RICHARD M SCRUSHY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD M SCRUSHY CHARITABLE FOUNDATION INC (EIN 72-1374013)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-09-28
- IRS object ID
- 202302719349100305
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-09-28T09:33:35-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 631241501 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEVIS EBERHART BROWNING WALKER & STEWART | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1521 WEST MAIN STREET | AddressLine1Txt |
| City | DOTHAN | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 363011313 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 721374013 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD M SCRUSHY CHARITABLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICH | BusinessNameControlTxt |
| Phone | 2059789592 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 COMMERCE PKWY | AddressLine1Txt |
| City | PELHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35124 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTIN ADAMS | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2059789592 | PhoneNum |
| Signature | 2023-09-27 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RICHARD | PersonFirstNm |
| Person Last | ADAMS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TONY E JOHNSON | PreparerPersonNm |
| PTIN | P00273902 | PTIN |
| Phone | 3347934883 | PhoneNum |
| Preparation | 2023-09-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $660,774 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $776 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $776 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $28,515 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,515 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$30,977 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,854,632 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $132 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$1,686 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $29,423 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,531 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,531 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,734 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,734 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $78,311 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $78,311 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $85,576 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $85,576 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $62,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $62,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $148,276 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $85,576 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $62,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$149,962 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $324,896 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $142,302 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $142,302 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $484,352 | CorporateStockBOYAmt |
| Corporate Stock EOY | $516,984 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $518,472 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $809,248 | TotalAssetsBOYAmt |
| Total Assets EOY | $659,286 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $660,774 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $809,248 | RetainedEarningBOYAmt |
| Retained Earning EOY | $659,286 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $809,248 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $659,286 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $809,248 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $659,286 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $809,248 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$149,962 | ExcessRevenueOverExpensesAmt |
| Subtotal | $659,286 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $659,286 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $132 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MICHAEL A PLAIA | IndividualWithBooksNm |
| Phone | 2059789592 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 COMMERCE PARKWAY | AddressLine1Txt |
| City | PELHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35124 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MICHAEL A PLAIA | ||||||||
| 250 COMMERCE PARKWAY | PELHAM | AL | 35124 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| AMY S ADAMS | ||||||||
| 250 COMMERCE PARKWAY | PELHAM | AL | 35124 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| CHRISTA S PLAIA | ||||||||
| 250 COMMERCE PARKWAY | PELHAM | AL | 35124 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| MARTIN ADAMS | ||||||||
| 250 COMMERCE PARKWAY | PELHAM | AL | 35124 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $150,000 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $150,000 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $400,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $700,000 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $700,000 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,500 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $689,500 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $34,475 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $34,475 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $34,475 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $34,475 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $34,475 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $62,700 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $62,700 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $34,475 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $3,066 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,651 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $4,717 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $62,700 | QualifyingDistributionsAmt |
| Applied To Current Year | $34,475 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $28,225 | RemainingDistriFromCorpusAmt |
| Total Corpus | $32,942 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $32,942 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $3,066 | ExcessFromYear3Amt |
| Excess From Year2 | $1,651 | ExcessFromYear2Amt |
| Excess From Current Year | $28,225 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MICHAEL A PLAIA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 COMMERCE PARKWAY | AddressLine1Txt |
| City | PELHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35124 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2059789592 | RecipientPhoneNum |
| Form And Info And Materials | NONE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| BALLETT WOMENS COMMITTEE | |||||
| 310 18TH ST | BIRMINGHAM | AL | 35203 | UNRESTRICTED SUPPORT | $2,000 |
| GOTURBACK | |||||
| 221 KINGS HOME DRIVE | CHELSEA | AL | 35043 | UNRESTRICTED SUPPORT | $20,000 |
| JEFFERSON ALCOHOLIC FOUNDATION | |||||
| 2012 14TH AVENUE | BIRMINGHAM | AL | 35205 | UNRESTRICTED SUPPORT | $1,000 |
| HUSKY HOOPS | |||||
| 100 OSLO CIR | BIRMINGHAM | AL | 35211 | UNRESTRICTED SUPPORT | $1,000 |
| VINEYARD FAMILY SVC OF CEN | |||||
| 2834 PELHAM PKWY | PELHAM | AL | 35124 | UNRESTRICTED SUPPORT | $1,000 |
| CAMP SMILE A MILE | |||||
| 1600 2ND AVE S | BIRMINGHAM | AL | 35233 | UNRESTRICTE SUPPORT | $1,000 |
| DOWNTOWN JIMME HALE MISSION | |||||
| 3420 2ND AVE N | BIRMINGHAM | AL | 35222 | UNRESTRICTED SUPPORT | $700 |
| SAV A LIFE | |||||
| 1480 MCGUIRE ROAD | BIRMINGHAM | AL | 35216 | UNRESTRICTED SUPPORT | $1,000 |
| MARRY HILL | |||||
| 204 KATHERINE AVE | OZARK | AL | 36360 | UNRESTRICTED SUPPORT | $1,000 |
| THE GROVE SCHOOL | |||||
| 7545 PARKWAY DR | LEEDS | AL | 35094 | UNRESTRICTED SUPPORT | $4,000 |
| JCCHS | |||||
| 300 LAKESHORE PKWY | BIRMINGHAM | AL | 35209 | UNRESTRICTED SUPPORT | $20,000 |
| FOOD FOR JOURNERY | |||||
| 2418 HUNTINGTON GLEN DRIV | BIRMINGHAM | AL | 35226 | UNRESTRICTED SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $62,700 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $776 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $28,515 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$30,977 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$1,686 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$1,686 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $2,531 | Amt |
| Net Investment Income | $2,531 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | RAYMOND JAMES | AssetDesc |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2022-12 | SoldDt |
| Gross Sales Price | $5,854,500 | GrossSalesPriceAmt |
| Basis | $5,885,609 | BasisAmt |
| Total Net | -$31,109 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $516,984 | EOYBookValueAmt |
| EOYFMV | $518,472 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT MANAGEMENT FEES | $72,000 | $72,000 |
| INVESTMENT EXPENSES | $6,311 | $6,311 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $3,719 | $3,719 |
| TAXES | $1,015 | $1,015 |