RICHARD M SCRUSHY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD M SCRUSHY CHARITABLE FOUNDATION INC (EIN 72-1374013)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-13
- IRS object ID
- 201223189349100322
- Schema version
- 2011v1.2
- 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
- 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) |
|---|---|---|
| Timestamp | 2012-11-13T10:53:00-00:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DARROCH AND HALCOMB PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 721374013 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD M SCRUSHY CHARITABLE FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | RICH | NameControl |
| Phone | 2059789592 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL A PLAIA | Name |
| Title | PRESIDENT | Title |
| Date Signed | 2012-11-12 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TODD DARROCH CPA | Name |
| Phone | 2054239244 | Phone |
| Date Prepared | 2012-11-12 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 3477751 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Savings Rev And Expnss | 13015 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 13015 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 44137 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 44137 | DividendsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 10775 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 4594 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 4594 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 61746 | TotalRevenueAndExpenses |
| Total Net Investment Income | 72521 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 36540 | CompOfcrDirTrstRevAndExpnss |
| Legal Fees Rev And Expnss | 169530 | LegalFeesRevAndExpnss |
| Accounting Fees Rev And Expnss | 7640 | AccountingFeesRevAndExpnss |
| Taxes Rev And Expnss | 5887 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1046 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 75339 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 75021 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 294936 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 76067 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 158500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 158500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 453436 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 76067 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 158500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -391690 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 525 | CashBOY |
| Savings And Temp Cash Invst BOY | 1408305 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 594359 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 594359 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 2434133 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2637816 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1335329 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 142383 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 142383 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 195500 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 576979 | InvestmentsOtherBOY |
| Investments Other EOY | 796077 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1352563 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 4562325 | TotalAssetsBOY |
| Total Assets EOY | 4170635 | TotalAssetsEOY |
| Total Assets EOYFMV | 3477751 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 4562325 | RetainedEarningsBOY |
| Retained Earnings EOY | 4170635 | RetainedEarningsEOY |
| Total Net Assets BOY | 4562325 | TotalNetAssetsBOY |
| Total Net Assets EOY | 4170635 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4562325 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 4170635 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 4562325 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -391690 | ExcessOfRevenueOverExpenses |
| Subtotal | 4170635 | Subtotal |
| Total Net Assets Fund Balances EOY | 4170635 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (6 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| GLOBAL X SILVER MINERS | P | 2011-02-08 | 2011-06-07 | 151301 | 149986 | 1315 | 1315 |
| MARKET VECTORS J GOLD | P | 2011-02-08 | 2011-06-02 | 142871 | 150071 | -7200 | -7200 |
| DUKE ENERGY HOLDING | P | 2011-08-05 | 2011-09-21 | 54534 | 50104 | 4430 | 4430 |
| POWER SHARES QQQ TRUST | P | 2011-08-09 | 2011-09-21 | 113242 | 102997 | 10245 | 10245 |
| SILVER WHEATON CORP | P | 2011-02-08 | 2011-06-02 | 150248 | 149946 | 302 | 302 |
| VERIZON COMMUNICATIONS | 2011-08-05 | 2011-09-21 | 54557 | 52874 | 1683 | 1683 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 10775 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 10775 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 38651 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3591810 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 000.010761 | DistributionRatioYear1 |
| Total Distribution Ratio | 000.010761 | TotalDistributionRatio |
| Average Distribution Ratio | 000.010761 | AverageDistributionRatio |
| Net Noncharitable Assets | 4704715 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 50627 | AdjustedNoncharitableAssets |
| Adj Nonchrtbl Assets And One | 50627 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 158500 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | AL | StatesFiledWith |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | NONE | WebsiteAddress |
| Books In Care Of Person Name | MICHAEL A PLAIA | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2059789592 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | true | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| MICHAEL A PLAIA | ||||||
| 250 COMMERCE PARKWAY | PELHAM | AL | 35124 | PRESIDENT | 005.00 | 10050 |
| AMY SCRUSHY ADAMS | ||||||
| 250 COMMERCE PARKWAY | PELHAM | AL | 35124 | DIRECTOR | 005.00 | 14640 |
| CHRISTA SCRUSHY PLAIA | ||||||
| 250 COMMERCE PARKWAY | PELHAM | AL | 35124 | DIRECTOR | 005.00 | 11430 |
| MARTIN ADAMS | ||||||
| 250 COMMERCE PARKWAY | PELHAM | AL | 35124 | DIRECTOR | 001.00 | 420 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 3762110 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1014250 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4776360 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 4776360 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 71645 | CashDeemedCharitable |
| Net Noncharitable Assets | 4704715 | NetNoncharitableAssets |
| Minimum Investment Return | 235236 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 235236 | MinimumInvestmentReturn |
| Distributable Amount Before Adj | 235236 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 235236 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 235236 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 158500 | ExpensesAndContributions |
| Qualifying Distributions | 158500 | QualifyingDistributions |
| Adj Qualifying Distributions | 158500 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 235236 | DistributableAmountAsAdjusted |
| Prior Year1 | 2007 | PriorYear1 |
| Prior Year2 | 2008 | PriorYear2 |
| Prior Year3 | 2009 | PriorYear3 |
| Total For Prior Years | 140250 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 1604958 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 938225 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 146531 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year1 | 174976 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 2864690 | TotalExcessDistriCarryover |
| Qualifying Distributions | 158500 | QualifyingDistributions |
| Applied To Current Year | 158500 | AppliedToCurrentYear |
| Excess Distri Cyov App CY Corpus | 76736 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 76736 | ExcessDistriCyovAppliedCY |
| Total Corpus | 2787954 | TotalCorpus |
| Prior Year Undistributed Income | 140250 | PriorYearUndistributedIncome |
| Taxable Amount1 | 140250 | TaxableAmount1 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 1528222 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1259732 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 938225 | ExcessFromYear4 |
| Excess From Year3 | 146531 | ExcessFromYear3 |
| Excess From Year1 | 174976 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | MICHAEL A PLAIA | RecipientName |
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 Number | 2059789592 | RecipientPhoneNumber |
| Form And Info And Materials | NONE | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (45 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|
| AMERICAN DIABETES ASSOC | |||||
| 3918 MONTCLAIR ROAD | BIRMINGHAM | AL | 35213 | UNRESTRICTED SUPPORT | $3,000 |
| MAGIC MOMENTS | |||||
| 2112 11TH AVE S STE 219 | BIRMINGHAM | AL | 35205 | UNRESTRICTED SUPPORT | $1,500 |
| KINGS HOME | |||||
| 221 KINGS HOME DRIVE | CHELSEA | AL | 35043 | UNRESTRICTED SUPPORT | $5,000 |
| MCWANE SCIENCE | |||||
| 200 19TH S N | BIRMINGHAM | AL | 35203 | UNRESTRICTED SUPPORT | $1,000 |
| EASTER SEALS ALABAMA | |||||
| 5960 E SHIRLEY LANE | MONTGOMERY | AL | 36117 | UNRESTRICTED SUPPORT | $5,000 |
| IMPACT FAMILY COUNCILING | |||||
| 1000 24TH ST S | BIRMINGHAM | AL | 35205 | UNRESTRICTED SUPPORT | $1,000 |
| CAHABA VALLEY HEALTH CARE | |||||
| 4515 SOUTHLAKE PARKWAY | BIRMINGHAM | AL | 35244 | UNRESTRICTED SUPPORT | $1,000 |
| COMMUNITY GRIEF SUPPORT | |||||
| 1119 OXMOOR RD | BIRMINGHAM | AL | 35209 | UNRESTRICTED SUPPORT | $1,000 |
| GRACE HOUSE | |||||
| 4923 FARRELL AVE | FAIRFIELD | AL | 35064 | UNRESTRICTED SUPPORT | $1,000 |
| WOUNDED WARRIOR PROJECT | |||||
| 1120 G STREET NW | WASHINGTON | DC | 20005 | UNRESTRICTED SUPPORT | $6,000 |
| CARING DAYS | |||||
| 1110 DR EDWARD HILLARD DR | TUSCALOOSA | AL | 35401 | UNRESTRICTED SUPPORT | $1,000 |
| BIRMINGHAM ZOO INC | |||||
| 2630 CAHABA ROAD | BIRMINGHAM | AL | 35223 | UNRESTRICTED SUPPORT | $1,000 |
| RONALD MCDONALD | |||||
| 1700 4TH AVE S | BIRMINGHAM | AL | 35233 | UNRESTRICTED SUPPORT | $5,000 |
| JIMMIE HALE MISSION | |||||
| 3420 2ND AVE N | BIRMINGHAM | AL | 35222 | UNRESTRICTED SUPPORT | $6,000 |
| HABITAT FOR HUMANITY | |||||
| 7952 CRESTWOOD BLVD | IRONDALE | AL | 35210 | UNRESTRICTED SUPPORT | $2,000 |
| AMERICAN NATIONAL | |||||
| 300 CHASE PARK SOUTH | HOOVER | AL | 35244 | UNRESTRICTED SUPPORT | $2,000 |
| BETH HALLEL MESSIANIC | |||||
| 2230 SUMPTER ST | BIRMINGHAM | AL | 35226 | UNRESTRICTED SUPPORT | $5,000 |
| OAK MOUNTAIN COMM CHURCH | |||||
| 889 OAK MOUNTAIN PARK ROAD | BIRMINGHAM | AL | 35124 | UNRESTRICTED SUPPORT | $1,000 |
| JUVENILE DIABETES RESEARCH FOUNDATI | |||||
| 600 BEACON PARKWAY W | BIRMINGHAM | AL | 35209 | UNRESTRICTED SUPPORT | $4,000 |
| JUST KEEP SMILING | |||||
| 1703 PLATT PL | MONTGOMERY | AL | 36117 | UNRESTRICTED SUPPORT | $3,000 |
| THE FOUNDRY RESCUE | |||||
| 1804 6TH AVE N | BESSEMER | AL | 35020 | UNRESTRICTED SUPPORT | $6,000 |
| CENTRAL ALABAMA ADVOCACY CENTER | |||||
| 521 BELL RD | SELMA | AL | 36701 | UNRESTRICTED SUPPORT | $2,000 |
| CAMP SMILE A MILE | |||||
| 1510 5TH AVE S | BIRMINGHAM | AL | 35233 | UNRESTRICTED SUPPORT | $5,000 |
| SPIRIT OF HOPE | |||||
| 194 KINGS RANCH DR | WILSONVILLE | AL | 35186 | UNRESTRICTED SUPPORT | $7,000 |
| THE HEALING PLACE | |||||
| 5709 TRUSSVILLE CLAY RD | TRUSSVILLE | AL | 35173 | UNRESTRICTED SUPPORT | $2,000 |
| SMILE TRAIN | |||||
| 41 MADISON AVE 28TH FLOOR | NEW YORK | NY | 10010 | UNRESTRICTED SUPPORT | $2,500 |
| GLORY OF ZION | |||||
| 7801 S I-35E | CORINTH | TX | 76210 | UNRESTRICTED SUPPORT | $2,500 |
| POSITIVE MATURITY INC | |||||
| 3918 MONTCLAIR RD | BIRMINGHAM | AL | 35213 | UNRESTRICTED SUPPORT | $2,000 |
| CHILDRENS DANCE FOUNDATION | |||||
| 1715 27TH COURT SOUTH | HOMEWOOD | AL | 35209 | UNRESTRICTED SUPPORT | $1,000 |
| BIG BROTHERS BIG SISTERS | |||||
| 1901 14TH AVE SOUTH | BIRMINGHAM | AL | 35205 | UNRESTRICTED SUPPORT | $3,000 |
| ANGEL FLIGHT | |||||
| 1515 E 71ST | TULSA | OK | 74136 | UNRESTRICTED SUPPORT | $2,000 |
| UNITED COMMUNITY SERVICE | |||||
| 4908 FRANKLIN AVE | DES MOINES | IA | 50310 | UNRESTRICTED SUPPORT | $2,000 |
| BOYS AND GIRLS CLUBS | |||||
| 1275 PEACHTREE ST NE | ATLANTA | GA | 30309 | UNRESTRICTED SUPPORT | $2,000 |
| THE WELLHOUSE | |||||
| PO BOX 320796 | BIRMINGHAM | AL | 35232 | UNRESTRICTED SUPPORT | $10,000 |
| VINEYARD FAMILY SERVICES | |||||
| 4733 VALLEYDALE RD | BIRMINGHAM | AL | 35242 | UNRESTRICTED SUPPORT | $6,000 |
| JEFFERSON ALCOHOLIC | |||||
| 2012 14TH AVE S | BIRMINGHAM | AL | 35205 | UNRESTRICTED SUPPORT | $5,000 |
| THE VILLAGE | |||||
| 2409 WILDWOOD ST | BIRMINGHAM | AL | 35233 | UNRESTRICTED SUPPORT | $6,000 |
| SAVE A LIFE INC | |||||
| 1835 EAST THREE NOTCH ST | ANDALUSIA | AL | 36421 | UNRESTRICTED SUPPORT | $5,000 |
| SELMA-DALLAS COUNTY PUB | |||||
| 1103 SELMA AVE | SELMA | AL | 36703 | UNRESTRICTED SUPPORT | $3,000 |
| OAK MOUNTAIN MISSION | |||||
| 2699 PELHAM PARKWAY | PELHAM | AL | 35124 | UNRESTRICTED SUPPORT | $3,000 |
| ASSOCIATION OF GRADUATES | |||||
| 698 MILLS RD | WEST POINT | NY | 10996 | UNRESTRICTED SUPPORT | $8,000 |
| JOUBERT SYNDROME | |||||
| 736 ANDERSON AVE | ROCKVILLE | MD | 20850 | UNRESTRICTED SUPPORT | $3,000 |
| SAMARITAN'S PURSE | |||||
| PO BOX 3000 | BOONE | NC | 28607 | UNRESTRICTED SUPPORT | $2,000 |
| VISIONS NATIONAL | |||||
| 191-B PALOMINO TRL | RIDGEWAY | CO | 81432 | UNRESTRICTED SUPPORT | $5,000 |
| COMMUNITY FOUNDATION | |||||
| 225 CHURCH STREET | HUNTSVILLE | AL | 35801 | UNRESTRICTED SUPPORT | $8,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 158500 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $57,152 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $10,775 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $67,927 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 67927 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees (2 entries)
| CategoryCategory | AmountAmount |
|---|---|
| ATLANTIC EXECUTIVE COMPANY | $2,000 |
| DARROCH HALCOMB, P.C. | $5,640 |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | ADVANCED MICRO DEVICES 6.00% 05/01/2015 | NameOfBond |
| EOY Book Value | 142383 | EOYBookValue |
| EOYFMV | 195500 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (21 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 3000 shares of DISNEY WALT CO | 100260 | 112500 |
| 6000 shares of DYNEGY INC | 226212 | 16620 |
| 700 shares of FIRST SOLAR INC | 208661 | 23632 |
| 6200 shares of HEALTHSOUTH CORP | 271561 | 109554 |
| 3000 shares of J.P. MORGAN CHASE CO | 123956 | 99750 |
| 3000 shares of JAMES RIVER COAL | 116980 | 20760 |
| 255 shares of MAGELLAN HEALTH SERVICES | 12615 | |
| 2000 shares of MCDONALDS CORP | 109200 | 200660 |
| 7000 shares of MICRON TECHNOLOGY INC | 75319 | 44030 |
| 150 shares of PHH CORP | 3122 | 1605 |
| 6000 shares of PATTERSON-UTI ENERGY | 185772 | 119880 |
| 1000 shares of PETROCHINA CO ADR | 137274 | 124310 |
| 4950 shares of SOUTHERN COPPER CORP | 160110 | 149391 |
| 2100 shares of SUNTECH POWER | 101488 | 4641 |
| 2000 shares of TRANSOCEAN LTD | 279481 | 76780 |
| 4400 shares of EXCEL MARITIME | 184747 | 6380 |
| 125000 shares of GENER8TION X ENTERTAINMENT | 150000 | 15000 |
| 2000 shares of ALTRIA GROUP | 51578 | 59300 |
| 1400 shares of FREEPORT MCMORAN COPPER GOLD | 50397 | 51506 |
| 1500 shares of SILVER WHEATON CORP | 48611 | 43440 |
| 2500 shares of TELEFONICA DE ESPANA S A ADR | 53087 | 42975 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (10 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| ATLAS PIPELINE LP | FMV | 163872 | 297200 |
| KINDER MORGAN ENERGY | FMV | 12358 | 254850 |
| LINN ENERGY LLC | FMV | 70404 | 303280 |
| STAR GAS PARTNERS LP | FMV | 130757 | 151559 |
| HIGHLAND CREDIT STRATIGIES FUND | FMV | 143000 | 61800 |
| ENERGY TRANSFER PARTNERS LP | FMV | 81760 | 91700 |
| ENERGY TRANSFER EQUITY | FMV | 44484 | 52754 |
| INERGY LP | FMV | 48283 | 46398 |
| GLOBAL X SIVER MINERS | FMV | 50255 | 48562 |
| MARKET VECTORS JUNIOR GOLD MINERS | FMV | 50904 | 44460 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees (2 entries)
| CategoryCategory | AmountAmount |
|---|---|
| LEITMAN, SIEGAL, PAYNE CAMPBELL, PC | $33,784 |
| NATTER FULMER, PC | $135,746 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| INVESTMENT MANAGEMENT FEES | 19950 | 19950 |
| OTHER DEDUCTIONS FROM PTPS | 55071 | 55071 |
| POSTAGE | 88 | |
| OFFICE SUPPLIES | 230 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| OTHER INCOME FROM INVESTEMENTS IS MLP | 14079 | 14079 |
| ORDINARY BUSINESS LOSSES FORM PTPS | -47443 | -47443 |
| LTCG FROM PTPS | 37696 | 37696 |
| SECTION 1231 GAIN FROM PTPS | 262 | 262 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| FOREIGN TAX WITHHOLDING | $1,046 | 1046 | 0 | 0 |
| EXCUSE TAXES | $4,841 | 0 | 0 | 0 |