Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2012
Open to Public Inspection
For calendar year 2012, or tax year beginning 01-01-2012 , and ending 12-31-2012
Name of foundation
RICHARD M SCRUSHY CHARITABLE FOUNDATION INC
 

Number and street (or P.O. box number if mail is not delivered to street address)250 COMMERCE PARKWAY   Room/suite
City or town, state, and ZIP code
PELHAM, AL35124
A Employer identification number

72-1374013
B Telephone number (see instructions)

(205) 978-9592
C bullet
G Check all that apply:

D 1. bullet
2. bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$3,179,886J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments 17,013 17,013  
4 Dividends and interest from securities...... 46,768 46,768  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 158,085
b Gross sales price for all assets on line 6a 1,165,761
7 Capital gain net income (from Part IV, line 2)... 158,085
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment -34,481 -34,481  
12 Total. Add lines 1 through 11........ 187,385 187,385  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 57,747      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 87,938      
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest............... 64      
18 Taxes (attach schedule) (see instructions)        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 124      
23 Other expenses (attach schedule)....... Click to see attachment 114,884 114,747    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 260,757 114,747   0
25 Contributions, gifts, grants paid........ 193,720 193,720
26 Total expenses and disbursements. Add lines 24 and 25 454,477 114,747   193,720
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -267,092
b Net investment income (if negative, enter -0-) 72,638
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2012)
Form 990-PF (2012)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 594,359 642,441 642,441
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 2,637,816 Click to see attachment2,344,089 1,204,222
c Investments—corporate bonds (attach schedule)........ 142,383 Click to see attachment142,383 187,742
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 796,077 Click to see attachment774,630 1,145,481
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,170,635 3,903,543 3,179,886
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 4,170,635 3,903,543
30 Total net assets or fund balances (see page 17 of the
instructions).................... 4,170,635 3,903,543
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 4,170,635 3,903,543
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 4,170,635
2 Enter amount from Part I, line 27a..................... 2 -267,092
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 3,903,543
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 3,903,543
Form 990-PF (2012)
Form 990-PF (2012)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a ALTRIA GROUP P 2011-08-05 2012-01-11
b FREEFORT MCMORAN COPPER AND GOLD P 2011-11-28 2012-01-11
c GLOBAL X SILVER MINERS P 2012-06-05 2012-08-22
d MARKET VECTORS JUNIOR GOLD MINERS P 2012-06-05 2012-08-22
e SILVER WHEATON CORP P 2011-11-28 2012-02-29
SILVER WHEATON CORP P 2012-06-05 2012-08-22
GLOBAL X SILVER MINERS CORP P 2011-11-28 2012-01-11
MARKET VECTORS JUNIOR GOLD MINERS P 2011-11-28 2012-02-29
KINDER MORGAN ELECTRIC PARTNERS P 2007-12-03 2012-01-03
PETROCHINA COADR P 2008-04-22 2012-01-11
SOUTHERN COPPER CORP P 2008-08-20 2012-01-12
SUBURBAN PROPANE PARTNERS P 2011-08-19 2012-09-17
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 57,580   51,578 6,002
b 56,490   50,397 6,093
c 109,517   102,054 7,463
d 103,594   101,689 1,905
e 57,196   48,611 8,585
124,491   100,899 23,592
51,207   50,255 952
50,075   50,904 -829
254,068   153,905 100,163
139,417   137,274 2,143
162,117   160,100 2,017
9   10 -1
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       6,002
b       6,093
c       7,463
d       1,905
e       8,585
      23,592
      952
      -829
      100,163
      2,143
      2,017
      -1
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 158,085
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3 53,763
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2011 158,500 4,704,715 000.033690
2010 38,651 3,591,810 000.010761
2009      
2008      
2007      
2 Total of line 1, column (d) ...................... 2 000.044451
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 000.022226
4 Enter the net value of noncharitable-use assets for 2012 from Part X, line 5..... 4 3,353,682
5 Multiply line 4 by line 3....................... 5 74,539
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 726
7 Add lines 5 and 6......................... 7 75,265
8 Enter qualifying distributions from Part XII, line 4.............. 8 193,720
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2012)
Form 990-PF (2012)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 726
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 726
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 726
6 Credits/Payments:
a 2012 estimated tax payments and 2011 overpayment credited to 2012 6a  
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 14
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 740
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2013 estimated taxBullet   Refunded Bullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
 
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
 
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletAL
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
     
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012 (see instructions for Part XIV)?
    If “Yes,” complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
     
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletNONE
    14
    The books are in care ofbulletMICHAEL A PLAIA Telephone no.bullet (205) 978-9592
    Located atbullet250 COMMERCE PARKWAYPELHAMAL ZIP+4bullet35124
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2012, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2012?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2012, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2012?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If “Yes,” did it have excess business holdings in 2012 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2012.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2012?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    MICHAEL A PLAIA PRESIDENT
    005.00     		11,695    
    250 COMMERCE PARKWAY
    PELHAM,AL35124
    AMY SCRUSHY ADAMS DIRECTOR
    005.00     		11,970    
    250 COMMERCE PARKWAY
    PELHAM,AL35124
    CHRISTA SCRUSHY PLAIA DIRECTOR
    005.00     		21,920    
    250 COMMERCE PARKWAY
    PELHAM,AL35124
    MARTIN ADAMS DIRECTOR
    001.00     		12,162    
    250 COMMERCE PARKWAY
    PELHAM,AL35124
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
     
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 N/A 0
    2  
    3  
    4  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3..........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    2,751,663
    b
    Average of monthly cash balances.......................
    1b
    653,090
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,404,753
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    3,404,753
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see
    instructions) Click to see attachment.............................
    4
    51,071
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,353,682
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    167,684
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    167,684
    2a
    Tax on investment income for 2012 from Part VI, line 5......
    2a
    726
    b
    Income tax for 2012. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    726
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    166,958
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    166,958
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    166,958
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 Click to see attachment..........
    1a
    193,720
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    193,720
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    726
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    192,994
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2011     		(c)
    2011     		(d)
    2012
    1 Distributable amount for 2012 from Part XI, line 7 166,958
    2 Undistributed income, if any, as of the end of 2012:
    a Enter amount for 2011 only.......  
    b Total for prior years:2008, 2009, 2010 140,250
    3 Excess distributions carryover, if any, to 2012:
    a From 2007....... 938,225
    b From 2008....... 146,531
    c From 2009.......  
    d From 2010....... 174,976
    e From 2011.......  
    fTotal of lines 3a through e......... 1,259,732
    4Qualifying distributions for 2012 from Part
    XII, line 4: bullet$ 193,720
    a Applied to 2011, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2012 distributable amount..... 166,958
    e Remaining amount distributed out of corpus 26,762
    5 Excess distributions carryover applied to 2012.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,286,494
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		140,250
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		140,250
    e Undistributed income for 2011. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2012. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2013 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2007 not
    applied on line 5 or line 7 (see instructions) ...     		938,225
    9Excess distributions carryover to 2013.
    Subtract lines 7 and 8 from line 6a ......     		348,269
    10 Analysis of line 9:
    a Excess from 2008.... 146,531
    b Excess from 2009....  
    c Excess from 2010.... 174,976
    d Excess from 2011....  
    e Excess from 2012.... 26,762
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2012, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2012 (b) 2011 (c) 2010 (d) 2009
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail of the person to whom applications should be addressed:
    MICHAEL A PLAIA
    250 COMMERCE PARKWAY
    PELHAM,AL35124
    (205) 978-9592
    bThe form in which applications should be submitted and information and materials they should include:
    NONE
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    UNITED COMMUNITY SUPPORT
    3918 MONTCLAIR ROAD
    BIRMINGHAM,AL35213     		    UNRESTRICTED SUPPORT 5,000
    KINGS HOME
    221 KINGS HOME DRIVE
    CHELSEA,AL35043     		    UNRESTRICTED SUPPORT 1,500
    EASTER SEALS ALABAMA
    5960 E SHIRLEY LANE
    MONTGOMERY,AL36117     		    UNRESTRICTED SUPPORT 10,000
    COMMUNITY GRIEF SUPPORT
    1119 OXMOOR RD
    BIRMINGHAM,AL35209     		    UNRESTRICTED SUPPORT 3,000
    GRACE HOUSE
    4923 FARRELL AVE
    FAIRFIELD,AL35064     		    UNRESTRICTED SUPPORT 6,500
    WOUNDED WARRIOR PROJECT
    1120 G STREET NW
    WASHINGTON,DC20005     		    UNRESTRICTED SUPPORT 3,000
    AMERICAN NATIONAL
    300 CHASE PARK SOUTH
    HOOVER,AL35244     		    UNRESTRICTED SUPPORT 2,500
    BETH HALLEL MESSIANIC
    2230 SUMPTER ST
    BIRMINGHAM,AL35226     		    UNRESTRICTED SUPPORT 6,000
    JUVENILE DIABETES RESEARCH FOUNDATION
    600 BEACON PARKWAY W
    BIRMINGHAM,AL35209     		    UNRESTRICTED SUPPORT 3,000
    THE FOUNDRY RESCUE
    1804 6TH AVE N
    BESSEMER,AL35020     		    UNRESTRICTED SUPPORT 7,000
    SELMA AREA FOOD
    521 BELL RD
    SELMA,AL36701     		    UNRESTRICTED SUPPORT 2,500
    CAMP SMILE A MILE
    1510 5TH AVE S
    BIRMINGHAM,AL35233     		    UNRESTRICTED SUPPORT 4,000
    SPIRIT OF HOPE
    194 KINGS RANCH DR
    WILSONVILLE,AL35186     		    UNRESTRICTED SUPPORT 3,500
    CHILDRENS DANCE FOUNDATION
    1715 27TH COURT SOUTH
    HOMEWOOD,AL35209     		    UNRESTRICTED SUPPORT 3,000
    ANGEL FLIGHT
    1515 E 71ST
    TULSA,OK74136     		    UNRESTRICTED SUPPORT 5,000
    THE WELLHOUSE
    PO BOX 320796
    BIRMINGHAM,AL35232     		    UNRESTRICTED SUPPORT 12,500
    VINEYARD FAMILY SERVICES
    4733 VALLEYDALE RD
    BIRMINGHAM,AL35242     		    UNRESTRICTED SUPPORT 7,500
    JEFFERSON ALCOHOLIC
    2012 14TH AVE S
    BIRMINGHAM,AL35205     		    UNRESTRICTED SUPPORT 7,500
    THE VILLAGE
    2409 WILDWOOD ST
    BIRMINGHAM,AL35233     		    UNRESTRICTED SUPPORT 3,000
    SAVE A LIFE INC
    1835 EAST THREE NOTCH ST
    ANDALUSIA,AL36421     		    UNRESTRICTED SUPPORT 5,000
    JOUBERT SYNDROME
    736 ANDERSON AVE
    ROCKVILLE,MD20850     		    UNRESTRICTED SUPPORT 1,500
    YMCA
    2101 4TH AVE N
    BIRMINGHAM,AL35223     		    UNRESTRICTED SUPPORT 6,720
    MAN ADVENTURES INC
    ALABASTER
    ALABASTER,AL35057     		    UNRESTRICTED SUPPORT 2,000
    US ASSOCIATION OF BLIND
    1 OLYMPIC PLAZA
    COLO SPGS,CO80909     		    UNRESTRICTED SUPPORT 1,500
    PAWS AND STRIPES
    4041 BARBARA LOOK SE
    RIO RANCHO,NM87124     		    UNRESTRICTED SUPPORT 2,000
    RISE OF HUNTSVILLE
    5050 TECHNOLOGY DRIVE
    HUNTSVILLE,AL35805     		    UNRESTRICTED SUPPORT 5,000
    INTERNATIONAL PENTECOSTAL
    PO BOX 12609
    OKLAHOMA CITY,OK73157     		    UNRESTRICTED SUPPORT 2,000
    RACING FOR A CURE
    1909 27TH AVENUE SOUTH
    BIRMINGHAM,AL35209     		    UNRESTRICTED SUPPORT 1,000
    ATLANTA UNION MISSION
    2353 BOLTON RD
    ATLANTA,GA30318     		    UNRESTRICTED SUPPORT 2,000
    ONE ROOF
    320-C TEMPLE AVENUE
    NEWNAN,GA30263     		    UNRESTRICTED SUPPORT 2,500
    NASHVILLE RESCUE MISSION
    639 LAFAYETTE ST
    NASHVILLE,TN37203     		    UNRESTRICTED SUPPORT 3,000
    ALZHEIMERS DISEASE
    225 N MICHIGAN AVE
    CHICAGO,IL60601     		    UNRESTRICTED SUPPORT 2,500
    FOCUS ON THE FAMILY
    8605 EXPLORER DRIVE
    COLORADO SPRINGS,CO80995     		    UNRESTRICTED SUPPORT 1,500
    GENESIS SHELTER INC
    173 BOULEVARD NE
    ATLANTA,GA30312     		    UNRESTRICTED SUPPORT 5,000
    DOTHAN RESCUE MISSION
    216 E CRAWFORD ST
    DOTHAN,AL36301     		    UNRESTRICTED SUPPORT 2,000
    CHURCH OF GOD WORLD
    PO BOX 8016
    CLEVELAND,TN37320     		    UNRESTRICTED SUPPORT 5,000
    ASSOCIATION OF GRADUATION
    698 MILLS ROAD
    WEST POINT,NY10996     		    UNRESTRICTED SUPPORT 8,000
    CROSS AND CROWN
    1008 N MCKINELY AVE
    OKLAHOMO CITY,OK73106     		    UNRESTRICTED SUPPORT 2,000
    DAVIS WRIGHT TREMAI
    1201 THIRD AVE
    SEATTLE,WA98101     		    UNRESTRICTED SUPPORT 5,000
    ALABAMA JUNIOR HIGH
    332 EAST SAMFORD AVE
    AUBURN,AL36830     		    UNRESTRICTED SUPPORT 1,000
    BAY AREA FOOD BANK
    5248 MOBILE SOUTH ST
    THEODORE,AL36582     		    UNRESTRICTED SUPPORT 5,000
    COALITION FOR THE HOMLESS
    4092 SOUTH MEMORIAL PARKWAY
    HUNTSVILLE,AL35802     		    UNRESTRICTED SUPPORT 5,000
    DROPS OF HOPE INC
    PO BOX 970724
    COCONUT CREEK,FL33097     		    UNRESTRICTED SUPPORT 5,000
    FLORIDA VISION QUEST
    167 N INDUSTRIAL DR
    ORANGE CITY,FL32763     		    UNRESTRICTED SUPPORT 3,000
    WIREGRASS CHILDRENS HOME
    PO BOX 6813
    DOTHAN,AL36302     		    UNRESTRICTED SUPPORT 5,000
    ADOPT A FAMILY
    496 B STREET
    SAN RAFAEL,CA94901     		    UNRESTRICTED SUPPORT 3,500
    ABILITIES UNLIMITED
    165 506 N SAM HOUSTON PARKWAY
    HOUSTON,TX77060     		    UNRESTRICTED SUPPORT 5,000
    Total .................................bullet 3a 193,720
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments          
    4 Dividends and interest from securities....     14 63,781  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....     14 34,481  
    8Gain or (loss) from sales of assets other than inventory     14 158,085  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   187,385  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13187,385
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2012)
    Additional Data


    Software ID: 12000057
    Software Version: 12.19.1011.1


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2012 AccountingFeesSchedule
    Name:
    RICHARD M SCRUSHY CHARITABLE FOUNDATION INC
    EIN: 72-1374013
    Software ID:12000057
    Software Version:12.19.1011.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2012 GainLossSaleOtherAssetsSch
    Name:
    RICHARD M SCRUSHY CHARITABLE FOUNDATION INC
    EIN: 72-1374013
    Software ID:12000057
    Software Version:12.19.1011.1
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    ALTRIA GROUP 2011-08 P 2012-01   57,580 51,578     6,002  
    FREEFORT MCMORAN COPPER AND GOLD 2011-11 P 2012-01   56,490 50,397     6,093  
    GLOBAL X SILVER MINERS 2012-06 P 2012-08   109,517 102,054     7,463  
    MARKET VECTORS JUNIOR GOLD MINERS 2012-06 P 2012-08   103,594 101,689     1,905  
    SILVER WHEATON CORP 2011-11 P 2012-02   57,196 48,611     8,585  
    SILVER WHEATON CORP 2012-06 P 2012-08   124,491 100,899     23,592  
    GLOBAL X SILVER MINERS CORP 2011-11 P 2012-01   51,207 50,255     952  
    MARKET VECTORS JUNIOR GOLD MINERS 2011-11 P 2012-02   50,075 50,904     -829  
    KINDER MORGAN ELECTRIC PARTNERS 2007-12 P 2012-01   254,068 153,905     100,163  
    PETROCHINA COADR 2008-04 P 2012-01   139,417 137,274     2,143  
    SOUTHERN COPPER CORP 2008-08 P 2012-01   162,117 160,100     2,017  
    SUBURBAN PROPANE PARTNERS 2011-08 P 2012-09   9 10     -1  

    TY 2012 GeneralExplanationAttachment
    Name:
    RICHARD M SCRUSHY CHARITABLE FOUNDATION INC
    EIN: 72-1374013
    Software ID:12000057
    Software Version:12.19.1011.1
    Identifier Return Reference Explanation

    TY 2012 InvestmentsCorpBondsSchedule
    Name:
    RICHARD M SCRUSHY CHARITABLE FOUNDATION INC
    EIN: 72-1374013
    Software ID:12000057
    Software Version:12.19.1011.1
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ADVANCED MICRO DEVICES 6.00 2015-05-01 142,383 187,742

    TY 2012 InvestmentsCorpStockSchedule
    Name:
    RICHARD M SCRUSHY CHARITABLE FOUNDATION INC
    EIN: 72-1374013
    Software ID:12000057
    Software Version:12.19.1011.1
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3000 shares of DISNEY WALT CO 100,260 149,370
    700 shares of FIRST SOLAR INC 208,661 21,599
    6200 shares of HEALTHSOUTH CORP 271,561 130,882
    3000 shares of J.P. MORGAN CHASE CO 123,956 131,907
    3000 shares of JAMES RIVER COAL 116,980 9,630
    255 shares of MAGELLAN HEALTH SERVICES   12,495
    2000 shares of MCDONALDS CORP 109,200 176,420
    7000 shares of MICRON TECHNOLOGY INC 75,319 44,380
    150 shares of PHH CORP 3,122 3,413
    6000 shares of PATTERSON-UTI ENERGY 185,772 111,780
    2100 shares of SUNTECH POWER 101,488 3,213
    2000 shares of TRANSOCEAN LTD 279,481 89,320
    4400 shares of EXCEL MARITIME 184,747 1,910
    125000 shares of GENER8TION X ENTERTAINMENT 150,000 15,000
    2500 shares of TELEFONICA DE ESPANA S A ADR 53,087 33,725
    2100 shares of AFLAC CORPORATION 2/29/12 99,328  
    200 shares of APPLE INC 11/13/12 109,304 106,434
    2500 shares of CENTURYLINK INC. 2/29/12 100,725 97,800
    1800 shares of SILVER WHEATON CORP 71,098 64,944

    TY 2012 InvestmentsOtherSchedule2
    Name:
    RICHARD M SCRUSHY CHARITABLE FOUNDATION INC
    EIN: 72-1374013
    Software ID:12000057
    Software Version:12.19.1011.1
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ATLAS PIPELINE LP FMV 120,608 252,560
    LINN ENERGY LLC FMV 11,198 281,920
    STAR GAS PARTNERS LP FMV 112,032 127,285
    HIGHLAND CREDIT STRATIGIES FUND FMV 143,000 66,400
    ENERGY TRANSFER PARTNERS LP FMV 65,302 85,860
    ENERGY TRANSFER EQUITY FMV 35,044 59,124
    INERGY LP FMV 40,450 34,561
    GLOBAL X SIVER MINERS FMV 69,209 65,685
    MARKET VECTORS JUNIOR GOLD MINERS FMV 67,975 57,391
    SUBURBAN PROPANE FMV 1,319 7,966
    EV ENERGY PARTNERS FMV 108,493 105,767
    DYNEGY INC FMV   962

    TY 2012 LegalFeesSchedule
    Name:
    RICHARD M SCRUSHY CHARITABLE FOUNDATION INC
    EIN: 72-1374013
    Software ID:12000057
    Software Version:12.19.1011.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEITMAN, SIEGAL, PAYNE CAMPBELL, PC 21,333      
    NATTER FULMER, PC 66,605      


    TY 2012 OtherExpensesSchedule
    Name:
    RICHARD M SCRUSHY CHARITABLE FOUNDATION INC
    EIN: 72-1374013
    Software ID:12000057
    Software Version:12.19.1011.1
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 17,321 17,321    
    OTHER DEDUCTIONS FROM PTPS 97,426 97,426    
    POSTAGE 137      


    TY 2012 OtherIncomeSchedule2
    Name:
    RICHARD M SCRUSHY CHARITABLE FOUNDATION INC
    EIN: 72-1374013
    Software ID:12000057
    Software Version:12.19.1011.1
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME FROM INVESTEMENTS IS MLP -28,488 -28,488  
    LTCG FROM PTPS -1,615 -1,615  
    SECTION 1231 GAIN FROM PTPS -4,378 -4,378  


    TY 2012 TaxesSchedule
    Name:
    RICHARD M SCRUSHY CHARITABLE FOUNDATION INC
    EIN: 72-1374013
    Software ID:12000057
    Software Version:12.19.1011.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes