CLYDE B ANDERSON FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CLYDE B ANDERSON FAMILY FOUNDATION (EIN 72-1368331)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-15
- IRS object ID
- 202401369349105010
- Schema version
- 2023v5.0
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T16:11:07-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 631130097 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ABROMS & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1426 | AddressLine1Txt |
| City | FLORENCE | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35631 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 721368331 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CLYDE AND SUMMER ANDERSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLYD | BusinessNameControlTxt |
| Phone | 2567670740 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 19768 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLYDE B ANDERSON | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2567670740 | PhoneNum |
| Signature | 2024-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CLYDE | PersonFirstNm |
| Person Last | ANDERSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | 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 | AGENDA DAVIS | PreparerPersonNm |
| PTIN | P01366372 | PTIN |
| Phone | 2567670740 | PhoneNum |
| Preparation | 2024-05-15 | 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 | 2023 | 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 | $883,794 | 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 | $658,302 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $310 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $310 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,920 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,920 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$64,454 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $800,648 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $643,179 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $598,078 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $647,409 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,625 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,293 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,332 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,679 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,000 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,958 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,042 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,304 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,251 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,374 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $543,254 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $543,254 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $559,558 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,251 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $550,628 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $38,520 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $640,158 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $40,768 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $286,816 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $286,816 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $400 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $400 | RcvblFromOfficersEOYFMVAmt |
| Prepaid Expenses BOY | $3,500 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,821 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,821 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $1,578,304 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,371,505 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $594,757 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,622,572 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,660,542 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $883,794 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $550 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $550 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,622,022 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,660,542 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,622,022 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,660,542 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,622,572 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,660,542 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,622,022 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $38,520 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,660,542 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,660,542 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1420 SHARES OF GOOGLE C STOCK | D | 2021-11-10 | 2023-01-26 | $138,259 | $43,774 | $94,485 | $94,485 |
| 250 SHARES OF GOOGLE A STOCK | D | 2014-07-28 | 2023-01-26 | $23,944 | $23,944 | $23,944 | |
| 730 SHARES OF GOOGLE C STOCK | D | 2021-11-10 | 2023-08-31 | $100,249 | $22,504 | $77,745 | $77,745 |
| 2000 SHARES OF SERVISFIRST STOCK | D | 2021-08-10 | 2023-08-31 | $112,221 | $6,666 | $105,555 | $105,555 |
| 250 SHARES OF GOOGLE A STOCK | D | 2014-07-28 | 2023-10-06 | $33,734 | $33,734 | $33,734 | |
| 690 SHARES OF GOOGLE C STOCK | D | 2021-11-10 | 2023-10-06 | $94,111 | $21,271 | $72,840 | $72,840 |
| 2000 SHARES OF GOOGLE C STOCK | D | 2023-09-01 | 2023-10-06 | $272,785 | $61,654 | $211,131 | $211,131 |
| 480 SHARES OF SERVISFIRST STOCK | D | 2016-12-23 | 2023-10-06 | $25,345 | $1,600 | $23,745 | $23,745 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $643,179 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,898 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,898 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,898 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,821 | 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 | $1,821 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $7,077 | 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 | AL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | ABROMS AND ASSOCIATES PC | IndividualWithBooksNm |
| Phone | 2567670740 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 SOUTH COURT ST STE 610 | AddressLine1Txt |
| City | FLORENCE | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35630 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| CLYDE B ANDERSON | ||||||||
| 402 INDUSTRIAL LANE | BIRMINGHAM | AL | 35211 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SUMMER ANDERSON | ||||||||
| 402 INDUSTRIAL LANE | BIRMINGHAM | AL | 35211 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| TERRY C ANDERSON | ||||||||
| 4511 HELTON DRIVE | FLORENCE | AL | 35630 | DIRECTOR | 0.00 | $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 |
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 | $565,058 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $276,440 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $841,498 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $841,498 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,622 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $828,876 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $41,444 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $41,444 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,898 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,898 | TotalTaxAmt |
| Distributable Before Adj | $32,546 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $32,546 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $32,546 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $550,628 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $550,628 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $32,546 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $132,823 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $342,139 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $238,062 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,976,386 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $730,968 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,420,378 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $550,628 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $32,546 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $518,082 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,938,460 | 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 | $132,823 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,805,637 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $342,139 | ExcessFromYear4Amt |
| Excess From Year3 | $238,062 | ExcessFromYear3Amt |
| Excess From Year2 | $2,976,386 | ExcessFromYear2Amt |
| Excess From Year1 | $730,968 | ExcessFromYear1Amt |
| Excess From Current Year | $518,082 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CLYDE B ANDERSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALABAMA KIDNEY FOUNDATION | |||||||
| PO BOX 18593 | HUNTSVILLE | AL | 35804 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $15,000 |
| CHARLESTON DAY SCHOOL | |||||||
| 15 ARCHDALE STREET | CHARLESTON | SC | 29401 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $35,154 |
| CHARLESTON LITERARY FESTIVAL | |||||||
| P O BOX 1825 | CHARLESTON | SC | 29402 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $25,000 |
| DO FOR ONE | |||||||
| 455 MAIN ST APT 4H | NEW YORK | NY | 100440194 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $15,000 |
| GRACE CHURCH | |||||||
| 98 WENTWORTH ST | CHARLESTON | SC | 29401 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $75,000 |
| HISTORICAL CHARLESTON FOUNDATION | |||||||
| 40 EAST BAY STREET | CHARLESTON | SC | 29401 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $10,000 |
| MEDICAL UNIVERSITY OF SOUTH CAROLINA FOUNDATION | |||||||
| 18 BEE STREET MSC 450 | CHARLESTON | SC | 294254500 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $250,000 |
| PRESERVATION SOCIETY OF CHARLESTON | |||||||
| 147 KING STREET | CHARLESTON | SC | 29401 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $30,000 |
| DRAYTON HALL PRESERVATION TRUST | |||||||
| 3380 ASHLEY RIVER ROAD | CHARLESTON | SC | 29414 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $4,600 |
| HORIZONS AT ASHLEY HALL | |||||||
| 172 RUTLEDGE AVENUE | CHARLESTON | SC | 29403 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $15,000 |
| LITERACY COUNCIL OF TYLER | |||||||
| 1530 SSW LOOP 323 | TYLER | TX | 75701 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $5,000 |
| MAKE-A-WISH ALABAMA | |||||||
| 1 PERIMETER PARK S SUITE 100S | BIRMINGHAM | AL | 35243 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $10,000 |
| NANTUCKET ISLAND SAFE HARBOR FOR ANIMALS | |||||||
| PO BOX 2844 | NANTUCKETT | MA | 02584 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $3,000 |
| POETS AND WRITERS INC | |||||||
| PO BOX 8537 | BIG SANDY | TX | 75755 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $25,500 |
| THE NANTUCKET PROJECT | |||||||
| 123 MASON ST | GREENWICH | CT | 06830 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $543,254 | 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 | $310 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,920 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$64,454 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$60,224 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$60,224 | TotalIncomeProducingActyAmt |
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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| CLYDE B ANDERSON | |||||||
| 1 | 22 LEGARE STREET | CHARLESTON | SC | 29401 | $274,520 | Yes (X) | Yes (X) |
| CLYDE B ANDERSON | |||||||
| 2 | 22 LEGARE STREET | CHARLESTON | SC | 29401 | $383,782 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 2000 SHARES OF GOOGLE C STOCK | $274,520 | 2023-09-01 |
| 2 | 2800 SHARES OF GOOGLE C STOCK | $383,782 | 2023-10-06 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING EXPENSE | CategoryTxt |
| Amt | $4,625 | Amt |
| Net Investment Income | $2,293 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,332 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 2800 SH GOOGLE C | $383,782 | $394,604 |
| 1520 SH SERVISFIRST | $56,711 | $101,278 |
| 800 SH TELADOC | $64,792 | $17,240 |
| 61313 SH VERU | $816,076 | $44,145 |
| 77 SH NETFLIX | $50,144 | $37,490 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRACT LABOR | Desc |
| Revenue And Expenses Per Books | $10,000 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,958 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,042 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $1,679 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |