SCOTT FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SCOTT FOUNDATION INC (EIN 16-1744259)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-09-15
- IRS object ID
- 202022599349100107
- Schema version
- 2019v5.1
- 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 Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-09-15T09:00:26-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | BARTLETT GUNTER AND YEAGER 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 | 2019-01-01 | 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 | 2020-09-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | E COYE YEAGER JR | PreparerPersonNm |
| PTIN | P00286186 | PTIN |
| Phone | 3347498500 | PhoneNum |
| Preparation | 2020-09-03 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.190.118.83 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-09-03 | IPDt |
| IP Tm | 12:54:52 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4D68FBD2F8637AFCD1412F9DEB7411DE24997D7D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4D68FBD2F8637AFCD1412F9DEB7411DE24997D7D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,278,044 | 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 | $504,200 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,619 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,619 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $259,823 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $259,823 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$74,539 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,986,508 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $692,103 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $262,442 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $60,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $18,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $42,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $120,536 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $115,336 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,200 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,826 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $5,826 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20,640 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16,342 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15,501 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $207,002 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $149,678 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $68,527 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,084,040 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,084,040 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,291,042 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $149,678 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,152,567 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$598,939 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $112,764 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $893,580 | CashBOYAmt |
| Cash EOY | $90,856 | CashEOYAmt |
| Cash EOYFMV | $90,856 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $345,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $345,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $345,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $11,865,882 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,725,126 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,840,409 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $4,200 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,779 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,779 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $12,763,662 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,162,761 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,278,044 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $3,528 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,566 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,528 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,566 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $12,760,134 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $12,161,195 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,760,134 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,161,195 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,763,662 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,162,761 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,760,134 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$598,939 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $12,161,195 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,161,195 | 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 | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | P | 2019-01-24 | 2019-03-26 | $5,090,895 | $5,136,218 | -$45,323 | -$45,323 |
| MORGAN STANLEY | P | 2018-02-06 | 2019-09-17 | $864,803 | $924,829 | -$60,026 | -$60,026 |
| CAPITAL GAINS DIVIDENDS | P | $30,810 | $30,810 | $30,810 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$74,539 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $793,248 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $15,033,555 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052765 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,364,870 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,213,248 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.096028 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $943,457 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $14,013,817 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.067323 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $796,223 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,938,239 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.066695 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,063,399 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,748,860 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.098931 | DistributionYr5Rt |
| Total Distribution | 0.381742 | TotalDistributionRt |
| Average Distribution | 0.076348 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $15,503,924 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,183,694 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,128 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,184,822 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,152,567 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,255 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,255 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,255 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,779 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,779 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $10 | EsPenaltyAmt |
| Tax Due | $486 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | 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 | $60,000 | $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 | $15,033,783 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $294,574 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $411,667 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,740,024 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,740,024 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $236,100 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,503,924 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $775,196 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $775,196 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,255 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,255 | TotalTaxAmt |
| Distributable Before Adj | $772,941 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $772,941 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $772,941 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,152,567 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,152,567 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,152,567 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $772,941 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $529,206 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $202,368 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $245,654 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $662,544 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $43,978 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,683,750 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,152,567 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $772,941 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $379,626 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,063,376 | 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 | $529,206 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,534,170 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $202,368 | ExcessFromYear4Amt |
| Excess From Year3 | $245,654 | ExcessFromYear3Amt |
| Excess From Year2 | $662,544 | ExcessFromYear2Amt |
| Excess From Year1 | $43,978 | ExcessFromYear1Amt |
| Excess From Current Year | $379,626 | 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 (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| EAMC FOUNDATION | ||||||
| 200 PEPPERRELL PKWY | OPELIKA | AL | 36801 | RELIGIOUS | $250,000 | |
| THRID LENS | ||||||
| PO BOX 2723 | AUBURN | AL | 36831 | RELIGIOUS | $8,500 | |
| ADULAM HOUSE | ||||||
| PO BOX 1248 | WETUMPKA | AL | 36092 | RELIGIOUS | $50,000 | |
| CHRISTIAN WOMENS JOB CORP | ||||||
| 215 EAST THATCH AVE SUITE 101 | AUBURN | AL | 36830 | RELIGIOUS | $5,000 | |
| CRU | ||||||
| PO BOX 628222 | ORLANDO | FL | 32862 | RELIGIOUS | $8,000 | |
| CHURH OF LIVING WATERS | ||||||
| 1816 STILLWATERS DRIVE | DADEVILLE | AL | 36853 | RELIGIOUSRELIGIOUS | $10,000 | |
| ESPERANZA HOUSE | ||||||
| 1108 EAST MAGNOLIA AVE | AUBURN | AL | 36830 | RELIGIOUS | $7,500 | |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||
| 8701 LEEDS RD | KANSIS CITY | MO | 64129 | RELIGIOUS | $10,000 | |
| FOCUS ON THE FAMILY | ||||||
| 8605 EXPLORER DRIVE | COLORADO SPRINGS | CO | 80920 | RELIGIOUS | $10,000 | |
| FOOD BANK OF EAST ALABAMA | ||||||
| 375 INDUSTRY DRIVE | AUBURN | AL | 36832 | RELIGIOUS | $10,000 | |
| FOUR CORNERS MINISTRIES | ||||||
| 202 S 8TH ST | OPELIKA | AL | 36801 | RELIGIOUSRELIGIOUS | $50,000 | |
| HADDIES HOME | ||||||
| PO BOX 1525 | OPELIKA | AL | 36803 | RELIGIOUS | $10,000 | |
| SAMARITANS PURSE | ||||||
| PO BOX 3000 | BOONE | NC | 28607 | RELIGIOUS | $100,000 | |
| YOUNG LIFE | ||||||
| PO BOX 70065 | PRESCOTT | AZ | 76304 | RELIGIOUS | $30,000 | |
| MARANNOOK | ||||||
| PO BOX 581 | LAFAYETTE | AL | 36862 | RELIGIOUS | $30,000 | |
| MERCY MEDICAL | ||||||
| 1702 CATHERINE CT 1A | AUBURN | AL | 36830 | RELIGIOUS | $30,000 | |
| ORPHANAGE EMMANUEL | ||||||
| 715 MOORES MILL ROAD | AUBURN | AL | 36830 | RELIGIOUS | $68,000 | |
| POINT UNIVERSITY | ||||||
| 507 W 10TH STREET | WEST POINT | GA | 31833 | RELIGIOUS | $50,000 | |
| SCOTT DAWSON EVANGELISTIC ASSOCIATION | ||||||
| 400 OFFICE PARK DR 150 | BIRMINGHAM | AL | 35223 | RELIGIOUS | $15,000 | |
| THE NAVIGATORS | ||||||
| PO BOX 6000 | COLORADO SPRINGS | CO | 80934 | RELIGIOUS | $62,000 | |
| THE WAY MINISTRY | ||||||
| PO BOX 1665 | OPELIKA | AL | 36803 | RELIGIOUS | $12,000 | |
| WOMENS HOPE | ||||||
| 820 STAGE ROAD | AUBURN | AL | 36830 | RELIGIOUS | $65,000 | |
| WORLD VISION | ||||||
| PO BOX 9716 | FEDERALK WAY | WA | 98063 | RELIGIOUS | $20,000 | |
| WYCLIFFE ASSOCIATES | ||||||
| 11450 TRANSLATION WAY JOHN WYCLIFFE | ORLANDO | FL | 32862 | RELIGIOUS | $8,040 | BLVD |
| YOUTH FOR CHRIST | ||||||
| PO BOX 1722 | AUBURN | AL | 36830 | RELIGIOUS | $165,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,084,040 | 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 | $2,619 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $259,823 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$74,539 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $187,903 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $187,903 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| SCOTT BRIDGE COMPANY | ||||||
| 1 | 2641 INTERSTATE DRIVE | OPELIKA | AL | 36804 | $500,000 | Yes (X) |
| COYE YEAGER | ||||||
| 2 | 999 LEE RD 121 | OPELIKA | AL | 36804 | $4,200 | Yes (X) |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VARIOUS COMMON STOCK | $235,000 | $235,000 |
| MORGAN STANLEY | $11,490,126 | $15,605,409 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID TAXES | Desc |
| BOY Book Value | $4,200 | BOYBookValueAmt |
| EOY Book Value | $1,779 | EOYBookValueAmt |
| EOYFMV | $1,779 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TRAVEL | $4,298 | $0 | $15,501 |
| DUES | $843 | $843 | $0 |
| MISCELLANEOUS | $15,499 | $15,499 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL TAXES | Desc |
| BOY Book Value | $3,528 | BOYBookValueAmt |
| EOY Book Value | $1,566 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ASSET MANAGEMENT FEES | $115,336 | $115,336 | $0 |
| PROFESSIONAL FEES | $5,200 | $0 | $5,200 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTT BRIDGE COMPANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2641 INTERSTATE DRIVE | AddressLine1Txt |
| City | OPELIKA | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36801 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES AND LICENSES | CategoryTxt |
| Amt | $5,826 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,826 | DisbursementsCharitablePrpsAmt |
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