RICHARD M SCRUSHY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD M SCRUSHY CHARITABLE FOUNDATION INC (EIN 72-1374013)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-16
- IRS object ID
- 201503209349103335
- Schema version
- 2014v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T16:18:19-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 FOUNDATION INC | BusinessNameLine1Txt |
| 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 PLAIA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2059789592 | PhoneNum |
| Signature | 2015-11-16 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TONY E JOHNSON | PreparerPersonNm |
| PTIN | P00273902 | PTIN |
| Phone | 3347934883 | PhoneNum |
| Preparation | 2015-11-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,345,865 | 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 | $61 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $61 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $61 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $27,880 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,880 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $27,880 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $30,416 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $44,512 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $30,416 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $58,357 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $58,357 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $27,941 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $44,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $5,740 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $300 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $9,144 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,144 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $59,184 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,144 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $46,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $46,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $105,184 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,144 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $46,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$46,827 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $49,213 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $27,941 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $344,081 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $100,000 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $100,000 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $720,965 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,245,865 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,245,865 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $327,646 | OtherInvestmentsBOYAmt |
| Total Assets BOY | $1,392,692 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,345,865 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,345,865 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,392,692 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,345,865 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,392,692 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,345,865 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,392,692 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,345,865 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,392,692 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$46,827 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,345,865 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,345,865 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | STAR GAS PARTNERS LP UNIT | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2005-12-05 | AcquiredDt |
| Sold | 2014-07-11 | SoldDt |
| Gross Sales Price | $44,512 | GrossSalesPriceAmt |
| Cost Or Other Basis | $14,096 | CostOrOtherBasisAmt |
| Gain Or Loss | $30,416 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $30,416 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $30,416 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $49,100 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,440,963 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.020115 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $192,994 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,353,682 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057547 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $158,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,704,715 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.033690 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $38,651 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,591,810 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.010761 | DistributionYr4Rt |
| Total Distribution | 0.122113 | TotalDistributionRt |
| Average Distribution | 0.030528 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,567,450 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $47,851 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $492 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $48,343 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $46,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $984 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $984 | SubtotalAmt |
| Tax Based On Investment Income | $984 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $22 | EsPenaltyAmt |
| Tax Due | $1,006 | 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 | 5.00 | $0 | $0 | $0 |
| AMY S ADAMS | ||||||||
| 250 COMMERCE PARKWAY | PELHAM | AL | 35124 | DIRECTOR | 5.00 | $11,000 | $0 | $0 |
| CHRISTA S PLAIA | ||||||||
| 250 COMMERCE PARKWAY | PELHAM | AL | 35124 | DIRECTOR | 5.00 | $22,000 | $0 | $0 |
| MARTIN ADAMS | ||||||||
| 250 COMMERCE PARKWAY | PELHAM | AL | 35124 | DIRECTOR | 1.00 | $11,000 | $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 | $1,369,279 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $222,041 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,591,320 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,591,320 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,870 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,567,450 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $78,373 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $78,373 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $984 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $984 | TotalTaxAmt |
| Distributable Before Adj | $77,389 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $77,389 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $77,389 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $46,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $46,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $46,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $77,389 | DistributableAsAdjustedAmt |
| Prior Year1 | 2009 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Total For Prior Years | $140,250 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $174,976 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $26,762 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $201,738 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $46,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $46,000 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $31,389 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $31,389 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $170,349 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $140,250 | PriorYearUndistributedIncmAmt |
| Taxable1 | $140,250 | Taxable1Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $170,349 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $143,587 | ExcessFromYear4Amt |
| Excess From Year2 | $26,762 | ExcessFromYear2Amt |
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 (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| ALZHEIMER'S DISEASE AND RELIEF | |||||
| PO BOX 96011 | WASHINGTON | DC | 20090 | UNRESTRICTED SUPPORT | $3,000 |
| AMERICAN CANCER | |||||
| PO BOX 22718 | OKLAHOMA CITY | OK | 73123 | UNRESTRICTED SUPPORT | $1,000 |
| ANGEL FLIGHT SOARS | |||||
| 2000 AIRPORT RD | CHAMBLEE | GA | 30341 | UNRESTRICTED SUPPORT | $1,000 |
| 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 | $3,000 |
| DOTHAN RESCUE MISSION INC | |||||
| 216 E CRAWFORD STREET | DOTHAN | AL | 36301 | UNRESTRICTED SUPPORT | $1,000 |
| DOWNTOWN JIMMIE HALE MISSION | |||||
| 3420 2ND AVE N | BIRMINGHAM | AL | 35222 | UNRESTRICTED SUPPORT | $3,000 |
| DROPS OF HOPE INC | |||||
| 4851 W HILLSBORO BLVD 11 | COCONUT CREEK | FL | 33073 | UNRESTRICTED SUPPORT | $1,000 |
| EASTER SEALS OF THE BIRMINGHAM | |||||
| 2717 3RD AVE S | BIRMINGHAM | AL | 35233 | UNRESTRICTED SUPPORT | $1,000 |
| GENESIS SHELTER INC | |||||
| 4411 LEMMON AVE 201 | DALLAS | TX | 75219 | UNRESTRICTED SUPPORT | $1,000 |
| HAVEN OF HOPE INTERNATIONAL | |||||
| PO BOX 60794 | FT MYERS | FL | 33906 | UNRESTRICTED SUPPORT | $3,000 |
| JEFFERSON ALCOHOLIC FOUNDATION | |||||
| 2012 14TH AVENUE | BIRMINGHAM | AL | 35205 | UNRESTRICTED SUPPORT | $1,000 |
| JOHN CARROLL HIGH SCHOOL INC | |||||
| 300 LAKESHORE PKW | BIRMINGHAM | AL | 35209 | UNRESTRICTED SUPPORT | $1,000 |
| JOUBERT SYNDROME AND RELATED DISORD | |||||
| 1415 WEST AVE | CINCINNATI | OH | 45215 | UNRESTRICTED SUPPORT | $1,000 |
| JUVENILE DIABETES RESEARCH | |||||
| 600 BEACON PKWY W | BIRMINGHAM | AL | 35209 | UNRESTRICTED SUPPORT | $1,000 |
| KINGS RANCH INC | |||||
| THREE RIVERWAY SUITE 160 | HOUSTON | TX | 77056 | UNRESTRICTED SUPPORT | $1,000 |
| SAV-A-LIFE INC | |||||
| 1480 MCGUIRE ROAD | BIRMINGHAM | AL | 35216 | UNRESTRICTED SUPPORT | $1,000 |
| SELMA AREA FOOD BANK INC | |||||
| 497 OAK STREET | SELMA | AL | 36701 | UNRESTRICTED SUPPORT | $1,000 |
| SPIRIT OF HOPE YOUTH RANCH | |||||
| 194 KINGS RANCH DR | WILSONVILLE | AL | 35186 | UNRESTRICTED SUPPORT | $2,000 |
| THE WELLHOUSE | |||||
| 8121 PARKWAY DRIVE | LEEDS | AL | 35094 | UNRESTRICTED SUPPORT | $4,000 |
| THREE HOTS & A COT | |||||
| 5704 1ST AVE N | BIRMINGHAM | AL | 35212 | UNRESTRICTED SUPPORT | $1,000 |
| UNITED CEREBRAL PALSY OF | |||||
| 100 OSLO CIR | BIRMINGHAM | AL | 35211 | UNRESTRICTED SUPPORT | $1,000 |
| US ASSOCIATION OF BLIND ATHLETES | |||||
| 1 OLYMPIC PLAZA | COLORADO SPRINGS | CO | 80909 | UNRESTRICTED SUPPORT | $1,000 |
| VINEYARD FAMILY SERVICES OF | |||||
| PO BOX 2458 | ALABASTER | AL | 35007 | UNRESTRICTED SUPPORT | $6,000 |
| FLORIDA'S VISION QUEST INC | |||||
| 167 N INDUSTRIAL DR | ORANGE CITY | FL | 32763 | UNRESTRICTED SUPPORT | $1,000 |
| WIREGRASS CHILDREN'S HOME | |||||
| PO BOX 6813 | DOTHAN | AL | 36302 | UNRESTRICTED SUPPORT | $1,000 |
| WOUNDED WARRIOR PROJECT INC | |||||
| 4899 BELFORT ROAD SUITE | JACKSONVILLE | FL | 32256 | UNRESTRICTED SUPPORT | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $46,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $61 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,880 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,416 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $58,357 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $58,357 | 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 | $5,740 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $1,245,865 | EOYBookValueAmt |
| EOYFMV | $1,245,865 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT MANAGEMENT FEES | $9,144 | $9,144 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT TAXES/LICENSES | CategoryTxt |
| Amt | $300 | Amt |