2014 alabama possible 990

Upload: alabama-possible

Post on 07-Aug-2018

216 views

Category:

Documents


0 download

TRANSCRIPT

  • 8/19/2019 2014 Alabama Possible 990

    1/39

    =>6787 JCAJBGKM GVE, \UC]E 588NC^OCKAJGO, GB 85

    GBGNGOG XIVE^]S X^IDEL]GBGNGOG XI\\CNBEX.I. NIZ 5585:NC^OCKAJGO, GB 55

    !558!

  • 8/19/2019 2014 Alabama Possible 990

    2/39

    Lgutcik4  Firos prcktem frio wctjck Gmine Glringt primults ogy kit oeet C^\ ir stgte tgxcka gaekly

    spelcfclgtciks. Qjek uscka Glringt 5.x primults, ukljel` tje "\jrck` iversczem pgaes ti pgper scze" gkm

    ukljel` tje "Expgkm sogbb pgaes ti pgper scze" iptciks, ck tje Gmine "Xrckt" mcgbia. Qjek uscka Glringt

    6.x gkm bgter primults versciks, sebelt "Kike" ck tje "Xgae \lgbcka" sebeltcik nix ck tje Gmine "Xrckt" mcgbia.

    LBCEK]'\ LIXS

  • 8/19/2019 2014 Alabama Possible 990

    3/39

    NI^BGKM NEKEFCEBM>787 JCAJBGKM GVE \]E 588NC^OCKAJGO, GB 85

    LBCEK]4 778:=IL]INE^ >>, >875

    GBGNGOG XIVE^]S X^IDEL]GBGNGOG XI\\CNBEX.I. NIZ 5585:NC^OCKAJGO, GB 55

    X^IFE\\CIKGB \E^VCLE\ ^EKME^EM CK ]JE X^EXG^G]CIK IF SIU^ >87=EZEOX] I^AGKCTG]CIK ]GZ ^E]U^K\, CKLBUMCKA4

    FI^O 338, ^E]U^K IF I^AGKCTG]CIK EZEOX] F^IO CKLIOE ]GZ\LJEMUBE G, XUNBCL LJG^C]S \]G]U\ GKM XUNBCL \UXXI^]

    \LJEMUBE N, \LJEMUBE IF LIK]^CNU]I^\\LJEMUBE M, \UXXBEOEK]GB FCKGKLCGB \]G]EOEK]\LJEMUBE A, \UXXB CKFI FUKM^GC\CKA/AGOCKA GL]\LJEMUBE I, \UXXBEOEK]GB CKFI^OG]CIKFI^O ::6:, GXXBCLG]CIK FI^ GMMC]CIKGB FCBCKA EZ]EK\CIKFI^O ::13-EI, E-FCBE \CAKG]U^E GU]JI^CTG]CIK

    ]GZ X^EXG^G]CIK FEE

  • 8/19/2019 2014 Alabama Possible 990

    4/39

    =8886787-7=-75

    Xrepgrem fir4 Xrepgrem ny4

    Fcbcka Ckstrultciks

    GBGNGOG XIVE^]S X^IDEL]GBGNGOG XI\\CNBE NI^BGKM NEKEFCEBMX.I. NIZ 5585: >787 JCAJBGKM GVE, \UC]E 588NC^OCKAJGO, GB 55 NC^OCKAJGO, GB 85

    >87= FI^O 338

    EBEL]^IKCL FCBCKA4

    ]JC\ ^E]U^K JG\ NEEK X^EXG^EM FI^ EBEL]^IKCL FCBCKA. CF SIU QC\J]I JGVE C] ]^GK\OC]]EM EBEL]^IKCLGBBS ]I ]JE C^\, XBEG\E \CAK,MG]E, GKM ^E]U^K FI^O ::13-EI ]I IU^ IFFCLE. QE QCBB ]JEK \UNOC]]JE EBEL]^IKCL ^E]U^K ]I ]JE C^\. MI KI] OGCB G XGXE^ LIXS IF]JE ^E]U^K ]I ]JE C^\.

  • 8/19/2019 2014 Alabama Possible 990

    5/39

    ION Ki. 75=5-7:1:

    Firo

    Fir lgbekmgr yegr >87=, ir fcslgb yegr neackkcka , >87=, gkm ekmcka ,>8

    Mepgrtoekt if tje ]regsuryCkterkgb ̂ evekue \ervcle

    =>3-7=

    Eopbiyer cmektcfclgtcik kuoner

    Ekter fcve kuoners, nmi kit ekter gbb zeris

    E^I fcro kgoe

    mi kit ekter gbb zeris

    | Mi kit sekm ti tje C^\. @eep fir yiur relirms.

    | Ckfirogtcik gniut Firo ::13-EI gkm cts ckstrultciks cs gt

    7g, >g, n, g

    n

    87=

     (Qjibe Mibbgrs Ikby)

    Ljel` tje nix fir tje returk fir wjclj yiu gre uscka tjcs Firo ::13-EI gkm ekter tje gppbclgnbe goiukt, cf gky, frio tje returk. Cf yiu ljel` tje nixik bcke ir nebiw, gkm tje goiukt ik tjgt bcke fir tje returk necka fcbem wctj tjcs firo wgs nbgk`, tjek begve bcke irwjcljever cs gppbclgnbe, nbgk` (mi kit ekter -8-). Nut, cf yiu ekterem -8- ik tje returk, tjek ekter -8- ik tje gppbclgnbe bcke nebiw. liopbete oire tjgk 7 bcke ck Xgrt C.

    Firo 338 ljel` jere

    Firo 338-ET ljel` jere

    Firo 77>8-XIB ljel` jere

    cf gky (Firo 338, Xgrt VCCC, libuok (G), bcke 7>)~~~~~~~

    cf gky (Firo 338-ET, bcke 3) ~~~~~~~~~~~~~~

    (Firo 77>8-XIB, bcke >>) ~~~~~~~~~~~~~~~~

    Firo 338-XF ljel` jere

    Firo ::6: ljel` jere

    (Firo 338-XF, Xgrt VC, bcke 5)

    (Firo ::6:, Xgrt C, bcke 87= ebeltrikclgbby fcbem returk fir tje iragkczgtcik ckmclgtem gnive. Clikfcro tjgt C go sunocttcka tjcs returk ck gllirmgkle wctj tje requcreoekts if Oimerkczem e-Fcbe (OeF) Ckfirogtcik fir Gutjirczem C^\

    Xrivcmers fir Nusckess ̂ eturks.

    BJG 

    www.crs.aiv/firo::13ei.

    Xgrt C ]ype if ^eturk gkm ̂ eturk Ckfirogtcik

    Xgrt CC Melbgrgtcik gkm \cakgture Gutjirczgtcik if Iffcler

    Xgrt CCC Lertcfclgtcik gkm Gutjektclgtcik

    E^I Oust ^etgck ]jcs Firo - \ee Ckstrultciks

    Mi Kit \unoct ]jcs Firo ]i tje C^\ Ukbess ^equestem ]i Mi \i

    ::13-EI

    C^\ e-fcbe \cakgture Gutjirczgtcikfir gk Exeopt Iragkczgtcik::13-EI

    >87=

       

      

     

     

    ***** ]JC\ C\ KI] G FCBEGNBE LIXS *****

    GBGNGOG XIVE^]S X^IDEL]GBGNGOG XI\\CNBE 5:->81=8:8

    @^C\]CKG \LI]]EZELU]CVE MC^EL]I^

    Z 1,8>3.

    Z NI^BGKM NEKEFCEBM 77777

    ***** ]JC\ C\ KI] G FCBEGNBE LIXS ***

    67>=<

    78/>>/75

    778>> 1:665= 778:= >87=.8=8

  • 8/19/2019 2014 Alabama Possible 990

    6/39

    Ljel`cfsebf-eopbiyem

    ION Ki. 75=5-88=1

    Mepgrtoekt if tje ]regsuryCkterkgb ̂ evekue \ervcle

    Ljel` cfgppbclgnbe4

     GmmressljgkaeKgoeljgkaeCkctcgb

    returkFckgbreturk/ terock-gtem Ariss relecpts $

     Goekmemreturk Gppbclg-tcikpekmcka

     Gre gbb sunirmckgtes cklbumem9

    =887 77-81-7=

    | Mi kit ekter silcgb selurcty kuoners ik tjcs firo gs ct ogy ne ogme punbcl.

    Neackkcka if Lurrekt Segr

    Xgcm

    Xrepgrer

    Use Ikby

    Ukmer seltcik 587(l), 5>1, ir =3=1(g)(7) if tje Ckterkgb ^evekue Lime (exlept prcvgte fiukmgtciks)

    Ipek ti XunbclCkspeltcik| Ckfirogtcik gniut Firo 338 gkm cts ckstrultciks cs gt

     G Fir tje >87= lgbekmgr yegr, ir tgx yegr neackkcka gkm ekmcka

    N L M Eopbiyer cmektcfclgtcik kuoner

    E

    A

    J(g)

    J(n)

    J(l)

    F Ses Ki

     Ses Ki

    C

    D

    @

    Qenscte4 |

    B O

    7

    >

    <=

    5

    6

    1

    <=

    5

    6

    1g

    1n

    g

    n    G   l    t    c   v    c    t    c   e   s    &    A   i   v

       e   r   k   g   k   l   e

    Xrcir Segr Lurrekt Segr

    :

    3

    78

    77

    7>

    7<

    7=

    75

    76

    71

    7:

    73

        ^   e   v   e   k   u   e

    g

    n    E   x   p   e   k   s   e   s

    Ekm if Segr

    >8

    >7

    >>

    \cak

    Jere

     Ses Ki

    Fir Xgperwir` ̂ emultcik Glt Kitcle, see tje sepgrgte ckstrultciks.

    (ir X.I. nix cf ogcb cs kit mebcverem ti street gmmress) ^iio/sucte

    )587(l)(1

     |Lirpirgtcik ]rust Gssilcgtcik ItjerFiro if iragkczgtcik4 Segr if firogtcik4 \tgte if beagb mioclcbe4

     |

     |

        K    e    t    G    s    s    e    t    s    i   r

        F   u    k    m

        N    g    b    g    k    l    e    s

    Ukmer pekgbtces if perdury, C melbgre tjgt C jgve exgockem tjcs returk, cklbumcka glliopgkycka sljemubes gkm stgteoekts, gkm ti tje nest if oy `kiwbemae gkm nebcef, ct cs

    true, lirrelt, gkm liopbete. Melbgrgtcik if prepgrer (itjer tjgk iffcler) cs ngsem ik gbb ckfirogtcik if wjclj prepgrer jgs gky `kiwbemae.

    \cakgture if iffcler Mgte

    ]ype ir prckt kgoe gkm tctbe

    Mgte X]CKXrckt/]ype prepgrer's kgoe Xrepgrer's scakgture

    Fcro's kgoe Fcro's ECK

    Fcro's gmmress

    Xjike ki.

     

    Firo

    Kgoe if iragkczgtcik

    Micka nusckess gs

    Kuoner gkm street ]ebepjike kuoner

    Lcty ir tiwk, stgte ir privckle, liuktry, gkm TCX ir firecak pistgb lime

    Cs tjcs g ariup returk

    fir sunirmckgtes9Kgoe gkm gmmress if prcklcpgb iffcler4 ~~

    Cf "Ki," gttglj g bcst. (see ckstrultciks)

    Ariup exeoptcik kuoner |

    ]gx-exeopt stgtus4

    Nrcefby meslrcne tje iragkczgtcik's ocsscik ir oist scakcfclgkt gltcvctces4

    Ljel` tjcs nix cf tje iragkczgtcik mcsliktckuem cts ipergtciks ir mcspisem if oire tjgk >5% if cts ket gssets.

    Kuoner if vitcka oeoners if tje aiverkcka nimy (Xgrt VC, bcke 7g)Kuoner if ckmepekmekt vitcka oeoners if tje aiverkcka nimy (Xgrt VC, bcke 7n)

    ]itgb kuoner if ckmcvcmugbs eopbiyem ck lgbekmgr yegr >87= (Xgrt V, bcke >g)

    ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

    ~~~~~~~~~~~~~~~~

    ]itgb kuoner if vibukteers (estcogte cf kelessgry)

    ]itgb ukrebgtem nusckess revekue frio Xgrt VCCC, libuok (L), bcke 7>

    Ket ukrebgtem nusckess tgxgnbe cklioe frio Firo 338-], bcke a) ~~~~~~~~~~~~~~~~~~~~~

    ~~~~~~~~~~~~~Ckvestoekt cklioe (Xgrt VCCC, libuok (G), bckes ) •••

    Argkts gkm scocbgr goiukts pgcm (Xgrt CZ, libuok (G), bckes 7-5)

    ~~~~~~~~~~~~~~

    Itjer expekses (Xgrt CZ, libuok (G), bckes 77g-77m, 77f->=e)

    ]itgb expekses. Gmm bckes 75)

    ^evekue bess expekses. \untrglt bcke 7: frio bcke 7>

    ~~~~~~~~~~~~~

    ~~~~~~~

    ••••••••••••••••

    ]itgb gssets (Xgrt Z, bcke 76)

    ]itgb bcgncbctces (Xgrt Z, bcke >6)

    Ket gssets ir fukm ngbgkles. \untrglt bcke >7 frio bcke >8

    ~~~~~~~~~~~~~~~~~~~~~~~~~~~~

    ~~~~~~~~~~~~~~~~~~~~~~~~~~~

    ••••••••••••••

    Ogy tje C^\ mcsluss tjcs returk wctj tje prepgrer sjiwk gnive9 (see ckstrultciks) •••••••••••••••••••••

    BJG Firo (>87=

    www.crs.aiv/firo338.

    Xgrt C \uoogry 

    \cakgture Nbil`Xgrt CC

    338

    ^eturk if Iragkczgtcik Exeopt Frio Cklioe ]gx338 >87=

      

      

       

      §  

     

     

     

     

    ??

    333

    EZ]EKMEM ]I KIVEONE^ 76, >875

    GBGNGOG XIVE^]S X^IDEL]GBGNGOG XI\\CNBE

    GBGNGOG XI\\CNBE 5:->81=8:8

    X.I. NIZ 5585: >85-33.

    NC^OCKAJGO, GB 55@^C\]CKG \LI]] Z

    \GOE G\ L GNIVEZ

     QQQ.GBGNGOGXI\\CNBE.I^AZ 733< GB

    ]I X^IVCME BEGME^\JCX CK XIVE^]SEMULG]CIK ]JG] ^E\UB]\ CK ]JE EBCOCKG]CIK IF XIVE^]S.

    >8>8188.8.

    >56,5:>. >:1,8>5.77,713. 61,111. 1,8>3.8. 8.

    8. 8.7>=,375. >83,885.

    8. 8.3,>=>.>>/75 X8816=153NI^BGKM NEKEFCEBM 67>=<>787 JCAJBGKM GVE, \UC]E 588NC^OCKAJGO, GB 85 >85-:8>-1>7>

    Z

  • 8/19/2019 2014 Alabama Possible 990

    7/39

    Lime4 Expekses $ cklbumcka argkts if $ ^evekue $

    Lime4 Expekses $ cklbumcka argkts if $ ^evekue $

    Lime4 Expekses $ cklbumcka argkts if $ ^evekue $

    Expekses $ cklbumcka argkts if $ ^evekue $

    =88>77-81-7=

     

    7

    >

    <

    =

     Ses Ki

     Ses Ki

    =g

    =n

    =l

    =m

    =e

     

    Firo 338 (>87=) Xgae

    Ljel` cf \ljemube I liktgcks g respikse ir kite ti gky bcke ck tjcs Xgrt CCC ••••••••••••••••••••••••••••

    Nrcefby meslrcne tje iragkczgtcik's ocsscik4

    Mcm tje iragkczgtcik ukmertg`e gky scakcfclgkt priargo servcles murcka tje yegr wjclj were kit bcstem ik

     tje prcir Firo 338 ir 338-ET9Cf "Ses," meslrcne tjese kew servcles ik \ljemube I.

    ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

    Mcm tje iragkczgtcik legse likmultcka, ir og`e scakcfclgkt ljgkaes ck jiw ct likmults, gky priargo servcles9

    Cf "Ses," meslrcne tjese ljgkaes ik \ljemube I.

    ~~~~~~

    Meslrcne tje iragkczgtcik's priargo servcle glliopbcsjoekts fir eglj if cts tjree bgraest priargo servcles, gs oegsurem ny expekses.

    \eltcik 587(l)(87=

    >\tgteoekt if Xriargo \ervcle GlliopbcsjoektsXgrt CCC

    338

     

     

    GBGNGOG XIVE^]S X^IDEL]GBGNGOG XI\\CNBE 5:->81=8:8

    Z

    ]I XG^]KE^ QC]J JCAJE^-EMULG]CIK GKM FGC]J-NG\EM I^AGKCTG]CIK\ ]I\]^EKA]JEK GQG^EKE\\ GNIU] XIVE^]S GKM C]\ LGU\E\ QJCBE GMVILG]CKA FI^FGL]-NG\EM XIBCLS MELC\CIK\ \]G]EQCME.

    Z

    Z

    >18,535.

  • 8/19/2019 2014 Alabama Possible 990

    8/39

    =88<77-81-7=

     

     Ses Ki

    7

    >

    <

    =

    5

    6

    1

    :

    3

    78

    77

    7>

    7<

    7=

    75

    76

    71

    7:

    73

    >8

    7

    >

    <

    =

    5

    6

    1

    :

    3

    78

    \eltcik 587(l)(g

    7>n

    7<

    7=g

    7=n

    75

    76

    71

    7:

    73

    >8g

    >8n

    g

    n

    g

    n

    Cf "Ses," liopbete \ljemube G

    \ljemube N, \ljemube if Liktrcnutirs

    Cf "Ses," liopbete \ljemube L, Xgrt C

    Cf "Ses," liopbete \ljemube L, Xgrt CC

    Cf "Ses," liopbete \ljemube L, Xgrt CCC

    Cf "Ses," liopbete \ljemube M, Xgrt C

    Cf "Ses," liopbete \ljemube M, Xgrt CC

    Cf "Ses," liopbete

    \ljemube M, Xgrt CCC

    Cf "Ses," liopbete \ljemube M, Xgrt CV 

    Cf "Ses," liopbete \ljemube M, Xgrt V 

    Cf "Ses," liopbete \ljemube M,

    Xgrt VC

    Cf "Ses," liopbete \ljemube M, Xgrt VCC

    Cf "Ses," liopbete \ljemube M, Xgrt VCCC

    Cf "Ses," liopbete \ljemube M, Xgrt CZ 

    Cf "Ses," liopbete \ljemube M, Xgrt Z 

    Cf "Ses," liopbete \ljemube M, Xgrt Z 

    Cf "Ses," liopbete

    \ljemube M, Xgrts ZC gkm ZCC

    Cf "Ses," gkm cf tje iragkczgtcik gkswerem "Ki" ti bcke 7>g, tjek liopbetcka \ljemube M, Xgrts ZC gkm ZCC cs iptcikgb 

    Cf "Ses," liopbete \ljemube E 

    Cf "Ses," liopbete \ljemube F, Xgrts C gkm CV 

    Cf "Ses," liopbete \ljemube F, Xgrts CC gkm CV 

    Cf "Ses," liopbete \ljemube F, Xgrts CCC gkm CV 

    Cf "Ses," liopbete \ljemube A, Xgrt C

    Cf "Ses," liopbete \ljemube A, Xgrt CC

    Cf "Ses,"

    liopbete \ljemube A, Xgrt CCC

    Cf "Ses," liopbete \ljemube J

    Firo 338 (>87=) Xgae

    Cs tje iragkczgtcik meslrcnem ck seltcik 587(l)(7, fir eslriw ir lustimcgb glliukt bcgncbcty0 serve gs g lustimcgk fir

    goiukts kit bcstem ck Xgrt Z0 ir privcme lremct liuksebcka, ment ogkgaeoekt, lremct repgcr, ir ment keaitcgtcik servcles9

    Mcm tje iragkczgtcik, mcreltby ir tjriuaj g rebgtem iragkczgtcik, jibm gssets ck teopirgrcby restrcltem ekmiwoekts, perogkekt

    ekmiwoekts, ir qugsc-ekmiwoekts9

    ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

    ~~~~~~~~~~~~~~~~~~~~~~~~Cf tje iragkczgtcik's gkswer ti gky if tje fibbiwcka questciks cs "Ses," tjek liopbete \ljemube M, Xgrts VC, VCC, VCCC, CZ, ir Z

    gs gppbclgnbe.

    Mcm tje iragkczgtcik repirt gk goiukt fir bgkm, nucbmckas, gkm equcpoekt ck Xgrt Z, bcke 789

    ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

    Mcm tje iragkczgtcik repirt gk goiukt fir ckvestoekts - itjer selurctces ck Xgrt Z, bcke 7> tjgt cs 5% ir oire if cts titgb

    gssets repirtem ck Xgrt Z, bcke 769

    Mcm tje iragkczgtcik repirt gk goiukt fir ckvestoekts - priargo rebgtem ck Xgrt Z, bcke 7< tjgt cs 5% ir oire if cts titgb

    gssets repirtem ck Xgrt Z, bcke 769

    ~~~~~~~~~~~~~~~~~~~~~~~~~

    ~~~~~~~~~~~~~~~~~~~~~~~~~

    Mcm tje iragkczgtcik repirt gk goiukt fir itjer gssets ck Xgrt Z, bcke 75 tjgt cs 5% ir oire if cts titgb gssets repirtem ck

    Xgrt Z, bcke 769

    Mcm tje iragkczgtcik repirt gk goiukt fir itjer bcgncbctces ck Xgrt Z, bcke >59

    ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

    ~~~~~~

    Mcm tje iragkczgtcik's sepgrgte ir liksibcmgtem fckgklcgb stgteoekts fir tje tgx yegr cklbume g fiitkite tjgt gmmresses

     tje iragkczgtcik's bcgncbcty fir uklertgck tgx pisctciks ukmer FCK =: (G\L 1=8)9

    Mcm tje iragkczgtcik intgck sepgrgte, ckmepekmekt gumctem fckgklcgb stgteoekts fir tje tgx yegr9

    ~~~~

    ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

    Qgs tje iragkczgtcik cklbumem ck liksibcmgtem, ckmepekmekt gumctem fckgklcgb stgteoekts fir tje tgx yegr9

    ~~~~~

    Cs tje iragkczgtcik g sljiib meslrcnem ck seltcik 718(n)(7)(G)(cc)9

    Mcm tje iragkczgtcik ogcktgck gk iffcle, eopbiyees, ir gaekts iutscme if tje Ukctem \tgtes9

    ~~~~~~~~~~~~~~

    ~~~~~~~~~~~~~~~~

    Mcm tje iragkczgtcik jgve gaareagte revekues ir expekses if oire tjgk $78,888 frio argktog`cka, fukmrgcscka, nusckess,

    ckvestoekt, gkm priargo servcle gltcvctces iutscme tje Ukctem \tgtes, ir gaareagte firecak ckvestoekts vgbuem gt $788,888

    ir oire9 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

    Mcm tje iragkczgtcik repirt ik Xgrt CZ, libuok (G), bcke 87=

    <Xgrt CV  Ljel`bcst if ^equcrem \ljemubes

    338

    GBGNGOG XIVE^]S X^IDEL]GBGNGOG XI\\CNBE 5:->81=8:8

    ZZ

    Z

    Z

    Z

    Z

    Z

    Z

    Z

    Z

    Z

    Z

    Z

    ZZ

    Z

    Z

    ZZZ

    Z

    Z

    Z

    Z

    Z

    ZZ

    778>> 1:665= 778:= >87=.8=8

  • 8/19/2019 2014 Alabama Possible 990

    9/39

    =88=77-81-7=

     

     Ses Ki

    >7

    >>

    ><

    >=

    >5

    >6

    >1

    >:

    >3

    =m

    >5g

    >5n

    >6

    >1

    >:g

    >:n

    >:l

    >3

    > fir relecvgnbes frio ir pgygnbes ti gky lurrekt irfiroer iffclers, mcreltirs, trustees, ̀ ey eopbiyees, jcajest liopeksgtem eopbiyees, ir mcsqugbcfcem persiks9

    ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

    Mcm tje iragkczgtcik privcme g argkt ir itjer gsscstgkle ti gk iffcler, mcreltir, trustee, ̀ ey eopbiyee, sunstgktcgb

    liktrcnutir ir eopbiyee tjereif, g argkt sebeltcik lioocttee oeoner, ir ti g 5,888 ck kik-lgsj liktrcnutciks9

    Mcm tje iragkczgtcik relecve liktrcnutciks if grt, jcstirclgb tregsures, ir itjer scocbgr gssets, ir qugbcfcem likservgtcik

    liktrcnutciks9

    ~~~~~~~~~

    ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

    Mcm tje iragkczgtcik bcqucmgte, terockgte, ir mcssibve gkm legse ipergtciks9

    Mcm tje iragkczgtcik sebb, exljgkae, mcspise if, ir trgksfer oire tjgk >5% if cts ket gssets9

    ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

    ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

    Mcm tje iragkczgtcik iwk 788% if gk ektcty mcsreagrmem gs sepgrgte frio tje iragkczgtcik ukmer ^eaubgtciks

    seltciks gkm > 1:665= 778:= >87=.8=8

  • 8/19/2019 2014 Alabama Possible 990

    10/39

    =88577-81-7=

     

     Ses Ki

    7

    >

    <

    =

    5

    6

    1

    g

    n

    l

    7g

    7n

    7l

    g

    n>g

    Kite.

    >n

    ) iragkczgtciks.

    g

    n

    77g

    77n

    gn

    \eltcik =3=1(g)(7) kik-exeopt ljgrctgnbe trusts. 7>g7>n

    \eltcik 587(l)(>3) qugbcfcem kikprifct jegbtj cksurgkle cssuers.

    Kite.

    g

    n

    l

    g

    n

    7g cs aregter tjgk >58, yiu ogy ne requcrem ti (see ckstrultciks)

    ~~~~~~~~~~

    ~~~~~~~~~~~

    Mcm tje iragkczgtcik jgve ukrebgtem nusckess ariss cklioe if $7,888 ir oire murcka tje yegr9

    Cf "Ses," jgs ct fcbem g Firo 338-] fir tjcs yegr9

    ~~~~~~~~~~~~~~

    ~~~~~~~~~~

     Gt gky tcoe murcka tje lgbekmgr yegr, mcm tje iragkczgtcik jgve gk ckterest ck, ir g scakgture ir itjer gutjircty iver, g

    fckgklcgb glliukt ck g firecak liuktry (sulj gs g ngk` glliukt, selurctces glliukt, ir itjer fckgklcgb glliukt)9~~~~~~~

    Cf "Ses," ekter tje kgoe if tje firecak liuktry4

    \ee ckstrultciks fir fcbcka requcreoekts fir FckLEK Firo 77=, ̂ epirt if Firecak Ngk` gkm Fckgklcgb Glliukts (FNG^).

    Qgs tje iragkczgtcik g pgrty ti g prijcnctem tgx sjebter trgksgltcik gt gky tcoe murcka tje tgx yegr9

    Mcm gky tgxgnbe pgrty kitcfy tje iragkczgtcik tjgt ct wgs ir cs g pgrty ti g prijcnctem tgx sjebter trgksgltcik9

    ~~~~~~~~~~~~

    ~~~~~~~~~

    Cf "Ses," ti bcke 5g ir 5n, mcm tje iragkczgtcik fcbe Firo :::6-]9 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

    Mies tje iragkczgtcik jgve gkkugb ariss relecpts tjgt gre kirogbby aregter tjgk $788,888, gkm mcm tje iragkczgtcik sibclct

    gky liktrcnutciks tjgt were kit tgx memultcnbe gs ljgrctgnbe liktrcnutciks9Cf "Ses," mcm tje iragkczgtcik cklbume wctj every sibclctgtcik gk express stgteoekt tjgt sulj liktrcnutciks ir acfts

    were kit tgx memultcnbe9

    ~~~~~~~~~~~~~~~~~~~~~~~~

    ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

    Cf "Ses," mcm tje iragkczgtcik kitcfy tje mikir if tje vgbue if tje aiims ir servcles privcmem9

    Mcm tje iragkczgtcik sebb, exljgkae, ir itjerwcse mcspise if tgkacnbe persikgb priperty fir wjclj ct wgs requcrem

     ti fcbe Firo :>:>9

    ~~~~~~~~~~~~~~~

    ••••••••••••••••••••••••••••••••••••••••••••••••••••

    Cf "Ses," ckmclgte tje kuoner if Firos :>:> fcbem murcka tje yegr

    Mcm tje iragkczgtcik relecve gky fukms, mcreltby ir ckmcreltby, ti pgy preocuos ik g persikgb nekefct liktrglt9

    ~~~~~~~~~~~~~~~~

    ~~~~~~~

    ~~~~~~~~~Mcm tje iragkczgtcik, murcka tje yegr, pgy preocuos, mcreltby ir ckmcreltby, ik g persikgb nekefct liktrglt9

    Cf tje iragkczgtcik relecvem g liktrcnutcik if qugbcfcem cktebbeltugb priperty, mcm tje iragkczgtcik fcbe Firo ::33 gs requcrem9

    Cf tje iragkczgtcik relecvem g liktrcnutcik if lgrs, nigts, gcrpbgkes, ir itjer vejclbes, mcm tje iragkczgtcik fcbe g Firo 783:-L9

    ~

    Mcm g mikir gmvcsem fukm ogcktgckem ny tje

    spiksircka iragkczgtcik jgve exless nusckess jibmckas gt gky tcoe murcka tje yegr9 ~~~~~~~~~~~~~~~~~~~

    Mcm tje spiksircka iragkczgtcik og`e gky tgxgnbe mcstrcnutciks ukmer seltcik =3669

    Mcm tje spiksircka iragkczgtcik og`e g mcstrcnutcik ti g mikir, mikir gmvcsir, ir rebgtem persik9

    ~~~~~~~~~~~~~~~~~~~

    ~~~~~~~~~~~~~

    Ekter4

    Ckctcgtcik fees gkm lgpctgb liktrcnutciks cklbumem ik Xgrt VCCC, bcke 7>

    Ariss relecpts, cklbumem ik Firo 338, Xgrt VCCC , bcke 7>, fir punbcl use if lbun fglcbctces

    ~~~~~~~~~~~~~~~

    ~~~~~~

    Ekter4

    Ariss cklioe frio oeoners ir sjgrejibmers

    Ariss cklioe frio itjer siurles (Mi kit ket goiukts mue ir pgcm ti itjer siurles gagckst

    goiukts mue ir relecvem frio tjeo.)

    ~~~~~~~~~~~~~~~~~~~~~~~~~~

    ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

    Cs tje iragkczgtcik fcbcka Firo 338 ck bceu if Firo 78=79Cf "Ses," ekter tje goiukt if tgx-exeopt ckterest relecvem ir gllruem murcka tje yegr ••••••

    Cs tje iragkczgtcik bcleksem ti cssue qugbcfcem jegbtj pbgks ck oire tjgk ike stgte9

     \ee tje ckstrultciks fir gmmctcikgb ckfirogtcik tje iragkczgtcik oust repirt ik \ljemube I.

    ~~~~~~~~~~~~~~~~~~~~~

    Ekter tje goiukt if reserves tje iragkczgtcik cs requcrem ti ogcktgck ny tje stgtes ck wjclj tje

    iragkczgtcik cs bcleksem ti cssue qugbcfcem jegbtj pbgks

    Ekter tje goiukt if reserves ik jgkm

    ~~~~~~~~~~~~~~~~~~~~~~

    ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

    Mcm tje iragkczgtcik relecve gky pgyoekts fir ckmiir tgkkcka servcles murcka tje tgx yegr9

    Cf "Ses," jgs ct fcbem g Firo 1>8 ti repirt tjese pgyoekts9

    ~~~~~~~~~~~~~~~~

    ••••••••••

    5Xgrt V  \tgteoekts ^eagrmcka Itjer C^\ Fcbckas gkm ]gx Liopbcgkle

    338

    D

    GBGNGOG XIVE^]S X^IDEL]GBGNGOG XI\\CNBE 5:->81=8:8

    88

    1 Z

    Z

    Z

    ZZ

    Z

    Z

    Z

    Z

    778>> 1:665= 778:= >87=.8=8

  • 8/19/2019 2014 Alabama Possible 990

    11/39

    =886 77-81-7=  

     Ses Ki

    7g

    7n

    7

    >

    <

    =

    5

    6

    1

    :

    3

    g

    n

    >

    <

    =

    5

    6

    1g

    1n

    :g:n

    3

    g

    n

    gn

     Ses Ki

    78

    77

    g

    n

    78g

    78n

    77g

    7>g

    7>n

    7>l

    7<

    7=

    75g

    75n

    76g

    76n

    g

    n

    7>g

    n

    l

    7<

    7=

    75

    g

    n

    76g

    n

    71

    7:

    73

    >8

    Fir eglj "Ses" respikse ti bckes > tjriuaj 1n nebiw, gkm fir g "Ki" respikse

    ti bcke :g, :n, ir 78n nebiw, meslrcne tje lcrluostgkles, prilesses, ir ljgkaes ck \ljemube I. \ee ckstrultciks.

    Cf "Ses," privcme tje kgoes gkm gmmresses ck \ljemube I

    (]jcs \eltcik N requests ckfirogtcik gniut pibclces kit requcrem ny tje Ckterkgb ^evekue Lime.)

    Cf "Ki," ai ti bcke 7<

    Cf "Ses," meslrcne

     ck \ljemube I jiw tjcs wgs mike

     (expbgck ck \ljemube I)

    Cf tjere gre ogtercgb mcfferekles ck vitcka rcajts goika oeoners if tje aiverkcka nimy, ir cf tje aiverkcka

    nimy mebeagtem nrigm gutjircty ti gk exelutcve lioocttee ir scocbgr lioocttee, expbgck ck \ljemube I.

    Mcm tje iragkczgtcik likteopirgkeiusby miluoekt tje oeetckas jebm ir wrcttek gltciks ukmertg`ek murcka tje yegr ny tje fibbiwcka4

    Qere iffclers, mcreltirs, ir trustees, gkm `ey eopbiyees requcrem ti mcslbise gkkugbby ckterests tjgt liubm acve rcse ti likfbclts9

    Firo (>87=

    Firo 338 (>87=) Xgae

    Ljel` cf \ljemube I liktgcks g respikse ir kite ti gky bcke ck tjcs Xgrt VC •••••••••••••••••••••••••••

    Ekter tje kuoner if vitcka oeoners if tje aiverkcka nimy gt tje ekm if tje tgx yegr

    Ekter tje kuoner if vitcka oeoners cklbumem ck bcke 7g, gnive, wji gre ckmepekmekt

    ~~~~~~

    ~~~~~~Mcm gky iffcler, mcreltir, trustee, ir ̀ ey eopbiyee jgve g fgocby rebgtciksjcp ir g nusckess rebgtciksjcp wctj gky itjer

    iffcler, mcreltir, trustee, ir `ey eopbiyee9 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

    Mcm tje iragkczgtcik mebeagte liktrib iver ogkgaeoekt mutces lustiogrcby perfiroem ny ir ukmer tje mcrelt supervcscik

    if iffclers, mcreltirs, ir trustees, ir `ey eopbiyees ti g ogkgaeoekt liopgky ir itjer persik9~~~~~~~~~~~~~~

    Mcm tje iragkczgtcik og`e gky scakcfclgkt ljgkaes ti cts aiverkcka miluoekts sckle tje prcir Firo 338 wgs fcbem9

    Mcm tje iragkczgtcik nelioe gwgre murcka tje yegr if g scakcfclgkt mcverscik if tje iragkczgtcik's gssets9

    Mcm tje iragkczgtcik jgve oeoners ir stil`jibmers9

    ~~~~~

    ~~~~~~~~~

    ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

    Mcm tje iragkczgtcik jgve oeoners, stil`jibmers, ir itjer persiks wji jgm tje piwer ti ebelt ir gppickt ike ir

    oire oeoners if tje aiverkcka nimy9

     Gre gky aiverkgkle melcsciks if tje iragkczgtcik reservem ti (ir sundelt ti gpprivgb ny) oeoners, stil`jibmers, ir

    persiks itjer tjgk tje aiverkcka nimy9

    ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

    ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

    ]je aiverkcka nimy9Eglj lioocttee wctj gutjircty ti glt ik nejgbf if tje aiverkcka nimy9

    ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

    Cs tjere gky iffcler, mcreltir, trustee, ir `ey eopbiyee bcstem ck Xgrt VCC, \eltcik G, wji lgkkit ne regljem gt tje

    iragkczgtcik's ogcbcka gmmress9 •••••••••••••••••

    Mcm tje iragkczgtcik jgve bilgb ljgpters, nrgkljes, ir gffcbcgtes9

    Cf "Ses," mcm tje iragkczgtcik jgve wrcttek pibclces gkm prilemures aiverkcka tje gltcvctces if sulj ljgpters, gffcbcgtes,

    gkm nrgkljes ti eksure tjecr ipergtciks gre likscstekt wctj tje iragkczgtcik's exeopt purpises9

    ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

    ~~~~~~~~~~~~~

    Jgs tje iragkczgtcik privcmem g liopbete lipy if tjcs Firo 338 ti gbb oeoners if cts aiverkcka nimy nefire fcbcka tje firo9

    Meslrcne ck \ljemube I tje priless, cf gky, usem ny tje iragkczgtcik ti revcew tjcs Firo 338.

    Mcm tje iragkczgtcik jgve g wrcttek likfbclt if ckterest pibcly9 ~~~~~~~~~~~~~~~~~~~~

    ~~~~~~

    Mcm tje iragkczgtcik reaubgrby gkm likscstektby oikctir gkm ekfirle liopbcgkle wctj tje pibcly9

    ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

    Mcm tje iragkczgtcik jgve g wrcttek wjcstbenbiwer pibcly9

    Mcm tje iragkczgtcik jgve g wrcttek miluoekt retektcik gkm mestrultcik pibcly9

    ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

    ~~~~~~~~~~~~~~~~~~~~~~

    Mcm tje priless fir meterockcka liopeksgtcik if tje fibbiwcka persiks cklbume g revcew gkm gpprivgb ny ckmepekmekt

    persiks, liopgrgncbcty mgtg, gkm likteopirgkeius sunstgktcgtcik if tje mebcnergtcik gkm melcscik9

    ]je iragkczgtcik's LEI, Exelutcve Mcreltir, ir tip ogkgaeoekt iffclcgb

    Itjer iffclers ir ̀ ey eopbiyees if tje iragkczgtcik

    Cf "Ses" ti bcke 75g ir 75n, meslrcne tje priless ck \ljemube I (see ckstrultciks).

    ~~~~~~~~~~~~~~~~~~~~~~~~~~

    ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

    Mcm tje iragkczgtcik ckvest ck, liktrcnute gssets ti, ir pgrtclcpgte ck g dickt vekture ir scocbgr grrgkaeoekt wctj g

     tgxgnbe ektcty murcka tje yegr9 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

    Cf "Ses," mcm tje iragkczgtcik fibbiw g wrcttek pibcly ir prilemure requcrcka tje iragkczgtcik ti evgbugte cts pgrtclcpgtcik

    ck dickt vekture grrgkaeoekts ukmer gppbclgnbe femergb tgx bgw, gkm tg`e steps ti sgfeaugrm tje iragkczgtcik'sexeopt stgtus wctj respelt ti sulj grrgkaeoekts9 ••••••••••••••••••••••••••••••••••••

    Bcst tje stgtes wctj wjclj g lipy if tjcs Firo 338 cs requcrem ti ne fcbem

    \eltcik 678= requcres gk iragkczgtcik ti og`e cts Firos 78>< (ir 78>= cf gppbclgnbe), 338, gkm 338-] (\eltcik 587(l)(81=8:8

    Z

    >8

    >8

    Z

    ZZZZ

    Z

    Z

    ZZ

    Z

    Z

    Z

    ZZ

    ZZZ

    ZZ

    Z

    KIKE

    Z

    @^C\]CKG \LI]] - >56-3> 1:665= 778:= >87=.8=8

  • 8/19/2019 2014 Alabama Possible 990

    12/39

         C    k     m     c    v     c     m    u    g     b     t    r    u    s

         t    e    e    i    r     m     c    r    e    l     t    i    r

         C    k    s     t     c     t    u     t     c    i    k    g     b     t    r    u    s     t    e    e

         I     f     f     c    l    e    r

         @    e    y    e    o    p     b    i    y    e    e

         J     c    a     j    e    s     t    l    i    o    p    e    k    s    g     t    e     m

        e    o    p     b    i    y    e    e

         F    i    r    o    e    r

    (mi kit ljel` oire tjgk ikenix, ukbess persik cs nitj gkiffcler gkm g mcreltir/trustee)

    =881 77-81-7=

     lurrekt

     

    \eltcik G. Iffclers, Mcreltirs, ]rustees, @ey Eopbiyees, gkm Jcajest Liopeksgtem Eopbiyees

    7g

    lurrekt

    lurrekt

    firoer

    firoer mcreltirs ir trustees

    (G) (N) (L) (M) (E) (F)

     

    Firo 338 (>87=) Xgae

    Ljel` cf \ljemube I liktgcks g respikse ir kite ti gky bcke ck tjcs Xgrt VCC •••••••••••••••••••••••••••

    Liopbete tjcs tgnbe fir gbb persiks requcrem ti ne bcstem. ̂ epirt liopeksgtcik fir tje lgbekmgr yegr ekmcka wctj ir wctjck tje iragkczgtcik's tgx yeg

    ¥ Bcst gbb if tje iragkczgtcik's iffclers, mcreltirs, trustees (wjetjer ckmcvcmugbs ir iragkczgtciks), reagrmbess if goiukt if liopeksgtcik.Ekter -8- ck libuoks (M), (E), gkm (F) cf ki liopeksgtcik wgs pgcm.

    ¥ Bcst gbb if tje iragkczgtcik's `ey eopbiyees, cf gky. \ee ckstrultciks fir mefckctcik if "`ey eopbiyee."¥ Bcst tje iragkczgtcik's fcve jcajest liopeksgtem eopbiyees (itjer tjgk gk iffcler, mcreltir, trustee, ir èy eopbiyee) wji relecvem repirt

    gnbe liopeksgtcik (Nix 5 if Firo Q-> gkm/ir Nix 1 if Firo 7833-OC\L) if oire tjgk $788,888 frio tje iragkczgtcik gkm gky rebgtem iragkczgtciks.¥ Bcst gbb if tje iragkczgtcik's iffclers, ̀ ey eopbiyees, gkm jcajest liopeksgtem eopbiyees wji relecvem oire tjgk $788,888 if

    repirtgnbe liopeksgtcik frio tje iragkczgtcik gkm gky rebgtem iragkczgtciks.¥ Bcst gbb if tje iragkczgtcik's tjgt relecvem, ck tje lgpglcty gs g firoer mcreltir ir trustee if tje iragkczgtcik,

    oire tjgk $78,888 if repirtgnbe liopeksgtcik frio tje iragkczgtcik gkm gky rebgtem iragkczgtciks.

    Bcst persiks ck tje fibbiwcka irmer4 ckmcvcmugb trustees ir mcreltirs0 ckstctutcikgb trustees0 iffclers0 ̀ ey eopbiyees0 jcajest liopeksgtem eopbiyees0gkm firoer sulj persiks.

    Ljel` tjcs nix cf kectjer tje iragkczgtcik kir gky rebgtem iragkczgtcik liopeksgtem gky lurrekt iffcler, mcreltir, ir trustee.

    XisctcikKgoe gkm ]ctbe Gvergaejiurs per

    wee`(bcst gky

    jiurs firrebgtem

    iragkczgtciksnebiwbcke)

    ^epirtgnbeliopeksgtcik

    frio tje

    iragkczgtcik(Q->/7833-OC\L)

    ^epirtgnbeliopeksgtcikfrio rebgtem

    iragkczgtciks(Q->/7833-OC\L)

    Estcogtemgoiukt if

    itjerliopeksgtcik

    frio tjeiragkczgtcikgkm rebgtem

    iragkczgtciks

    Firo (>87=

    1Xgrt VCC Liopeksgtcik if Iffclers, Mcreltirs, ]rustees, @ey Eopbiyees, Jcajest Liopeksgtem

    Eopbiyees, gkm Ckmepekmekt Liktrgltirs

    338

     

    GBGNGOG XIVE^]S X^IDEL]GBGNGOG XI\\CNBE 5:->81=8:8

    Z

    (7) OG^@ NE^]E 7.88

    MC^EL]I^ Z 8. 8. 8.

    (>) M^. QGSKE FBSK] 7.88

    MC^EL]I^ Z 8. 8. 8.

    () M^. LGOE^IK VIQEBB 7.88

    MC^EL]I^ Z 8. 8. 8.

    (7> 1:665= 778:= >87=.8=8

  • 8/19/2019 2014 Alabama Possible 990

    13/39

         F    i    r    o    e    r

         C    k     m     c    v     c     m    u    g     b     t    r    u    s     t    e    e    i    r     m     c    r    e    l     t    i    r

         C    k    s     t     c     t    u     t     c    i    k    g     b     t    r    u    s     t    e    e

         I     f     f     c    l    e    r

         J     c    a     j    e    s     t    l    i    o    p    e    k    s    g     t    e     m

        e    o    p     b    i    y

        e    e

         @    e    y    e    o    p     b    i    y    e    e

    (mi kit ljel` oire tjgk ikenix, ukbess persik cs nitj gkiffcler gkm g mcreltir/trustee)

    =88:77-81-7=

     

    \eltcik G. Iffclers, Mcreltirs, ]rustees, @ey Eopbiyees, gkm Jcajest Liopeksgtem Eopbiyees

    (N) (L)(G) (M) (E) (F)

    7n

    l

    m

    \un-titgb

    ]itgb frio liktckugtcik sjeets ti Xgrt VCC, \eltcik G 

    ]itgb (gmm bckes 7n gkm 7l)

    >

     Ses Ki

    <

    =

    5

    firoer

    <

    =

    5

    \eltcik N. Ckmepekmekt Liktrgltirs

    7

    (G) (N) (L)

    >

    (liktckuem)

    Cf "Ses," liopbete \ljemube D fir sulj ckmcvcmugb 

    Cf "Ses," liopbete \ljemube D fir sulj ckmcvcmugb 

    Cf "Ses," liopbete \ljemube D fir sulj persik

    XgaeFiro 338 (>87=)

    Xisctcik Gvergaejiurs per

    wee`(bcst gky

    jiurs firrebgtem

    iragkczgtciks

    nebiwbcke)

    Kgoe gkm tctbe ^epirtgnbeliopeksgtcik

    frio tje

    iragkczgtcik(Q->/7833-OC\L)

    ^epirtgnbeliopeksgtcikfrio rebgtem

    iragkczgtciks(Q->/7833-OC\L)

    Estcogtemgoiukt if

    itjerliopeksgtcik

    frio tjeiragkczgtcikgkm rebgtem

    iragkczgtciks

    ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |

    ~~~~~~~~~~ |

    •••••••••••••••••••••••• |

    ]itgb kuoner if ckmcvcmugbs (cklbumcka nut kit bcoctem ti tjise bcstem gnive) wji relecvem oire tjgk $788,888 if repirtgnbe

    liopeksgtcik frio tje iragkczgtcik |

    Mcm tje iragkczgtcik bcst gky iffcler, mcreltir, ir trustee, `ey eopbiyee, ir jcajest liopeksgtem eopbiyee ik

    bcke 7g9 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

    Fir gky ckmcvcmugb bcstem ik bcke 7g, cs tje suo if repirtgnbe liopeksgtcik gkm itjer liopeksgtcik frio tje iragkczgtcik

    gkm rebgtem iragkczgtciks aregter tjgk $758,8889 ~~~~~~~~~~~~~

    Mcm gky persik bcstem ik bcke 7g relecve ir gllrue liopeksgtcik frio gky ukrebgtem iragkczgtcik ir ckmcvcmugb fir servcles

    rekmerem ti tje iragkczgtcik9 ••••••••••••••••••••••••

    Liopbete tjcs tgnbe fir yiur fcve jcajest liopeksgtem ckmepekmekt liktrgltirs tjgt relecvem oire tjgk $788,888 if liopeksgtcik frio

     tje iragkczgtcik. ^epirt liopeksgtcik fir tje lgbekmgr yegr ekmcka wctj ir wctjck tje iragkczgtcik's tgx yegr.

    Kgoe gkm nusckess gmmress Meslrcptcik if servcles Liopeksgtcik

    ]itgb kuoner if ckmepekmekt liktrgltirs (cklbumcka nut kit bcoctem ti tjise bcstem gnive) wji relecvem oire tjgk

    $788,888 if liopeksgtcik frio tje iragkczgtcik |

    Firo (>87=)

    :Xgrt VCC

    338

    GBGNGOG XIVE^]S X^IDEL]GBGNGOG XI\\CNBE 5:->81=8:8

    (7:) ^CLJG^M ^CLE 7.88

    MC^EL]I^ Z 8. 8. 8.

    (73) C^EKE NBGBIL@ 7.88

    MC^EL]I^ Z 8. 8. 8.

    8. 8. 8.8. 8. 8.8. 8. 8.

    8

    Z

    Z

    Z

    KIKE

    8

    778>> 1:665= 778:= >87=.8=8

  • 8/19/2019 2014 Alabama Possible 990

    14/39

    Kiklgsj liktrcnutciks cklbumem ck bckes 7g-7f4 $

    =88377-81-7=

    ]itgb revekue.

    (G) (N) (L) (M)

    7 g

    n

    l

    me

    f

    a

    j

    7

    7

    7

    77

    7

    g

    n

    l

    me

    f

        L   i   k    t   r    c    n   u    t    c   i   k   s  ,    A

        c    f    t   s  ,

        A   r   g   k    t   s

       g   k    m    I    t    j   e   r    \    c   o    c    b   g

       r    G   o   i   u   k    t   s

    ]itgb.

    Nusckess Lime

    g

    n

    l

    m

    e

    f

    a

    >

        X   r   i   a   r   g   o

         \   e   r   v    c   l   e

        ^   e   v   e   k   u   e

    ]itgb.<

    =

    5

    6 g

    n

    l

    m

    g

    n

    l

    m

    1

    g

    n

    l

    :

    g

    n

    3 g

    n

    l

    g

    n

    78 g

    n

    l

    g

    n

    Nusckess Lime

    77 g

    n

    l

    m

    e ]itgb.

        I    t    j   e   r    ^   e   v   e   k   u   e

    7>

    ^evekue exlbumemfrio tgx ukmer

    seltciks57> - 57=

    Gbb itjer liktrcnutciks, acfts, argkts, gkm

    scocbgr goiukts kit cklbumem gnive

    \ee ckstrultciks.

    Firo (>87=)

    XgaeFiro 338 (>87=)

    Ljel` cf \ljemube I liktgcks g respikse ir kite ti gky bcke ck tjcs Xgrt VCCC •••••••••••••••••••••••••

    ]itgb revekue ^ebgtem irexeopt fukltcik

    revekue

    Ukrebgtemnusckessrevekue

    Femergtem lgopgcaks

    Oeonersjcp mues

    ~~~~~~

    ~~~~~~~~

    Fukmrgcscka evekts

    ^ebgtem iragkczgtciks

    ~~~~~~~~

    ~~~~~~Aiverkoekt argkts (liktrcnutciks)

    ~~

     Gmm bckes 7g-7f ••••••••••••••••• |

     Gbb itjer priargo servcle revekue ~~~~~

     Gmm bckes >g->f ••••••••••••••••• |Ckvestoekt cklioe (cklbumcka mcvcmekms, ckterest, gkm

    itjer scocbgr goiukts)

    Cklioe frio ckvestoekt if tgx-exeopt nikm prileems

    ~~~~~~~~~~~~~~~~~ |

    |

    ^iygbtces ••••••••••••••••••••••• |

    (c) ̂ egb (cc) Xersikgb

    Ariss rekts

    Bess4 rektgb expekses

    ^ektgb cklioe ir (biss)

    Ket rektgb cklioe ir (biss)

    ~~~~~~~

    ~~~

    ~~

    •••••••••••••• |

    Ariss goiukt frio sgbes if

    gssets itjer tjgk ckvektiry

    (c) \elurctces (cc) Itjer

    Bess4 list ir itjer ngscs

    gkm sgbes expekses

    Agck ir (biss)

    ~~~

    ~~~~~~~

    Ket agck ir (biss) ••••••••••••••••••• |

    Ariss cklioe frio fukmrgcscka evekts (kit

    cklbumcka $ if

    liktrcnutciks repirtem ik bcke 7l). \ee

    Xgrt CV, bcke 7: ~~~~~~~~~~~~~

    Bess4 mcrelt expekses~~~~~~~~~~

    Ket cklioe ir (biss) frio fukmrgcscka evekts ••••• |

    Ariss cklioe frio agocka gltcvctces. \ee

    Xgrt CV, bcke 73 ~~~~~~~~~~~~~

    Bess4 mcrelt expekses

    Ket cklioe ir (biss) frio agocka gltcvctces

    ~~~~~~~~~

    •••••• |Ariss sgbes if ckvektiry, bess returks

    gkm gbbiwgkles ~~~~~~~~~~~~~

    Bess4 list if aiims sibm

    Ket cklioe ir (biss) frio sgbes if ckvektiry

    ~~~~~~~~

    •••••• |

    Ocslebbgkeius ̂ evekue

     Gbb itjer revekue ~~~~~~~~~~~~~

     Gmm bckes 77g-77m ~~~~~~~~~~~~~~~ |

    |•••••••••••••

    3Xgrt VCCC \tgteoekt if ^evekue

    338

    GBGNGOG XIVE^]S X^IDEL]GBGNGOG XI\\CNBE 5:->81=8:8

    53,56>.

    6>,81:.

    765,:1,8>5.

    X^IA^GO CKLIOE - XIVE^ 388833 7. 7.

    388833 3,>61. 3,>61.

    .

    8.8.

    8.

    1,8>3. > 1:665= 778:= >87=.8=8

  • 8/19/2019 2014 Alabama Possible 990

    15/39

    Ljel` jere cf fibbiwcka \IX 3:-> (G\L 35:-1>8)

    =878 77-81-7=

    ]itgb fukltcikgb expekses.

    Dickt lists.

     

    (G) (N) (L) (M)

    7

    >

    <

    =

    5

    6

    1

    :

    378

    77

    g

    n

    l

    m

    e

    f

    a

    7>

    7<

    7=

    75

    76

    71

    7:

    73

    >8

    >7

    >>

    ><

    >=

    g

    n

    l

    m

    e

    >5

    >6

    \eltcik 587(l)(7

    Liopeksgtcik kit cklbumem gnive, ti mcsqugbcfcem

    persiks (gs mefckem ukmer seltcik =35:(f)(7)) gkm

    persiks meslrcnem ck seltcik =35:(l)(=e. Cf bcke

    >=e goiukt exleems 78% if bcke >5, libuok (G)goiukt, bcst bcke >=e expekses ik \ljemube I.)

    Gmm bckes 7 tjriuaj >=e

     Liopbete tjcs bcke ikby cf tje iragkczgtcik

    repirtem ck libuok (N) dickt lists frio g lionckem

    emulgtcikgb lgopgcak gkm fukmrgcscka sibclctgtcik.

     

    Firo 338 (>87=) Xgae

    Ljel` cf \ljemube I liktgcks g respikse ir kite ti gky bcke ck tjcs Xgrt CZ ••••••••••••••••••••••••••

    ]itgb expekses Xriargo servcleexpekses

    Ogkgaeoekt gkmaekergb expekses

    Fukmrgcsckaexpekses

    ~

    Argkts gkm itjer gsscstgkle ti mioestcl

    ckmcvcmugbs. \ee Xgrt CV, bcke >> ~~~~~~~Argkts gkm itjer gsscstgkle ti firecak

    iragkczgtciks, firecak aiverkoekts, gkm firecak

    ckmcvcmugbs. \ee Xgrt CV, bckes 75 gkm 76 ~~~

    Nekefcts pgcm ti ir fir oeoners~~~~~~~

    Liopeksgtcik if lurrekt iffclers, mcreltirs,

     trustees, gkm `ey eopbiyees ~~~~~~~~

    ~~~

    Itjer sgbgrces gkm wgaes ~~~~~~~~~~

    Itjer eopbiyee nekefcts ~~~~~~~~~~Xgyribb tgxes ~~~~~~~~~~~~~~~~

    Fees fir servcles (kik-eopbiyees)4

    Ogkgaeoekt

    Beagb

     Glliuktcka

    Binnycka

    ~~~~~~~~~~~~~~~~

    ~~~~~~~~~~~~~~~~~~~~

    ~~~~~~~~~~~~~~~~~

    ~~~~~~~~~~~~~~~~~~

    Ckvestoekt ogkgaeoekt fees

    Itjer.

    ~~~~~~~~

     Gmvertcscka gkm prioitcik

    Iffcle expekses

    Ckfirogtcik teljkibiay

    ^iygbtces

    ~~~~~~~~~

    ~~~~~~~~~~~~~~~

    ~~~~~~~~~~~

    ~~~~~~~~~~~~~~~~~~

    Illupgkly ~~~~~~~~~~~~~~~~~

    ~~~~~~~~~~~~~~~~~~~]rgveb

    Xgyoekts if trgveb ir ektertgckoekt expekses

    fir gky femergb, stgte, ir bilgb punbcl iffclcgbs

    Likferekles, likvektciks, gkm oeetckas ~~

    Ckterest

    Xgyoekts ti gffcbcgtes

    ~~~~~~~~~~~~~~~~~~

    ~~~~~~~~~~~~

    Meprelcgtcik, mepbetcik, gkm goirtczgtcik

    Cksurgkle

    ~~

    ~~~~~~~~~~~~~~~~~

    ~~

     Gbb itjer expekses

    |

    Firo (>87=)

     Mi kit cklbume goiukts repirtem ik bckes 6n,

    1n, :n, 3n, gkm 78n if Xgrt VCCC.

    78Xgrt CZ  \tgteoekt if Fukltcikgb Expekses

    338

     

    GBGNGOG XIVE^]S X^IDEL]GBGNGOG XI\\CNBE 5:->81=8:8

    717,85>. 7. 71,785. 71,785.

    >,,=3,=:6. >,3=3. >,3=3.

    >5,588,=8,558. >,558.

    6,

  • 8/19/2019 2014 Alabama Possible 990

    16/39

    =87777-81-7=

     

    (G) (N)

    7

    >

    <

    =

    5

    6

    1

    :

    3

    78

    777>

    7<

    7=

    75

    76

    71

    7:

    73

    >8

    >7

    >>

    ><

    >=

    >5

    >6

    >1

    >:

    >3

    7

    >>

    ><

    >=

    >5

    >6

    g

    n

    78g

    78n

        G   s   s   e    t   s

    ]itgb gssets.

        B    c   g    n    c    b    c    t    c   e   s

    ]itgb bcgncbctces.

    Iragkczgtciks tjgt fib biw \FG\ 771 (G\L 35:), ljel` jere gkm

    liopbete bckes >1 tjriuaj >3, gkm bckes :

    >3

    Iragkczgtciks tjgt mi kit fibbiw \FG\ 771 (G\L 35:), ljel` jeregkm liopbete bckes

  • 8/19/2019 2014 Alabama Possible 990

    17/39

    =87>77-81-7=

     

    7

    >

    <

    =

    5

    61

    :

    3

    78

    7

    >

    <

    =

    5

    61

    :

    3

    78

     Ses Ki

    7

    >

    <

    g

    n

    l

    >g

    >n

    >l

    g

    n

    )

    ]itgb expekses (oust equgb Xgrt CZ, libuok (G), bcke >5)

    ^evekue bess expekses. \untrglt bcke > frio bcke 7

    Ket gssets ir fukm ngbgkles gt neackkcka if yegr (oust equgb Xgrt Z, bcke g ir >n, mies tje iragkczgtcik jgve g lioocttee tjgt gssuoes respikscncbcty fir iverscajt if tje gumct,

    revcew, ir liopcbgtcik if cts fckgklcgb stgteoekts gkm sebeltcik if gk ckmepekmekt glliuktgkt9~~~~~~~~~~~~~~~

    Cf tje iragkczgtcik ljgkaem ectjer cts iverscajt priless ir sebeltcik priless murcka tje tgx yegr, expbgck ck \ljemube I.

     Gs g resubt if g femergb gwgrm, wgs tje iragkczgtcik requcrem ti ukmerai gk gumct ir gumcts gs set firtj ck tje \ckabe Gumct

     Glt gkm ION Lcrlubgr G-7Xgrt ZC ^eliklcbcgtcik if Ket Gssets

    Xgrt ZCC Fckgklcgb \tgteoekts gkm ^epirtcka

    338

     

     

     

    GBGNGOG XIVE^]S X^IDEL]GBGNGOG XI\\CNBE 5:->81=8:8

    1,8>3.7:.7=67.

    Z

    Z

    Z

    Z

    Z

    Z

    Z

    778>> 1:665= 778:= >87=.8=8

  • 8/19/2019 2014 Alabama Possible 990

    18/39

    ION Ki. 75=5-88=1

    Mepgrtoekt if tje ]regsuryCkterkgb ̂ evekue \ervcle

    =8>7 83-71-7=

    Ckfirogtcik gniut \ljemube G (Firo 338 ir 338-ET) gkm cts ckstrultciks cs gt

    (c) (ccc) (cv) (v) (vc)(cc)Kgoe if suppirtem

    iragkczgtcik

    ]ype if iragkczgtcik

    (meslrcnem ik bckes 7-3

    gnive ir C^L seltcik

    (see ckstrultciks))

    Cs tje iragkczgtcikbcstem ck yiur

    aiverkcka miluoekt9

     Goiukt if oiketgry

    suppirt (see

    Ckstrultciks)

     Goiukt if

    itjer suppirt (see

    Ckstrultciks)

    ECK  

    (Firo 338 ir 338-ET)Liopbete cf tje iragkczgtcik cs g seltcik 587(l)(

    <

    =

    5

    6

    1

    :

    3

    78

    77

    seltcik 718(n)(7)(G)(c).seltcik 718(n)(7)(G)(cc).

    seltcik 718(n)(7)(G)(ccc).

    seltcik 718(n)(7)(G)(ccc).

    seltcik 718(n)(7)(G)(cv).

    seltcik 718(n)(7)(G)(v).

    seltcik 718(n)(7)(G)(vc).

    seltcik 718(n)(7)(G)(vc).

     seltcik 583(g)(>).

    seltcik 583(g)(=).

    seltcik 583(g)(7) seltcik 583(g)(>) seltcik 583(g)(87=

    (Gbb iragkczgtciks oust liopbete tjcs pgrt.) \ee ckstrultciks.

    ]je iragkczgtcik cs kit g prcvgte fiukmgtcik nelguse ct cs4 (Fir bckes 7 tjriuaj 77, ljel` ikby ike nix.)

     G ljurlj, likvektcik if ljurljes, ir gssilcgtcik if ljurljes meslrcnem ck G sljiib meslrcnem ck (Gttglj \ljemube E.)

     G jispctgb ir g liipergtcve jispctgb servcle iragkczgtcik meslrcnem ck

     G oemclgb resegrlj iragkczgtcik ipergtem ck likdukltcik wctj g jispctgb meslrcnem ck Ekter tje jispctgb's kgoe,

    lcty, gkm stgte4

     Gk iragkczgtcik ipergtem fir tje nekefct if g libbeae ir ukcverscty iwkem ir ipergtem ny g aiverkoektgb ukct meslrcnem ck

      (Liopbete Xgrt CC.)

     G femergb, stgte, ir bilgb aiverkoekt ir aiverkoektgb ukct meslrcnem ck

     Gk iragkczgtcik tjgt kirogbby relecves g sunstgktcgb pgrt if cts suppirt frio g aiverkoektgb ukct ir frio tje aekergb punbcl meslrcnem ck

    (Liopbete Xgrt CC.)

     G liooukcty trust meslrcnem ck (Liopbete Xgrt CC.)

     Gk iragkczgtcik tjgt kirogbby relecves4 (7) oire tjgk 1:665= 778:= >87=.8=8

  • 8/19/2019 2014 Alabama Possible 990

    19/39

    \untrglt bcke 5 frio bcke =.

    =8>>83-71-7=

    Lgbekmgr yegr (ir fcslgb yegr neackkcka ck)

    Lgbekmgr yegr (ir fcslgb yegr neackkcka ck) |

    >

    (g) (n) (l) (m) (e) (f)

    7

    >

    <

    =

    5

    ]itgb.

    6 Xunbcl suppirt.

    (g) (n) (l) (m) (e) (f)

    1

    :

    3

    78

    77

    7>

    7<

    ]itgb suppirt.

    7>

    Fcrst fcve yegrs.

    stip jere

    7=

    75

    7=

    75

    76

    71

    7:

    g

    n

    g

    n

    87= Xgae

    (Liopbete ikby cf yiu ljel`em tje nix ik bcke 5, 1, ir : if Xgrt C ir cf tje iragkczgtcik fgcbem ti qugbcfy ukmer Xgrt CCC. Cf tje iragkczgtcik

    fgcbs ti qugbcfy ukmer tje tests bcstem nebiw, pbegse liopbete Xgrt CCC.)

    >878 >877 >87> >87< >87= ]itgb

    Acfts, argkts, liktrcnutciks, gkm

    oeonersjcp fees relecvem. (Mi kit

    cklbume gky "ukusugb argkts.") ~~

    ]gx revekues bevcem fir tje iragk-czgtcik's nekefct gkm ectjer pgcm ti

    ir expekmem ik cts nejgbf ~~~~

    ]je vgbue if servcles ir fglcbctces

    furkcsjem ny g aiverkoektgb ukct ti

     tje iragkczgtcik wctjiut ljgrae ~

     Gmm bckes 7 tjriuaj < ~~~

    ]je pirtcik if titgb liktrcnutciks

    ny eglj persik (itjer tjgk g

    aiverkoektgb ukct ir punbclby

    suppirtem iragkczgtcik) cklbumem

    ik bcke 7 tjgt exleems >% if tje

    goiukt sjiwk ik bcke 77,

    libuok (f) ~~~~~~~~~~~~

    >878 >877 >87> >87< >87= ]itgb

     Goiukts frio bcke = ~~~~~~~

    Ariss cklioe frio ckterest,

    mcvcmekms, pgyoekts relecvem ik

    selurctces bigks, rekts, riygbtces

    gkm cklioe frio scocbgr siurles ~

    Ket cklioe frio ukrebgtem nusckess

    gltcvctces, wjetjer ir kit tje

    nusckess cs reaubgrby lgrrcem ik ~

    Itjer cklioe. Mi kit cklbume agck

    ir biss frio tje sgbe if lgpctgb

    gssets (Expbgck ck Xgrt VC.) ~~~~

    Ariss relecpts frio rebgtem gltcvctces, etl. (see ckstrultciks) ~~~~~~~~~~~~~~~~~~~~~~~

    Cf tje Firo 338 cs fir tje iragkczgtcik's fcrst, selikm, tjcrm, fiurtj, ir fcftj tgx yegr gs g seltcik 587(l)(87= (bcke 6, libuok (f) mcvcmem ny bcke 77, libuok (f))

    Xunbcl suppirt perlektgae frio >87< \ljemube G, Xgrt CC , bcke 7=

    %

    %~~~~~~~~~~~~~~~~~~~~~

    Cf tje iragkczgtcik mcm kit ljel` tje nix ik bcke 756,5:>. >:1,8>5. 78=5581.

    78=5581.

    775,765. >86,65:. 7:8,811. >56,5:>. >:1,8>5. 78=5581.

    >=8. 718. > 1:665= 778:= >87=.8=8

  • 8/19/2019 2014 Alabama Possible 990

    20/39

    (\untrglt bcke 1l frio bcke 6.)

     Goiukts cklbumem ik bckes > gkm < relecvem

    frio itjer tjgk mcsqugbcfcem persiks tjgt

    exleem tje aregter if $5,888 ir 7% if tje

    goiukt ik bcke 7< fir tje yegr

    (Gmm bckes 3, 78l, 77, gkm 7>.)

    =8>< 83-71-7=

    Lgbekmgr yegr (ir fcslgb yegr neackkcka ck) |

    Lgbekmgr yegr (ir fcslgb yegr neackkcka ck) |

    ]itgb suppirt.

    <

    (g) (n) (l) (m) (e) (f)

    7

    >

    <

    =

    5

    61

    ]itgb.g

    n

    l

    : Xunbcl suppirt

    (g) (n) (l) (m) (e) (f)

    3

    78g

    n

    l77

    7>

    7<

    7= Fcrst fcve yegrs.

    stip jere

    75

    76

    75

    76

    71

    7:

    73

    >8

    >87=

    >87<

    71

    7:

    g

    n

    877 >87> >87< >87= ]itgb

    Acfts, argkts, liktrcnutciks, gkm

    oeonersjcp fees relecvem. (Mi kit

    cklbume gky "ukusugb argkts.") ~~

    Ariss relecpts frio gmocssciks,oerljgkmcse sibm ir servcles per-firoem, ir fglcbctces furkcsjem ckgky gltcvcty tjgt cs rebgtem ti tjeiragkczgtcik's tgx-exeopt purpise

    Ariss relecpts frio gltcvctces tjgt

    gre kit gk ukrebgtem trgme ir nus-

    ckess ukmer seltcik 57< ~~~~~

    ]gx revekues bevcem fir tje iragk-

    czgtcik's nekefct gkm ectjer pgcm ti

    ir expekmem ik cts nejgbf ~~~~

    ]je vgbue if servcles ir fglcbctces

    furkcsjem ny g aiverkoektgb ukct ti

     tje iragkczgtcik wctjiut ljgrae ~

    ~~~ Gmm bckes 7 tjriuaj 5 Goiukts cklbumem ik bckes 7, >, gkm

    < relecvem frio mcsqugbcfcem persiks

    ~~~~~~

     Gmm bckes 1g gkm 1n ~~~~~~~

    >878 >877 >87> >87< >87= ]itgb

     Goiukts frio bcke 6 ~~~~~~~Ariss cklioe frio ckterest,mcvcmekms, pgyoekts relecvem ik

    selurctces bigks, rekts, riygbtcesgkm cklioe frio scocbgr siurles ~

    ~~~~

     Gmm bckes 78g gkm 78n ~~~~~~Ket cklioe frio ukrebgtem nusckessgltcvctces kit cklbumem ck bcke 78n,wjetjer ir kit tje nusckess csreaubgrby lgrrcem ik ~~~~~~~Itjer cklioe. Mi kit cklbume agckir biss frio tje sgbe if lgpctgbgssets (Expbgck ck Xgrt VC.) ~~~~

    Cf tje Firo 338 cs fir tje iragkczgtcik's fcrst, selikm, tjcrm, fiurtj, ir fcftj tgx yegr gs g seltcik 587(l)(87= (bcke :, libuok (f) mcvcmem ny bcke 787< \ljemube G, Xgrt CC C, bcke 75

    ~~~~~~~~~~~~ %

    %••••••••••••••••••••

    Ckvestoekt cklioe perlektgae fir (bcke 78l, libuok (f) mcvcmem ny bcke 7

  • 8/19/2019 2014 Alabama Possible 990

    21/39

    =8>= 83-71-7=

    =

     Ses Ki

    7

    >

    <

    =

    5

    6

    1

    :

    3

    78

    7

    >

    )(N)

     purpises.

    Cf "Ses,"

     gkswer (n) gkm (l) nebiw (cf gppbclgnbe). Gbsi, privcme metgcb ck cklbumcka (c) tje kgoes gkm ECK 

     kuoners if tje suppirtem iragkczgtciks gmmem, sunstctutem, ir reoivem, (cc) tje regsiks fir eglj sulj gltcik,

    (ccc) tje gutjircty ukmer tje iragkczgtcik's iragkczcka miluoekt gutjirczcka sulj gltcik, gkm (cv) jiw tje gltcik

    wgs glliopbcsjem (sulj gs ny goekmoekt ti tje iragkczcka miluoekt).

    Cf "Ses," privcme metgcb ck

    Cf "Ses," liopbete Xgrt C if \ljemube B (Firo 338).

    Cf "Ses," liopbete Xgrt C if \ljemube B (Firo 338).

    Cf "Ses," privcme metgcb ck

    Cf "Ses," privcme metgcb ck

    Cf "Ses," privcme metgcb ck

    Cf "Ses," gkswer (n) nebiw.

    (Use \ljemube L, Firo =1>8, ti

    meterocke wjetjer tje iragkczgtcik jgm exless nusckess jibmckas.)

    \ljemube G (Firo 338 ir 338-ET) >87= Xgae

    (Liopbete ikby cf yiu ljel`em g nix ik bcke 77 if Xgrt C. Cf yiu ljel`em 77g if Xgrt C, liopbete \eltciks G 

    gkm N. Cf yiu ljel`em 77n if Xgrt C, liopbete \eltciks G gkm L. Cf yiu ljel`em 77l if Xgrt C, liopbete

    \eltciks G, M, gkm E. Cf yiu ljel`em 77m if Xgrt C, liopbete \eltciks G gkm M, gkm liopbete Xgrt V.)

     Gre gbb if tje iragkczgtcik's suppirtem iragkczgtciks bcstem ny kgoe ck tje iragkczgtcik's aiverkcka

    miluoekts9

    Mcm tje iragkczgtcik jgve gky suppirtem iragkczgtcik tjgt mies kit jgve gk C^\ meterockgtcik if stgtus

    ukmer seltcik 583(g)(7) ir (>)9

    Mcm tje iragkczgtcik jgve g suppirtem iragkczgtcik meslrcnem ck seltcik 587(l)(=), (5), ir (6)9

    Mcm tje iragkczgtcik likfcro tjgt eglj suppirtem iragkczgtcik qugbcfcem ukmer seltcik 587(l)(=), (5), ir (6) gkm

    sgtcsfcem tje punbcl suppirt tests ukmer seltcik 583(g)(>)9

    Mcm tje iragkczgtcik eksure tjgt gbb suppirt ti sulj iragkczgtciks wgs usem exlbuscveby fir seltcik 718(l)(>)

    (N) purpises9

    Qgs gky suppirtem iragkczgtcik kit iragkczem ck tje Ukctem \tgtes ("firecak suppirtem iragkczgtcik")9

    Mcm tje iragkczgtcik jgve ubtcogte liktrib gkm mcslretcik ck melcmcka wjetjer ti og`e argkts ti tje firecaksuppirtem iragkczgtcik9

    Mcm tje iragkczgtcik suppirt gky firecak suppirtem iragkczgtcik tjgt mies kit jgve gk C^\ meterockgtcik

    ukmer seltciks 587(l)()9

    Mcm tje iragkczgtcik gmm, sunstctute, ir reoive gky suppirtem iragkczgtciks murcka tje tgx yegr9

    Qgs gky gmmem ir sunstctutem suppirtem iragkczgtcik pgrt if g lbgss gbregmy

    mescakgtem ck tje iragkczgtcik's iragkczcka miluoekt9

    Qgs tje sunstctutcik tje resubt if gk evekt neyikm tje iragkczgtcik's liktrib9

    Mcm tje iragkczgtcik privcme suppirt (wjetjer ck tje firo if argkts ir tje privcscik if servcles ir fglcbctces) ti

    gkyike itjer tjgk (g) cts suppirtem iragkczgtciks0 (n) ckmcvcmugbs tjgt gre pgrt if tje ljgrctgnbe lbgss

    nekefctem ny ike ir oire if cts suppirtem iragkczgtciks0 ir (l) itjer suppirtcka iragkczgtciks tjgt gbsi

    suppirt ir nekefct ike ir oire if tje fcbcka iragkczgtcik's suppirtem iragkczgtciks9

    Mcm tje iragkczgtcik privcme g argkt, bigk, liopeksgtcik, ir itjer scocbgr pgyoekt ti g sunstgktcgb

    liktrcnutir (mefckem ck C^L =35:(l)(> 1:665= 778:= >87=.8=8

  • 8/19/2019 2014 Alabama Possible 990

    22/39

    =8>5 83-71-7=

    5

     Ses Ki

    77

    g

    n

    l

    77g

    77n

    77l

     Ses Ki7

    >

    7

    >

     Ses Ki

    7

    7

     Ses Ki

    7

    >

    <

    7

    >

    <

    7

    >

    <

    g

    n

    l

     

     Ses Ki

    g

    n

    g

    n

    >g

    >n

    87= Xgae

    Jgs tje iragkczgtcik glleptem g acft ir liktrcnutcik frio gky if tje fibbiwcka persiks9

     G persik wji mcreltby ir ckmcreltby liktribs, ectjer gbike ir tiaetjer wctj persiks meslrcnem ck (n) gkm (l)

    nebiw, tje aiverkcka nimy if g suppirtem iragkczgtcik9

     G fgocby oeoner if g persik meslrcnem ck (g) gnive9

     G ) g lipy if tje Firo 338 tjgt wgs oist relektby fcbem gs if tje mgte if kitcfclgtcik, gkm (), mcm tje iragkczgtcik's suppirtem iragkczgtciks jgve g

    scakcfclgkt vicle ck tje iragkczgtcik's ckvestoekt pibclces gkm ck mcreltcka tje use if tje iragkczgtcik's

    cklioe ir gssets gt gbb tcoes murcka tje tgx yegr9

    ]je iragkczgtcik sgtcsfcem tje Gltcvctces ]est.

    ]je iragkczgtcik cs tje pgrekt if eglj if cts suppirtem iragkczgtciks.

    ]je iragkczgtcik suppirtem g aiverkoektgb ektcty.

     Gltcvctces ]est.

    Mcm sunstgktcgbby gbb if tje iragkczgtcik's gltcvctces murcka tje tgx yegr mcreltby furtjer tje exeopt purpises if

     tje suppirtem iragkczgtcik(s) ti wjclj tje iragkczgtcik wgs respikscve9

    Mcm tje gltcvctces meslrcnem ck (g) likstctute gltcvctces tjgt, nut fir tje iragkczgtcik's ckvibveoekt, ike ir oire

    if tje iragkczgtcik's suppirtem iragkczgtcik(s) wiubm jgve neek ekagaem ck9

    Xgrekt if \uppirtem Iragkczgtciks.

    Mcm tje iragkczgtcik jgve tje piwer ti reaubgrby gppickt ir ebelt g ogdircty if tje iffclers, mcreltirs, ir

     trustees if eglj if tje suppirtem iragkczgtciks9 Xrivcme metgcbs ck

    Mcm tje iragkczgtcik exerlcse g sunstgktcgb mearee if mcreltcik iver tje pibclces, priargos, gkm gltcvctces if eglj

    if cts suppirtem iragkczgtciks9 Cf "Ses," meslrcne ck

     Xgrt VC.

     Xgrt VC

     Xgrt VC

     Xgrt VC

     Xgrt VC

     Xgrt VC

    (see ckstrultciks)4

     bcke >

     bcke <

     Gkswer (g) gkm (n) nebiw.

     Xgrt VC cmektcfy 

    tjise suppirtem iragkczgtciks gkm expbgck

     Xgrt VC

     Gkswer (g) gkm (n) nebiw.

     Xgrt VC.

     Xgrt VC

    (liktckuem)Xgrt CV  \uppirtcka Iragkczgtciks

    \eltcik N. ]ype C \uppirtcka Iragkczgtciks

    \eltcik L. ]ype CC \uppirtcka Iragkczgtciks

    \eltcik M. ]ype CCC \uppirtcka Iragkczgtciks

    \eltcik E. ]ype CCC Fukltcikgbby-Ckteargtem \uppirtcka Iragkczgtciks

       

    GBGNGOG XIVE^]S X^IDEL]GBGNGOG XI\\CNBE 5:->81=8:8

    778>> 1:665= 778:= >87=.8=8

  • 8/19/2019 2014 Alabama Possible 990

    23/39

    =8>683-71-7=

    6

    7 \ee ckstrultciks.

    \eltcik G - Gmdustem Ket Cklioe

    7

    >

    <

    =5

    6

    1

    :

    7

    >

    <

    =5

    6

    1

    : Gmdustem Ket Cklioe

    \eltcik N - Ockcouo Gsset Goiukt

    7

    >

    <

    =

    5

    6

    1

    :

    g

    n

    lm

    e

    7g

    7n

    7l7m

    >

    <

    =

    5

    6

    1

    :

    ]itgb

    Mcsliukt

    Xgrt VC

    Ockcouo Gsset Goiukt

    \eltcik L - Mcstrcnutgnbe Goiukt

    7

    >

    <

    =

    5

    6

    1

    7

    >

    <

    =

    5

    6

    Mcstrcnutgnbe Goiukt.

    \ljemube G (Firo 338 ir 338-ET) >87=

    \ljemube G (Firo 338 ir 338-ET) >87= Xgae

    Ljel` jere cf tje iragkczgtcik sgtcsfcem tje Ckteargb Xgrt ]est gs g qugbcfycka trust ik Kiv. >8, 7318. Gbb

    itjer ]ype CCC kik-fukltcikgbby ckteargtem suppirtcka iragkczgtciks oust liopbete \eltciks G tjriuaj E.

    (N) Lurrekt Segr

    (iptcikgb)(G) Xrcir Segr

    Ket sjirt-tero lgpctgb agck

    ^eliverces if prcir-yegr mcstrcnutciks

    Itjer ariss cklioe (see ckstrultciks)

     Gmm bckes 7 tjriuaj <Meprelcgtcik gkm mepbetcik

    Xirtcik if ipergtcka expekses pgcm ir cklurrem fir primultcik ir

    libbeltcik if ariss cklioe ir fir ogkgaeoekt, likservgtcik, ir

    ogcktekgkle if priperty jebm fir primultcik if cklioe (see ckstrultciks)

    Itjer expekses (see ckstrultciks)

     (suntrglt bckes 5, 6 gkm 1 frio bcke =)

    (N) Lurrekt Segr

    (iptcikgb)(G) Xrcir Segr

     Gaareagte fgcr ogr`et vgbue if gbb kik-exeopt-use gssets (see

    ckstrultciks fir sjirt tgx yegr ir gssets jebm fir pgrt if yegr)4

     Gvergae oiktjby vgbue if selurctces

     Gvergae oiktjby lgsj ngbgkles

    Fgcr ogr`et vgbue if itjer kik-exeopt-use gssets(gmm bckes 7g, 7n, gkm 7l)

     lbgcoem fir nbil`gae ir itjer

    fgltirs (expbgck ck metgcb ck )4

     Glqucsctcik ckmentemkess gppbclgnbe ti kik-exeopt-use gssets

    \untrglt bcke > frio bcke 7m

    Lgsj meeoem jebm fir exeopt use. Ekter 7-7/>% if bcke < (fir aregter goiukt,

    see ckstrultciks).

    Ket vgbue if kik-exeopt-use gssets (suntrglt bcke = frio bcke

  • 8/19/2019 2014 Alabama Possible 990

    24/39

  • 8/19/2019 2014 Alabama Possible 990

    25/39

    =8>: 83-71-7=

    :

    \ljemube G (Firo 338 ir 338-ET) >87=

    \ljemube G (Firo 338 ir 338-ET) >87= Xgae

    Xrivcme tje expbgkgtciks requcrem ny Xgrt CC, bcke 780 Xgrt CC, bcke 71g ir 71n0 gkm Xgrt CCC, bcke 7>.

     Gbsi liopbete tjcs pgrt fir gky gmmctcikgb ckfirogtcik. (\ee ckstrultciks).

    Xgrt VC \uppbeoektgb Ckfirogtcik.

    GBGNGOG XIVE^]S X^IDEL]GBGNGOG XI\\CNBE 5:->81=8:8

    778>> 1:665= 778:= >87=.8=88

  • 8/19/2019 2014 Alabama Possible 990

    26/39

    ION Ki. 75=5-88=1

    Mepgrtoekt if tje ]regsuryCkterkgb ̂ evekue \ervcle

    =>87=

    (Firo 338, 338-ET,ir 338-XF)

    | Gttglj ti Firo 338, Firo 338-ET, ir Firo 338-XF.| Ckfirogtcik gniut \ljemube N (Firo 338, 338-ET, ir 338-XF) gkm

    cts ckstrultciks cs gt .

    Kgoe if tje iragkczgtcik Eopbiyer cmektcfclgtcik kuoner

    Iragkczgtcik type

    Fcbers if4 \eltcik4

     kit

     Aekergb ̂ ube \pelcgb ^ube.

    Kite.

    Aekergb ^ube

    \pelcgb ^ubes

    (7) (>)

    Aekergb ^ube

    Lgutcik.

     oust

    Fir Xgperwir` ^emultcik Glt Kitcle, see tje Ckstrultciks fir Firo 338, 338-ET, ir 338-XF.

    exlbuscveby

    exlbuscveby 

     exlbuscveby 

     kikexlbuscveby 

    (ljel` ike)4

    Firo 338 ir 338-ET 587(l)( ) (ekter kuoner) iragkczgtcik

    =3=1(g)(7) kikexeopt ljgrctgnbe trust tregtem gs g prcvgte fiukmgtcik

    5>1 pibctclgb iragkczgtcik

    Firo 338-XF 587(l)(

  • 8/19/2019 2014 Alabama Possible 990

    27/39

    => 77-85-7=

    Kgoe if iragkczgtcik Eopbiyer cmektcfclgtcik kuoner

    \ljemube N (Firo 338, 338-ET, ir 338-XF) (>87=

    (g)

    Ki.

    (n)

    Kgoe, gmmress, gkm TCX + =

    (l)

    ]itgb liktrcnutciks

    (m)

    ]ype if liktrcnutcik

    XersikXgyribb

    Kiklgsj

    (g)

    Ki.

    (n)

    Kgoe, gmmress, gkm TCX + =

    (l)

    ]itgb liktrcnutciks

    (m)

    ]ype if liktrcnutcik

    Xersik

    Xgyribb

    Kiklgsj

    (g)

    Ki.

    (n)

    Kgoe, gmmress, gkm TCX + =

    (l)

    ]itgb liktrcnutciks

    (m)

    ]ype if liktrcnutcik

    Xersik

    Xgyribb

    Kiklgsj

    (g)

    Ki.

    (n)

    Kgoe, gmmress, gkm TCX + =

    (l)

    ]itgb liktrcnutciks

    (m)

    ]ype if liktrcnutcik

    Xersik

    Xgyribb

    Kiklgsj

    (g)

    Ki.

    (n)

    Kgoe, gmmress, gkm TCX + =

    (l)

    ]itgb liktrcnutciks

    (m)

    ]ype if liktrcnutcik

    Xersik

    Xgyribb

    Kiklgsj

    (g)

    Ki.

    (n)

    Kgoe, gmmress, gkm TCX + =

    (l)

    ]itgb liktrcnutciks

    (m)

    ]ype if liktrcnutcik

    Xersik

    Xgyribb

    Kiklgsj

    \ljemube N (Firo 338, 338-ET, ir 338-XF) (>87=) Xgae

    (see ckstrultciks). Use mupbclgte lipces if Xgrt C cf gmmctcikgb spgle cs keemem.

    $

    (Liopbete Xgrt CC firkiklgsj liktrcnutciks.)

    $

    (Liopbete Xgrt CC fir

    kiklgsj liktrcnutciks.)

    $

    (Liopbete Xgrt CC firkiklgsj liktrcnutciks.)

    $

    (Liopbete Xgrt CC firkiklgsj liktrcnutciks.)

    $(Liopbete Xgrt CC firkiklgsj liktrcnutciks.)

    $

    (Liopbete Xgrt CC firkiklgsj liktrcnutciks.)

    >

    Xgrt C Liktrcnutirs

       

       

       

       

       

       

    GBGNGOG XIVE^]S X^IDEL]GBGNGOG XI\\CNBE 5:->81=8:8

    7 LIOOUKC]S FIUKMG]CIK IF A^EG]E^ NJGO Z

    >788 FC^\] GVEKUE KI^]J 71,588.

    NC^OCKAJGO, GB 8<

    > OC@E & ACBBCGK AIIM^CLJ FIUKMG]CIK Z

    < ]EGO ]GLGBG LJG^C]CE\ Z

    = OG^S ̂ESKIBM\ NGNLIL@ FIUKMG]CIK Z

    >3>8 ̂ESKIBMG ̂IGM 1786

    5 GBGNGOG XIQE^ FIUKMG]CIK Z

    688 7:]J \]^EE] K 78,888.

    NC^OCKAJGO, GB 8<

    6 N^UKI FIUKMG]CIK Z

    X.I. NIZ 51 78,888.

    NC^OCKAJGO, GB 5<

    778>> 1:665= 778:= >87=.8=8>

  • 8/19/2019 2014 Alabama Possible 990

    28/39

    =>87=

    (g)

    Ki.

    frio

    Xgrt C

    (l)

    FOV (ir estcogte)

    (see ckstrultciks)

    (n)

    Meslrcptcik if kiklgsj priperty acvek

    (m)

    Mgte relecvem

    (g)

    Ki.

    frio

    Xgrt C

    (l)

    FOV (ir estcogte)

    (see ckstrultciks)

    (n)

    Meslrcptcik if kiklgsj priperty acvek

    (m)

    Mgte relecvem

    (g)

    Ki.

    frio

    Xgrt C

    (l)

    FOV (ir estcogte)

    (see ckstrultciks)

    (n)

    Meslrcptcik if kiklgsj priperty acvek

    (m)

    Mgte relecvem

    (g)

    Ki.

    frioXgrt C

    (l)

    FOV (ir estcogte)(see ckstrultciks)

    (n)

    Meslrcptcik if kiklgsj priperty acvek

    (m)

    Mgte relecvem

    (g)

    Ki.

    frio

    Xgrt C

    (l)

    FOV (ir estcogte)

    (see ckstrultciks)

    (n)

    Meslrcptcik if kiklgsj priperty acvek

    (m)

    Mgte relecvem

    (g)

    Ki.

    frio

    Xgrt C

    (l)

    FOV (ir estcogte)

    (see ckstrultciks)

    (n)

    Meslrcptcik if kiklgsj priperty acvek

    (m)

    Mgte relecvem

    \ljemube N (Firo 338, 338-ET, ir 338-XF) (>87=) Xgae

    (see ckstrultciks). Use mupbclgte lipces if Xgrt CC cf gmmctcikgb spgle cs keemem.

    $

    $

    $

    $

    $

    $

    <

    Xgrt CC Kiklgsj Xriperty 

    GBGNGOG XIVE^]S X^IDEL]GBGNGOG XI\\CNBE 5:->81=8:8

    778>> 1:665= 778:= >87=.8=8

  • 8/19/2019 2014 Alabama Possible 990

    29/39

     (Ekter tjcs ckfi. ikle.)

    Fir iragkczgtciks

    liopbetcka Xgrt CCC, ekter tje titgb if exlbuscveby rebcacius, ljgrctgnbe, etl., liktrcnutciks if $7,888 ir bess fir tje yegr.

    =>87=

     

    (g) Ki.frioXgrt C

    (n) Xurpise if acft (l) Use if acft (m) Meslrcptcik if jiw acft cs jebm

    (e) ]rgksfer if acft

    ]rgksferee's kgoe, gmmress, gkm TCX + = ^ebgtciksjcp if trgksferir ti trgksferee

    (g) Ki.frioXgrt C

    (n) Xurpise if acft (l) Use if acft (m) Meslrcptcik if jiw acft cs jebm

    (e) ]rgksfer if acft

    ]rgksferee's kgoe, gmmress, gkm TCX + = ^ebgtciksjcp if trgksferir ti trgksferee

    (g) Ki.frioXgrt C

    (n) Xurpise if acft (l) Use if acft (m) Meslrcptcik if jiw acft cs jebm

    (e) ]rgksfer if acft

    ]rgksferee's kgoe, gmmress, gkm TCX + = ^ebgtciksjcp if trgksferir ti trgksferee

    (g) Ki.frio

    Xgrt C

    (n) Xurpise if acft (l) Use if acft (m) Meslrcptcik if jiw acft cs jebm

    (e) ]rgksfer if acft

    ]rgksferee's kgoe, gmmress, gkm TCX + = ^ebgtciksjcp if trgksferir ti trgksferee

    Liopbete libuoks tjriuaj tje fibbiwcka bcke ektry.

    \ljemube N (Firo 338, 338-ET, ir 338-XF) (>87=) Xgae

    | $

    Use mupbclgte lipces if Xgrt CCC cf gmmctcikgb spgle cs keemem.

     Exlbuscveby 

    =

    Xgrt CCC

    GBGNGOG XIVE^]S X^IDEL]GBGNGOG XI\\CNBE 5:->81=8:8

    778>> 1:665= 778:= >87=.8=8=

  • 8/19/2019 2014 Alabama Possible 990

    30/39

    ION Ki. 75=5-88=1

    Mepgrtoekt if tje ]regsuryCkterkgb ̂ evekue \ervcle

    =85778-87-7=

    Jebm gt tje Ekm if tje ]gx Segr

    (Firo 338) | Liopbete cf tje iragkczgtcik gkswerem "Ses" ti Firo 338,Xgrt CV, bcke 6, 1, :, 3, 78, 77g, 77n, 77l, 77m, 77e, 77f, 7>g, ir 7>n.

    | Gttglj ti Firo 338.| Ckfirogtcik gniut \ljemube M (Firo 338) gkm cts ckstrultciks cs gt

    Ipek ti XunbclCkspeltcik

    Kgoe if tje iragkczgtcik Eopbiyer cmektcfclgtcik kuoner

    (g) (n)

    7>

    <

    =

    5

    6

     Ses Ki

     Ses Ki

    7

    >

    <

    =

    5

    6

    1

    :

    3

    g

    n

    l

    m

    >g

    >n

    >l

    >m

     Ses Ki

     Ses Ki

    7

    >

    g

    n

    (c)

    (cc)

    g

    n

    Fir Xgperwir` ̂ emultcik Glt Kitcle, see tje Ckstrultciks fir Firo 338. \ljemube M (Firo 338) >87=

    Liopbete cf tje

    iragkczgtcik gkswerem "Ses" ti Firo 338, Xgrt CV, bcke 6.

    Mikir gmvcsem fukms Fukms gkm itjer glliukts

    ]itgb kuoner gt ekm if yegr Gaareagte vgbue if liktrcnutciks ti (murcka yegr)

     Gaareagte vgbue if argkts frio (murcka yegr)

     Gaareagte vgbue gt ekm if yegr

    ~~~~~~~~~~~~~~~~~~~

    ~~~~~~

    ~~~~~~~~~~~~~

    Mcm tje iragkczgtcik ckfiro gbb mikirs gkm mikir gmvcsirs ck wrctcka tjgt tje gssets jebm ck mikir gmvcsem fukms

    gre tje iragkczgtcik's priperty, sundelt ti tje iragkczgtcik's exlbuscve beagb liktrib9~~~~~~~~~~~~~~~~~~

    Mcm tje iragkczgtcik ckfiro gbb argktees, mikirs, gkm mikir gmvcsirs ck wrctcka tjgt argkt fukms lgk ne usem ikby

    fir ljgrctgnbe purpises gkm kit fir tje nekefct if tje mikir ir mikir gmvcsir, ir fir gky itjer purpise likferrcka

    coperocsscnbe prcvgte nekefct9 ••••••••••••••••••••••••••••••••••••••••••••

    Liopbete cf tje iragkczgtcik gkswerem "Ses" ti Firo 338, Xgrt CV, bcke 1.

    Xurpise(s) if likservgtcik egseoekts jebm ny tje iragkczgtcik (ljel` gbb tjgt gppby).

    Xreservgtcik if bgkm fir punbcl use (e.a., relregtcik ir emulgtcik)

    Xriteltcik if kgturgb jgnctgt

    Xreservgtcik if ipek spgle

    Xreservgtcik if g jcstirclgbby copirtgkt bgkm greg

    Xreservgtcik if g lertcfcem jcstircl strulture

    Liopbete bckes >g tjriuaj >m cf tje iragkczgtcik jebm g qugbcfcem likservgtcik liktrcnutcik ck tje firo if g likservgtcik egseoekt ik tje bgst

    mgy if tje tgx yegr.

    ]itgb kuoner if likservgtcik egseoekts

    ]itgb glregae restrcltem ny likservgtcik egseoekts

    ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

    ~~~~~~~~~~~~~~~~~~~~~~~~~~

    Kuoner if likservgtcik egseoekts ik g lertcfcem jcstircl strulture cklbumem ck (g)

    Kuoner if likservgtcik egseoekts cklbumem ck (l) glqucrem gfter :/71/86, gkm kit ik g jcstircl strulture

    bcstem ck tje Kgtcikgb ̂ eacster

    ~~~~~~~~~~~~

    ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

    Kuoner if likservgtcik egseoekts oimcfcem, trgksferrem, rebegsem, extckaucsjem, ir terockgtem ny tje iragkczgtcik murcka tje tgx

    yegr |

    Kuoner if stgtes wjere priperty sundelt ti likservgtcik egseoekt cs bilgtem |

    Mies tje iragkczgtcik jgve g wrcttek pibcly reagrmcka tje percimcl oikctircka, ckspeltcik, jgkmbcka if

    vcibgtciks, gkm ekfirleoekt if tje likservgtcik egseoekts ct jibms9 ~~~~~~~~~~~~~~~~~~~~~~~~~

    \tgff gkm vibukteer jiurs mevitem ti oikctircka, ckspeltcka, gkm ekfirlcka likservgtcik egseoekts murcka tje yegr |

     Goiukt if expekses cklurrem ck oikctircka, ckspeltcka, gkm ekfirlcka likservgtcik egseoekts murcka tje yegr | $

    Mies eglj likservgtcik egseoekt repirtem ik bcke >(m) gnive sgtcsfy tje requcreoekts if seltcik 718(j)(=)(N)(c)

    gkm seltcik 718(j)(=)(N)(cc)9 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

    Ck Xgrt ZCCC, meslrcne jiw tje iragkczgtcik repirts likservgtcik egseoekts ck cts revekue gkm expekse stgteoekt, gkm ngbgkle sjeet, gkm

    cklbume, cf gppbclgnbe, tje text if tje fiitkite ti tje iragkczgtcik's fckgklcgb stgteoekts tjgt meslrcnes tje iragkczgtcik's glliuktcka fir

    likservgtcik egseoekts.

    Liopbete cf tje iragkczgtcik gkswerem "Ses" ti Firo 338, Xgrt CV, bcke :.

    Cf tje iragkczgtcik ebeltem, gs perocttem ukmer \FG\ 776 (G\L 35:), kit ti repirt ck cts revekue stgteoekt gkm ngbgkle sjeet wir`s if grt,

    jcstirclgb tregsures, ir itjer scocbgr gssets jebm fir punbcl exjcnctcik, emulgtcik, ir resegrlj ck furtjergkle if punbcl servcle, privcme, ck Xgrt ZCCC,

     tje text if tje fiitkite ti cts fckgklcgb stgteoekts tjgt meslrcnes tjese cteos.Cf tje iragkczgtcik ebeltem, gs perocttem ukmer \FG\ 776 (G\L 35:), ti repirt ck cts revekue stgteoekt gkm ngbgkle sjeet wir`s if grt, jcstirclgb

     tregsures, ir itjer scocbgr gssets jebm fir punbcl exjcnctcik, emulgtcik, ir resegrlj ck furtjergkle if punbcl servcle, privcme tje fibbiwcka goiukts

    rebgtcka ti tjese cteos4

    ^evekue cklbumem ck Firo 338, Xgrt VCCC, bcke 7

     Gssets cklbumem ck Firo 338, Xgrt Z

    ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ | $

    $~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |

    Cf tje iragkczgtcik relecvem ir jebm wir`s if grt, jcstirclgb tregsures, ir itjer scocbgr gssets fir fckgklcgb agck, privcme

     tje fibbiwcka goiukts requcrem ti ne repirtem ukmer \FG\ 776 (G\L 35:) rebgtcka ti tjese cteos4

    ^evekue cklbumem ck Firo 338, Xgrt VCCC, bcke 7

     Gssets cklbumem ck Firo 338, Xgrt Z

    ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ | $

    $~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |

    BJG 

    www.crs.aiv/firo338.

    Xgrt C Iragkczgtciks Ogcktgckcka Mikir Gmvcsem Fukms ir Itjer \cocbgr Fukms ir Glliukts.

    Xgrt CC Likservgtcik Egseoekts.

    Xgrt CCC Iragkczgtciks Ogcktgckcka Libbeltciks if Grt, Jcstirclgb ]regsures, ir Itjer \cocbgr Gssets.

    \LJEMUBE M \uppbeoektgb Fckgklcgb \tgteoekts>87=

     

     

       

     

     

     

    GBGNGOG XIVE^]S X^IDEL]GBGNGOG XI\\CNBE 5:->81=8:8

    778>> 1:665= 778:= >87=.8=85

  • 8/19/2019 2014 Alabama Possible 990

    31/39

    =85>78-87-7=

    <

    =

    5

    g

    n

    l

    m

    e

     Ses Ki

    7

    >

    g

    n

    l

    m

    e

    f

    g

    n

     Ses Ki

    7l

    7m

    7e

    7f

     Ses Ki

    (g) (n) (l) (m) (e)

    7

    >

    <

    =

    g

    n

    l

    m

    e

    f

    a

    g

    n

    l

    g

    n

     Ses Ki

    (c)

    (cc)

    7.

    Cs tje iragkczgtcik gk gaekt, trustee, lustimcgk ir itjer ckteroemcgry fir liktrcnutciks ir itjer gssets kit cklbumem

    ik Firo 338, Xgrt Z9

    Cf "Ses," expbgck tje grrgkaeoekt ck Xgrt ZCC C gkm liopbete tje fibbiwcka tgnbe4

    ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

     Goiukt

    Neackkcka ngbgkle

     Gmmctciks murcka tje yegr

    Mcstrcnutciks murcka tje yegr

    Ekmcka ngbgkle

    ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

    ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

    ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

    ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

    Mcm tje iragkczgtcik cklbume gk goiukt ik Firo 338, Xgrt Z, bcke >7, fir eslriw ir lustimcgb glliukt bcgncbcty9

    Cf "Ses," expbgck tje grrgkaeoekt ck Xgrt ZCCC. Ljel` jere cf tje expbgkgtcik jgs neek privcmem ck Xgrt ZCCC

    ~~~~~

    •••••••••••••

    Liopbete cf tje iragkczgtcik gkswerem "Ses" ti Firo 338, Xgrt CV, bcke 78.Lurrekt yegr Xrcir yegr

    Neackkcka if yegr ngbgkle

    Liktrcnutciks

    Ket ckvestoekt egrkckas, agcks, gkm bisses

    Argkts ir sljibgrsjcps

    ~~~~~~~

    ~~~~~~~~~~~~~~

    ~~~~~~~~~

    Itjer expekmctures fir fglcbctces

    gkm priargos

     Gmockcstrgtcve expekses

    Ekm if yegr ngbgkle

    ~~~~~~~~~~~~~

    ~~~~~~~~

    ~~~~~~~~~~

    Xrivcme tje estcogtem perlektgae if tje lurrekt yegr ekm ngbgkle (bcke 7a, libuok (g)) jebm gs4

    Nigrm mescakgtem ir qugsc-ekmiwoekt

    Xerogkekt ekmiwoekt

    ]eopirgrcby restrcltem ekmiwoekt

    ]je perlektgaes ck bckes >g, >n, gkm >l sjiubm equgb 788%.

    | %

    | %

    | %

     Gre tjere ekmiwoekt fukms kit ck tje pissesscik if tje iragkczgtcik tjgt gre jebm gkm gmockcsterem fir tje iragkczgtcik

    ny4

    ukrebgtem iragkczgtciks

    rebgtem iragkczgtciks

    ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

    ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

    Cf "Ses" ti

  • 8/19/2019 2014 Alabama Possible 990

    32/39

    (cklbumcka kgoe if selurcty)

    =85<78-87-7=

    ]itgb.

    ]itgb.

    (g) (n) (l)

    (g) (n) (l)

    (g) (n)

    ]itgb.

    (g) (n)7.

    ]itgb.

    >.

    \ljemube M (Firo 338) >87=

    (Libuok (n) oust equgb Firo 338, Xgrt Z, lib. (N) bcke 75.)

    (Libuok (n) oust equgb Firo 338, Xgrt Z, lib. (N) bcke >5.)

    Meslrcptcik if selurcty ir lgteairy

    (Lib. (n) oust equgb Firo 338, Xgrt Z, lib. (N) bcke 7>.) |

    (Lib. (n) oust equgb Firo 338, Xgrt Z, lib. (N) bcke 787= Xgae

    Liopbete cf tje iragkczgtcik gkswerem "Ses" ti Firo 338, Xgrt CV, bcke 77n. \ee Firo 338, Xgrt Z, bcke 7>.

    Nii` vgbue Oetjim if vgbugtcik4 List ir ekm-if-yegr ogr`et vgbue

    (7)

    (>)

    ()

    (81=8:8

    Z

    778>> 1:665= 778:= >87=.8=81

  • 8/19/2019 2014 Alabama Possible 990

    33/39

    =85=78-87-7=

    7

    >

    <

    =

    5

    7

    g

    n

    l

    m

    e

    >g

    >n

    >l

    >m

    >g >m >ee 7

    g

    n

    l

    =g

    =n

    =g =n

    < =l.

    =l

    5

    7

    >

    <

    =

    5

    7

    g

    n

    lm

    e

    >g

    >n

    >l>m

    >g >m

    >e 7

    >e

    <

    g

    n

    l

    =g

    =n

    =g =n

    < =l.

    =l

    5

    \ljemube M (Firo 338) >87=

    (]jcs oust equgb Firo 338, Xgrt C, bcke 7>.)

    (]jcs oust equgb Firo 338, Xgrt C, bcke 7:.)

    \ljemube M (Firo 338) >87= Xgae

    Liopbete cf tje iragkczgtcik gkswerem "Ses" ti Firo 338, Xgrt CV, bcke 7>g.

    ]itgb revekue, agcks, gkm itjer suppirt per gumctem fckgklcgb stgteoekts

     Goiukts cklbumem ik bcke 7 nut kit ik Firo 338, Xgrt VCCC, bcke 7>4

    ~~~~~~~~~~~~~~~~~~~

    Ket ukregbczem agcks (bisses) ik ckvestoekts

    Mikgtem servcles gkm use if fglcbctces

    ^eliverces if prcir yegr argkts

    Itjer (Meslrcne ck Xgrt ZCCC.)

    ~~~~~~~~~~~~~~~~~~

    ~~~~~~~~~~~~~~~~~~~~~~

    ~~~~~~~~~~~~~~~~~~~~~~~~~

    ~~~~~~~~~~~~~~~~~~~~~~~~~~

     Gmm bckes tjriuaj ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~\untrglt bcke frio bcke ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

     Goiukts cklbumem ik Firo 338, Xgrt VCCC, bcke 7>, nut kit ik bcke 74

    Ckvestoekt expekses kit cklbumem ik Firo 338, Xgrt VCCC, bcke 1n

    Itjer (Meslrcne ck Xgrt ZCCC.)

    ~~~~~~~~

    ~~~~~~~~~~~~~~~~~~~~~~~~~~

     Gmm bckes gkm

    ]itgb revekue. Gmm bckes gkm

    ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

    •••••••••••••••••

    Liopbete cf tje iragkczgtcik gkswerem "Ses" ti Firo 338, Xgrt CV, bcke 7>g.

    ]itgb expekses gkm bisses per gumctem fckgklcgb stgteoekts

     Goiukts cklbumem ik bcke 7 nut kit ik Firo 338, Xgrt CZ, bcke >54

    ~~~~~~~~~~~~~~~~~~~~~~~~~~

    Mikgtem servcles gkm use if fglcbctces

    Xrcir yegr gmdustoekts

    Itjer bissesItjer (Meslrcne ck Xgrt ZCCC.)

    ~~~~~~~~~~~~~~~~~~~~~~

    ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

    ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

     Gmm bckes tjriuaj

    \untrglt bcke frio bcke

    ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

    ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

     Goiukts cklbumem ik Firo 338, Xgrt CZ, bcke >5, nut kit ik bcke 74

    Ckvestoekt expekses kit cklbumem ik Firo 338, Xgrt VCCC, bcke 1n

    Itjer (Meslrcne ck Xgrt ZCCC.)

    ~~~~~~~~

    ~~~~~~~~~~~~~~~~~~~~~~~~~~

     Gmm bckes gkm

    ]itgb expekses. Gmm bckes gkm

    ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

    ••••••••••••••••

    Xrivcme tje meslrcptciks requcrem fir Xgrt CC, bckes n0 Xgrt V, bcke =0 Xgrt Z, bcke >0 Xgrt ZC,

    bckes >m gkm =n0 gkm Xgrt ZCC, bckes >m gkm =n. Gbsi liopbete tjcs pgrt ti privcme gky gmmctcikgb ckfirogtcik.

    =Xgrt ZC ^eliklcbcgtcik if ^evekue per Gumctem Fckgklcgb \tgteoekts Qctj ^evekue per ^eturk.

    Xgrt ZCC ^eliklcbcgtcik if Expekses per Gumctem Fckgklcgb \tgteoekts Qctj Expekses per ^eturk.

    Xgrt ZCCC \uppbeoektgb Ckfirogtcik.

    GBGNGOG XIVE^]S X^IDEL]GBGNGOG XI\\CNBE 5:->81=8:8

    1,8>3.

    8.1,8>3.

    8.1,8>3.

    > 1:665= 778:= >87=.8=8:

  • 8/19/2019 2014 Alabama Possible 990

    34/39

    ION Ki. 75=5-88=1

    Mepgrtoekt if tje ]regsuryCkterkgb ̂ evekue \ervcle

    Mcmfukmrgcser

    jgve lustimyir liktrib if

    liktrcnutciks9

    =8:78:->:-7=

     Ckfirogtcik gniut \ljemube A (Firo 338 ir 338-ET) gkm cts ckstrultciks cs gt

    (Firo 338 ir 338-ET)Liopbete cf tje iragkczgtcik gkswerem "Ses" ti Firo 338, Xgrt CV, bckes 71, 7:, ir 73, ir cf tje

    iragkczgtcik ekterem oire tjgk $75,888 ik Firo 338-ET, bcke 6g.| Gttglj ti Firo 338 ir Firo 338-ET. Ipek ti Xunbcl

    Ckspeltcik|Eopbiyer cmektcfclgtcik kuoner

    7g

    n

    l

    m

    g

    n

    e

    f

    a

    >

     Ses Ki

    (c)(cc)

    (ccc)(cv)

    (v)

    (c)

    (vc)

     Ses Ki

    ]itgb

    <

    Fir Xgperwir` ̂ emultcik Glt Kitcle, see tje Ckstrultciks fir Firo 338 ir 338-ET. \ljemube A (Firo 338 ir 338-ET) >87=

    Kgoe if tje iragkczgtcik

    Liopbete cf tje iragkczgtcik gkswerem "Ses" ti Firo 338, Xgrt CV, bcke 71. Firo 338-ET fcbers gre kitrequcrem ti liopbete tjcs pgrt.

    Ckmclgte wjetjer tje iragkczgtcik rgcsem fukms tjriuaj gky if tje fibbiwcka gltcvctces. Ljel` gbb tjgt gppby.Ogcb sibclctgtciks

    Ckterket gkm eogcb sibclctgtciks

    Xjike sibclctgtciks

    Ck-persik sibclctgtciks

    \ibclctgtcik if kik-aiverkoekt argkts

    \ibclctgtcik if aiverkoekt argkts

    \pelcgb fukmrgcscka evekts

    Mcm tje iragkczgtcik jgve g wrcttek ir irgb gareeoekt wctj gky ckmcvcmugb (cklbumcka iffclers, mcreltirs, trustees ir

    `ey eopbiyees bcstem ck Firo 338, Xgrt VCC) ir ektcty ck likkeltcik wctj prifesscikgb fukmrgcscka servcles9

    Cf "Ses," bcst tje tek jcajest pgcm ckmcvcmugbs ir ektctces (fukmrgcsers) pursugkt ti gareeoekts ukmer wjclj tje fukmrgcser cs ti ne

    liopeksgtem gt begst $5,888 ny tje iragkczgtcik.

    Kgoe gkm gmmress if ckmcvcmugbir ektcty (fukmrgcser)

     GltcvctyAriss relecpts

    frio gltcvcty

     Goiukt pgcm ti (ir retgckem ny)

    fukmrgcserbcstem ck lib.

     Goiukt pgcm ti (ir retgckem ny)

    iragkczgtcik

    •••••••••••••••••••••••••••••••••••••• |

    Bcst gbb stgtes ck wjclj tje iragkczgtcik cs reacsterem ir bcleksem ti sibclct liktrcnutciks ir jgs neek kitcfcem ct cs exeopt frio reacstrgtcikir bclekscka.

    BJG 

     www.crs.aiv/firo 338.

    \LJEMUBE A\uppbeoektgb Ckfirogtcik ^eagrmcka Fukmrgcscka ir Agocka Gltcvctces

    Fukmrgcscka Gltcvctces.Xgrt C

    >87=

          

     

    GBGNGOG XIVE^]S X^IDEL]GBGNGOG XI\\CNBE 5:->81=8:8

    778>> 1:665= 778:= >87=.8=83

  • 8/19/2019 2014 Alabama Possible 990

    35/39

    =8:> 8:->:-7=

    >

    (m)

    (g)

    (l)

    (g) (n) (l)

    7

    >

    <

    =

    5

    6

    1

    :3

    78

    77

    (g)(n)

    (l)(m)

    (g) (l)

    7

    >

    <

    =

    5

    6

    1

    :

     Ses Ses Ses

    Ki Ki Ki

    3

    78

    g

    n

     Ses Ki

    g

    n

     Ses Ki

    \ljemube A (Firo 338 ir 338-ET) >87=

    Xubb tgns/ckstgktnckai/priaresscve nckai

    \ljemube A (Firo 338 ir 338-ET) >87= XgaeLiopbete cf tje iragkczgtcik gkswerem "Ses" ti Firo 338, Xgrt CV, bcke 7:, ir repirtem oire tjgk $75,888

    if fukmrgcscka evekt liktrcnutciks gkm ariss cklioe ik Firo 338-ET, bckes 7 gkm 6n. Bcst evekts wctj ariss relecpts aregter tjgk $5,888.

    ]itgb evekts

    (gmm lib. tjriuaj

    lib. )

        ^   e   v   e   k   u   e

    Evekt #7 Evekt #> Itjer evekts

    (evekt type) (evekt type) (titgb kuoner)

    Ariss relecpts

    Bess4 Liktrcnutciks

    ~~~~~~~~~~~~~~

    ~~~~~~~~~~~

    Ariss cklioe (bcke 7 ockus bcke >)

        M    c   r   e   l    t    E   x   p   e   k   s   e   s

    ••••

    Lgsj prczes

    Kiklgsj prczes

    ~~~~~~~~~~~~~~~

    ~~~~~~~~~~~~~

    ^ekt/fglcbcty lists ~~~~~~~~~~~~

    Fiim gkm nevergaes

    Ektertgckoekt

    ~~~~~~~~~~

    ~~~~~~~~~~~~~~Itjer mcrelt expekses ~~~~~~~~~~

    Mcrelt expekse suoogry. Gmm bckes = tjriuaj 3 ck libuok (m)

    Ket cklioe suoogry. \untrglt bcke 78 frio bcke tjriuaj 5 ck libuok (m)

    Ket agocka cklioe suoogry. \untrglt bcke 1 frio bcke 7, libuok (m)

    ~~~~~~~~~~~~~~~~~~~~~~~~ |

    ••••••••••••••••••••• |

    Ekter tje stgte(s) ck wjclj tje iragkczgtcik likmults agocka gltcvctces4Cs tje iragkczgtcik bcleksem ti likmult agocka gltcvctces ck eglj if tjese stgtes9

    Cf "Ki," expbgck4

    ~~~~~~~~~~~~~~~~~~~~

    Qere gky if tje iragkczgtcik's agocka bclekses revi`em, suspekmem ir terockgtem murcka tje tgx yegr9

    Cf "Ses," expbgck4

    ~~~~~~~~~

    Xgrt CC Fukmrgcscka Evekts.

    Xgrt CCC Agocka.

       

     

     

    GBGNGOG XIVE^]S X^IDEL]GBGNGOG XI\\CNBE 5:->81=8:8

    KIKE>87=FUKM^GC\CKA

    53,56>. 53,56>.

    53,56>. 53,56>.

    778>> 1:665= 778:= >87=.8=8

  • 8/19/2019 2014 Alabama Possible 990

    36/39

    =8:< 8:->:-7=

    <

    77

    7>

    7<

    7=

    75

     Ses Ki

     Ses Ki

    g

    n

    787= Xga