RICHARD M SCRUSHY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD M SCRUSHY CHARITABLE FOUNDATION INC (EIN 72-1374013)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-09
- IRS object ID
- 202031619349100503
- Schema version
- 2019v5.0
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-09T08:48:30-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| 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 PARKWAY | AddressLine1Txt |
| City | PELHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35124 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL A PLAIA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2059789592 | PhoneNum |
| Signature | 2020-05-28 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TONY E JOHNSON | PreparerPersonNm |
| PTIN | P00273902 | PTIN |
| Phone | 3347934883 | PhoneNum |
| Preparation | 2020-05-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $1,088,555 | 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 | $1,371 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,371 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $10,238 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,238 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $56,891 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,162,503 | GrossSalesPriceAmt |
| Total Rev And Expnss | $68,500 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,609 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $1,000 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,200 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $203 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $113,591 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $115,994 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $54,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $54,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $170,194 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $54,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$101,694 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,609 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $124,192 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $360,893 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $360,893 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,053,255 | CorporateStockBOYAmt |
| Corporate Stock EOY | $659,982 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $669,102 | CorporateStockEOYFMVAmt |
| Other Investments EOY | $54,878 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $58,560 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,177,447 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,075,753 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,088,555 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,177,447 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,075,753 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,177,447 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,075,753 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,177,447 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,075,753 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,177,447 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$101,694 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,075,753 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,075,753 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $27,750 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,227,652 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.022604 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $71,966 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,353,763 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053160 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $52,428 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,416,084 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.037023 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $40,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,398,656 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.028599 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $46,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,567,450 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.029347 | DistributionYr5Rt |
| Total Distribution | 0.170733 | TotalDistributionRt |
| Average Distribution | 0.034147 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $188,889 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $6,450 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $116 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $6,566 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $54,200 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $116 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $116 | SubtotalAmt |
| Tax Based On Investment Income | $116 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $116 | TaxDueAmt |
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 | $71,765 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $120,000 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $191,765 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $191,765 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,876 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $188,889 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,444 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,444 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $116 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $116 | TotalTaxAmt |
| Distributable Before Adj | $9,328 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $9,328 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $9,328 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $54,200 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $54,200 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $116 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $54,084 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,328 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $16,164 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $12,730 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr1 | $4,546 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $17,276 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $54,200 | QualifyingDistributionsAmt |
| Applied To Year1 | $16,164 | AppliedToYear1Amt |
| Applied To Current Year | $9,328 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $28,708 | RemainingDistriFromCorpusAmt |
| Total Corpus | $45,984 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $12,730 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $33,254 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $4,546 | ExcessFromYear1Amt |
| Excess From Current Year | $28,708 | 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 (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| ALZHEIMER'S DISEASE AND RELATED | |||||
| 225 N MICHIGAN AVE | CHICAGO | IL | 60601 | UNRESRICTED SUPPORT | $1,000 |
| CAMP BRIDGES | |||||
| 1600 7TH AVE S | BIRMINGHAM | AL | 35233 | UNRESTRICTED SUPPORT | $2,000 |
| DOWNTOWN JIMMIE HALE MISSION | |||||
| 3420 2ND AVE N | BIRMINGHAM | AL | 35222 | UNRESTRICTED SUPPORT | $2,000 |
| GOTURBACK | |||||
| 221 KINGS HOME DRIVE | CHELSEA | AL | 35043 | UNRESTRICTED SUPPORT | $10,000 |
| HOOVER ATHLETIC ASSN | |||||
| 2649 OLD ROCKY RIDGE ROAD | HOOVER | AL | 35216 | UNRESTRICTED SUPPORT | $7,500 |
| JEFFERSON ALCOHOLIC FOUNDATION | |||||
| 2012 14TH AVENUE | BIRMINGHAM | AL | 35205 | UNRESTRICTED SUPPORT | $3,000 |
| SPAIN PARK GRIDIRON CLUB | |||||
| 4700 JAGUAR DRIVE | HOOVER | AL | 35242 | UNRESTRICTED SUPPORT | $2,700 |
| 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 | $4,000 |
| CAMP SMILE A MILE | |||||
| 1600 2ND AVE S | BIRMINGHAM | AL | 35233 | UNRESTRICTE SUPPORT | $2,000 |
| GARRETT'S PLACE | |||||
| 112 20TH ST N | BESSEMER | AL | 35020 | UNRESTRICTED SUPPORT | $500 |
| CONERSTONE PRESBYTERIAN | |||||
| 301 BROAD ST | SELMA | AL | 36701 | UNRESTRICTED SUPPORT | $5,000 |
| BOYS AND GIRLS CLUB OF CENTRAL AL | |||||
| 109 PARK AVE | BROOKSIDE | AL | 35036 | UNRESTRICTED SUPPORT | $1,500 |
| ST JOHNS CATHOLIC HIGH SCHOOL | |||||
| 1005 FORTUNE AVE | PANAMA CITY | FL | 32401 | UNRESTRICTED SUPPORT | $5,000 |
| THE GROVE SCHOOL | |||||
| 7545 PARKWAY DRIVE | LEEDS | AL | 35094 | UNRESTRICTED SUPPORT | $3,000 |
| DOWNTOWN JIMME HALE MISSION | |||||
| 3420 2ND AVE N | BIRMINGHAM | AL | 35222 | UNRESTRICTED SUPPORT | $2,000 |
| BLANKET FORT HOPE | |||||
| 200 COMMERCE PARKWAY | PELHAM | AL | 35124 | UNRESRTICTE SUPPORT | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $54,200 | 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 | $1,371 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $10,238 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $56,891 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $68,500 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $68,500 | 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 | $1,200 | Amt |
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 | 2019-12 | SoldDt |
| Gross Sales Price | $14,162,503 | GrossSalesPriceAmt |
| Basis | $14,105,612 | BasisAmt |
| Total Net | $56,891 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $659,982 | EOYBookValueAmt |
| EOYFMV | $669,102 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $54,878 | BookValueAmt |
| EOYFMV | $58,560 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $1,000 | LegalFeesAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| INVESTMENT MANAGEMENT FEES | $66,000 |
| INVESTMENT EXPENSES | $11,423 |
| MISCELLANEOUS | $20 |
| OFFICE EXPENSE | $148 |
| RENT | $36,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| EXCISE TAX | $203 |
| FOREIGN TAXES |