RICHARD M SCRUSHY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD M SCRUSHY CHARITABLE FOUNDATION INC (EIN 72-1374013)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-05
- IRS object ID
- 201413099349100406
- Schema version
- 2013v3.1
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-05T09:38:21-00:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DARROCH AND HALCOMB PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 OFFICE PARK CIR STE 312 | AddressLine1 |
| City | BIRMINGHAM | City |
| State | AL | State |
| ZIP Code | 35223 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 FOUNDATION INC | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | PELHAM | City |
| State | AL | State |
| ZIP Code | 35124 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MIKE PLAIA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2014-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TODD DARROCH CPA | PreparerPersonNm |
| Phone | 2054239244 | PhoneNum |
| Preparation | 2014-11-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,749,194 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $8,555 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,555 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $37,511 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,511 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$708,257 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,883,175 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$16,760 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$16,760 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$678,951 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $29,306 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $40,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $20,945 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $11,620 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,069 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1,709,166 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,709,039 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,782,800 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,709,039 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $49,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $49,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,831,900 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,709,039 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $49,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,510,851 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $642,441 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $344,081 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $344,081 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,344,089 | CorporateStockBOYAmt |
| Corporate Stock EOY | $720,965 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $766,871 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $142,383 | CorporateBondsBOYAmt |
| Other Investments BOY | $774,630 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $327,646 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $638,242 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,903,543 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,392,692 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,749,194 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,903,543 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,392,692 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,903,543 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,392,692 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,903,543 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,392,692 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,903,543 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,510,851 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,392,692 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,392,692 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FREEPORT-MCMORAN COOPER | P | 2013-10-16 | 2013-10-31 | $185,197 | $170,900 | $14,297 | $14,297 |
| GLOBAL X FUNDS | P | 2012-11-13 | 2013-04-03 | $48,227 | $69,209 | -$20,982 | -$20,982 |
| MARKET VECTORS ETF | P | 2012-11-13 | 2013-04-03 | $42,833 | $67,976 | -$25,143 | -$25,143 |
| SILVER WHEATON CORPORATION | P | 2012-11-13 | 2013-04-03 | $51,410 | $71,098 | -$19,688 | -$19,688 |
| AFLAC INCORPORATED | P | 2012-02-29 | 2013-06-03 | $55,205 | $47,299 | $7,906 | $7,906 |
| TELEFONICA S A | P | 2011-08-05 | 2013-04-03 | $32,974 | $53,087 | -$20,113 | -$20,113 |
| ADVANCED MICRO DEVICES | P | 2007-12-10 | 2013-04-03 | $199,000 | $142,383 | $56,617 | $56,617 |
| ATLAS PIPLINE PARTNERS | P | 2007-12-19 | 2013-04-03 | $102,434 | $129,517 | -$27,083 | -$27,083 |
| ATLAS PIPLINE PARTNERS | P | 2007-12-19 | 2013-06-03 | $92,632 | $108,400 | -$15,768 | -$15,768 |
| WALT DISNEY COMPANY | P | 2007-12-14 | 2013-06-03 | $94,381 | $50,130 | $44,251 | $44,251 |
| DYNEGY INCORPORATED | P | 2007-12-19 | 2013-04-03 | $1,163 | $1,163 | $1,163 | |
| FIRST SOLAR INCORPORATED | P | 2007-05-14 | 2013-04-03 | $18,243 | $208,661 | -$190,418 | -$190,418 |
| HEALTHSOUTH CORPORATION | P | 1998-10-08 | 2013-04-03 | $164,954 | $271,561 | -$106,607 | -$106,607 |
| INERGY LP | P | 2011-08-19 | 2013-04-03 | $39,294 | $41,766 | -$2,472 | -$2,472 |
| JP MORGAN CHASE COMPANY | P | 2007-11-26 | 2013-06-03 | $80,011 | $61,978 | $18,033 | $18,033 |
| JAMES RIVER COAL | P | 2008-07-28 | 2013-04-03 | $4,650 | $116,980 | -$112,330 | -$112,330 |
| LYNN ENERGY | P | 2007-12-10 | 2013-04-03 | $100,224 | $65,024 | $35,200 | $35,200 |
| LYNN ENERGY | P | 2007-12-10 | 2013-06-03 | $78,783 | $55,822 | $22,961 | $22,961 |
| MAGELLAN HEALTH SVCS | P | 2008-04-07 | 2013-04-03 | $12,541 | $12,541 | $12,541 | |
| MCDONALDS CORP | P | 2007-09-14 | 2013-06-03 | $97,120 | $54,600 | $42,520 | $42,520 |
| MICRON TECHNOLOGY INC | P | 2010-04-09 | 2013-04-03 | $64,056 | $75,319 | -$11,263 | -$11,263 |
| NEXPOINT CR STRATEGIES | P | 2008-01-15 | 2013-04-03 | $75,753 | $76,600 | -$847 | -$847 |
| PHH CORPORATION | P | 2004-11-09 | 2013-04-03 | $3,066 | $3,122 | -$56 | -$56 |
| PATTERSON UTI ENERGY | P | 2008-06-19 | 2013-04-03 | $134,877 | $185,772 | -$50,895 | -$50,895 |
| TRANSOCEAN LIMITED | P | 2008-06-19 | 2013-04-03 | $99,987 | $279,481 | -$179,494 | -$179,494 |
| EXCEL MARITIME CARRIERS | P | 2008-05-07 | 2013-04-03 | $4,160 | $184,747 | -$180,587 | -$180,587 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$708,257 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$51,516 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $192,994 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,353,682 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 000.057547 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $158,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,704,715 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 000.033690 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $38,651 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,591,810 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 000.010761 | DistributionYr3Rt |
| Total Distribution | 000.101998 | TotalDistributionRt |
| Average Distribution | 000.033999 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,440,963 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $82,990 | AdjNetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $82,990 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $49,100 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | 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 | AddressLine1 |
| City | PELHAM | City |
| State | AL | State |
| ZIP Code | 35124 | ZIPCode |
| 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| MICHAEL A PLAIA | ||||||
| 250 COMMERCE PARKWAY | PELHAM | AL | 35124 | PRESIDENT | 005.00 | $3,000 |
| AMY SCRUSHY ADAMS | ||||||
| 250 COMMERCE PARKWAY | PELHAM | AL | 35124 | DIRECTOR | 005.00 | $10,000 |
| CHRISTA SCRUSHY PLAIA | ||||||
| 250 COMMERCE PARKWAY | PELHAM | AL | 35124 | DIRECTOR | 005.00 | $17,000 |
| MARTIN ADAMS | ||||||
| 250 COMMERCE PARKWAY | PELHAM | AL | 35124 | DIRECTOR | 001.00 | $10,000 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,995,320 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $482,815 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,478,135 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,478,135 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,172 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,440,963 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $122,048 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $122,048 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $122,048 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $122,048 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $122,048 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $49,100 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $49,100 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $49,100 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $122,048 | DistributableAsAdjustedAmt |
| Prior Year1 | 2009 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Total For Prior Years | $140,250 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $146,531 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $174,976 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $26,762 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $348,269 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $49,100 | QualifyingDistributionsAmt |
| Applied To Current Year | $49,100 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $72,948 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $72,948 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $275,321 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $140,250 | PriorYearUndistributedIncmAmt |
| Taxable1 | $140,250 | Taxable1Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $73,583 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $201,738 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $174,976 | ExcessFromYear3Amt |
| Excess From Year1 | $26,762 | ExcessFromYear1Amt |
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 | AddressLine1 |
| City | PELHAM | City |
| State | AL | State |
| ZIP Code | 35124 | ZIPCode |
| 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 (21 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| UNITED CEREBRAL PALSY | |||||
| 2520 FAIRLANE DR | MONTGOMERY | AL | 36116 | UNRESTRICTED SUPPORT | $5,000 |
| YMCA | |||||
| 2401 20 PL S | BIRMINGHAM | AL | 35223 | UNRESTRICTED SUPPORT | $4,000 |
| THREE HOTS AND A COT | |||||
| 5704 1ST AVE N | BIRMINGHAM | AL | 35212 | UNRESTRICTED SUPPORT | $1,000 |
| VINEYARD FAMILY SERVICES | |||||
| 4733 VALLEYDALE RD | BIRMINGHAM | AL | 35242 | UNRESTRICTED SUPPORT | $5,000 |
| THE WELL HOUSE | |||||
| P O BOX 26576 | BIRMINGHAM | AL | 35260 | UNRESTRICTED SUPPORT | $2,500 |
| ASSOCIATION OF GRADUATES | |||||
| 698 MILLS ROAD | WEST POINT | NY | 10996 | UNRESTRICTED SUPPORT | $5,000 |
| ALABAMA JUNIOR HIGH SCHOOL RODEO | |||||
| 500 BEACON RD | TROY | AL | 35208 | UNRESTRICTED SUPPORT | $3,500 |
| ANGEL FILIGHT SOARS | |||||
| 7601 ROBERT CARDINAL AIRPORT RD | TUSCALOOSA | AL | 35401 | UNRESTRICTED SUPPORT | $1,000 |
| SAVE-A-LIFE INC | |||||
| 1480 MCGUIRE ROAD | BIRMINGHAM | AL | 35216 | UNRESTRICTED SUPPORT | $2,000 |
| THE FOUNDRY RESCUE | |||||
| 1816 6TH AVE N | BESSEMER | AL | 35020 | UNRESTRICTED SUPPORT | $1,000 |
| WWP INC | |||||
| PO BOX 758517 | TOPEKA | KS | 66675 | UNRESTRICTED SUPPORT | $1,000 |
| ALZHEIMERS DISEASE AND RELIEF | |||||
| PO BOX 96011 | WASHINGTON | DC | 20090 | UNRESTRICTED SUPPORT | $1,000 |
| AMERICAN CANCER SOCIETY | |||||
| PO BOX 22718 | OKLAHOMA CITY | OK | 73123 | UNRESTRICTED SUPPORT | $1,000 |
| JEFFERSON ALCOHOLIC FOUNDATION | |||||
| 2012 14TH AVE S | BIRMINGHAM | AL | 35205 | UNRESTRICTED SUPPORT | $1,500 |
| JUVENILE DIABETES RESEARCH | |||||
| 600 BEACON PARKWAY W | BIRMINGHAM | AL | 35209 | UNRESTRICTED SUPPORT | $4,500 |
| SPIRT OF HOPE YOUTH RANCH | |||||
| 194 KINGS RANCH DR | WILSONVILLE | AL | 35186 | UNRESTRICTED SUPPORT | $1,000 |
| VISIONS NATIONAL | |||||
| 7168 COLUMBIA GATEWAY | COLUMBIA | MD | 21046 | UNRESTRICTED SUPPORT | $2,000 |
| CAMP BRIDGES | |||||
| 1600 7TH AVE S | BIRMINGHAM | AL | 35233 | UNRESTRICTED SUPPORT | $2,600 |
| US ASSOCIATION OF BLIND ATHLETES | |||||
| 1 OLYMPIC PLAZA | COLORADO SPRINGS | CO | 80909 | UNRESTRICTED SUPPORT | $1,500 |
| JOHN CARROLL HIGH SCHOOL | |||||
| 300 LAKESHORE PKW | BIRMINGHAM | AL | 35209 | UNRESTRICTED SUPPORT | $1,000 |
| HAVEN OF HOPE INTERNATIONAL | |||||
| PO BOX 60794 | FT MYERS | FL | 33906 | UNRESTRICTED SUPPORT | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $49,100 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
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 | DARROCH HALCOMB, P.C. | CategoryTxt |
| Amt | $11,620 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (26 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| FREEPORT-MCMORAN COOPER | 2013-10 | P | 2013-10 | $185,197 | $170,900 | $14,297 |
| GLOBAL X FUNDS | 2012-11 | P | 2013-04 | $48,227 | $69,209 | -$20,982 |
| MARKET VECTORS ETF | 2012-11 | P | 2013-04 | $42,833 | $67,976 | -$25,143 |
| SILVER WHEATON CORPORATION | 2012-11 | P | 2013-04 | $51,410 | $71,098 | -$19,688 |
| AFLAC INCORPORATED | 2012-02 | P | 2013-06 | $55,205 | $47,299 | $7,906 |
| TELEFONICA S A | 2011-08 | P | 2013-04 | $32,974 | $53,087 | -$20,113 |
| ADVANCED MICRO DEVICES | 2007-12 | P | 2013-04 | $199,000 | $142,383 | $56,617 |
| ATLAS PIPLINE PARTNERS | 2007-12 | P | 2013-04 | $102,434 | $129,517 | -$27,083 |
| ATLAS PIPLINE PARTNERS | 2007-12 | P | 2013-06 | $92,632 | $108,400 | -$15,768 |
| WALT DISNEY COMPANY | 2007-12 | P | 2013-06 | $94,381 | $50,130 | $44,251 |
| DYNEGY INCORPORATED | 2007-12 | P | 2013-04 | $1,163 | $1,163 | |
| FIRST SOLAR INCORPORATED | 2007-05 | P | 2013-04 | $18,243 | $208,661 | -$190,418 |
| HEALTHSOUTH CORPORATION | 1998-10 | P | 2013-04 | $164,954 | $271,561 | -$106,607 |
| INERGY LP | 2011-08 | P | 2013-04 | $39,294 | $41,766 | -$2,472 |
| JP MORGAN CHASE COMPANY | 2007-11 | P | 2013-06 | $80,011 | $61,978 | $18,033 |
| JAMES RIVER COAL | 2008-07 | P | 2013-04 | $4,650 | $116,980 | -$112,330 |
| LYNN ENERGY | 2007-12 | P | 2013-04 | $100,224 | $65,024 | $35,200 |
| LYNN ENERGY | 2007-12 | P | 2013-06 | $78,783 | $55,822 | $22,961 |
| MAGELLAN HEALTH SVCS | 2008-04 | P | 2013-04 | $12,541 | $12,541 | |
| MCDONALDS CORP | 2007-09 | P | 2013-06 | $97,120 | $54,600 | $42,520 |
| MICRON TECHNOLOGY INC | 2010-04 | P | 2013-04 | $64,056 | $75,319 | -$11,263 |
| NEXPOINT CR STRATEGIES | 2008-01 | P | 2013-04 | $75,753 | $76,600 | -$847 |
| PHH CORPORATION | 2004-11 | P | 2013-04 | $3,066 | $3,122 | -$56 |
| PATTERSON UTI ENERGY | 2008-06 | P | 2013-04 | $134,877 | $185,772 | -$50,895 |
| TRANSOCEAN LIMITED | 2008-06 | P | 2013-04 | $99,987 | $279,481 | -$179,494 |
| EXCEL MARITIME CARRIERS | 2008-05 | P | 2013-04 | $4,160 | $184,747 | -$180,587 |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1500 shares of DISNEY WALT CO | $50,130 | $114,600 |
| 1500 shares of J.P. MORGAN CHASE CO 11/26/07 | $61,978 | $87,720 |
| 1000 shares of MCDONALDS CORP 9/14/07 | $54,600 | $97,030 |
| 2100 shares of SUNTECH POWER 5/19/08 | $101,488 | $1,092 |
| 1100 shares of AFLAC CORPORATION 2/29/12 | $52,029 | $73,480 |
| 200 shares of APPLE INC 11/13/12 | $109,304 | $112,204 |
| 2500 shares of CENTURYLINK INC. 2/29/12 | $100,725 | $79,625 |
| 4000 shares of FREEPORT MCMORAN COPPER 11/27/13 | $139,837 | $150,960 |
| 6000 shares of PENN WEST PETE LTD 11/27/13 | $50,874 | $50,160 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ATLAS PIPELINE LP | FMV | $27,466 | $87,625 |
| LINN ENERGY LLC | FMV | $92,370 | |
| STAR GAS PARTNERS LP | FMV | $116,691 | $163,385 |
| ENERGY TRANSFER PARTNERS LP | FMV | $56,225 | $114,500 |
| ENERGY TRANSFER EQUITY | FMV | $28,026 | $106,262 |
| SUBURBAN PROPANE | FMV | $9,615 | |
| EV ENERGY PARTNERS | FMV | $99,238 | $63,449 |
| DYNEGY INC | FMV | $1,036 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt |
|---|---|
| LEITMAN, SIEGAL, PAYNE CAMPBELL, PC | $1,326 |
| NATTER FULMER, PC | $19,619 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT MANAGEMENT FEES | $12,583 | $12,583 |
| POSTAGE | $127 | |
| SETTLEMENT | $1,696,456 | $1,696,456 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME FROM INVESTEMENTS IS MLP | Desc |
| Revenue And Expenses Per Books | -$16,760 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$16,760 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FOREIGN TAX WITHHOLDING | $329 |
| EXCISE TAXES | $740 |