SCOTT FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SCOTT FOUNDATION INC (EIN 16-1744259)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-09
- IRS object ID
- 202502529349100105
- Schema version
- 2024v5.2
- 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
- Schedule B
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-09T08:35:23-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 631041827 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YEAGER & ASSOCIATES CPA'S PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2002 EXECUTIVE PARK DRIVE | AddressLine1Txt |
| City | OPELIKA | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161744259 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTT FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCOT | BusinessNameControlTxt |
| Phone | 3347495045 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2641 INTERSTATE DRIVE | AddressLine1Txt |
| City | OPELIKA | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36804 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMORY SCOTT | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 3347495045 | PhoneNum |
| Signature | 2025-09-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | E COYE YEAGER JR | PreparerPersonNm |
| PTIN | P00286186 | PTIN |
| Phone | 3347498500 | PhoneNum |
| Preparation | 2025-09-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,194,308 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,500,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6,713 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,713 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $411,259 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $411,259 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,188,518 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,228,613 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,188,518 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8,017 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $8,017 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,114,507 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,614,507 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $102,469 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $30,741 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $71,728 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $118,938 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $118,938 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,326 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $8,326 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,839 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,787 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,052 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $236,572 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $154,466 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $82,106 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,981,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,981,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,218,172 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $154,466 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,063,706 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,896,335 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,460,041 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $44,590 | CashBOYAmt |
| Cash EOY | $2,681,340 | CashEOYAmt |
| Cash EOYFMV | $2,681,340 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $340,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $340,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $340,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $340,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $10,084,598 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,350,823 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,164,768 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $4,840 | OtherAssetsBOYAmt |
| Other Assets EOY | $8,200 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $8,200 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,474,028 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,380,363 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,194,308 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $10,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,000 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $10,474,028 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $12,370,363 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,474,028 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,370,363 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,474,028 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,380,363 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,474,028 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,896,335 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $12,370,363 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,370,363 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY (SHORT) | P | 2023-01-15 | 2024-01-10 | $478 | $478 | $478 | |
| MORGAN STANLEY (SHORT TERM) | P | 2023-12-31 | 2024-06-30 | $2,067,012 | $1,400 | $1,400 | $2,065,612 |
| MORGAN STANLEY (LONG TERM) | P | 2020-01-01 | 2024-06-30 | $3,161,123 | $1,186,640 | $1,186,640 | $1,974,483 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,188,518 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,295 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $20,295 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $20,295 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $12,095 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SCOTT FOUNDATION INC | IndividualWithBooksNm |
| Phone | 3347495045 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2641 INTERSTATE DRIVE | AddressLine1Txt |
| City | OPELIKA | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36804 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| IJ SCOTT III | ||||||||
| 2641 INTERSTATE DRIVE | OPELIKA | AL | 36804 | DIRECTOR | 10.00 | $0 | $0 | $0 |
| WILLIAM M SCOTT | ||||||||
| 2641 INTERSTATE DRIVE | OPELIKA | AL | 36804 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| GERARD SWARTHOUT III | ||||||||
| 2641 INTERSTATE DRIVE | OPELIKA | AL | 36804 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| AMORY SCOTT | ||||||||
| 2641 INTERSTATE DRIVE | OPELIKA | AL | 36804 | EXECUTIVE DIRECTOR | 30.00 | $102,469 | $0 | $0 |
| MIKE TERRELL | ||||||||
| 2641 INTERSTATE DRIVE | OPELIKA | AL | 36804 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $14,593,266 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $228,449 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $235,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,056,715 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,056,715 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $225,851 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,830,864 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $741,543 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $741,543 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,295 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,295 | TotalTaxAmt |
| Distributable Before Adj | $721,248 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $721,248 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $721,248 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,063,706 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,063,706 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $721,248 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $379,626 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $368,646 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $679,792 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $789,257 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $506,885 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,724,206 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,063,706 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $721,248 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,342,458 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,066,664 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $379,626 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,687,038 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $368,646 | ExcessFromYear4Amt |
| Excess From Year3 | $679,792 | ExcessFromYear3Amt |
| Excess From Year2 | $789,257 | ExcessFromYear2Amt |
| Excess From Year1 | $506,885 | ExcessFromYear1Amt |
| Excess From Current Year | $1,342,458 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | AMORY SCOTT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2641 INTERSTATE DRIVE | AddressLine1Txt |
| City | OPELIKA | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36804 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3347495045 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| BILLY GRAHAM | |||||
| 1 BILLY GRAHAM PKWY | CHARLOTTE | NC | 28201 | RELIGIOUS | $100,000 |
| DESIRE STREET MINISTRIES | |||||
| 1566 DONALD LEE PKWY | ATLANTA | GA | 30318 | RELIGIOUS | $25,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||
| 8701 LEEDS RD | KANSAS CITY | MO | 64129 | RELIGIOUS | $10,000 |
| FOCUS ON THE FAMILY | |||||
| 8605 EXPLORER DRIVE | COLORADO SPRINGS | CO | 80920 | RELIGIOUS | $25,000 |
| HAGGAI INTERNATIONAL | |||||
| 4725 PEACHTREE CORNERS | PEACHTREE CORNERS | GA | 30092 | RELIGIOUS | $300,000 |
| LEE SCOTT ACADEMY | |||||
| 1601 ACADEMY DRIVE | AUBURN | AL | 36830 | RELIGIOUS | $75,000 |
| MARANNOOK | |||||
| PO BOX 581 | LAFAYETTE | AL | 36862 | RELIGIOUS | $100,000 |
| MERCY MEDICAL | |||||
| 1702 CATHERINE CT 11 | AUBURN | AL | 36830 | RELIGIOUS | $675,000 |
| SAMARITANS PURSE | |||||
| PO BOX 3000 | BOONE | NC | 28607 | RELIGIOUS | $50,000 |
| NAVIGATORS | |||||
| PO BOX 6000 | COLORADO SPRINGS | CO | 80934 | RELIGIOUS | $101,580 |
| OVERSEAS INITIATIVE | |||||
| PO BOX 430222 | BIRMINGHAM | AL | 35243 | RELIGIOUS | $10,000 |
| POINT UNIVERSITY | |||||
| 507 W 10TH STREET | WEST POINT | GA | 31833 | RELIGIOUS | $200,000 |
| SCOTT DAWSON EVANGELISTIC ASSOCIATION | |||||
| 400 OFFICE PARK DR 150 | BIRMINGHAM | AL | 35223 | RELIGIOUS | $25,000 |
| SHEPARDS STAFF | |||||
| 6739 ACADEMY RD | ALBUQUERQUE | NM | 87109 | RELIGIOUS | $10,020 |
| ESPERANZA HOUSE | |||||
| 1908 OPELIKA RD | AUBURN | AL | 36830 | RELIGIOUS | $15,000 |
| THE WAY TO SERVE | |||||
| PO BOX 1665 | OPELIKA | AL | 36803 | RELIGIOUS | $18,000 |
| WOMENS HOPE | |||||
| 820 STAGE ROAD | AUBURN | AL | 36830 | RELIGIOUS | $95,000 |
| WORLD VISION | |||||
| PO BOX 9716 | FEDERAL WAY | WA | 98063 | RELIGIOUSRELIGIOUS | $25,000 |
| YOUNG LIFE | |||||
| PO BOX 70065 | PRESCOTT | AZ | 76304 | RELIGIOUS | $5,000 |
| YOUTH FOR CHRIST | |||||
| PO BOX 1722 | AUBURN | AL | 36830 | RELIGIOUS | $65,000 |
| LAKEVIEW BAPTIST CHURCH | |||||
| 1600 E GLENN AVENUE | AUBURN | AL | 36830 | RELIGIOUS | $10,000 |
| GREAT COMMISSION | |||||
| 27 LEE ROAD 367 | VALLEY | AL | 36854 | RELIGIOUS | $27,000 |
| MT GILLIARD BAPTIST CHURCH | |||||
| 5332 GA-52 | DAHLONEGA | GA | 30533 | RELIGIOUS | $5,000 |
| SECOND WIND PROGRAMS INC | |||||
| 402 OFFICE PARK DR STE 310 | MOUNTAIN BROOK | AL | 35223 | RELIGIOUS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,981,600 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,713 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $411,259 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $8,017 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,188,518 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $417,972 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,196,535 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,614,507 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | ALL EARNINGS FROM INVESTMENTS ALLOW THE FOUNDATION TO CONTRIBUTE |
| 3 | MONEY TO RELIGIOUS ORGANIZATIONS |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| IKE SCOTT | ||||||
| 1 | 2641 INTERSTATE DRIVE | OPELIKA | AL | 36804 | $848,270 | Yes (X) |
| WILLIAM SCOTT | ||||||
| 2 | 2641 INTERSTATE DRIVE | OPELIKA | AL | 36804 | $876,473 | Yes (X) |
| DAVID SCOTT | ||||||
| 3 | 2641 INTERSTATE DRIVE | OPELIKA | AL | 36804 | $25,257 | Yes (X) |
| AMORY SCOTT TRUST | ||||||
| 4 | 2641 INTERSTATE DRIVE | OPELIKA | AL | 36804 | $375,000 | Yes (X) |
| HALEY SCOTT TRUST | ||||||
| 5 | 2641 INTERSTATE DRIVE | OPELIKA | AL | 36804 | $375,000 | Yes (X) |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VARIOUS COMMON STOCK | $217,000 | $217,000 |
| MORGAN STANLEY | $9,133,823 | $13,947,768 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID TAXES | Desc |
| BOY Book Value | $4,840 | BOYBookValueAmt |
| EOY Book Value | $8,200 | EOYBookValueAmt |
| EOYFMV | $8,200 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS | $4,787 | $4,787 | $0 |
| AUTO EXPENSE | $2,052 | $0 | $2,052 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $8,017 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $8,017 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $8,017 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER CURRENT LIABILITIES | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $10,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ASSET MANAGEMENT FEES | $117,938 | $117,938 | $0 |
| PROFESSIONAL FEES | $1,000 | $1,000 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES AND LICENSES | CategoryTxt |
| Amt | $8,326 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,326 | DisbursementsCharitablePrpsAmt |
Comments