SCOTT FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SCOTT FOUNDATION INC (EIN 16-1744259)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-09-12
- IRS object ID
- 201732559349100113
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- 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 | 2017-09-12T10:55:13-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-09-01 | 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 | 2017-09-01 | 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 | 2017-09-01 | IPDt |
| IP Tm | 10:29:05 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | FE7CA98FA5DC7DAF8740BF10268717681F8DB529 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FE7CA98FA5DC7DAF8740BF10268717681F8DB529 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,431,486 | 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 | $1,004,200 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $9,999 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,999 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $285,253 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $250,957 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$115,395 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,959,721 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,184,057 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $260,956 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $61,669 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $18,501 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $43,168 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $87,031 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $87,031 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,319 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,319 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18,800 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,711 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,089 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $173,019 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $116,562 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $56,457 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $887,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $887,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,060,019 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $116,562 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $943,457 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $124,038 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $144,394 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $683,892 | CashBOYAmt |
| Cash EOY | $730,119 | CashEOYAmt |
| Cash EOYFMV | $730,119 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $172,333 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $172,333 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $172,333 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $172,333 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $11,339,388 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,413,804 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,257,241 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $270,253 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $270,253 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $270,253 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,540 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,540 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $12,465,866 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,588,049 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,431,486 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $7,420 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $5,565 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $7,420 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,565 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $12,458,446 | UnrestrictedBOYAmt |
| Unrestricted EOY | $12,582,484 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,458,446 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,582,484 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,465,866 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,588,049 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,458,446 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $124,038 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $12,582,484 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,582,484 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MORGAN STANLEY ST | P | $6,335,038 | $6,369,544 | -$34,506 | -$34,506 |
| MORGAN STANLEY LT | P | $6,340,518 | $6,384,808 | -$44,290 | -$44,290 |
| MORGAN STANLEY ST | P | $9,814 | $9,864 | -$50 | -$50 |
| MORGAN STANLEY LT | P | $474,514 | $344,231 | $130,283 | $130,283 |
| MORGAN STANLEY ST | P | $443,887 | $581,972 | -$138,085 | -$138,085 |
| MORGAN STANLEY LT | P | $1,349,435 | $1,384,697 | -$35,262 | -$35,262 |
| CAPITAL GAINS DIVIDENDS | P | $6,515 | $6,515 | $6,515 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$115,395 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $796,223 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,938,239 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.066695 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,063,399 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,748,860 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.098931 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $697,763 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,144,383 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.076305 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $748,426 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,378,008 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.072117 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $730,868 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,078,789 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.072515 | DistributionYr5Rt |
| Total Distribution | 0.386563 | TotalDistributionRt |
| Average Distribution | 0.077313 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,013,817 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,083,450 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,444 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,084,894 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $943,457 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,888 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,888 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,888 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,540 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,540 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $36 | EsPenaltyAmt |
| Tax Due | $1,384 | 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 |
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 | $61,669 | $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 | $12,620,553 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,434,339 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $172,333 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,227,225 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,227,225 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $213,408 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,013,817 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $700,691 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $700,691 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,888 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,888 | TotalTaxAmt |
| Distributable Before Adj | $697,803 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $697,803 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $697,803 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $943,457 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $943,457 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $943,457 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $697,803 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $229,239 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $234,678 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $279,548 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $529,206 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $202,368 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,475,039 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $943,457 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $697,803 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $245,654 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,720,693 | 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 | $229,239 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,491,454 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $234,678 | ExcessFromYear4Amt |
| Excess From Year3 | $279,548 | ExcessFromYear3Amt |
| Excess From Year2 | $529,206 | ExcessFromYear2Amt |
| Excess From Year1 | $202,368 | ExcessFromYear1Amt |
| Excess From Current Year | $245,654 | 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 (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| CANAAN ORPHANAGE | |||||
| 4046 TROY CREEK ROAD | OPELIKA | AL | 36801 | RELIGIOUS | $15,000 |
| CHRISTIAN WOMENS JOB CORP | |||||
| 215 EAST THATCH AVE SUITE 101 | AUBURN | AL | 36830 | RELIGIOUSRELIGIOUS | $7,500 |
| DESIRE STREET MINISTRIES | |||||
| PO BOX 18057 | ALTANTA | GA | 30316 | RELIGIOUSRELIGIOUS | $75,000 |
| FCA - AUBURN | |||||
| PO BOX 68 | AUBURN | AL | 36831 | RELIGIOUS | $10,000 |
| FOCUS ON THE FAMILY | |||||
| 8605 EXPLORER DRIVE | COLORADO SPRINGS | CO | 80920 | RELIGIOUS | $10,000 |
| HADDIES HOME | |||||
| PO BOX 1525 | OPELIKA | AL | 36803 | RELIGIOUS | $10,000 |
| HAGGAI INSTITUTE | |||||
| PO BOX 13 | ALTANTA | GA | 30370 | RELIGOIUS | $180,000 |
| HARVEST EVANGELISM | |||||
| PO BOX 2888 | OPELIKA | AL | 36803 | RELIGIOUS | $35,000 |
| JESUS FILM PROJECT | |||||
| 27631 LA PAZ ROAD SUITE A | LAGUNA NIGUEL | CA | 92677 | RELIGIOUS | $20,000 |
| JOSH MCDOWELL MINISTRIES | |||||
| PO BOX 62822 | ORLANDO | FL | 32862 | RELIGIOUS | $35,000 |
| LEE COUNTY EDUCATION FOUNDATION | |||||
| 1601 ACADEMY DRIVE | AUBURN | AL | 36830 | RELIGIOUS | $70,000 |
| MARANNOOK | |||||
| PO BOX 581 | LAFAYETTE | AL | 36862 | RELIGIOUS | $40,000 |
| MARTHA'S HOUSE INC | |||||
| PO BOX 434 | GEORGETOWN | SC | 29442 | RELIGIOUS | $10,000 |
| MASTER MEDIA | |||||
| 330 6TH STREET SUITE 110 | REDLANDS | CA | 92374 | RELIGIOUS | $8,000 |
| MISCELLANEOUS | |||||
| VARIOUS | AUBURN | AL | 36830 | RELIGIOUS | $121,500 |
| ORPHANAGE EMMANUEL | |||||
| 715 MOORES MILL ROAD | AUBURN | AL | 36830 | RELIGIOUS | $53,000 |
| THE NAVIGATORS | |||||
| PO BOX 6000 | COLORADO SPRINGS | CO | 80934 | RELIGIOUS | $65,000 |
| THE WAY MINISTRY | |||||
| PO BOX 1665 | OPELIKA | AL | 36803 | RELIGIOUS | $12,000 |
| WOMENS HOPE | |||||
| 820 STAGE ROAD | AUBURN | AL | 36830 | RELIGIOUS | $50,000 |
| YOUTH FOR CHRIST | |||||
| PO BOX 1722 | AUBURN | AL | 36830 | RELIGIOUS | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $887,000 | 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 | $9,999 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $285,253 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$80,133 | ExclusionAmt |
| Related Or Exempt Function Incm | -$35,262 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $215,119 | ExclusionAmt |
| Related Or Exempt Function Incm | -$35,262 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $179,857 | 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 | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| COYE YEAGER | |||||||
| 1 | 999 LEE ROAD 121 | OPELIKA | AL | 36804 | $4,200 | Yes (X) | |
| SCOTT BRIDGE COMPANY INC | |||||||
| 2 | 2641 INTERSTATE DRIVE | OPELIKA | AL | 36804 | $1,000,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | SERVICES | NoncashPropertyDesc |
| Fair Market Value | $4,200 | FairMarketValueAmt |
| Received | 2016-08-15 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $4,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,200 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VARIOUS COMMON STOCK | $260,000 | $260,000 |
| MORGAN STANLEY | $11,153,804 | $12,997,241 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS IN PARTNERSHIPS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $270,253 | BookValueAmt |
| EOYFMV | $270,253 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID TAXES | Desc |
| EOY Book Value | $1,540 | EOYBookValueAmt |
| EOYFMV | $1,540 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $5,859 | $1,758 | $4,101 |
| TRAVEL | $7,126 | $2,138 | $4,988 |
| DUES | $2,400 | $2,400 | $0 |
| MISCELLANEOUS | $3,415 | $3,415 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL TAXES | Desc |
| BOY Book Value | $7,420 | BOYBookValueAmt |
| EOY Book Value | $5,565 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ASSET MANAGEMENT FEES | CategoryTxt |
| Amt | $87,031 | Amt |
| Net Investment Income | $87,031 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTT BRIDGE COMPANY INC | 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 | $1,319 | Amt |
| Net Investment Income | $1,319 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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