THE BYERLY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE BYERLY FOUNDATION (EIN 57-0324909)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2025-04-03
- IRS object ID
- 202530939349100903
- Schema version
- 2023v6.0
- 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
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-03T07:41:45-05:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 570324909 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Byerly Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | BYER | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | James Lucas | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-03-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $25,853,929 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,036 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,036 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $609,113 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $609,113 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $871,071 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,787,668 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $871,071 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,485,220 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,485,220 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $106,875 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $106,875 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $21,280 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $21,280 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,620 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,620 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $107,618 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $56,493 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $51,125 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $26 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $12,398 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $2,498 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $5,640 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $11,910 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $11,910 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $9,243 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $9,243 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $62 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $62 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $76,905 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $76,905 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $354,577 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $56,493 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $282,518 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $800,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $800,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,154,877 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $56,493 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,082,818 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $330,343 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,428,727 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $938,335 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $350,627 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $350,627 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $17,961,172 | CorporateStockBOYAmt |
| Corporate Stock EOY | $18,884,863 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $25,380,102 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $435,184 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $283,515 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $157,309 | LandBOYAmt |
| Land EOY | $151,669 | LandEOYAmt |
| Land EOYFMV | $123,200 | LandEOYFMVAmt |
| Total Assets BOY | $19,056,816 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,387,159 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $25,853,929 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $19,056,816 | RetainedEarningBOYAmt |
| Retained Earning EOY | $19,387,159 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,056,816 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,387,159 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,056,816 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,387,159 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,056,816 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $330,343 | ExcessRevenueOverExpensesAmt |
| Subtotal | $19,387,159 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $19,387,159 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $1,787,668 | GrossSalesPriceAmt |
| Cost Or Other Basis | $916,597 | CostOrOtherBasisAmt |
| Gain Or Loss | $871,071 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $871,071 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $871,071 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,859 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $19,859 | SubtotalAmt |
| Tax Based On Investment Income | $19,859 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,570 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $9,800 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $20,370 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $511 | OverpaymentAmt |
| Applied To ES Tax | $511 | 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 | https://byerlyfoundation.com | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 198091377 | 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 | Yes (true) | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| Orville Dyce | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Terence Hassler | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Frances Jones | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee, Sec | 1.0 | $0 | $0 | $0 |
| Corey Lewis | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee, Treas | 1.0 | $0 | $0 | $0 |
| Jay Lucas | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Nateisha Taylor | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Marci Tuten | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Linda Weatherford | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee, Chair | 1.0 | $0 | $0 | $0 |
| Lunella Williams | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIANNA DOUGLAS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 WOODLAND DRIVE | AddressLine1Txt |
| City | HARTSVILLE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29550 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE DIR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 30.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $106,875 | CompensationAmt |
| Employee Benefits | $10,000 | EmployeeBenefitsAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Vanguard | |||||
| PO BOX 3009 | MONROE | WI | 53566 | INVESTMENT MGMT | $56,493 |
| FOUNDATION SOURCE | |||||
| 55 Walls Drive 3rd Fl | FAIRFIELD | CT | 06824 | Administrative | $52,400 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | HARTSVILLE COMMUNITY DEVELOPMENT - THE FND WILL SPONSOR FREE EDUCATIONAL EVENTS AND PUBLIC DISCUSSIONS TO ADDRESS COMMUNITY ISSUES & PROMOTE SOCIAL WELFARE IN HARTSVILLE. | Description1Txt |
| Expenses1 | $52,555 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $23,061,995 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $537,927 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,599,922 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,599,922 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $353,999 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,245,923 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,162,296 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,162,296 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,859 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,859 | TotalTaxAmt |
| Distributable Before Adj | $1,142,437 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,142,437 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,142,437 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,082,818 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,082,818 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,142,437 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $643,885 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,082,818 | QualifyingDistributionsAmt |
| Applied To Year1 | $643,885 | AppliedToYear1Amt |
| Applied To Current Year | $438,933 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $703,504 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BUTLER ACADEMY | |||||||
| 710 S 5TH ST | HARTSVILLE | SC | 29550 | N/A | PC | charter school operation fund | $200,000 |
| CAREFIRST CAROLINA FOUNDATION INC | |||||||
| 201 S 5TH ST | HARTSVILLE | SC | 29550 | N/A | SO I | to Install bus stops and on-demand bus service in the Hartsville community | $80,000 |
| CENTRAL CAROLINA COMMUNITY FOUNDATION | |||||||
| 2142 BOYCE ST STE 402 | COLUMBIA | SC | 29201 | N/A | PC | General & Unrestricted | $500 |
| CHILD AND FAMILY RESOURCE FOUNDATION | |||||||
| PO BOX 1257 | HARTSVILLE | SC | 29551 | N/A | PC | to support the mental health needs of children in the Hartsville community in partnership with Coker University | $150,000 |
| DARLINGTON COUNTY COUNCIL ON AGING | |||||||
| 402 PEARL ST | DARLINGTON | SC | 29532 | N/A | PC | SMILE- Serving Meals In a Loving Environment | $40,000 |
| DARLINGTON COUNTY HUMANE SOCIETY INC | |||||||
| PO BOX 1655 | HARTSVILLE | SC | 29551 | N/A | PC | Construction for a new animal shelter facility | $250,000 |
| DARLINGTON COUNTY SCHOOL DISTRICT | |||||||
| 120 E SMITH AVE | DARLINGTON | SC | 29532 | N/A | GOV | Darlington County Schools Student Internship Program | $43,750 |
| MCLEOD MEDICAL CENTER FOUNDATION | |||||||
| 555 E CHEVES ST | FLORENCE | SC | 29506 | N/A | SO I | HOPE For McLeod's Hartsville-area Cancer Patients | $5,050 |
| THOMAS HART ACADEMY | |||||||
| 852 FLINNS RD | HARTSVILLE | SC | 29550 | N/A | PC | Anne Frank Traveling Exhibit | $3,000 |
| UNITED WAY OF GREATER HARTSVILLE | |||||||
| PO BOX 756 | HARTSVILLE | SC | 29551 | N/A | PC | Operation Sweet Dreams | $18,000 |
| WESLEY UNITED METHODIST CHURCH | |||||||
| 145 E COLLEGE AVE | HARTSVILLE | SC | 29550 | N/A | PC | general fund and for an awning to serve food in inclement weather | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $800,300 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,036 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $609,113 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $871,071 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,485,220 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,485,220 | 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 | General Consultations | CategoryTxt |
| Amt | $2,620 | Amt |
| Disbursements Charitable Prps | $2,620 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (13 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Adjusted Net IncomeAdjustedNetIncomeAmt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|---|
| BLDG IMPS | 2013-08-31 | $14,650 | $14,650 | SL | 10 | $0 | |
| BLDG IMPS | 2000-09-30 | $106,904 | $63,044 | SL | 39 | $0 | $2,741 |
| BLDG IMPS | 2016-09-30 | $25,278 | $25,278 | SL | 10 | $0 | |
| BLDG IMPS | 2000-10-18 | $41,678 | $24,585 | SL | 39 | $0 | $1,069 |
| BLDG IMPS | 2000-11-14 | $2,257 | $1,361 | SL | 39 | $0 | $58 |
| BLDG IMPS | 2005-08-30 | $5,630 | $5,630 | SL | 15 | $0 | |
| BLDG IMPS | 2022-11-09 | $9,223 | $118 | SL | 39 | $0 | $236 |
| BLDG IMPS | 2022-11-21 | $59,923 | $768 | SL | 39 | $0 | $1,536 |
| LAND IMPS | 2023-02-06 | $7,200 | L | $0 | |||
| BUILDING | 1997-09-30 | $94,916 | $94,916 | SL | 25 | $0 | |
| COMPUTER EQUIPMENT | 2011-10-14 | $1,399 | $1,399 | SL | 5 | ||
| LAND | 1997-09-30 | $20,000 | L | $0 | |||
| MACHINERY & EQUIP | 2011-10-14 | $46,126 | $46,126 | SL | 5 | $0 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTERNATIONAL ASSOCIATION OF LIONS CLUBS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 93 | AddressLine1Txt |
| City | HARTSVILLE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29551 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2021-12-16 | GrantDt |
| Grant | $8,000 | GrantAmt |
| Purpose Of Grant | EYE VISION SCREENING FOR STUDENTS IN THE DARLINGTON COUNTY, SOUTH CAROLINA SCHOOL DISTRICT | PurposeOfGrantTxt |
| Expended By Grantee | $8,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 2/10/2022, 8/16/2023, 8/8/2024 | DatesOfReportsByGranteeTxt |
| Results Of Verification | none necessary | ResultsOfVerificationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD INTERMEDIATE TERM INV | $679,130 | $610,791 |
| VANGUARD LONG TERM INVESTMENT | $838,748 | $673,374 |
| VANGUARD SHORT-TERM CORPORATE | $1,515,723 | $1,487,347 |
| VANGUARD TOT INTL BOND IX ADMI | $2,198,153 | $2,011,809 |
| VANGUARD TOTAL BOND MARKET IND | $3,045,762 | $2,785,605 |
| VANGUARD TOTAL INTERNATIONAL S | $5,496,672 | $7,171,091 |
| VANGUARD TOTAL STOCK MARKET IN | $5,110,675 | $10,640,085 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| BLDG IMPS | $14,650 | $14,650 | ||
| BLDG IMPS | $106,904 | $65,785 | $41,119 | |
| BLDG IMPS | $25,278 | $25,278 | ||
| BLDG IMPS | $41,678 | $25,654 | $16,024 | |
| BLDG IMPS | $2,257 | $1,419 | $838 | |
| BLDG IMPS | $5,630 | $5,630 | ||
| BLDG IMPS | $9,223 | $354 | $8,869 | |
| BLDG IMPS | $59,923 | $2,304 | $57,619 | |
| LAND IMPS | $7,200 | $7,200 | $7,200 | |
| BUILDING | $94,916 | $94,916 | $108,000 | |
| COMPUTER EQUIPMENT | $1,399 | $1,399 | ||
| LAND | $20,000 | $20,000 | $8,000 | |
| MACHINERY & EQUIP | $46,126 | $46,126 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $52,400 | $52,400 |
| Computers/Electronic Devices | $1,116 | $1,116 |
| Digital Subscriptions | $1,600 | $1,600 |
| Equipment Maintenance | $120 | $120 |
| Foundation Dues & Memberships | $8,899 | $8,899 |
| Indemnification Insurance | $4,373 | $4,373 |
| PROPERTY INSURANCE | $853 | $853 |
| Office Supplies | $4,017 | $4,017 |
| Property Maintenance | $178 | $178 |
| Social Media/Advertising Expen | $1,749 | $1,749 |
| Training & Professional Develo | $1,600 | $1,600 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $56,493 | $56,493 | |
| Philanthropic Consulting Srvcs | $43,500 | $43,500 | |
| PHOTOGRAPHY SERVICES | $625 | $625 | |
| DESIGN SERVICES | $4,000 | $4,000 | |
| PROPERTY PROJECT RESEARCH | $2,400 | $2,400 | |
| WORKSHOP LEADERSHIP | $600 | $600 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| 990-PF Estimated Tax for 2024 | $9,900 | |
| Property Taxes | $2,498 | $2,498 |