RICHARD M SCRUSHY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD M SCRUSHY CHARITABLE FOUNDATION INC (EIN 72-1374013)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-28
- IRS object ID
- 202101489349100505
- Schema version
- 2020v4.0
- 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 | 2021-05-28T11:27:16-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-05-13 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TONY E JOHNSON | PreparerPersonNm |
| PTIN | P00273902 | PTIN |
| Phone | 3347934883 | PhoneNum |
| Preparation | 2021-05-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,029,592 | 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 | $100 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $100 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,547 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,547 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $79,626 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,103,767 | GrossSalesPriceAmt |
| Total Rev And Expnss | $83,273 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,647 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,240 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $9 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $81,999 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $83,248 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $41,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $41,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $124,248 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $41,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$40,975 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,647 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $360,893 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $235,019 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $235,019 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $659,982 | CorporateStockBOYAmt |
| Corporate Stock EOY | $799,759 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $794,573 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $54,878 | OtherInvestmentsBOYAmt |
| Total Assets BOY | $1,075,753 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,034,778 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,029,592 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,075,753 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,034,778 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,075,753 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,034,778 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,075,753 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,034,778 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,075,753 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$40,975 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,034,778 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,034,778 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $51 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $51 | SubtotalAmt |
| Tax Based On Investment Income | $51 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $51 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $51 | TotalPaymentsAndCreditsAmt |
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 | $600,000 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $200,000 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $800,000 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $800,000 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,000 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $788,000 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $39,400 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $39,400 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $51 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $51 | TotalTaxAmt |
| Distributable Before Adj | $39,349 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $39,349 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $39,349 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $41,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $41,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $41,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $39,349 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $4,546 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $28,708 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $33,254 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $41,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $39,349 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,651 | RemainingDistriFromCorpusAmt |
| Total Corpus | $34,905 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $34,905 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $4,546 | ExcessFromYear2Amt |
| Excess From Year1 | $28,708 | ExcessFromYear1Amt |
| Excess From Current Year | $1,651 | 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 (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| CAMP BRIDGES | |||||
| 1600 7TH AVE S | BIRMINGHAM | AL | 35233 | UNRESTRICTED SUPPORT | $2,000 |
| GOTURBACK | |||||
| 221 KINGS HOME DRIVE | CHELSEA | AL | 35043 | UNRESTRICTED SUPPORT | $6,000 |
| HOOVER ATHLETIC ASSN | |||||
| 2649 OLD ROCKY RIDGE ROAD | HOOVER | AL | 35216 | UNRESTRICTED SUPPORT | $5,000 |
| JEFFERSON ALCOHOLIC FOUNDATION | |||||
| 2012 14TH AVENUE | BIRMINGHAM | AL | 35205 | UNRESTRICTED SUPPORT | $2,500 |
| SPAIN PARK GRIDIRON CLUB | |||||
| 4700 JAGUAR DRIVE | HOOVER | AL | 35242 | UNRESTRICTED SUPPORT | $5,000 |
| UNITED CEREBRAL PALSY OF | |||||
| 100 OSLO CIR | BIRMINGHAM | AL | 35211 | UNRESTRICTED SUPPORT | $1,000 |
| VINEYARD FAMILY SVC OF CEN | |||||
| 2834 PELHAM PKWY | PELHAM | AL | 35124 | UNRESTRICTED SUPPORT | $8,500 |
| CAMP SMILE A MILE | |||||
| 1600 2ND AVE S | BIRMINGHAM | AL | 35233 | UNRESTRICTE SUPPORT | $1,000 |
| BOYS AND GIRLS CLUB OF CENTRAL AL | |||||
| 109 PARK AVE | BROOKSIDE | AL | 35036 | UNRESTRICTED SUPPORT | $4,000 |
| DOWNTOWN JIMME HALE MISSION | |||||
| 3420 2ND AVE N | BIRMINGHAM | AL | 35222 | UNRESTRICTED SUPPORT | $1,000 |
| SAV A LIFE | |||||
| 1480 MCGUIRE ROAD | BIRMINGHAM | AL | 35216 | UNRESTRICTED SUPPORT | $1,000 |
| DABOS ALL IN TEAM | |||||
| PO BOX 1585 | CLEMSON | SC | 29633 | UNRESTRICTED SUPPORT | $3,000 |
| MARRY HILL | |||||
| 204 KATHERINE AVE | OZARK | AL | 36360 | UNRESTRICTED SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $41,000 | 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 | $100 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,547 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $79,626 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $83,273 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $83,273 | 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) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $1,240 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | RAYMOND JAMES | AssetDesc |
| Acquired | 2020-01 | AcquiredDt |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2020-12 | SoldDt |
| Gross Sales Price | $13,103,767 | GrossSalesPriceAmt |
| Basis | $13,024,141 | BasisAmt |
| Total Net | $79,626 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $799,759 | EOYBookValueAmt |
| EOYFMV | $794,573 | 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 (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| INVESTMENT MANAGEMENT FEES | $72,000 |
| INVESTMENT EXPENSES | $9,880 |
| OFFICE EXPENSE | $119 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $9 | Amt |