Civic Intelligence

Artiss Devolt Zacharias Charitable Trust

990 • Fiscal year 2024 • EIN 72-6219242

Jan 01, 2024 to Dec 31, 2024 • Filed on Oct 21, 2025

Organization ProfileN/A
P O Box 11647Birmingham, AL 35202

(205) 820-3141

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

18th percentile

0.00x

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

78th percentile

26%

Higher net margin than 78% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

44th percentile

$31,587

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 20.2% of source-year revenue.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

42nd percentile

1.3%

Faster asset growth than 42% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

87th percentile

71%

Faster revenue growth than 87% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$2,372,563

Up $31,540 (+1.3%) from 2023

Net Assets

Up

$2,372,563

Up $31,540 (+1.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin78th percentile

Revenue

Up

$156,471

Up $65,048 (+71%) from 2023

Expenses

Down

$115,628

Down $8,129 (-6.6%) from 2023

Net Income

Up

$40,843

Up $73,177 (+226%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,109,533Liabilities 2011: $0Net Assets 2011: $2,109,5332011Assets 2012: $2,132,702Liabilities 2012: $0Net Assets 2012: $2,132,7022012Assets 2013: $2,144,871Liabilities 2013: $0Net Assets 2013: $2,144,8712013Assets 2014: $2,148,959Liabilities 2014: $0Net Assets 2014: $2,148,9592014Assets 2015: $2,268,512Liabilities 2015: $0Net Assets 2015: $2,268,5122015Assets 2016: $2,269,981Liabilities 2016: $0Net Assets 2016: $2,269,9812016Assets 2017: $2,318,057Liabilities 2017: $0Net Assets 2017: $2,318,0572017Assets 2018: $2,395,581Liabilities 2018: $0Net Assets 2018: $2,395,5812018Assets 2019: $2,389,659Liabilities 2019: $0Net Assets 2019: $2,389,6592019Assets 2020: $2,372,558Liabilities 2020: $0Net Assets 2020: $2,372,5582020Assets 2021: $2,455,447Liabilities 2021: $0Net Assets 2021: $2,455,4472021Assets 2022: $2,373,357Liabilities 2022: $0Net Assets 2022: $2,373,3572022Assets 2023: $2,341,023Liabilities 2023: $0Net Assets 2023: $2,341,0232023Assets 2024: $2,372,563Liabilities 2024: $0Net Assets 2024: $2,372,5632024

Highlighted filing

2024

Assets$2,372,563
Liabilities$0
Net Assets$2,372,563
Open 2024 Filing

Operations Trend

Revenue Growth87th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $210,313Expenses 2011: $86,720Net Income 2011: $123,5932011Expenses 2012: $87,3812012Revenue 2013: $94,533Expenses 2013: $82,364Net Income 2013: $12,1692013Revenue 2014: $149,474Expenses 2014: $146,088Net Income 2014: $3,3862014Revenue 2015: $202,349Expenses 2015: $82,797Net Income 2015: $119,5522015Revenue 2016: $117,112Expenses 2016: $115,646Net Income 2016: $1,4662016Revenue 2017: $164,319Expenses 2017: $116,243Net Income 2017: $48,0762017Revenue 2018: $196,068Expenses 2018: $118,544Net Income 2018: $77,5242018Revenue 2019: $110,896Expenses 2019: $116,818Net Income 2019: -$5,9222019Revenue 2020: $101,423Expenses 2020: $118,524Net Income 2020: -$17,1012020Revenue 2021: $210,514Expenses 2021: $127,625Net Income 2021: $82,8892021Revenue 2022: $52,354Expenses 2022: $134,444Net Income 2022: -$82,0902022Revenue 2023: $91,423Expenses 2023: $123,757Net Income 2023: -$32,3342023Revenue 2024: $156,471Expenses 2024: $115,628Net Income 2024: $40,8432024

Highlighted filing

2024

Revenue$156,471
Expenses$115,628
Net Income$40,843
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 21, 2025
Return Version
2024v5.2
Gross Receipts
$995,015
Mission and Program Overview

Mission

To provide support to certain 501(c)(3) organizations specifically identified in the organization's trust agreement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,304,220$2,323,726▲ $19,506
Savings and Temporary Cash Investments$36,803$48,837▲ $12,034
Total Assets$2,341,023$2,372,563▲ $31,540
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,341,023$2,372,563▲ $31,540
Total Net Assets Fund Balance$2,341,023$2,372,563▲ $31,540
Total Liabilities and Net Assets / Fund Balance$2,341,023$2,372,563▲ $31,540
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleBaseTotal
-Trustee$31,587$31,587
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$156,471
Other Revenue
$0
Change in Net Assets
$40,843
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$78,353
Salaries, Compensation, and Employee Benefits$31,587
Other Expenses$5,688
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$78,353--$78,353
Current Officers, Directors, Trustees, and Key Employees$6,317$25,270-$31,587
Fees for Services Other-$3,738-$3,738
Fees for Services Accounting-$1,950-$1,950
Total Functional Expenses$84,670$30,958$0$115,628
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Southeast Georgia Health System FdnBrunswick, GA-Cancer Treatment$34,824
The Mercersburg AcademyMercersburg, PA-Music Department$17,412
American Cancer Society for Glynn CoHagerstown, MD-General Support$8,706
Christ Church FredericaSt Simons Island, GA-General Support$8,706
New England Conservatory MusicBoston, MA-Music Scholarship$8,706
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

Part VI, Line 19

“Governing documents are made available upon request.”

Part VI, Line 11B

“The trustee receives and reviews the form 990 before signing and filing”

Part VI, Line 8

“The organization does not conduct governing body meetings. The trustee must operate the affairs of the organization according to the trust agreement.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“NO MEETINGS WERE HELD”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“Only the coporate trustee has authority”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Copy of filed return provided to the Trustee for review.”

Form 990, Page 6, Part VI, Line 18

“Governing documents are made available upon request.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Artiss Devolt Zacharias Charitable Trust
EIN
72-6219242
Phone
2058203141
Address
P O BOX 11647, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2058203141
Signed
2025-10-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Regions Bank
Formed
2003
Legal Domicile
Ga
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Pwc US Tax Llp
Address
4300 E CAMELBACK ROAD STE 475, PHOENIX, AZ 85018
Preparer
Jeffrey E Kuhlin
Phone
4123556000
Supplemental Narrative

Additional Explanations

EXPLANATION FOR FORM 990, PAGE 2, PART III, LINE 4D

“Grants to american cancer society and christ church frederica”

Explanation for Form 990, Part XI, Line 9

“Mutual fund timing adjustment (-$94), cy poai (-$971), py poai ($124), cy pending sales (-$85), py pending sales ($61), wash sale adj (-$9,010), cost basis adjustment ($672)”

Raw XML AppendixShowing 400 of 433 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/ActivityOrMissionDesc0TO PROVIDE SUPPORT TO CERTAIN 501(C)(3) ORGANIZATIONS SPECIFICALLY IDENTIFIED IN THE ORGANIZATION'S TRUST AGREEMENT.
IRS990/AddressChangeInd0X
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0REGIONS BANK TRUST DEPT
IRS990/BooksInCareOfDetail/PhoneNum02058203141
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02050 PARKWAY OFFICE CIRCLE
IRS990/BooksInCareOfDetail/USAddress/CityNm0BIRMINGHAM
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd035244
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt025270
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt06317
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt031587
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt078353
IRS990/CYInvestmentIncomeAmt0156471
IRS990/CYOtherExpensesAmt05688
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt040843
IRS990/CYSalariesCompEmpBnftPaidAmt031587
IRS990/CYTotalExpensesAmt0115628
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0156471
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0PROVIDE GRANTS TO SOUTHEAST GEORGIA HEALTH SYSTEM FDN
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
IRS990/ExpenseAmt034824
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01950
IRS990/FeesForServicesAccountingGrp/TotalAmt01950
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt03738
IRS990/FeesForServicesOtherGrp/TotalAmt03738
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0REGIONS BANK TRUST DEPT
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt031587
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02003
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt072853
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt034824
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt078353
IRS990/GrantsToDomesticOrgsGrp/TotalAmt078353
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0911397
IRS990/GrossReceiptsAmt0995015
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt083618
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt083618
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02304220
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02323726
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0GA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0838544
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0TO PROVIDE SUPPORT TO CERTAIN 501(C)(3) ORGANIZATIONS SPECIFICALLY IDENTIFIED IN THE ORGANIZATION'S TRUST AGREEMENT.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02341023
IRS990/NetAssetsOrFundBalancesEOYAmt02372563
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt072853
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt072853
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02341023
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02372563
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-9303
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0REGIONS BANK
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDE GRANTS TO THE MERCERSBURG ACADEMY
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt017412
IRS990/ProgSrvcAccomActy2Grp/GrantAmt017412
IRS990/ProgSrvcAccomActy3Grp/Desc0PROVIDE GRANTS TO NEW ENGLAND CONSERVATORY MUSIC
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt08706
IRS990/ProgSrvcAccomActy3Grp/GrantAmt08706
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt023729
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt017412
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt091055
IRS990/PYInvestmentIncomeAmt091423
IRS990/PYOtherExpensesAmt01715
IRS990/PYRevenuesLessExpensesAmt0-31889
IRS990/PYSalariesCompEmpBnftPaidAmt030542
IRS990/PYTotalExpensesAmt0123312
IRS990/PYTotalRevenueAmt091423
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt040843
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt036803
IRS990/SavingsAndTempCashInvstGrp/EOYAmt048837
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt0156471
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt071309
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt03738
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt01715
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt0156471
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt071309
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt030958
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt030524
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt0121775
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt039070
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt039070
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt085753
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt085753
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt033210
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt085753
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt078353
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt085753
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt02
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt078353
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt02
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt07398
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt02
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt085753
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt00
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt078353
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt078353
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
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/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt02619354
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt02487403
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt061139
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt069724
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt02558215
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt02417679
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt039290
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt037311
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt02580064
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt02450092
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt090302
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt085753
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt02619354
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt02487403
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt090302
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt085753
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt05
IRS990ScheduleA/SupportedOrganizationsTotalCnt05
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0131788491
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1680898161
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2231365963
IRS990ScheduleA/SupportedOrgInformationGrp/EIN3237225104
IRS990ScheduleA/SupportedOrgInformationGrp/EIN4522125644
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd2true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd3true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd4true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd11
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd22
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd32
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd43
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt40
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt08706
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt18706
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt217412
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt38706
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt434824
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0AMERICAN CANCER SOCIETY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1CHRIST CHURCH FREDERICA
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2MERCERSBURG ACADEMY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3NEW ENGLAND CONSERVATORY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt4SOUTHEAST GA HEALTH SYS FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt078354
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt034824
IRS990ScheduleI/RecipientTable/CashGrantAmt117412
IRS990ScheduleI/RecipientTable/CashGrantAmt28706
IRS990ScheduleI/RecipientTable/CashGrantAmt38706
IRS990ScheduleI/RecipientTable/CashGrantAmt48706
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CANCER TREATMENT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1MUSIC DEPARTMENT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2MUSIC SCHOLARSHIP
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SOUTHEAST GEORGIA HEALTH SYSTEM FDN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1THE MERCERSBURG ACADEMY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2NEW ENGLAND CONSERVATORY MUSIC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3CHRIST CHURCH FREDERICA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4AMERICAN CANCER SOCIETY FOR GLYNN CO
IRS990ScheduleI/RecipientTable/RecipientEIN0582125644
IRS990ScheduleI/RecipientTable/RecipientEIN1231365963
IRS990ScheduleI/RecipientTable/RecipientEIN2237225104
IRS990ScheduleI/RecipientTable/RecipientEIN3680898161
IRS990ScheduleI/RecipientTable/RecipientEIN4131788491
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02415 PARKWOOD DRIVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1100 ACADEMY DR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2290 HUNTINGTON AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt36329 FREDERICA ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4PO BOX 6703
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BRUNSWICK
IRS990ScheduleI/RecipientTable/USAddress/CityNm1MERCERSBURG
IRS990ScheduleI/RecipientTable/USAddress/CityNm2BOSTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm3ST SIMONS ISLAND
IRS990ScheduleI/RecipientTable/USAddress/CityNm4HAGERSTOWN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0GA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1PA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2MA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3GA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4MD
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd031520
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd117236
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd202115
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd331522
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd421741
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ENTIRE NET INCOME OF THIS TRUST IS PAID OUT BY THE CORPORATE TRUSTEE TO VARIOUS ORGANIZATIONS AS STATED IN THE TRUST DOCUMENT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990ScheduleI/Total501c3OrgCnt05
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUSTEE RECEIVES AND REVIEWS THE FORM 990 BEFORE SIGNING AND FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION DOES NOT CONDUCT GOVERNING BODY MEETINGS. THE TRUSTEE MUST OPERATE THE AFFAIRS OF THE ORGANIZATION ACCORDING TO THE TRUST AGREEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GRANTS TO AMERICAN CANCER SOCIETY AND CHRIST CHURCH FREDERICA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO MEETINGS WERE HELD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ONLY THE COPORATE TRUSTEE HAS AUTHORITY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Copy of filed return provided to the Trustee for review.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9MUTUAL FUND TIMING ADJUSTMENT (-$94), CY POAI (-$971), PY POAI ($124), CY PENDING SALES (-$85), PY PENDING SALES ($61), WASH SALE ADJ (-$9,010), COST BASIS ADJUSTMENT ($672)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 2, PART III, LINE 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0GA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02341023
IRS990/TotalAssetsEOYAmt02372563
IRS990/TotalAssetsGrp/BOYAmt02341023
IRS990/TotalAssetsGrp/EOYAmt02372563
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt030958
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt084670
IRS990/TotalFunctionalExpensesGrp/TotalAmt0115628
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02341023
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02372563
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt023729
IRS990/TotalOtherProgSrvcGrantAmt017412
IRS990/TotalProgramServiceExpensesAmt084671
IRS990/TotalReportableCompFromOrgAmt031587
IRS990/TotalRevenueGrp/ExclusionAmt0156471
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0156471
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02341023
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02372563
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02050 PARKWAY OFFICE CIRCLE
IRS990/USAddress/CityNm0BIRMINGHAM
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd035244
IRS990/VotingMembersGoverningBodyCnt01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,372,563
Liabilities
$0
Net assets
$2,372,563
Revenue
$156,471
Expenses
$115,628
Net income
$40,843
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.16$0.12$0.04
2023Summary only. Only limited summary data is available for this year.$2.34$0.00$2.34$0.09$0.12$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.37$0.00$2.37$0.05$0.13$0.08
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.46$0.00$2.46$0.21$0.13$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.37$0.00$2.37$0.10$0.12$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.39$0.00$2.39$0.11$0.12$0.01
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.40$0.00$2.40$0.20$0.12$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.32$0.00$2.32$0.16$0.12$0.05
2016Summary only. Only limited summary data is available for this year.$2.27$0.00$2.27$0.12$0.12$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.27$0.00$2.27$0.20$0.08$0.12
2014Summary only. Only limited summary data is available for this year.$2.15$0.00$2.15$0.15$0.15$0.00
2013Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.09$0.08$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.13$0.00$2.13$0.09
2011Summary only. Only limited summary data is available for this year.$2.11$0.00$2.11$0.21$0.09$0.12
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)3 • $1M-$5M nonprofits