilities 2011: $3,6332011Assets 2012: $27,333,648Liabilities 2012: $9972012Assets 2013: $27,702,140Liabilities 2013: $16,1402013Assets 2014: $29,094,232Liabilities 2014: $23,433Net Assets 2014: $29,070,7992014Assets 2015: $28,521,175Liabilities 2015: $321Net Assets 2015: $28,520,8542015Assets 2016: $27,649,676Liabilities 2016: $320Net Assets 2016: $27,649,3562016Assets 2017: $27,119,979Liabilities 2017: $920Net Assets 2017: $27,119,0592017Assets 2018: $27,210,120Liabilities 2018: $312Net Assets 2018: $27,209,8082018Assets 2019: $27,205,548Liabilities 2019: $21,970Net Assets 2019: $27,183,5782019Assets 2020: $27,098,475Liabilities 2020: $29,676Net Assets 2020: $27,068,7992020Assets 2021: $27,357,371Liabilities 2021: $5,064Net Assets 2021: $27,352,3072021Assets 2022: $26,376,426Liabilities 2022: $0Net Assets 2022: $26,376,4262022Assets 2023: $25,881,307Liabilities 2023: $0Net Assets 2023: $25,881,3072023Assets 2024: $25,614,515Liabilities 2024: $1,037Net Assets 2024: $25,613,4782024

Highlighted filing

2016

Assets$27,649,676
Liabilities$320
Net Assets$27,649,356
Open 2016 Filing

Operations Trend

Revenue Growth13th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $1,303,371Expenses 2011: $1,707,680Net Income 2011: -$404,3092011Revenue 2012: $1,372,362Expenses 2012: $1,818,591Net Income 2012: -$446,2292012Revenue 2013: $2,171,299Expenses 2013: $1,817,950Net Income 2013: $353,3492013Revenue 2014: $3,302,304Expenses 2014: $1,917,505Net Income 2014: $1,384,7992014Revenue 2015: $1,389,170Expenses 2015: $1,939,115Net Income 2015: -$549,9452015Revenue 2016: $1,031,408Expenses 2016: $1,902,906Net Income 2016: -$871,4982016Revenue 2017: $1,273,492Expenses 2017: $1,803,789Net Income 2017: -$530,2972017Revenue 2018: $1,975,798Expenses 2018: $1,885,049Net Income 2018: $90,7492018Revenue 2019: $1,793,347Expenses 2019: $1,819,577Net Income 2019: -$26,2302019Revenue 2020: $1,612,297Expenses 2020: $1,727,076Net Income 2020: -$114,7792020Revenue 2021: $2,048,712Expenses 2021: $1,807,781Net Income 2021: $240,9312021Revenue 2022: $963,115Expenses 2022: $1,941,103Net Income 2022: -$977,9882022Revenue 2023: $1,251,305Expenses 2023: $1,729,700Net Income 2023: -$478,3952023Revenue 2024: $1,379,239Expenses 2024: $1,648,371Net Income 2024: -$269,1322024

Highlighted filing

2016

Revenue$1,031,408
Expenses$1,902,906
Net Income-$871,498
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 6, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay18th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WF SANDERS JRTrustee-$50,000-$50,000
RICHARD J SMITHTrusteePT$50,000-$50,000
JOHN R WYNNTrustee-$50,000-$50,000
Filing and Contact Details

Filer

Filer Name
The Jane K Lowe Charitable Foundation
EIN
63-6203439
Phone
2565361231
Address
PO BOX 348, HUNTSVILLE, AL 35804-0348

Signing Officer

Name
John R Wynn
Title
Trustee
Phone
2565361231
Signed
2017-07-06
Discuss with paid preparer
Yes

Preparer

Firm
Mda Professional Group Pc
Address
307 CLINTON AVE STE 500, HUNTSVILLE, AL 35801
Preparer
Larry B Gilley
Phone
2565339105
Raw XML AppendixShowing 400 of 836 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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1457190
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15512502
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0249943
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1143926
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2400000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3130973
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt413156
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8418970
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12286844
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13200000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14512502
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0LONGLEAF PARTNERS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1REALIZED LOSS - DECREASE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2AMERICAN CAP WORLD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3JOHN HANCOCK FDS II
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4LONGLEAF PARTNERS FDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5TEMPLETON INCOME TR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6WALT DISNEY CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7GENERAL ELECTRIC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8GOLDMAN SACHS GROUP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9LONGLEAF PARTNERS FDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10LOWE'S COMPANIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11ORACLE CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12TARGET CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13TEMPLETON INCOME TR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14WEITZ FDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-12-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-12-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-12-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62016-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72016-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82016-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92016-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102016-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112016-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122016-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132016-12-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142016-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0431989
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-871498
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt027649356
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt028520854
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt027649356
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01519869
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01519869
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01519869
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01527548
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt07679
IRS990PF/DistributableAmountGrp/TotalTaxAmt07679
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt042321
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt050000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt07679
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt042321
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt07679
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt07679
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt050000
IRS990PF/FMVAssetsEOYAmt031453254
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt02190095
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01616875
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01709917
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt015780
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt014318
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt014498
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt015780
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt015780
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt050000
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0672
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0180
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0180
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt032346
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt020893
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt020893
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt023838939
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt024170618
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt027846934
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0321
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0320
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt056804
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt042321
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt042321
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02386539
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01783009
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01783009
IRS990PF/Form990PFBalanceSheetsGrp/TemporarilyRestrictedBOYAmt028520854
IRS990PF/Form990PFBalanceSheetsGrp/TemporarilyRestrictedEOYAmt027649356
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt028521175
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt027649676
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt031453254
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0321
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0320
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt028521175
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt027649676
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt028520854
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt027649356
IRS990PF/MethodOfAccountingOtherInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt031016212
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02096645
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt028807141
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0465243
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0112426
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01527548
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt030550969
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt031016212
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt050000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt150000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt250000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WF SANDERS JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1RICHARD J SMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JOHN R WYNN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0700 GREENE STREET SE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11697 E STONEHURST DRIVE SE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21 ST CHARLES ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0HUNTSVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1HUNTSVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2HUNTSVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0AL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1AL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2AL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd035801
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd135801
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd235801
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01459114
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01466793
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01645727
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01583820
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt01501821
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt01537651
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt01429179
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.047760
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.050098
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.046107
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.046304
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.050444
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.045849
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt07679
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt030550969
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt032849834
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt034350916
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt032434161
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt030482234
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt031171702

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,649,676
Liabilities
$320
Net assets
$27,649,356
Revenue
$1,031,408
Expenses
$1,902,906
Net income
-$871,498
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$25.6$0.00$25.6$1.38$1.65$0.27
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.9$0.00$25.9$1.25$1.73$0.48
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.4$0.00$26.4$0.96$1.94$0.98
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.4$0.01$27.4$2.05$1.81$0.24
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.1$0.03$27.1$1.61$1.73$0.11
2019Detailed filing. Detailed filing data is available for this year.$27.2$0.02$27.2$1.79$1.82$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.2$0.00$27.2$1.98$1.89$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.1$0.00$27.1$1.27$1.80$0.53
2016Detailed filing. Detailed filing data is available for this year.$27.6$0.00$27.6$1.03$1.90$0.87
2015Detailed filing. Detailed filing data is available for this year.$28.5$0.00$28.5$1.39$1.94$0.55
2014Detailed filing. Detailed filing data is available for this year.$29.1$0.02$29.1$3.30$1.92$1.38
2013Summary only. Only limited summary data is available for this year.$27.7$0.02$2.17$1.82$0.35
2012Summary only. Only limited summary data is available for this year.$27.3$0.00$1.37$1.82$0.45
2011Summary only. Only limited summary data is available for this year.$27.8$0.00$1.30$1.71$0.40