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← BIRMINGHAM BAR ASSN AID TRUST 1055000398

Form 990 for tax year 2023

Filed by BIRMINGHAM BAR ASSN AID TRUST 1055000398.

Totals

Total revenue
$34,160
Total expenses
$13,542
Contributions and grants received
$2,125
Grants paid
$4,546
Program service revenue
$0
Investment income
$32,035
Other revenue
$0
Total assets, end of year
$539,587
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$539,587
Program services expenses (Part IX)
$4,546
Management and general expenses
$8,996
Fundraising expenses
$0
Program service expenses (Part III)
$4,546

Program services were 33.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $2,125

  • 3 · Investment income

    total $15,902 · excluded $15,902

  • 7a · Gross sales of assets other than inventory

    securities $76,350

  • 7b · Less cost or other basis and sales expenses

    securities $60,217

  • 7c · Gain or loss

    securities $16,133

  • 7d · Net gain or loss

    total $16,133 · excluded $16,133

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $4,546 · program services $4,546

  • 5 · Compensation of officers, directors and key employees

    total $4,340 · management and general $4,340

  • 11c · Fees: accounting

    total $1,200 · management and general $1,200

  • 11g · Fees: other

    total $3,456 · management and general $3,456

  • 24a · Other expenses: FOREIGN TAXES

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $23,847 · end of year $30,633

  • 11 · Investments: publicly traded securities

    beginning of year $495,210 · end of year $508,954

  • 31 · Retained earnings, endowment or other funds

    beginning of year $519,057 · end of year $539,587

Mission and programs · 2023

Mission

TO PROVIDE FINANCIAL ASSISTANCE TO MEMBERS AND FORMER MEMBERS AND IMMEDIATE FAMILY OF MEMBERS OF THE BIRMINGHAM BAR ASSOCIATION WHO ARE IN SERIOUS NEED OF ASSISTANCE.

  • GRANTS ARE PAID TO PROVIDE FINANCIAL ASSISTANCE TO MEMBERS AND FORMER MEMBERS AND IMMEDIATE FAMILY OF MEMBERS OF THE BIRMINGHAM BAR ASSOCIATION WHO ARE IN SERIOUS NEED OF ASSISTANCE.

    Expenses $4,546 · Grants $4,546

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • J MASON DAVIS

    INDIVIDUAL TRUSTEE

    Total calculated
    $0

  • GREGORY H HAWLEY

    INDIVIDUAL TRUSTEE

    Total calculated
    $0

  • MARDA SYDNOR

    INDIVIDUALTRUSTEE

    Total calculated
    $0

  • REGIONS BANK

    TRUSTEE

    Total calculated
    $4,351
    From this org
    $4,351
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
28 April 2024
IRS schema version
2023v5.0
Source object
202441209349300859

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