RICHARD M SCRUSHY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD M SCRUSHY CHARITABLE FOUNDATION INC (EIN 72-1374013)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-09-28
- IRS object ID
- 201842719349100204
- Schema version
- 2017v2.3
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-09-28T11:54:05-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-09-19 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TONY E JOHNSON | PreparerPersonNm |
| PTIN | P00273902 | PTIN |
| Phone | 3347934883 | PhoneNum |
| Preparation | 2018-09-20 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.88.174.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-09-28 | IPDt |
| IP Tm | 11:54:05 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 606C3C5DBBC2CB18CCD62963A2F6F4A4773A8A6F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 30E7A214F739C2E01ACE68934B9357142FC74078 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,367,777 | 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 | $134 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $134 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $21,400 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,400 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$161,299 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,262,450 | GrossSalesPriceAmt |
| Total Rev And Expnss | -$139,765 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,534 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $63,809 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,400 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $957 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $957 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $7,308 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,186 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $74,474 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,143 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $72,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $72,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $146,574 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,143 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $72,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$286,339 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,391 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $313,725 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $63,499 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $63,499 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $997,191 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,199,439 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,252,230 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $288,427 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $50,066 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $52,048 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,599,343 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,313,004 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,367,777 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,599,343 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,313,004 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,599,343 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,313,004 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,599,343 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,313,004 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,599,343 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$286,339 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,313,004 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,313,004 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (84 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| A T & T INC | P | 2016-10-25 | 2017-01-17 | $55,256 | $50,012 | $5,244 | $5,244 |
| CHIPOTLE MEXICAN GRILL | P | 2017-11-03 | 2017-12-20 | $27,615 | $25,018 | $2,597 | $2,597 |
| HOME DEPOT | P | 2017-04-10 | 2017-09-01 | $25,117 | $24,876 | $241 | $241 |
| ROYAL GOLD INC | P | 2017-08-28 | 2017-09-01 | $51,292 | $49,719 | $1,573 | $1,573 |
| US STEEL | P | 2017-09-06 | 2017-10-31 | $38,632 | $40,321 | -$1,689 | -$1,689 |
| BROADCOM LIMITIED | P | 2017-08-30 | 2017-10-18 | $49,433 | $50,018 | -$585 | -$585 |
| ADVANCED MICRO DEVICES | P | 2017-06-13 | 2017-09-25 | $26,942 | $24,908 | $2,034 | $2,034 |
| CITIGROUP | P | 2017-08-08 | 2017-08-28 | $24,265 | $25,007 | -$742 | -$742 |
| ISHARES | P | 2016-11-09 | 2017-04-17 | $89,378 | $90,354 | -$976 | -$976 |
| SANDSTROM GOLD LIMITED | P | 2017-02-16 | 2017-06-20 | $17,725 | $24,800 | -$7,075 | -$7,075 |
| VALEANT PHARMACEUTICALS INTL | P | 2017-09-07 | 2017-11-13 | $27,564 | $24,965 | $2,599 | $2,599 |
| COACH INC | P | 2016-06-21 | 2017-08-21 | $25,612 | $25,022 | $590 | $590 |
| ALEXION PHARMACEUTICALS | P | 2017-04-17 | 2017-09-12 | $23,872 | $19,980 | $3,892 | $3,892 |
| CRAFT BREW ALLIANCE | P | 2016-09-07 | 2017-06-20 | $21,632 | $24,922 | -$3,290 | -$3,290 |
| JP MORGAN | P | 2017-08-08 | 2017-09-07 | $23,493 | $24,903 | -$1,410 | -$1,410 |
| SIBANYE STILLWATER | P | 2016-10-19 | 2017-06-20 | $9,524 | $25,019 | -$15,495 | -$15,495 |
| VANECK VECTORS GOLD MINERS | P | 2016-10-04 | 2017-04-11 | $50,874 | $50,001 | $873 | $873 |
| DYNEGY INC | P | 2012-10-04 | 2017-10-12 | ||||
| ALIBABA GROUP HLDG | P | 2016-11-08 | 2017-01-31 | $50,637 | $49,953 | $684 | $684 |
| DELTA AIRLINES | P | 2017-04-17 | 2017-06-18 | $21,692 | $20,021 | $1,671 | $1,671 |
| JD COM INC | P | 2017-09-07 | 2017-09-12 | $25,877 | $25,195 | $682 | $682 |
| SMAP INC | P | 2017-03-23 | 2017-05-10 | $51,519 | $49,682 | $1,837 | $1,837 |
| VANECK VECTORS JR GOLD | P | 2016-09-07 | 2017-06-20 | $72,167 | $98,024 | -$25,857 | -$25,857 |
| EXTRA SPACE STORAGE INC | P | 2016-06-23 | 2017-07-25 | $44,822 | $50,048 | -$5,226 | -$5,226 |
| ALIBABA GROUP HLDG | P | 2017-06-13 | 2017-08-28 | $30,320 | $24,903 | $5,417 | $5,417 |
| ELECTRONIC ARTS INC | P | 2017-06-20 | 2017-11-08 | $25,160 | $24,966 | $194 | $194 |
| KOHLS | P | 2017-03-23 | 2017-06-21 | $23,588 | $25,015 | -$1,427 | -$1,427 |
| SOHU COM | P | 2017-08-21 | 2017-09-12 | $25,086 | $24,945 | $141 | $141 |
| VANECK VECTORS JR GOLD | P | 2017-08-28 | 2017-09-01 | $51,293 | $49,865 | $1,428 | $1,428 |
| FIRST SOLAR INC | P | 2016-08-23 | 2017-09-15 | $34,065 | $24,972 | $9,093 | $9,093 |
| ALIBABA GROUP HLDG | P | 2017-06-20 | 2017-08-28 | $120,438 | $99,898 | $20,540 | $20,540 |
| ENDEAVOUR SILVER CORP | P | 2016-10-13 | 2017-06-20 | $16,920 | $24,959 | -$8,039 | -$8,039 |
| LAS VEAS SANDS CORP | P | 2017-02-23 | 2017-07-26 | $59,470 | $50,045 | $9,425 | $9,425 |
| SOUTHWESTERN ENERGY | P | 2017-02-14 | 2017-08-18 | $14,571 | $24,990 | -$10,419 | -$10,419 |
| VANECK VECTORS JR GOLD | P | 2017-09-15 | 2017-10-25 | $91,431 | $99,362 | -$7,931 | -$7,931 |
| PFIZER INC | P | 2015-03-12 | 2017-09-01 | $25,058 | $25,055 | $3 | $3 |
| ALAPHABET INC | P | 2016-10-27 | 2017-01-31 | $49,978 | $49,863 | $115 | $115 |
| FACEBOOK INC | P | 2016-11-08 | 2017-01-31 | $52,943 | $50,314 | $2,629 | $2,629 |
| MACYS INC | P | 2017-02-24 | 2017-06-21 | $33,353 | $50,014 | -$16,661 | -$16,661 |
| SPARK THERAPEUTICS INC | P | 2017-11-13 | 2017-12-11 | $16,536 | $25,122 | -$8,586 | -$8,586 |
| VERIZON | P | 2017-06-13 | 2017-09-01 | $25,584 | $24,968 | $616 | $616 |
| SKECHERS USA INC | P | 2016-06-08 | 2017-07-11 | $22,684 | $24,986 | -$2,302 | -$2,302 |
| ALTRIA GROUP | P | 2016-09-02 | 2017-03-17 | $56,701 | $50,143 | $6,558 | $6,558 |
| FINISAR CORP | P | 2017-04-17 | 2017-08-04 | $20,059 | $20,014 | $45 | $45 |
| MCDONALDS CORP | P | 2016-09-02 | 2017-02-23 | $55,294 | $49,995 | $5,299 | $5,299 |
| SQUARE INC | P | 2017-06-21 | 2017-09-25 | $56,691 | $51,638 | $5,053 | $5,053 |
| VERTEX | P | 2017-09-01 | 2017-11-09 | $22,556 | $25,075 | -$2,519 | -$2,519 |
| SKYWORKS SOLUTIONS | P | 2015-03-15 | 2017-03-17 | $26,327 | $24,836 | $1,491 | $1,491 |
| BAIDU INC | P | 2017-04-01 | 2017-09-12 | $83,414 | $75,714 | $7,700 | $7,700 |
| FIREEYE INC | P | 2017-07-25 | 2017-08-04 | $21,990 | $25,000 | -$3,010 | -$3,010 |
| MECHEL PAO | P | 2017-01-17 | 2017-10-17 | $19,041 | $24,958 | -$5,917 | -$5,917 |
| STARBUCKS | P | 2017-11-03 | 2017-12-20 | $26,092 | $25,575 | $517 | $517 |
| VIPSHOP | P | 2017-07-19 | 2017-07-24 | $34,921 | $35,368 | -$447 | -$447 |
| SUNTECH PWE HLDGS | P | 2008-05-19 | 2017-08-25 | $101,488 | -$101,488 | -$101,488 | |
| AMER CORP | P | 2017-08-08 | 2017-09-28 | $23,415 | $25,025 | -$1,610 | -$1,610 |
| FIRST MAJESTIC SILVER CORP | P | 2016-10-13 | 2017-11-08 | $63,405 | $60,033 | $3,372 | $3,372 |
| NETFLIX | P | 2017-06-21 | 2017-09-12 | $57,017 | $49,958 | $7,059 | $7,059 |
| TELEPHONE & DATA SYSTEMS INC | P | 2016-05-10 | 2017-02-23 | $58,199 | $49,982 | $8,217 | $8,217 |
| P | 2017-08-18 | 2017-11-17 | $94,005 | $84,125 | $9,880 | $9,880 | |
| BARRICK GOLD CORP | P | 2016-10-13 | 2017-04-10 | $41,243 | $35,052 | $6,191 | $6,191 |
| FORD MOTOR | P | 2016-09-07 | 2017-05-02 | $21,533 | $24,982 | -$3,449 | -$3,449 |
| NVIDIA CORP | P | 2017-08-30 | 2017-09-12 | $50,847 | $49,896 | $951 | $951 |
| 3-D SYSTEMS INC | P | 2017-10-04 | 2017-10-17 | $20,243 | $25,007 | -$4,764 | -$4,764 |
| WERSTERN DIGITAL | P | 2017-09-01 | 2017-10-18 | $102,664 | $108,262 | -$5,598 | -$5,598 |
| BIO TECHNE CORP | P | 2017-02-09 | 2017-02-09 | $110,112 | $109,851 | $261 | $261 |
| GILEAD SCIENCES INC | P | 2017-06-21 | 2017-09-12 | $31,462 | $25,124 | $6,338 | $6,338 |
| OASIS PETE INC | P | 2017-04-17 | 2017-08-18 | $22,082 | $38,557 | -$16,475 | -$16,475 |
| TWILIO INC | P | 2017-02-14 | 2017-08-28 | $42,989 | $42,502 | $487 | $487 |
| WHEATON | P | 2016-10-04 | 2017-06-20 | $40,329 | $49,979 | -$9,650 | -$9,650 |
| BRISTOL MYERS | P | 2016-09-07 | 2017-07-25 | $24,417 | $24,976 | -$559 | -$559 |
| GLOBAL X FUNDS | P | 2017-02-24 | 2017-08-08 | $42,001 | $49,772 | -$7,771 | -$7,771 |
| PIONEER NAT RES COMPANY | P | 2017-04-17 | 2017-08-18 | $14,423 | $20,027 | -$5,604 | -$5,604 |
| TWITTER INC | P | 2016-10-06 | 2017-04-10 | $35,978 | $50,525 | -$14,547 | -$14,547 |
| WHITING PETE | P | 2017-04-17 | 2017-08-18 | $9,999 | $20,017 | -$10,018 | -$10,018 |
| CATERPILLAR INC | P | 2017-05-02 | 2017-09-06 | $28,777 | $24,924 | $3,853 | $3,853 |
| GOLD RESOURCE CORP | P | 2016-10-13 | 2017-06-20 | $17,025 | $24,975 | -$7,950 | -$7,950 |
| RICHMONT MINE INC | P | 2016-10-19 | 2017-06-20 | $19,595 | $25,012 | -$5,417 | -$5,417 |
| ULTRA CLEAND HLDGS | P | 2017-06-21 | 2017-09-25 | $64,243 | $53,031 | $11,212 | $11,212 |
| YY INC | P | 2017-04-10 | 2017-09-12 | $80,213 | $74,985 | $5,228 | $5,228 |
| CENTRUY ALUM COMPANY | P | 2017-08-07 | 2017-08-29 | $35,171 | $24,960 | $10,211 | $10,211 |
| GUESS INC | P | 2017-04-11 | 2017-06-21 | $25,795 | $24,946 | $849 | $849 |
| ROYAL BK CDA MONTREAL | P | 2017-01-31 | 2017-09-07 | $52,058 | $50,379 | $1,679 | $1,679 |
| UNDER ARMOUR | P | 2016-09-02 | 2017-06-21 | $13,170 | $25,083 | -$11,913 | -$11,913 |
| CYBERARK SOFTWARE | P | 2017-07-25 | 2017-08-04 | $23,536 | $24,988 | -$1,452 | -$1,452 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$161,299 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$66,832 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $52,428 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,416,084 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.037023 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $40,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,398,656 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.028599 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $46,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,567,450 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.029347 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $49,100 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,440,963 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.020115 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $192,994 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,353,682 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.057547 | DistributionYr5Rt |
| Total Distribution | 0.172631 | TotalDistributionRt |
| Average Distribution | 0.034526 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,353,763 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $46,740 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $134 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $46,874 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $72,100 | 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 | $134 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $134 | SubtotalAmt |
| Tax Based On Investment Income | $134 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $134 | 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 |
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 | $12,000 | $0 | $0 |
| CHRISTA S PLAIA | ||||||||
| 250 COMMERCE PARKWAY | PELHAM | AL | 35124 | DIRECTOR | 000.00 | $26,009 | $0 | $0 |
| MARTIN ADAMS | ||||||||
| 250 COMMERCE PARKWAY | PELHAM | AL | 35124 | DIRECTOR | 000.00 | $25,800 | $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 | $1,185,767 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $188,612 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,374,379 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,374,379 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,616 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,353,763 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $67,688 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $67,688 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $134 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $134 | TotalTaxAmt |
| Distributable Before Adj | $67,554 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $67,554 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $67,554 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $72,100 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $72,100 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $134 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $71,966 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $67,554 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $12,730 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $12,730 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $72,100 | QualifyingDistributionsAmt |
| Applied To Current Year | $67,554 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,546 | RemainingDistriFromCorpusAmt |
| Total Corpus | $17,276 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $12,730 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,546 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $4,546 | 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 (22 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 |
| AMERICAN CANCER | |||||
| PO BOX 22718 | OKLAHOMA CITY | OK | 73123 | UNRESTRICTED SUPPORT | $2,000 |
| CAMP BRIDGES | |||||
| 1600 7TH AVE S | BIRMINGHAM | AL | 35233 | UNRESTRICTED SUPPORT | $2,000 |
| CAMP SMILES-A-MILE | |||||
| 1510 5TH AVE S | BIRMINGHAM | AL | 35233 | UNRESTRICTED SUPPORT | $4,000 |
| DOTHAN RESCUE MISSION | |||||
| 216 CRAWFORD ST | DOTHAN | AL | 36301 | UNRESTRICTED SUPPORT | $1,000 |
| DOWNTOWN JIMMIE HALE MISSION | |||||
| 3420 2ND AVE N | BIRMINGHAM | AL | 35222 | UNRESTRICTED SUPPORT | $2,000 |
| HOOVER ATHLETIC ASSN | |||||
| 2649 OLD ROCKY RIDGE ROAD | HOOVER | AL | 35216 | UNRESTRICTED SUPPORT | $13,000 |
| JEFFERSON ALCOHOLIC FOUNDATION | |||||
| 2012 14TH AVENUE | BIRMINGHAM | AL | 35205 | UNRESTRICTED SUPPORT | $1,000 |
| KING'S RANCH INC | |||||
| 221 KINGS HOME DRIVE | CHELSEA | AL | 35043 | UNRESTRICTED SUPPORT | $1,000 |
| SAV-A-LIFE INC | |||||
| 1480 MCGUIRE ROAD | BIRMINGHAM | AL | 35216 | UNRESTRICTED SUPPORT | $1,000 |
| SELMA AREA FOOD BANK | |||||
| 497 OAK STREET | SELMA | AL | 36701 | UNRESTRICTED SUPPORT | $1,000 |
| SELMA-DALLAS COUNTY PUBLIC LIBRARY | |||||
| 1103 SELMA AVE | SELMA | AL | 36703 | UNRESTRICTED SUPPORT | $1,000 |
| THE WELLHOUSE | |||||
| 8121 PARKWAY DRIVE | LEEDS | AL | 35094 | UNRESTRICTED SUPPORT | $5,000 |
| THREE HOTS & A COT | |||||
| 7353 KIMBERLY AVE | BIRMINGHAM | AL | 35206 | UNRESTRICTED SUPPORT | $1,000 |
| UNITED CEREBRAL PALSY OF | |||||
| 100 OSLO CIR | BIRMINGHAM | AL | 35211 | UNRESTRICTED SUPPORT | $3,000 |
| WOUNDED WARRIOR PROJECT INC | |||||
| 4899 BELFORT ROAD SUITE | JACKSONVILLE | FL | 32256 | UNRESTRICTED SUPPORT | $2,000 |
| VINEYARD FAMILY SERVICE CENTER | |||||
| 2834-H PELHAM PKWY | PELHAM | AL | 35124 | UNRESTRICTED SUPPORT | $11,000 |
| GREYSTONE YMCA | |||||
| 5414 US-280 | BIRMINGHAM | AL | 35242 | UNRESTRICTED SUPPORT | $2,000 |
| GRAVITY WRESTLING ACADEMY | |||||
| 4700 JAGUAR DRIVE | BIRMINGHAM | AL | 35242 | UNRESTRICTED SUPPORT | $2,500 |
| CHRISTIAN MED & DENTAL | |||||
| 2310 BRIARWOOD TRACE | BIRMINGHAM | AL | 35243 | UNRESTRICTED SUPPORT | $4,000 |
| AMERICAN HEART ASSOCIATION | |||||
| 1449 MEDICAL PARK DR | BIRMINGHAM | AL | 35213 | UNRESTRICTED SUPPORT | $10,600 |
| JUVENILE DIABETES RESEARCH | |||||
| 2112 11TH ST | BIRMINGHAM | AL | 35205 | UNRESTRICTED SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $72,100 | 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 | $134 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $21,400 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$161,299 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$139,765 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$139,765 | 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 | $2,400 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $1,199,439 | EOYBookValueAmt |
| EOYFMV | $1,252,230 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $50,066 | BookValueAmt |
| EOYFMV | $52,048 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT MANAGEMENT FEES | $6,686 | $6,686 |
| INVESTMENT EXPENSES | $500 | $500 |
| MISCELLANEOUS | $11 | |
| OFFICE EXPENSE | $111 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAX | $64 | $64 |
| FOREIGN TAXES | $893 | $893 |