NEMOURS PLANTATION WILDLIFE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- NEMOURS PLANTATION WILDLIFE FOUNDATION (EIN 57-0985138)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2024-02-13
- IRS object ID
- 202400449349100605
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-13T07:48:56-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 570735924 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBINSON GRANT & CO PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POST OFFICE BOX 1406 | AddressLine1Txt |
| City | BEAUFORT | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 570985138 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEMOURS PLANTATION WILDLIFE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NEMO | BusinessNameControlTxt |
| Phone | 8438462539 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 161 NEMOURS PLANTATION ROAD | AddressLine1Txt |
| City | YEMASSEE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29945 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW S BRIDGES PHD | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 8438462539 | PhoneNum |
| Signature | 2024-02-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANDREW | PersonFirstNm |
| Person Last | BRIDGES PHD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENDALL F ERICKSON CPA | PreparerPersonNm |
| PTIN | P00287081 | PTIN |
| Phone | 8435243003 | PhoneNum |
| Preparation | 2024-02-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $43,642,077 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $179,513 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $88,657 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $88,657 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $88,657 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $417,659 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $417,659 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $417,659 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $20 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $20 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $20 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $20 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$27,698 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,693,681 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $20,071 | GrossSalesLessRetAndAllwncAmt |
| Gross Profit Rev And Expnss | $20,071 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $20,071 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $77,425 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $77,425 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $755,647 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $506,336 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $603,832 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $155,125 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $423,800 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $86,839 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $336,961 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $10,833 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $1,625 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $9,208 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $31,270 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $31,270 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $166,216 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $29,623 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $136,593 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $44,898 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $6,735 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $38,163 | InterestDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $419,231 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $1,090 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $164 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $926 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,047,706 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $157,067 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $890,639 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,300,169 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $282,053 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,443,760 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,306,719 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $282,053 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,450,310 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,551,072 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $506,336 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $321,779 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,815 | CashBOYAmt |
| Cash EOY | $9,232 | CashEOYAmt |
| Cash EOYFMV | $9,232 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $287,972 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,427,836 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,427,836 | SavAndTempCashInvstEOYFMVAmt |
| Inventories BOY | $802,637 | InventoriesBOYAmt |
| Inventories EOY | $7,700,000 | InventoriesEOYAmt |
| Inventories EOYFMV | $7,700,000 | InventoriesEOYFMVAmt |
| Corporate Stock BOY | $25,144,629 | CorporateStockBOYAmt |
| Corporate Stock EOY | $21,254,375 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,960,729 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $13,370,558 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,826,278 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $10,621,083 | LandBOYAmt |
| Land EOY | $10,544,280 | LandEOYAmt |
| Land EOYFMV | $10,544,280 | LandEOYFMVAmt |
| Total Assets BOY | $36,867,136 | TotalAssetsBOYAmt |
| Total Assets EOY | $41,935,723 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $43,642,077 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $45,942 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,276 | AccountsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $1,593,718 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $1,365,822 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | -$3,150 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $23,714 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,636,510 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,390,812 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $10,003,064 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,003,064 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $25,227,562 | RetainedEarningBOYAmt |
| Retained Earning EOY | $30,541,847 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $35,230,626 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $40,544,911 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $36,867,136 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $41,935,723 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $35,230,626 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,551,072 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,897,363 | OtherIncreasesAmt |
| Subtotal | $40,576,917 | SubtotalAmt |
| Other Decreases | $32,006 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $40,544,911 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (50 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN DEER 5055 TRACTOR | P | 2017-04-19 | 2022-01-25 | $13,500 | $13,500 | $27,000 | $27,000 | |
| APPLE INC | 2022-12-13 | 2022-12-14 | $3,117 | $0 | $0 | $3,117 | ||
| SOUTHSTATE CORP | 2022-11-09 | 2022-11-10 | $1,023 | -$46 | -$46 | $1,069 | ||
| ISHARES RUSSELL 1000 VALUE | 2021-04-30 | 2022-02-09 | $2,851 | $174 | $174 | $2,677 | ||
| SCHWAB US SMALL-CAP | 2022-01-01 | 2022-07-14 | $3,533 | -$1,057 | -$1,057 | $4,590 | ||
| VANGUARD MORTGAGE-BACKED SEC | 2021-04-30 | 2022-02-09 | $5,047 | -$209 | -$209 | $5,256 | ||
| SPDR BLOOMBERG 1-3 MNTH T BILL | 2022-01-01 | 2022-07-14 | $6,125 | -$3 | -$3 | $6,128 | ||
| DOUBLELINE TOTAL RETURN BOND FUND | 2021-10-28 | 2022-07-14 | $1,789 | -$171 | -$171 | $1,960 | ||
| MFS VALUE FD CL | 2021-04-30 | 2022-02-09 | $160 | $7 | $7 | $153 | ||
| T ROWE PRICE EMERGING MARKETS STOCK | 2021-04-30 | 2022-02-09 | $1,375 | -$291 | -$291 | $1,666 | ||
| GS GQG PARTNERS INTL OPPS FD | 2021-04-30 | 2022-02-09 | $918 | $36 | $36 | $882 | ||
| OAKMARK INTL FD | 2021-04-30 | 2022-02-09 | $263 | $0 | $0 | $263 | ||
| CLEARBRIDGE LARGE CAP GROWTH | 2022-01-01 | 2022-09-28 | $3,872 | -$1,128 | -$1,128 | $5,000 | ||
| BLACKROCK EQTY DIVIDEND FUND | 2021-04-30 | 2022-02-09 | $1,330 | -$55 | -$55 | $1,385 | ||
| ISHARES RUSSELL 1000 GROWTH | 2021-04-30 | 2022-09-28 | $1,943 | -$126 | -$126 | $2,069 | ||
| ISHARES RUSSELL 1000 VALUE | 2021-04-30 | 2022-10-12 | $3,622 | -$158 | -$158 | $3,780 | ||
| SCHWAB US SMALL-CAP | 2021-04-30 | 2022-07-14 | $4,608 | -$1,540 | -$1,540 | $6,148 | ||
| VANGUARD INTRMDIATE-TERM | 2021-04-30 | 2022-10-12 | $7,933 | -$1,913 | -$1,913 | $9,846 | ||
| VANGUARD MORTGAGE-BACKED SEC | 2021-04-30 | 2022-07-14 | $386 | -$43 | -$43 | $429 | ||
| ISHARES TR CORE MSCI | 2021-04-30 | 2022-10-12 | $2,415 | -$417 | -$417 | $2,832 | ||
| ISH USD HIGH YIELD CORP BOND | 2021-04-30 | 2022-09-28 | $251 | -$39 | -$39 | $290 | ||
| SPDR BLOOMBERG 1-3 MNTH T BILL | 2021-04-30 | 2022-07-14 | $9,233 | -$8 | -$8 | $9,241 | ||
| FULLER & THALER BEHVRL SMALL-CAP | 2021-04-30 | 2022-10-12 | $11,134 | -$1,308 | -$1,308 | $12,442 | ||
| MFS VALUE FD CL | 2021-04-30 | 2022-10-12 | $2,553 | -$149 | -$149 | $2,702 | ||
| T ROWE PRICE EMERGING MARKETS STOCK | 2021-04-30 | 2022-07-14 | $1,193 | -$695 | -$695 | $1,888 | ||
| EDGEWOOD GROWTH FUND | 2021-04-30 | 2022-09-28 | $1,582 | -$630 | -$630 | $2,212 | ||
| GS GQG PARTNERS INTL OPPS FD | 2021-04-30 | 2022-10-12 | $4,186 | -$276 | -$276 | $4,462 | ||
| OAKMARK INTL FD | 2021-04-30 | 2022-10-12 | $1,134 | -$237 | -$237 | $1,371 | ||
| CLEARBRIDGE LARGE CAP GROWTH | 2021-01-01 | 2022-09-28 | $11,370 | -$5,767 | -$5,767 | $17,137 | ||
| BLACKROCK EQTY DIVIDEND FUND | 2021-04-30 | 2022-10-12 | $1,909 | -$197 | -$197 | $2,106 | ||
| ISHARES RUSSELL 1000 GROWTH | 2021-11-01 | 2022-09-28 | $864 | -$160 | -$160 | $1,024 | ||
| ISHARES RUSSELL 1000 VALUE | 2021-11-01 | 2022-10-12 | $2,421 | -$58 | -$58 | $2,479 | ||
| SCHWAB US SMALL-CAP | 2022-01-01 | 2022-07-14 | $4,166 | -$1,232 | -$1,232 | $5,398 | ||
| VANGUARD INTRMDIATE-TERM | 2021-11-01 | 2022-10-12 | $3,967 | -$955 | -$955 | $4,922 | ||
| VANGUARD MORTGAGE-BACKED SEC | 2021-11-01 | 2022-07-14 | $2,761 | -$36 | -$36 | $2,797 | ||
| ISHARES TR CORE MSCI | 2021-11-01 | 2022-10-12 | $1,495 | -$330 | -$330 | $1,825 | ||
| ISH USD HIGH YIELD CORP BOND | 2021-11-01 | 2022-10-12 | $179 | -$26 | -$26 | $205 | ||
| SPDR BLOOMBERG 1-3 MNTH T BILL | 2022-01-01 | 2022-07-14 | $7,496 | -$2 | -$2 | $7,498 | ||
| FULLER & THALER BEHVRL SMALL-CAP | 2021-11-01 | 2022-10-12 | $6,116 | -$998 | -$998 | $7,114 | ||
| DOUBLELINE TOTAL RETURN BOND FUND | 2021-11-01 | 2022-07-14 | $976 | -$101 | -$101 | $1,077 | ||
| MFS VALUE FD CL | 2021-11-01 | 2022-10-12 | $1,647 | -$201 | -$201 | $1,848 | ||
| T ROWE PRICE EMERGING MARKETS STOCK | 2021-11-01 | 2022-07-14 | $561 | -$271 | -$271 | $832 | ||
| EDGEWOOD GROWTH FUND | 2021-11-01 | 2022-09-28 | $791 | -$425 | -$425 | $1,216 | ||
| GS GQG PARTNERS INTL OPPS FD | 2021-11-01 | 2022-10-12 | $2,398 | -$348 | -$348 | $2,746 | ||
| OAKMARK INTL FD | 2021-11-01 | 2022-10-12 | $851 | -$183 | -$183 | $1,034 | ||
| CLEARBRIDGE LARGE CAP GROWTH | 2022-01-01 | 2022-09-28 | $7,646 | -$3,376 | -$3,376 | $11,022 | ||
| BLACKROCK EQTY DIVIDEND FUND | 2021-11-01 | 2022-10-12 | $1,373 | -$130 | -$130 | $1,503 | ||
| US TRUST-VARIOUS STOCK | 2022-01-01 | 2022-12-31 | $2,179,985 | -$317,250 | -$317,250 | $2,497,235 | ||
| US TRUST-VARIOUS STOCK | 2021-01-01 | 2022-12-31 | $4,344,191 | $274,188 | $274,188 | $4,070,003 | ||
| CAPITAL GAINS DIVIDENDS | P | $13,442 | $13,442 | $13,442 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$27,698 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$328,825 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,038 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,038 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,038 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $327 | EsPenaltyAmt |
| Tax Due | $7,365 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | SC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | NEMOURSWILDLIFEFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | ANDREW BRIDGES | IndividualWithBooksNm |
| Phone | 8438462539 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | NEMOURS PLANTATION | AddressLine1Txt |
| City | YEMASSEE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29945 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| COLDEN R BATTEY JR | |||||||||
| 107 ALSTON ROAD | BEAUFORT | SC | 29907 | BOARD MEMBER | 2.00 | $0 | $0 | $0 | |
| MICHAEL G MCSHANE | |||||||||
| 1501 RAVENS POINT ROAD | JOHNS ISLAND | SC | 29455 | CHAIRMAN | 2.00 | $0 | $0 | $0 | |
| GERALD H SCHULTZ | |||||||||
| 9 NORTH POINT TRAIL | BEAUFORT | SC | 29907 | VICE-CHAIRMAN | 2.00 | $0 | $0 | $0 | |
| LINDA A DEMMER | |||||||||
| WHITE HOUSE PLANTATION 5877 CLOVER | GREEN POND | SC | 29446 | BOARD MEMBER | 1.00 | $0 | $0 | $0 | HILL ROAD |
| ANDREW S BRIDGES PHD | |||||||||
| 161 NEMOURS PLANTATION ROAD | YEMASSEE | SC | 29945 | PRESIDENT & CEO-CURRENT | 40.00 | $155,125 | $0 | $0 | |
| ALEX SHUFORD | |||||||||
| 10 WATERSIDE DRIVE | BEAUFORT | SC | 29907 | TREASURER | 2.00 | $0 | $0 | $0 | |
| JOHNNY WILIAMSON | |||||||||
| PO BOX 307 | DENMARK | SC | 29042 | BOARD MEMBER | 2.00 | $0 | $0 | $0 | |
| KEVIN DUKES | |||||||||
| 30 BURCKMYER DRIVE | BEAUFORT | SC | 29907 | BOARD MEMBER | 2.00 | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION HAS 3 MISSIONS WHICH IT SUPPORTS. THESE ARE STEWARDSHIP OF THE NATURAL, CULTURAL, HISTORICAL, AND INFRASTRUCTURE RESOURCES OF THE 9,800-ACRE PROPERTY BELONGING TO THE FOUNDATION. THE DEVELOPMENT AND DELIVERY OF EDUCATIONAL PROGRAMS FOR ALL AGE GROUPS RELATED TO THE REGIONS NATURAL, CULTURAL, AND HISTORICAL RESOURCES, AND THE SCIENTIFIC STUDY OF OUR NATURAL, CULTURAL, AND HISTORICAL RESOURCES. | Description1Txt |
| Expenses1 | $579,948 | Expenses1Amt |
| Description2 | THE 9,800-ACRE PROPERTY HAS 2,000 ACRES OF MANAGED WETLAND IMPOUNDMENTS WHICH DATE BACK 250-300 YEARS WHEN THE LANDSCAPE WAS TRANSFORMED BY ENSLAVED LABORERS FOR GROWING RICE. THIS INFRASTRUCTURE OF 21 MILES OF DIKES & 50 WATER CONTROL STRUCTURES ARE TODAY MAINTAINED FOR MANAGING THE HISTORIC RICE FIELDS AS WETLAND IMPOUNDMENTS PRODUCING CRITICAL HABITATS FOR A SUITE OF WILDLIFE SPECIES, ESPECIALLY MIGRATORY BIRDS. SOME OF THESE IMPOUNDMENTS ARE SPECIFICALLY MANAGED FOR A SPECIES OF HIGHEST CONCERN DUE TO POPULATION DECLINES INCLUDING THE BLACK RAIL. THE UPLANDS ARE MANAGED FOR BOTH TIMBER PRODUCTION & WILDLIFE HABITAT. ACCESS TO TIMBER STANDS IS MAINTAINED BY A NETWORK OF 77 MILES OF ROADS. WHEN STANDS ARE CLEAR-CUT THESE STANDS MUST BE PREPPED FOR REPLANTING & SEEDLINGS PURCHASED TO REPLANT. SOME FOREST STANDS ARE MANAGED AS PINE SAVANNA OR OPEN WOOODLANDS WHICH ARE MAINTAINED BY PRESCRIBED BURNING. THESE TASKS REQUIRE DAILY WORK BY STAFF & EQUIPMENT TO MAINTAIN. | Description2Txt |
| Expenses2 | $696,438 | Expenses2Amt |
| Description3 | THE FOUNDATION ANNUALLY SUPPORTS SEVERAL ONGOING RESEARCH GRADUATE STUDENT PROJECTS WHICH ADDRESS CRITICAL QUESTIONS TO REGIONAL WILDLIFE BIOLOGY, ECOLOGY, AND MANAGEMENT. WE ENGAGE IN THESE PROJECTS WITH A GOAL TO USE THE FINDINGS TO ENHANCE OUR ABILITY TO BE BETTER STEWARDS OF OUR RESOURCES. TO CARRY OUT ITS RESEARCH MISSION, THE FOUNDATION PROVIDES 3 HOUSES, 4-WHEELED DRIVE VEHICLE, ATV, & SALARY FOR STAFF BIOLOGIST. | Description3Txt |
| Expenses3 | $508,075 | Expenses3Amt |
| Description4 | THE FOUNDATION ALSO MAINTAINS BUILDING USED AS A CLASSROOM FOR TEACHING. THE FOUNDATION PROVIDES FUNDING TO CLEMSON UNIVERSITY FOR 5 GRADUATE STUDENT RESEARCH STIPENDS & FUNDS TO SUPPORT 4 TECHNICIANS ASSOCIATED WITH A LONG-TERM RESEARCH PROJECT ON WOOD DUCKS. THE FOUNDATION ALSO PROVIDES FUNDING TO THE COLLEGE OF CHARLESTON FOR A STUDY THAT INCLUDES AN INVENTORY OF OUR CULTURAL & HISTORICAL RESOURCES. FOR THE WOOD DUCK STUD, WE HAVE PURCHASED 4 VEHICLES & PAY RENT TO PROVIDE HOUSING OF THE STUDENTS AT RESEARCH SITES IN 2 STATES. | Description4Txt |
| Expenses4 | $82,117 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $25,001,203 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,422,772 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,423,975 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $27,423,975 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $411,360 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,012,615 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,350,631 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,450,310 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $1,960,707 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $3,411,017 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $2,975,035 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,975,035 | TotalExcessDistributionCyovAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,975,035 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,975,035 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $2,975,035 | ExcessFromYear1Amt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2021-08-16 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $321,779 | CurrentYearAmt |
| Year1 | $799,730 | Year1Amt |
| Year2 | $538,718 | Year2Amt |
| Year3 | $114,437 | Year3Amt |
| Total | $1,774,664 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $273,512 | CurrentYearAmt |
| Year1 | $679,771 | Year1Amt |
| Year2 | $457,910 | Year2Amt |
| Year3 | $97,271 | Year3Amt |
| Total | $1,508,464 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,411,017 | CurrentYearAmt |
| Year1 | $2,975,035 | Year1Amt |
| Year2 | $1,720,816 | Year2Amt |
| Year3 | $1,648,080 | Year3Amt |
| Total | $9,754,948 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $346,011 | CurrentYearAmt |
| Year1 | $155,780 | Year1Amt |
| Year2 | $259,681 | Year2Amt |
| Year3 | $215,074 | Year3Amt |
| Total | $976,546 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,065,006 | CurrentYearAmt |
| Year1 | $2,819,255 | Year1Amt |
| Year2 | $1,461,135 | Year2Amt |
| Year3 | $1,433,006 | Year3Amt |
| Total | $8,778,402 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $900,421 | CurrentYearAmt |
| Year1 | $1,042,648 | Year1Amt |
| Year2 | $853,211 | Year2Amt |
| Year3 | $870,102 | Year3Amt |
| Total | $3,666,382 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ANDREW S BRIDGES PHD | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 161 NEMOURS PLANTATION ROAD | AddressLine1Txt |
| City | YEMASSEE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29945 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8438462539 | RecipientPhoneNum |
| Recipient Email Address | ABRIDGES@NEMOURSWILDLIFE.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | LETTER STATING NATURE OF SCIENTIFIC RESEARCH, EDUCATIONAL PROJECT, AND/OR ENVIRONMENTAL STUDY. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NEMOURS WILDLIFE FOUNDATION WAS CREATED TO PROVIDE AN ENVIRONMENT SUITABLE FOR RESEARCH, EDUCATIONAL PROJECTS, AND ENVIRONMENTAL STUDIES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| FRIENDS OF GARDEN'S CORNER | ||||||
| 83 HUSPAH DRIVE | SHELDON | SC | 29940 | NOT FOR PROFIT | TO PRESERVE HISTORICAL PRESERVATION OF GARDEN'S CORNER. | $250 |
| UNIVERSITY OF SOUTH CAROLINA BEAUFORT | ||||||
| ONE UNIVERSITY BLVD | BLUFFTON | SC | 29909 | COLLEGE | HOUSING SCHOLARSHIP FOR SUMMER STUDENTS | $5,000 |
| CLEMSON UNIVERSITY | ||||||
| 171 OLD CHERRY ROAD | CLEMSON | SC | 29634 | COLLEGE | WATERFOWL HABITAT STUDY | $1,300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,550 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $88,657 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $417,659 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $20 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$27,698 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $20,071 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| DescDesc | BusinessBusinessCd | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|
| GAME MANAGEMENT | 110000 | $62,308 |
| THRIVENT GRANT PAYMENT | 110000 | $200 |
| CONSERVATION PLANNING | 110000 | $5,000 |
| FOOD PLOT PLANTING | 110000 | $1,800 |
| REFUNDS AND REIMB | 110000 | $8,117 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $478,638 | ExclusionAmt |
| Related Or Exempt Function Incm | $97,496 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $576,134 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 10 | THE PLANTATION HAS SIGNIFICANT BOTTOM LAND HARDWOOD FORESTS WHICH ARE IMPORTANT TO MIGRATORY WATERFOWL AND SERVE AS A FILTER TO IMPROVE WATER QUALITY IN BEAUFORT COUNTY. THE HARVESTING OF TIMBER FROM THE PLANTATION IS FOR THE SILVICULTURAL IMPROVEMENT OF THE PROPERTY AND TO ENHANCE THE QUALITY OF TIMBER RESOURCES LOCATED ON THE PLANTATION. |
| 11A | IN ORDER TO MAINTAIN THE ECOLOGICAL BALANCE OF THE PLANTATION, THE FOUNDATION GRANTS LEASES TO VARIOUS HUNTING CLUBS TO CONTROL THE DEER POPULATION. THE TOTAL NUMBER OF DEER PERMITTED TO BE HARVESTED ANNUALLY IS DETERMINED BY THE SOUTH CAROLINA FISH AND WILDLIFE AUTHORITY. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| LARRY AND DIANA FOSTERVORTEX FOUNDA | ||||||
| 1 | 14 SCOTTS NECK PLACE | SHELDON | SC | 29941 | $15,000 | Yes (X) |
| DAVID AND MORGAN WISE | ||||||
| 2 | 150 HOBCAW DRIVE | MOUNT PLEASANT | SC | 29464 | $51,000 | Yes (X) |
| GREGORY AND SARAH DYSON | ||||||
| 3 | 105 SUNSET BLVD | BEAUFORT | SC | 29907 | $10,000 | Yes (X) |
| ALEXIS W BOMAR | ||||||
| 4 | 2009 BAY STREET | BEAUFORT | SC | 29902 | $5,000 | Yes (X) |
| LAURA E DUPONT FOUNDATION | ||||||
| 5 | PO BOX 8099 | GREENVILLE | SC | 29604 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ROBINSON GRANT & CO., P.A. | CategoryTxt |
| Amt | $31,270 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $31,270 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (103 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | RtRt |
|---|---|---|---|---|---|---|---|---|---|
| STROBAN RD HOUSE | 1995-03-01 | $20,300 | $13,627 | SL | 40.000000000000 | $508 | $0 | $0 | |
| MAIN HOUSE COMPLEX | 1995-03-01 | $994,761 | $667,318 | SL | 40.000000000000 | $24,869 | $0 | $0 | |
| MANAGER'S HOUSE | 1995-03-01 | $143,883 | $96,521 | SL | 40.000000000000 | $3,597 | $0 | $0 | |
| 3 EQUIPMENT SHEDS | 1995-03-01 | $35,518 | $23,828 | SL | 40.000000000000 | $888 | $0 | $0 | |
| 11 FARM SHELTERS | 1995-03-01 | $32,750 | $21,974 | SL | 40.000000000000 | $819 | $0 | $0 | |
| NEUPORT STABLES | 1995-03-01 | $34,817 | $23,350 | SL | 40.000000000000 | $870 | $0 | $0 | |
| OFFICE BUILDING | 1995-03-01 | $39,876 | $26,752 | SL | 40.000000000000 | $997 | $0 | $0 | |
| ASS MANAGER HOUSE | 1995-03-01 | $62,970 | $42,238 | SL | 40.000000000000 | $1,574 | $0 | $0 | |
| HVAC BIG HOUSE | 2005-09-30 | $52,595 | $21,369 | SL | 40.000000000000 | $1,315 | $0 | $0 | |
| 261KINLOCH IMPROVE | 2005-06-30 | $10,438 | $4,306 | SL | 40.000000000000 | $261 | $0 | $0 | |
| AUDUBON BIRD BOOKS | 1998-01-01 | $50,000 | SL | 5.000000000000 | $0 | $0 | $0 | ||
| ROOF REP-BIGHOUSE | 2009-12-01 | $134,725 | $41,592 | SL | 39.000000000000 | $3,454 | $0 | $0 | |
| 2 OFFICE DESKS | 2009-07-27 | $1,614 | $1,614 | 200DB | 7.000000000000 | $0 | $0 | $0 | |
| USED TRAILER | 2010-05-21 | $1,500 | $1,500 | 200DB | 5.000000000000 | $0 | $0 | $0 | |
| POWERWASHER | 2010-10-31 | $6,998 | $6,998 | 200DB | 5.000000000000 | $0 | $0 | $0 | |
| 6'X14' TRAILER | 2011-08-15 | $1,500 | $1,500 | 200DB | 5.000000000000 | $0 | $0 | $0 | |
| 7'X 16' TRAILER | 2011-08-15 | $1,695 | $1,695 | 200DB | 5.000000000000 | $0 | $0 | $0 | |
| RENOVATIONS TO 6 STAFF HOUSES | 2012-06-01 | $154,296 | $37,747 | SL | 39.000000000000 | $3,956 | $0 | $0 | |
| PUMP TANKS | 2013-02-27 | $3,852 | $3,852 | 200DB | 7.000000000000 | $0 | $0 | $0 | |
| GRAIN DRILLS | 2013-07-03 | $6,500 | $6,500 | 200DB | 7.000000000000 | $0 | $0 | $0 | |
| FLOORING FOR BIGHOUSE KITCHEN & GUNROOM | 2013-09-15 | $6,349 | $3,913 | 150DB | 15.000000000000 | $375 | $0 | $0 | |
| NIEUPORT STAFF HOUSES IMPROV | 2014-10-24 | $3,330 | $1,783 | 150DB | 15.000000000000 | $196 | $0 | $0 | |
| VOLVO FRONT END LOADER | 2014-02-07 | $39,000 | $39,000 | 200DB | 7.000000000000 | $0 | $0 | $0 | |
| 2014 CHEVROLET SILVERADO 1500 TRUCK | 2014-11-19 | $29,995 | $29,995 | 200DB | 5.000000000000 | $0 | $0 | $0 | |
| 2 JOHN DEERE 6115D CAB TRACTORS | 2015-06-30 | $69,740 | $69,740 | 200DB | 5.000000000000 | $0 | $0 | $0 | |
| BUSHHOG 3210 | 2015-06-30 | $8,750 | $8,750 | 200DB | 5.000000000000 | $0 | $0 | $0 | |
| FRONTIER ROTARY TILLER | 2015-06-30 | $6,565 | $6,565 | 200DB | 5.000000000000 | $0 | $0 | $0 | |
| 2009 CHEVROLET SILVERADO K1500 | 2015-01-02 | $20,034 | $20,034 | 200DB | 5.000000000000 | $0 | $0 | $0 | |
| ROOF FOR BIG HOUSE | 2016-03-10 | $62,896 | $27,614 | 150DB | 15.000000000000 | $3,714 | $0 | $0 | |
| VOLVO 250 TRACKHOE | 2016-01-05 | $135,000 | $135,000 | 200DB | 5.000000000000 | $0 | $0 | $0 | |
| D5 CATEPILLAR DOZER | 2016-02-24 | $82,450 | $82,450 | 200DB | 5.000000000000 | $0 | $0 | $0 | |
| ROOT RAKE FOR THE DOZER | 2016-08-24 | $3,225 | $3,225 | 200DB | 5.000000000000 | $0 | $0 | $0 | |
| 2013 GMC SIERRA TRUCK | 2016-01-27 | $27,885 | $27,885 | 200DB | 5.000000000000 | $0 | $0 | $0 | |
| 2012 CHEVROLET SILVERADO | 2016-02-09 | $27,000 | $27,000 | 200DB | 5.000000000000 | $0 | $0 | $0 | |
| LAND | 1995-12-31 | $6,555,684 | L | $0 | $0 | $0 | |||
| HONDA RANCHER 4X4 | 2017-01-06 | $6,341 | $5,976 | 200DB | 5.000000000000 | $365 | $0 | $0 | |
| JOHN DEERE 5055 | 2017-04-19 | $21,000 | $19,790 | 200DB | 5.000000000000 | $605 | $0 | $0 | |
| BUSHHOG MOWER | 2017-04-19 | $2,400 | $2,262 | 200DB | 5.000000000000 | $138 | $0 | $0 | |
| UPDATED ELECTRICAL SWITCHES/BREAKER BOXES | 2017-09-26 | $9,137 | $3,442 | 150DB | 15.000000000000 | $570 | $0 | $0 | |
| SITE ELEVATION SURVEY | 2017-11-16 | $11,084 | NC | $0 | $0 | $0 | 0.000000000000 | ||
| KUBOTA ATV | 2017-08-28 | $17,300 | $16,304 | 200DB | 5.000000000000 | $996 | $0 | $0 | |
| 2 HVAC SYSTEMS | 2017-06-22 | $12,640 | $11,912 | 200DB | 5.000000000000 | $728 | $0 | $0 | |
| WELL PUMP MOTOR-HEADQUARTERS | 2017-06-01 | $2,646 | $2,056 | 200DB | 7.000000000000 | $236 | $0 | $0 | |
| HVAC SYSTEM FOR STAFF HOUSE | 2017-07-01 | $2,400 | $2,262 | 200DB | 5.000000000000 | $138 | $0 | $0 | |
| UTV KOBOTA | 2018-01-12 | $17,985 | $14,877 | 200DB | 5.000000000000 | $2,072 | $0 | $0 | |
| ATV 4-WHEELER | 2018-01-24 | $6,444 | $5,330 | 200DB | 5.000000000000 | $743 | $0 | $0 | |
| USED 2015 CHEVY Z71 | 2018-01-31 | $34,558 | $28,586 | 200DB | 5.000000000000 | $3,981 | $0 | $0 | |
| USED 2014 CHEVY SILVERADO | 2018-01-31 | $26,558 | $21,969 | 200DB | 5.000000000000 | $3,059 | $0 | $0 | |
| 2019 CHEVROLET COLORADO | 2018-12-19 | $32,885 | $27,202 | 200DB | 5.000000000000 | $3,789 | $0 | $0 | |
| 2019 CHEVROLET COLORADO | 2018-12-19 | $25,615 | $21,189 | 200DB | 5.000000000000 | $2,951 | $0 | $0 | |
| 4-ROW PLANTER | 2018-06-01 | $8,200 | $6,783 | 200DB | 5.000000000000 | $945 | $0 | $0 | |
| CAT AMPHIBIOUS TRACKHOE | 2018-06-14 | $381,445 | $315,531 | 200DB | 5.000000000000 | $43,943 | $0 | $0 | |
| 117 NEMOURS-KITCHEN REMODELING | 2018-10-01 | $15,507 | $1,277 | SL | 39.000000000000 | $398 | $0 | $0 | |
| 161 & 117 NEMOURS-REWIRING | 2018-10-01 | $75,044 | $6,173 | SL | 39.000000000000 | $1,924 | $0 | $0 | |
| 161 NEMOURS-PAINTING OF KITCHEN | 2018-08-31 | $6,500 | $1,999 | 150DB | 15.000000000000 | $450 | $0 | $0 | |
| 161 NEMOURS & HEADQTRS KITCHEN | 2018-10-01 | $24,538 | $2,018 | SL | 39.000000000000 | $629 | $0 | $0 | |
| 117 NEMOURS-REMODELING OF RESIDENCE | 2018-10-01 | $107,811 | $8,868 | SL | 39.000000000000 | $2,764 | $0 | $0 | |
| 2019 CHEVROLET COLORADO | 2019-11-18 | $30,000 | $19,740 | 200DB | 5.000000000000 | $4,104 | $0 | $0 | |
| 2019 CHEVROLET EQUINOX | 2019-11-18 | $24,500 | $16,121 | 200DB | 5.000000000000 | $3,352 | $0 | $0 | |
| SNS COMPUTER SYSTEM-BIG HOUSE | 2019-12-19 | $29,199 | $19,213 | 200DB | 5.000000000000 | $3,994 | $0 | $0 | |
| LABORATORY PLANNING & DESIGN | 2019-12-10 | $68,698 | $3,595 | SL | 39.000000000000 | $1,761 | $0 | $0 | |
| GENERATOR-117 NEMOURS | 2019-02-06 | $5,800 | $4,443 | 200DB | 5.000000000000 | $639 | $0 | $0 | |
| 2 FREEZERS/STOVE | 2019-02-14 | $2,450 | $1,877 | 200DB | 5.000000000000 | $270 | $0 | $0 | |
| EQUIPMENT | 2019-06-13 | $683 | $499 | 200DB | 5.000000000000 | $77 | $0 | $0 | |
| TEXTRON STAMPEDE UTV | 2019-06-16 | $4,000 | $2,920 | 200DB | 5.000000000000 | $455 | $0 | $0 | |
| GATOR TRAX BOAT & MUDBUDDY MOTOR | 2019-06-24 | $7,065 | $5,158 | 200DB | 5.000000000000 | $803 | $0 | $0 | |
| USED ARMY DUMP TRUCK | 2019-06-26 | $15,000 | $10,950 | 200DB | 5.000000000000 | $1,705 | $0 | $0 | |
| ARGO AMPHIBIOUS BOAT | 2019-07-01 | $25,096 | $17,417 | 200DB | 5.000000000000 | $3,072 | $0 | $0 | |
| JOHN DEERE 670 ROAD GRADER | 2019-12-09 | $22,500 | $14,805 | 200DB | 5.000000000000 | $3,078 | $0 | $0 | |
| FIBEROPTIC FEED TO BIG HOUSE | 2019-12-13 | $1,909 | $1,256 | 200DB | 5.000000000000 | $261 | $0 | $0 | |
| MGR HOUSE-117 NEMOURS PLANTATION | 2019-06-01 | $217,524 | $14,177 | SL | 39.000000000000 | $5,578 | $0 | $0 | |
| STAFF HOUSE-282 KINLOCH | 2019-12-31 | $379,474 | $19,865 | SL | 39.000000000000 | $9,730 | $0 | $0 | |
| WELL & PUMP-282 KINLOCH | 2019-12-31 | $3,600 | $721 | 150DB | 15.000000000000 | $288 | $0 | $0 | |
| AIR COMPRESSOR | 2019-02-27 | $2,158 | $1,653 | 200DB | 5.000000000000 | $238 | $0 | $0 | |
| PLUMBING FIXTURES-STAFF HOUSE | 2019-08-15 | $5,462 | $1,204 | 150DB | 15.000000000000 | $426 | $0 | $0 | |
| ENGINE FOR ZERO TURN MOWER | 2019-10-14 | $2,738 | $1,801 | 200DB | 5.000000000000 | $375 | $0 | $0 | |
| 3 HVAC UNITS FOR STAFF HOUSE | 2019-10-09 | $29,100 | $5,824 | 150DB | 15.000000000000 | $2,328 | $0 | $0 | |
| STAFF HOUSE-283 KINLOCH RD | 2020-06-01 | $118,709 | $4,693 | SL | 39.000000000000 | $3,044 | $0 | $0 | |
| STAFF HOUSE-238 STROBAL RD | 2020-06-01 | $110,530 | $4,369 | SL | 39.000000000000 | $2,834 | $0 | $0 | |
| RESEARCH LABORATORY | 2020-06-01 | $353,758 | $51,295 | 150DB | 15.000000000000 | $30,246 | $0 | $0 | |
| WELL-117 NEMOURS PLANTATION RD | 2020-06-01 | $4,500 | $653 | 150DB | 15.000000000000 | $385 | $0 | $0 | |
| WELL-238 STROBAN RD | 2020-06-01 | $4,500 | $653 | 150DB | 15.000000000000 | $385 | $0 | $0 | |
| BAT-WINGED FARM MOWER | 2020-06-01 | $18,000 | $9,360 | 200DB | 5.000000000000 | $3,456 | $0 | $0 | |
| WELL-117 NEMOURS PLANTATION RD | 2020-03-30 | $4,000 | $580 | 150DB | 15.000000000000 | $342 | $0 | $0 | |
| GENERATOR-238 STROBAN RD | 2020-09-29 | $5,800 | $3,016 | 200DB | 5.000000000000 | $1,114 | $0 | $0 | |
| 2019 DODGE RAM 3500 TRUCK | 2020-12-17 | $47,253 | $24,572 | 200DB | 5.000000000000 | $9,072 | $0 | $0 | |
| BAT-WINGED FARM MOWER | 2021-02-23 | $17,475 | $3,495 | 200DB | 5.000000000000 | $5,592 | $0 | $0 | |
| RESEARCH LABORATORY | 2021-06-30 | $1,464,802 | $73,240 | 150DB | 15.000000000000 | $139,156 | $0 | $0 | |
| STROBAN RD HOUSE | 2021-09-30 | $136,401 | $6,820 | 150DB | 15.000000000000 | $12,958 | $0 | $0 | |
| NIEUPORT STAFF HOUSES IMPROV | 2021-09-30 | $58,539 | $2,927 | 150DB | 15.000000000000 | $5,561 | $0 | $0 | |
| FASCIA/SOFFET BIG HOUSE | 2021-09-30 | $58,139 | $2,907 | 150DB | 15.000000000000 | $5,523 | $0 | $0 | |
| KINLOCH | 2021-09-30 | $15,418 | $771 | 150DB | 15.000000000000 | $1,465 | $0 | $0 | |
| JUSTIN'S CARPORT | 2021-10-31 | $8,866 | $443 | 150DB | 15.000000000000 | $842 | $0 | $0 | |
| 3 TON UNIT FOR LAURA'S ROOM | 2021-07-29 | $7,350 | $368 | 150DB | 15.000000000000 | $698 | $0 | $0 | |
| TRUNK LUMBER | 2022-08-24 | $25,400 | 200DB | 5.000000000000 | $5,080 | $0 | $0 | ||
| MAIN HOUSE IMPROVMENTS | 2022-11-09 | $120,344 | 150DB | 15.000000000000 | $6,017 | $0 | $0 | ||
| MAIN HOUSE IMPROVMENTS | 2022-02-14 | $23,067 | 150DB | 15.000000000000 | $1,153 | $0 | $0 | ||
| PEMB CARPORT/STORAGE AREA | 2022-02-14 | $53,890 | 150DB | 15.000000000000 | $2,695 | $0 | $0 | ||
| OFFICE FURNITURE | 2022-05-05 | $5,512 | 200DB | 5.000000000000 | $1,102 | $0 | $0 | ||
| 2-TON SPLIT SYSTEM HEIL HEAT PUMP | 2022-05-23 | $6,200 | 200DB | 5.000000000000 | $1,240 | $0 | $0 | ||
| METAL ROOFING FOR POLE BARN | 2022-02-22 | $25,361 | 150DB | 15.000000000000 | $1,268 | $0 | $0 | ||
| 2022 GMC SIERRA 1500 | 2022-01-14 | $46,414 | 200DB | 5.000000000000 | $9,283 | $0 | $0 | ||
| JD 5075E UTILITY TRACTOR STOCK#127643 | 2022-01-27 | $36,845 | 200DB | 5.000000000000 | $7,369 | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| US TRUST-EQUITIES | $11,997,199 | $14,344,870 |
| US TRUST-FIXED INCOME | $4,885,243 | $4,316,840 |
| MERRILL LYNCH-18,884 SHS OF DUPONT DE NEMOURS INC | $1,741,204 | $1,296,009 |
| MERRILL LYNCH-6,245 SHS OF SPDR S&P 500 | $2,015,995 | $2,267,070 |
| MERRILL LYNCH-MUTUAL FUNDS-EDUCATION FUND | $409,672 | $490,488 |
| MERRILL LYNCH-MUTUAL FUNDS-COLDEN BATTEY FUND | $205,062 | $245,452 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (102 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| STROBAN RD HOUSE | $20,300 | $14,135 | $6,165 |
| MAIN HOUSE COMPLEX | $994,761 | $692,187 | $302,574 |
| MANAGER'S HOUSE | $143,883 | $100,118 | $43,765 |
| 3 EQUIPMENT SHEDS | $35,518 | $24,716 | $10,802 |
| 11 FARM SHELTERS | $32,750 | $22,793 | $9,957 |
| NEUPORT STABLES | $34,817 | $24,220 | $10,597 |
| OFFICE BUILDING | $39,876 | $27,749 | $12,127 |
| ASS MANAGER HOUSE | $62,970 | $43,812 | $19,158 |
| HVAC BIG HOUSE | $52,595 | $22,684 | $29,911 |
| 261KINLOCH IMPROVE | $10,438 | $4,567 | $5,871 |
| AUDUBON BIRD BOOKS | $50,000 | $0 | $50,000 |
| ROOF REP-BIGHOUSE | $134,725 | $45,046 | $89,679 |
| 2 OFFICE DESKS | $1,614 | $1,614 | $0 |
| USED TRAILER | $1,500 | $1,500 | $0 |
| POWERWASHER | $6,998 | $6,998 | $0 |
| 6'X14' TRAILER | $1,500 | $1,500 | $0 |
| 7'X 16' TRAILER | $1,695 | $1,695 | $0 |
| RENOVATIONS TO 6 STAFF HOUSES | $154,296 | $41,703 | $112,593 |
| PUMP TANKS | $3,852 | $3,852 | $0 |
| GRAIN DRILLS | $6,500 | $6,500 | $0 |
| FLOORING FOR BIGHOUSE KITCHEN & GUNROOM | $6,349 | $4,288 | $2,061 |
| NIEUPORT STAFF HOUSES IMPROV | $3,330 | $1,979 | $1,351 |
| VOLVO FRONT END LOADER | $39,000 | $39,000 | $0 |
| 2014 CHEVROLET SILVERADO 1500 TRUCK | $29,995 | $29,995 | $0 |
| 2 JOHN DEERE 6115D CAB TRACTORS | $69,740 | $69,740 | $0 |
| BUSHHOG 3210 | $8,750 | $8,750 | $0 |
| FRONTIER ROTARY TILLER | $6,565 | $6,565 | $0 |
| 2009 CHEVROLET SILVERADO K1500 | $20,034 | $20,034 | $0 |
| ROOF FOR BIG HOUSE | $62,896 | $31,328 | $31,568 |
| VOLVO 250 TRACKHOE | $135,000 | $135,000 | $0 |
| D5 CATEPILLAR DOZER | $82,450 | $82,450 | $0 |
| ROOT RAKE FOR THE DOZER | $3,225 | $3,225 | $0 |
| 2013 GMC SIERRA TRUCK | $27,885 | $27,885 | $0 |
| 2012 CHEVROLET SILVERADO | $27,000 | $27,000 | $0 |
| LAND | $6,555,684 | $0 | $6,555,684 |
| HONDA RANCHER 4X4 | $6,341 | $6,341 | $0 |
| BUSHHOG MOWER | $2,400 | $2,400 | $0 |
| UPDATED ELECTRICAL SWITCHES/BREAKER BOXES | $9,137 | $4,012 | $5,125 |
| SITE ELEVATION SURVEY | $11,084 | $0 | $11,084 |
| KUBOTA ATV | $17,300 | $17,300 | $0 |
| 2 HVAC SYSTEMS | $12,640 | $12,640 | $0 |
| WELL PUMP MOTOR-HEADQUARTERS | $2,646 | $2,292 | $354 |
| HVAC SYSTEM FOR STAFF HOUSE | $2,400 | $2,400 | $0 |
| UTV KOBOTA | $17,985 | $16,949 | $1,036 |
| ATV 4-WHEELER | $6,444 | $6,073 | $371 |
| USED 2015 CHEVY Z71 | $34,558 | $32,567 | $1,991 |
| USED 2014 CHEVY SILVERADO | $26,558 | $25,028 | $1,530 |
| 2019 CHEVROLET COLORADO | $32,885 | $30,991 | $1,894 |
| 2019 CHEVROLET COLORADO | $25,615 | $24,140 | $1,475 |
| 4-ROW PLANTER | $8,200 | $7,728 | $472 |
| CAT AMPHIBIOUS TRACKHOE | $381,445 | $359,474 | $21,971 |
| 117 NEMOURS-KITCHEN REMODELING | $15,507 | $1,675 | $13,832 |
| 161 & 117 NEMOURS-REWIRING | $75,044 | $8,097 | $66,947 |
| 161 NEMOURS-PAINTING OF KITCHEN | $6,500 | $2,449 | $4,051 |
| 161 NEMOURS & HEADQTRS KITCHEN | $24,538 | $2,647 | $21,891 |
| 117 NEMOURS-REMODELING OF RESIDENCE | $107,811 | $11,632 | $96,179 |
| 2019 CHEVROLET COLORADO | $30,000 | $23,844 | $6,156 |
| 2019 CHEVROLET EQUINOX | $24,500 | $19,473 | $5,027 |
| SNS COMPUTER SYSTEM-BIG HOUSE | $29,199 | $23,207 | $5,992 |
| LABORATORY PLANNING & DESIGN | $68,698 | $5,356 | $63,342 |
| GENERATOR-117 NEMOURS | $5,800 | $5,082 | $718 |
| 2 FREEZERS/STOVE | $2,450 | $2,147 | $303 |
| EQUIPMENT | $683 | $576 | $107 |
| TEXTRON STAMPEDE UTV | $4,000 | $3,375 | $625 |
| GATOR TRAX BOAT & MUDBUDDY MOTOR | $7,065 | $5,961 | $1,104 |
| USED ARMY DUMP TRUCK | $15,000 | $12,655 | $2,345 |
| ARGO AMPHIBIOUS BOAT | $25,096 | $20,489 | $4,607 |
| JOHN DEERE 670 ROAD GRADER | $22,500 | $17,883 | $4,617 |
| FIBEROPTIC FEED TO BIG HOUSE | $1,909 | $1,517 | $392 |
| MGR HOUSE-117 NEMOURS PLANTATION | $217,524 | $19,755 | $197,769 |
| STAFF HOUSE-282 KINLOCH | $379,474 | $29,595 | $349,879 |
| WELL & PUMP-282 KINLOCH | $3,600 | $1,009 | $2,591 |
| AIR COMPRESSOR | $2,158 | $1,891 | $267 |
| PLUMBING FIXTURES-STAFF HOUSE | $5,462 | $1,630 | $3,832 |
| ENGINE FOR ZERO TURN MOWER | $2,738 | $2,176 | $562 |
| 3 HVAC UNITS FOR STAFF HOUSE | $29,100 | $8,152 | $20,948 |
| STAFF HOUSE-283 KINLOCH RD | $118,709 | $7,737 | $110,972 |
| STAFF HOUSE-238 STROBAL RD | $110,530 | $7,203 | $103,327 |
| RESEARCH LABORATORY | $353,758 | $81,541 | $272,217 |
| WELL-117 NEMOURS PLANTATION RD | $4,500 | $1,038 | $3,462 |
| WELL-238 STROBAN RD | $4,500 | $1,038 | $3,462 |
| BAT-WINGED FARM MOWER | $18,000 | $12,816 | $5,184 |
| WELL-117 NEMOURS PLANTATION RD | $4,000 | $922 | $3,078 |
| GENERATOR-238 STROBAN RD | $5,800 | $4,130 | $1,670 |
| 2019 DODGE RAM 3500 TRUCK | $47,253 | $33,644 | $13,609 |
| BAT-WINGED FARM MOWER | $17,475 | $9,087 | $8,388 |
| RESEARCH LABORATORY | $1,464,802 | $212,396 | $1,252,406 |
| STROBAN RD HOUSE | $136,401 | $19,778 | $116,623 |
| NIEUPORT STAFF HOUSES IMPROV | $58,539 | $8,488 | $50,051 |
| FASCIA/SOFFET BIG HOUSE | $58,139 | $8,430 | $49,709 |
| KINLOCH | $15,418 | $2,236 | $13,182 |
| JUSTIN'S CARPORT | $8,866 | $1,285 | $7,581 |
| 3 TON UNIT FOR LAURA'S ROOM | $7,350 | $1,066 | $6,284 |
| TRUNK LUMBER | $25,400 | $5,080 | $20,320 |
| MAIN HOUSE IMPROVMENTS | $120,344 | $6,017 | $114,327 |
| MAIN HOUSE IMPROVMENTS | $23,067 | $1,153 | $21,914 |
| PEMB CARPORT/STORAGE AREA | $53,890 | $2,695 | $51,195 |
| OFFICE FURNITURE | $5,512 | $1,102 | $4,410 |
| 2-TON SPLIT SYSTEM HEIL HEAT PUMP | $6,200 | $1,240 | $4,960 |
| METAL ROOFING FOR POLE BARN | $25,361 | $1,268 | $24,093 |
| 2022 GMC SIERRA 1500 | $46,414 | $9,283 | $37,131 |
| JD 5075E UTILITY TRACTOR STOCK#127643 | $36,845 | $7,369 | $29,476 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS DIFFERENCE | Desc |
| Amt | $32,006 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CAPITAL PURCHASES | $36,292 | $0 | $5,444 | $30,848 |
| DUES & SUBSCRIPTIONS | $860 | $0 | $129 | $731 |
| EDUCATION | $5,000 | $0 | $750 | $4,250 |
| EVENTS | $50,398 | $0 | $7,560 | $42,838 |
| FUEL | $45,971 | $0 | $6,896 | $39,075 |
| INSURANCE | $151,584 | $0 | $22,738 | $128,846 |
| MISCELLANEOUS | $56,766 | $0 | $8,424 | $48,342 |
| PRESERVATION PROJECTS | $223,813 | $0 | $33,572 | $190,241 |
| OTHER PROJECTS | $39,871 | $0 | $5,981 | $33,890 |
| REFORESTATION | $5,041 | $0 | $756 | $4,285 |
| REPAIRS & MAINTENANCE | $327,969 | $0 | $49,195 | $278,774 |
| SUPPLIES | $12,747 | $0 | $1,912 | $10,835 |
| TIMBER OPERATIONS | $16,077 | $0 | $2,412 | $13,665 |
| UTILITIES | $75,317 | $0 | $11,298 | $64,019 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| GAME MANAGEMENT | $62,308 | $62,308 |
| THRIVENT GRANT PAYMENT | $200 | $200 |
| CONSERVATION PLANNING | $5,000 | $5,000 |
| FOOD PLOT PLANTING | $1,800 | $1,800 |
| REFUNDS AND REIMB | $8,117 | $8,117 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMBER REVALUED AFTER AUDIT | Desc |
| Amt | $6,897,363 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PAYROLL LIABILITIES | -$3,150 | $0 |
| UNEARNED REVENUE | $0 | $23,714 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT EXPENSES | $122,481 | $0 | $18,372 | $104,109 |
| CONTRACTORS | $41,430 | $0 | $11,251 | $30,179 |
| CONSULTANTS | $2,305 | $0 | $0 | $2,305 |