SCOTT FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SCOTT FOUNDATION INC (EIN 16-1744259)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-08
- IRS object ID
- 201942819349100404
- Schema version
- 2018v3.1
- 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 | 2019-10-08T09:47:31-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-09-11 | 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 | 2019-09-11 | 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 | 2019-09-11 | IPDt |
| IP Tm | 14:08:18 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8E47BD22C3AF383648BEED4BBFCAF0A7A20EFBBA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8E47BD22C3AF383648BEED4BBFCAF0A7A20EFBBA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,499,143 | 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 | $754,200 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $8,189 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,189 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $252,649 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $252,649 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,717 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,529,112 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,717 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,026,755 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $272,555 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $65,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $19,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $45,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $122,159 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $115,080 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,079 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,049 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,869 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $4,180 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,720 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,720 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $208,928 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $152,169 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $56,759 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $736,489 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $736,489 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $945,417 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $152,169 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $793,248 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $81,338 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $120,386 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $806,708 | CashBOYAmt |
| Cash EOY | $893,580 | CashEOYAmt |
| Cash EOYFMV | $893,580 | CashEOYFMVAmt |
| Corporate Stock BOY | $11,601,231 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,865,882 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,601,363 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $270,253 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,920 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,200 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,200 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $12,681,112 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,763,662 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,499,143 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,316 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,528 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,316 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,528 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $12,678,796 | UnrestrictedBOYAmt |
| Unrestricted EOY | $12,760,134 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,678,796 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,760,134 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,681,112 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,763,662 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,678,796 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $81,338 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $12,760,134 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,760,134 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY ST | P | 2018-06-30 | 2018-12-30 | $5,534,161 | $5,568,801 | -$34,640 | -$34,640 |
| MASION OPERATING LLC | P | 2011-06-30 | 2018-11-30 | $145,758 | $270,253 | -$124,495 | -$124,495 |
| MORGAN STANLEY LT | P | 2011-06-30 | 2018-11-30 | $763,358 | $678,341 | $85,017 | $85,017 |
| CAPITAL GAINS DIVIDENDS | P | $85,835 | $85,835 | $85,835 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,717 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,364,870 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,213,248 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.096028 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $943,457 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,013,817 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.067323 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $796,223 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,938,239 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.066695 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,063,399 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,748,860 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.098931 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $697,763 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,144,383 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.076305 | DistributionYr5Rt |
| Total Distribution | 0.405282 | TotalDistributionRt |
| Average Distribution | 0.081056 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $15,033,555 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,218,560 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,204 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,219,764 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $793,248 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,408 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,408 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,408 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,200 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $13 | EsPenaltyAmt |
| Overpayment | $1,779 | OverpaymentAmt |
| Applied To ES Tax | $1,779 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | $65,000 | $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 | $14,592,969 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $669,523 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,262,492 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,262,492 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $228,937 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,033,555 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $751,678 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $751,678 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,408 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,408 | TotalTaxAmt |
| Distributable Before Adj | $749,270 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $749,270 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $749,270 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $793,248 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $793,248 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $793,248 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $749,270 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $279,548 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $529,206 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $202,368 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $245,654 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $662,544 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,919,320 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $793,248 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $749,270 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $43,978 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,963,298 | 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 | $279,548 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,683,750 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $529,206 | ExcessFromYear4Amt |
| Excess From Year3 | $202,368 | ExcessFromYear3Amt |
| Excess From Year2 | $245,654 | ExcessFromYear2Amt |
| Excess From Year1 | $662,544 | ExcessFromYear1Amt |
| Excess From Current Year | $43,978 | 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 (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| BILLY GRAHAM EVANGELISTIC ASSOC | ||||||
| 1 BILLY GRAHAM PARKWAY | CHARLOTTE | NC | 28201 | RELIGIOUS | $40,000 | |
| CHRISTIAN WOMENS JOB CORP | ||||||
| 215 EAST THATCH AVE SUITE 101 | AUBURN | AL | 36830 | RELIGIOUS | $5,000 | |
| DESIRE STREET MINISTRIES | ||||||
| PO BOX 18057 | ALTANTA | GA | 30316 | RELIGIOUSRELIGIOUS | $25,000 | |
| FOCUS ON THE FAMILY | ||||||
| 8605 EXPLORER DRIVE | COLORADO SPRINGS | CO | 80920 | RELIGIOUS | $10,000 | |
| JESUS FILM PROJECT | ||||||
| 27631 LA PAZ ROAD SUITE A | LAGUNA NIGUEL | CA | 92677 | RELIGIOUS | $38,000 | |
| JOSH MCDOWELL MINISTRIES | ||||||
| PO BOX 62822 | ORLANDO | FL | 32862 | RELIGIOUS | $40,000 | |
| LEE COUNTY EDUCATION FOUNDATION | ||||||
| 1601 ACADEMY DRIVE | AUBURN | AL | 36830 | RELIGIOUS | $85,000 | |
| MARANNOOK | ||||||
| PO BOX 581 | LAFAYETTE | AL | 36862 | RELIGIOUS | $30,000 | |
| MISCELLANEOUS | ||||||
| PO BOX 2000 | OPELIKA | AL | 36801 | RELIGIOUS | $500 | |
| ORPHANAGE EMMANUEL | ||||||
| 715 MOORES MILL ROAD | AUBURN | AL | 36830 | RELIGIOUS | $18,000 | |
| POINT UNIVERSITY | ||||||
| 507 W 10TH STREET | WEST POINT | GA | 31833 | RELIGIOUS | $50,000 | |
| THE NAVIGATORS | ||||||
| PO BOX 6000 | COLORADO SPRINGS | CO | 80934 | RELIGIOUS | $64,500 | |
| THE WAY MINISTRY | ||||||
| PO BOX 1665 | OPELIKA | AL | 36803 | RELIGIOUS | $12,000 | |
| WOMENS HOPE | ||||||
| 820 STAGE ROAD | AUBURN | AL | 36830 | RELIGIOUS | $70,000 | |
| WORLD VISION | ||||||
| PO BOX 9716 | FEDERALK WAY | WA | 98063 | RELIGIOUS | $5,000 | |
| YOUTH FOR CHRIST | ||||||
| PO BOX 1722 | AUBURN | AL | 36830 | RELIGIOUS | $55,000 | |
| WYCLIFFE ASSOCIATES | ||||||
| 11450 TRANSLATION WAY JOHN WYCLIFFE | ORLANDO | FL | 32862 | RELIGIOUS | $6,000 | BLVD |
| MERCY MEDICAL | ||||||
| 1702 CATHERINE CT 1A | AUBURN | AL | 36830 | RELIGIOUS | $5,000 | |
| THE BIBLE LEAGUE | ||||||
| 3801 EAGLE NEST DR | CRETE | IL | 60417 | RELIGIOUS | $25,000 | |
| MONISTERIO APOSENTO | ||||||
| 3520 NW 79TH ST LOT B216 | MIAMI | FL | 33147 | RELIGIOUSRELIGIOUS | $8,989 | |
| YOUTH FOR CHRIST NATIONAL | ||||||
| 7670 S VAUGHN CT | ENGLEWOOD | CO | 80112 | RELIGIOUS | $15,000 | |
| ETHICS AND RELIGIOUS LIBERTY | ||||||
| 505 SECOND ST | WASHINGTON | DC | 20003 | RELIGIOUS | $20,000 | |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||
| 8701 LEEDS RD | KANSIS CITY | MO | 64129 | RELIGIOUS | $20,000 | |
| FOUR CORNERS MINISTRIES | ||||||
| 202 S 8TH ST | OPELIKA | AL | 36801 | RELIGIOUSRELIGIOUS | $31,500 | |
| ESPERANZA HOUSE | ||||||
| 1108 EAST MAGNOLIA AVE | AUBURN | AL | 36830 | RELIGIOUS | $25,000 | |
| THE GATHERING | ||||||
| 6125 PALUXY DRIVE | TYLER | TX | 75703 | RELIGIOUS | $2,000 | |
| CRU | ||||||
| PO BOX 628222 | ORLANDO | FL | 32862 | RELIGIOUS | $10,000 | |
| FOOD BANK OF EAST ALABAMA | ||||||
| 375 INDUSTRY DRIVE | AUBURN | AL | 36832 | RELIGIOUS | $10,000 | |
| SCOTT DAWSON EVANGELISTIC ASSOCIATION | ||||||
| 400 OFFICE PARK DR 150 | BIRMINGHAM | AL | 35223 | RELIGIOUS | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $736,489 | 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 | $8,189 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $252,649 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,717 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $272,555 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $272,555 | 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 (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| AMORY SCOTT TRUST | ||||||
| 1 | 2641 INTERSTATE DRIVE | OPELIKA | AL | 36804 | $85,720 | Yes (X) |
| HALEY SCOTT TRUST | ||||||
| 2 | 2641 INTERSTATE DRIVE | OPELIKA | AL | 36804 | $85,720 | Yes (X) |
| IKE SCOTT | ||||||
| 3 | 2641 INTERSTATE DRIVE | OPELIKA | AL | 36804 | $297,310 | Yes (X) |
| BILL SCOTT | ||||||
| 4 | 2641 INTERSTATE DRIVE | OPELIKA | AL | 36804 | $257,056 | Yes (X) |
| DAVID SCOTT | ||||||
| 5 | 2641 INTERSTATE DRIVE | OPELIKA | AL | 36804 | $24,194 | Yes (X) |
| COYE YEAGER | ||||||
| 6 | 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 | $246,000 | $246,000 |
| MORGAN STANLEY | $11,619,882 | $13,355,363 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID TAXES | Desc |
| BOY Book Value | $2,920 | BOYBookValueAmt |
| EOY Book Value | $4,200 | EOYBookValueAmt |
| EOYFMV | $4,200 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TRAVEL | $5,189 | $5,189 | $0 |
| MISCELLANEOUS | $9,531 | $9,531 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL TAXES | Desc |
| BOY Book Value | $2,316 | BOYBookValueAmt |
| EOY Book Value | $3,528 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ASSET MANAGEMENT FEES | $115,080 | $115,080 | $0 |
| PROFESSIONAL FEES | $7,079 | $0 | $7,079 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| IKE SCOTT | |||
| 2641 INTERSTATE DRIVE | OPELIKA | AL | 36801 |
| WILLIAM SCOTT | |||
| 2641 INTERSTATE DRIVE | OPELIKA | AL | 36801 |
| DAVID SCOTT | |||
| 2641 INTERSTATE DRIVE | OPELIKA | AL | 36801 |
| AMORY SCOTT TRUST | |||
| 2641 INTERSTATE DRIVE | OPELIKA | AL | 36801 |
| HALEY SCOTT TRUST | |||
| 2641 INTERSTATE DRIVE | OPELIKA | AL | 36801 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES AND LICENSES | CategoryTxt |
| Amt | $7,049 | Amt |
| Net Investment Income | $2,869 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,180 | DisbursementsCharitablePrpsAmt |
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