Arthur E Yates Charitable Tr Uw 111792 in Mobile, Alabama (AL)

Arthur E Yates Charitable Tr Uw 111792
Employer Identification Number (EIN)	586350586
Name of Organization	Arthur E Yates Charitable Tr Uw 111792
In Care of Name	Regions Bank Trust Dept
Address	PO BOX 2886, Mobile, AL 36652-2886
Subsection	4947(a)(1) - Private Foundation (Form 990PF Filer)
Foundation	All organizations except 501(c)(3)
Exempt Organization Status	Trust described in section 4947(a)(2) of the IR Code
Tax Period	12/2013
Assets	$5,000,000 to $9,999,999
Income	$1,000,000 to $4,999,999
Filing Requirement	990 - Not required to file (all other)
Asset Amount	$5,312,509
Amount of Income	$2,151,345
Form 990 Revenue Amount	$296,601

Non-representatives - add comments:

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Expenses for 2013

	Revenue and expenses per books	Net investment income	Adjusted net income	Disbursements for charitable purposes (cash basis only)
Analysis of Revenue and Expenses (for 2013)
Total revenue	$296,601	$331,300	$0
Contributions, gifts, grants, etc., received	$0
Interest on savings and temporary cash investments	$48
Dividends and interest from securities	$207,978
Gross rents	$0
Gross sales price for all assets	$1,943,239
Gross profit from sales of goods	$0
Other income	$80
Other	$88,495
Total expenses and disbursements	$375,777	$41,271	$0	$335,933
Compensation of officers, directors, trustees, etc.	$48,105
Pension plans, employee benefits	$0
Legal fees	$0
Accounting fees	$1,360
Interest	$0
Depreciation	$0
Occupancy	$0
Travel, conferences, and meetings	$0
Printing and publications	$0
Total operating and administrative expenses	$49,465	$41,271		$9,621
Contributions, gifts, grants paid	$326,312
Excess of revenue over expenses and disbursements	$-79,176
Net investment income		$290,029
Adjusted net income			$0

	2011		2012		2013
Balance Sheets
	Book Value	Fair Market Value	Book Value	Fair Market Value	Book Value	Fair Market Value
Total assets	$5,114,933	$5,576,412	$5,383,931	$6,056,048	$5,312,509	$6,563,941
Cash - non-interest-bearing	$0		$0		$0
Investments-U.S. and state government obligations	$463,532		$399,975		$555,596
Investments-corporate stock	$2,433,432		$2,790,728		$2,684,096
Investments-corporate bonds	$1,763,572		$1,793,703		$1,859,734
Investments-mortgage loans	$0		$0		$0
Investments-other	$0		$0		$0
Other assets	$0		$0		$0
Total liabilities	$0		$0		$0
Total liabilities and net assets/fund balances	$5,114,933		$5,383,931		$5,312,509

	2011	2012	2013
Capital Gains and Losses for Tax on Investment Income
Capital gain net income	$65,732	$93,631	$88,495
Net capital loss	$0	$0	$0

	2011	2012	2013
Excise Tax Based on Investment Income
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)	No	No	No
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only)	$19	$0	$33
Tax based on investment income	$4,532	$4,945	$5,801
Total credits and payments	$4,750	$5,150	$8,700
Current year estimated tax payments and previous year's overpayment credited to current year	$4,750	$5,150	$0
Exempt foreign organizations-tax withheld at source	$0	$0	$0
Tax paid with application for extension of time to file (Form 8868)	$0	$0	$8,700
Backup withholding erroneously withheld	$0	$0	$0
Any penalty for underpayment of estimated tax	$0	$0	$0
Tax due	$0	$0	$0
Overpayment	$237	$205	$2,932
Amount to be credited to next year's estimated tax	$0	$0	$2,932

	2011	2012	2013
Statements Regarding Activities
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?	No	No	No
Has the foundation engaged in any activities that have not previously been reported to the IRS?	No	No	No
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments?	No	No	No
Has the foundation filed a tax return on Form 990-T for this year?	No	No	No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?	No	No	No
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?	Yes	Yes	Yes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?	No	No	No
Did any persons become substantial contributors during the tax year?	No	No	No
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?	No	No	No
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?	Yes	Yes	Yes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041	No	No	No

	2011	2012	2013
Statements Regarding Activities for Which Form 4720 May Be Required
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?	No	No	No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?	No	No	No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?	No	No	No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?	Yes	Yes	Yes
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?	No	No	No
Agree to pay money or property to a government official?	No	No	No
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?	No	No	No
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?	No	No	No
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?	No	Yes	No
Are there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?	No	Yes	No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?	No	No	No
Did the foundation have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?	No	No	No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?	No	No	No
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?	No	No	No
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?	No	No	No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?	No	No	No
Provide a grant to an individual for travel, study, or other similar purposes?	No	No	No
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?	No	No	No
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?	No	No	No
Did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance?	No	No	No
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?	No	No	No
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?	No	No	No

	2011	2012	2013
Minimum Investment Return
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes	$5,609,663	$5,899,516	$6,354,946
Net value of noncharitable-use assets	$5,525,518	$5,811,023	$6,259,622
Minimum investment return	$276,276	$290,551	$312,981

	2011	2012	2013
Distributable Amount
Distributable amount	$271,763	$285,606	$307,213

	2011	2012	2013
Undistributed Income
Distributable amount for this year	$271,763	$285,606	$307,213
Undistributed income for this year. This amount must be distributed in the next year	$104,917	$285,606	$307,213

	2013	2012	2011	2010	Total
Private Operating Foundations (for 2010 - 2013)
The lesser of the adjusted net income or the minimum investment return	$0	$0	$0	$0	$0
Qualifying distributions made directly for active conduct of exempt activities	$0	$0	$0	$0	$0
Value of all assets	$0	$0	$0	$0	$0
Value of assets qualifying under section 4942(j)(3)(B)(i)	$0	$0	$0	$0	$0
2/3 of minimum investment return	$0	$0	$0	$0	$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)	$0	$0	$0	$0	$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)	$0	$0	$0	$0	$0
Gross investment income	$0	$0	$0	$0	$0

Supplementary Information (for 2013)
Grants approved for future payment	$0

	Amount	Related or exempt function income
Analysis of Income-Producing Activities (for 2013)
Program service revenue
Fees and contracts from government agencies	$0	$0
Membership dues and assessments	$0	$0
Interest on savings and temporary cash investments	$48	$0
Dividends and interest from securities	$207,978	$0

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2013)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
Cash	No
Other assets	No
Other transactions:
Sales of assets to a noncharitable exempt organization	No
Purchases of assets from a noncharitable exempt organization	No
Rental of facilities, equipment, or other assets	No
Reimbursement arrangements	No
Loans or loan guarantees	No
Performance of services or membership or fundraising solicitations	No
Sharing of facilities, equipment, mailing lists, other assets, or paid employees	No

Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated

Program:
Fundraising:
Expenses:
Transparency:

Your Review

Would you recommend Arthur E Yates Charitable Tr Uw 111792 to others? (optional)

Yes

Add photo of Arthur E Yates Charitable Tr Uw 111792 (optional)

About You

Your nickname:
I have read, and agree to the Terms of Service

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

	Log in» \| Register - it's free and very quick!
Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
	Show my IP address (3.145.50.xxx) to everybody
	Leave your signature» Clear Make my signature public

Recently Added Reviews
Korean War Veterans Association in Mobile, AL
Wee Can Know Inc in Mobile, AL
Decatur Youth Enrichment Association in Decatur, AL
National Association For The Advancement Of Colored People, 5017 Coffee County Branch Naacp in Enterprise, AL
Mystical Order Treasures Of The Isle in Orange Beach, AL
Parkinsons Support Group Of Huntsville in Huntsville, AL
Veterans Place in Montgomery, AL
Carlton Reese Memorial Unity Choir in Birmingham, AL
Southwest Alabama Veterans Association Inc in Prichard, AL
Rotary International in Opelika, AL

Recently Added Reviews

Korean War Veterans Association in Mobile, AL

Wee Can Know Inc in Mobile, AL

Decatur Youth Enrichment Association in Decatur, AL

National Association For The Advancement Of Colored People, 5017 Coffee County Branch Naacp in Enterprise, AL

Mystical Order Treasures Of The Isle in Orange Beach, AL

Parkinsons Support Group Of Huntsville in Huntsville, AL

Veterans Place in Montgomery, AL

Carlton Reese Memorial Unity Choir in Birmingham, AL

Southwest Alabama Veterans Association Inc in Prichard, AL

Rotary International in Opelika, AL

Id	Name	Address	State	Established	Total Income
Other organizations in Alabama
1	Mystical Order Treasures Of The Isle	PO BOX 305, Orange Beach, AL 36561-0305	AL	2013-11	$41,175
2	Order Of Butterfly Maidens	PO BOX 1661, Mobile, AL 36633-1661	AL	2014-07	$78,903
3	Order Of Dragons	PO BOX 81171, Mobile, AL 36689-1171	AL	2014-04	$84,972
4	Ozark-Dale County Economic Development Corporation	3269 S Us Highway 231, Ozark, AL 36360-0856	AL	2014-05	$349,832
5	Tau Chapter Of Chi Phi, Tau Chapter	PO BOX 1880, Tuscaloosa, AL 35403-1880	AL	2013-02	$569,877
6	Tau Trust Association	PO BOX 1880, Tuscaloosa, AL 35403-1880	AL	2014-05	$100,168
7	The@strikers	PO BOX 934, Mobile, AL 36601-0934	AL	2013-08	$113,502
8	United Brotherhood Of Carpenters & Joiners Of America, 318 Bcj	100 Commerce Dr, Pelham, AL 35124-1838	AL	2007-07	$171,879
9	Alabama House Democratic Caucus Inc	11 S Union St Ste 106, Montgomery, AL 36130-2102	AL	2014-06	$239,079
10	Alabama One Credit Union	1215 Veterans Memorial Pkwy, Tuscaloosa, AL 35404-5842	AL	1971-06	$59,693,284
11	Arthur E Yates Charitable Tr Uw 111792	PO BOX 2886, Mobile, AL 36652-2886	AL		$2,151,345
12	Bayou La Batre Chamber Of Commerce	PO BOX 486, Bayou Labatre, AL 36509-0486	AL	2014-08	$19,119
13	Beth-El Cemetery Memorial Fund	3349 Independence Dr Ste 100, Homewood, AL 35209-8313	AL	2013-12	$7,578
14	Blossomwood Swimming Assn Inc	PO BOX 881, Huntsville, AL 35804-0881	AL	2014-06	$188,457
15	Clarabel T Smith Charitable Trust	PO BOX 10885, Birmingham, AL 35202-0885	AL		$12,434
16	Delta Beta Sigma National Sorority	122 South St, Mobile, AL 36606-1403	AL	2014-05	$81,548
17	Frieda Schrader Charitable Tr, 4111000894	PO BOX 2886, Mobile, AL 36652-2886	AL		$896,089
18	Gmcba Inc	PO BOX 2623, Decatur, AL 35602-2623	AL	2014-06	$121,734
19	Heritage South Credit Union	PO BOX 128, Sylacauga, AL 35150-0128	AL	1971-06	$5,687,891
20	Hillcrest Hunting Club Inc	156 Cobblestone Dr, Calera, AL 35040-3552	AL	2014-09	$96,564

NonProfitFacts.com is not associated with, endorsed by, or sponsored by Arthur E Yates Charitable Tr Uw 111792 and has no official or unofficial affiliation with Arthur E Yates Charitable Tr Uw 111792