SELF FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SELF FOUNDATION (EIN 57-0400594)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2024-02-13
- IRS object ID
- 202410449349100606
- 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
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-13T08:02:58-08:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 570924695 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Kirksey Company | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1227 | AddressLine1Txt |
| City | Greenwood | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29648 | 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 | 570400594 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SELF FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SELF | BusinessNameControlTxt |
| Phone | 8645384992 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1227 | AddressLine1Txt |
| City | GREENWOOD | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29648 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | William M Self Jr | PersonNm |
| Person Title | Tte, Trs | PersonTitleTxt |
| Signature | 2024-02-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | William M Self | PersonFirstNm |
| Person Last | Jr | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joyce P Boone | PreparerPersonNm |
| PTIN | P01293292 | PTIN |
| Phone | 8645384992 | PhoneNum |
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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $30,218,525 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $684,057 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $684,057 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $684,057 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$792,096 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,675,407 | GrossSalesPriceAmt |
| Total Rev And Expnss | -$108,039 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $684,057 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $684,057 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $159,660 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $159,660 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $60,133 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $60,133 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $8,786 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $8,786 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $40,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $40,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $411,134 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $409,747 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,387 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $85,231 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $85,231 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $74,450 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $15,472 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $16,176 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $16,176 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,445 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,445 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $924 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $924 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $44,107 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $44,107 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $905,046 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $494,978 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $351,090 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,334,510 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,334,510 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,239,556 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $494,978 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,685,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,347,595 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $189,079 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $684,057 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,548,214 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $492,588 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $492,588 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $3,333 | AcctRcvblAmt |
| Acct Rcvbl EOY | $3,333 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $3,333 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $1,020,591 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,085,273 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,009,855 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $9,040,252 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,003,381 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,143,078 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $772,918 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,269,499 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,084,725 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $12,684,884 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,969,177 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,484,946 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $25,066,859 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,823,251 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $30,218,525 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $23,841,859 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $22,768,251 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $1,225,000 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $1,055,000 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $25,066,859 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,823,251 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,066,859 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,823,251 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $25,066,859 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,347,595 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,103,987 | OtherIncreasesAmt |
| Subtotal | $23,823,251 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $23,823,251 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| NATIONAL FINANCIAL SALES OF INVESTMENTS | P | 2022-04-25 | 2022-12-19 | $394,064 | $912,489 | -$518,425 | -$518,425 |
| NATIONAL FINANCIAL SALES OF INVESTMENTS | P | 2019-10-21 | 2022-06-13 | $6,281,343 | $6,555,014 | -$273,671 | -$273,671 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$792,096 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$518,425 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,628 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,628 | SubtotalAmt |
| Tax Based On Investment Income | $2,628 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $29,280 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $29,280 | TotalPaymentsAndCreditsAmt |
| Overpayment | $26,652 | OverpaymentAmt |
| Applied To ES Tax | $26,652 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | SC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.selffoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM M SELF JR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8649419119 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1227 | AddressLine1Txt |
| City | Greenwood | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29648 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| Mamie W Nicholson | |||||||
| 527 Bryte Street | Greenwood | SC | 29649 | President, Pro. | 40.00 | $159,660 | $8,786 |
| Jerry Stevens | |||||||
| PO Box 1227 | Greenwood | SC | 29648 | Trustee | 0.00 | $0 | |
| Furman C Self | |||||||
| P O Box 1227 | Greenwood | SC | 29648 | Trustee | 0.00 | $0 | |
| WM Self | |||||||
| PO Box 1227 | Greenwood | SC | 296481227 | Tte Emeritus | 0.00 | $0 | |
| Sally E Self | |||||||
| PO Box 1227 | Greenwood | SC | 29648 | Tte Emeritus | 0.00 | $0 | |
| JC Self III | |||||||
| PO Box 1227 | Greenwood | SC | 296481227 | Trustee | 0.00 | $0 | |
| Cade Brennan Jackson | |||||||
| PO Box 1227 | Greenwood | SC | 296491227 | Tte Chairman | 0.00 | $0 | |
| Dr Priya Kumar | |||||||
| Spring Street | Greenwood | SC | 29646 | Trustee | 0.00 | $0 | |
| William M Self Jr | |||||||
| PO Box 1227 | Greenwood | SC | 296481227 | Tte, Trs | 0.00 | $0 | |
| Ginger Self Goldsmith | |||||||
| PO Box 1227 | Greenwood | SC | 296481227 | Tte Vice-Chair | 0.00 | $0 | |
| Mary Andrews Self Whittington | |||||||
| PO Box 1227 | Greenwood | SC | 296481227 | Tte Secretary | 0.00 | $0 | |
| Dr Helen Jensie Burton | |||||||
| PO Box 1227 | Greenwood | SC | 296481227 | Trustee | 0.00 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rockefeller Capital Management | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3280 Peachtree Rd NE | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Advisory | ServiceTypeTxt |
| Compensation | $340,421 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $32,667,376 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $32,667,376 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $32,667,376 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $490,011 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $32,177,365 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,608,868 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,608,868 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,628 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,628 | TotalTaxAmt |
| Distributable Before Adj | $1,606,240 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,606,240 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,606,240 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,685,600 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,685,600 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,606,240 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $331,145 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,685,600 | QualifyingDistributionsAmt |
| Applied To Year1 | $331,145 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,354,455 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $251,785 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | The Self Family Foundation | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | The Federal Building Main Street | AddressLine1Txt |
| City | Greenwood | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29646 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8649532441 | RecipientPhoneNum |
| Form And Info And Materials | See Program Guidelines and Application Procedures at www.selffoundation.org/grantmaking/apply | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | See Above | SubmissionDeadlinesTxt |
| Restrictions On Awards | Grants are limited to Greenwood, SC and surrounding counties. No grants are made to individuals and all applicants must have the financial ability to maintain their program. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | See Statement 9 | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | See Statement 9 | AddressLine1Txt |
| City | Greenwood | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29646 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | None | RecipientRelationshipTxt |
| Recipient Foundation Status | 501c3 | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | See Stmt 9 | GrantOrContributionPurposeTxt |
| Amt | $1,334,510 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,334,510 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | See Statement 9 | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | See Statement 9 | AddressLine1Txt |
| City | Greenwood | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29646 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | None | RecipientRelationshipTxt |
| Recipient Foundation Status | 501c3 | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | See Stmt 9 | GrantOrContributionPurposeTxt |
| Amt | $1,055,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,055,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $684,057 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$273,671 | ExclusionAmt |
| Related Or Exempt Function Incm | -$518,425 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $410,386 | ExclusionAmt |
| Related Or Exempt Function Incm | -$518,425 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$108,039 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $40,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $40,000 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Computer Support & Supplies | $12,590 | $12,590 |
| Convening | $6,581 | $6,581 |
| Dues & Subscriptions | $2,354 | $2,354 |
| Employee Insurance Plans | $15,464 | $15,464 |
| General Insurance | $2,241 | $2,241 |
| Misc. Office Supplies | $207 | $207 |
| Postage | $87 | $87 |
| Telephone | $3,100 | $3,100 |
| Workmens Compensation Insurance | $1,483 | $1,483 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Consulting | $1,387 | $0 | $0 | $1,387 |
| Investment Fees | $409,747 | $409,747 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Excise Taxes | $58,978 | |
| Payroll Taxes | $15,472 | $15,472 |