NEILL M TIMMONS FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- NEILL M TIMMONS FOUNDATION (EIN 46-1111892)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-08-01
- IRS object ID
- 202412149349100216
- Schema version
- 2023v5.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-01T15:22:19-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461111892 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Neill M Timmons Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | NEIL | 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 | neill timmons | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2024-07-25 | 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 | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,194,167 | 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 | $807,248 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,665 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,665 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $218,248 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $218,248 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$70,199 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,616,913 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $959,962 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $222,913 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $16,089 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,089 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $7,600 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $27,115 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $27,115 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $50,804 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,089 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $27,115 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $394,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $394,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $445,304 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,089 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $421,615 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $514,658 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $206,824 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $956,758 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $867,607 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $867,607 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,240,637 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,849,446 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,326,560 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $9,197,395 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,717,053 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,194,167 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $9,197,395 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,717,053 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,197,395 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,717,053 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,197,395 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,717,053 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,197,395 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $514,658 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,000 | OtherIncreasesAmt |
| Subtotal | $9,717,053 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,717,053 | 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 | $3,616,913 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,687,112 | CostOrOtherBasisAmt |
| Gain Or Loss | -$70,199 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$70,199 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$70,199 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,875 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,875 | SubtotalAmt |
| Tax Based On Investment Income | $2,875 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,788 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $5,788 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2 | EsPenaltyAmt |
| Overpayment | $2,911 | OverpaymentAmt |
| Applied To ES Tax | $2,911 | 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 | DE | 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 |
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 | DE | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Neill M Timmons | PersonNm |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Pres, Dir, Sec | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,997,502 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $201,012 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,198,514 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,198,514 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $137,978 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,060,536 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $453,027 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $453,027 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,875 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,875 | TotalTaxAmt |
| Distributable Before Adj | $450,152 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $5,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $455,152 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $455,152 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $421,615 | 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 | $421,615 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $455,152 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $409,490 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Qualifying Distributions | $421,615 | QualifyingDistributionsAmt |
| Applied To Year1 | $409,490 | AppliedToYear1Amt |
| Applied To Current Year | $12,125 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $443,027 | 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 (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 1685 | ATLANTA | GA | 30303 | N/A | PC | General & Unrestricted | $25,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 8500 MENAUL BLVD NE STE A500 | ALBUQUERQUE | NM | 87112 | N/A | PC | General & Unrestricted | $10,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 11207 BLUE HERON BLVD N | ST PETERSBURG | FL | 33716 | N/A | PC | General & Unrestricted | $25,000 |
| AMERICAN SOCIETY OF ADDICTION MEDICINE INC | |||||||
| 181 ASPEN TRL | COLUMBIA | SC | 29206 | N/A | PC | General & Unrestricted | $2,000 |
| CHARLESTON RECOVERY CENTER INC | |||||||
| 2578 ASHLEY RIVER RD STE G | CHARLESTON | SC | 29414 | N/A | PC | General & Unrestricted | $10,000 |
| CHRIST CHURCH EPISCOPAL SCHOOL | |||||||
| 245 CAVALIER DR | GREENVILLE | SC | 29607 | N/A | PC | General & Unrestricted | $10,000 |
| COMPASS OF CAROLINA INC | |||||||
| 1100 RUTHERFORD RD | GREENVILLE | SC | 29609 | N/A | PC | General & Unrestricted | $5,000 |
| DISABLED AMERICAN VETERANS CHARITABLE SERVICE TRUS | |||||||
| 860 DOLWICK DR | ERLANGER | KY | 41018 | N/A | PC | General & Unrestricted | $10,000 |
| FACES AND VOICES OF RECOVERY GREENVILLE | |||||||
| 355 WOODRUFF RD STE 303 | GREENVILLE | SC | 29607 | N/A | PC | General & Unrestricted | $15,000 |
| FIRST BAPTIST CHURCH OF GREENVILLE S CAROLINA | |||||||
| 847 CLEVELAND ST | GREENVILLE | SC | 29601 | N/A | PC | General & Unrestricted | $10,000 |
| FURMAN UNIVERSITY | |||||||
| 3300 POINSETT HWY | GREENVILLE | SC | 29613 | N/A | PC | General & Unrestricted | $75,000 |
| GAMECOCK CLUB OF THE UNIVERSITY OF SOUTH CAROLINA | |||||||
| 1304 HEYWARD ST | COLUMBIA | SC | 29208 | N/A | GOV | General & Unrestricted | $5,000 |
| GATEWAY HOUSE INC | |||||||
| PO BOX 4241 | GREENVILLE | SC | 29608 | N/A | PC | General & Unrestricted | $5,000 |
| GREENVILLE CENTER FOR CREATIVE ARTS | |||||||
| PO BOX 2206 | GREENVILLE | SC | 29602 | N/A | PC | General & Unrestricted | $10,000 |
| HANLEY CENTER FOUNDATION INC | |||||||
| 933 45TH ST | MANGONIA PARK | FL | 33407 | N/A | PC | General & Unrestricted | $10,000 |
| MEYER CENTER FOR SPECIAL CHILDREN | |||||||
| 1132 RUTHERFORD ROAD STONE PLZ | GREENVILLE | SC | 29609 | N/A | PC | General & Unrestricted | $25,000 |
| MORGANS HOPE | |||||||
| 905 FARGO ST | MAULDIN | SC | 29662 | N/A | PC | General & Unrestricted | $10,000 |
| NEIGHBORHOOD FOCUS | |||||||
| PO BOX 9127 | GREENVILLE | SC | 29604 | N/A | PC | General & Unrestricted | $5,000 |
| PEACE CENTER FOUNDATION | |||||||
| 101 W BROAD ST | GREENVILLE | SC | 29601 | N/A | PC | General & Unrestricted | $10,000 |
| PENDLETON PLACE INC | |||||||
| 1133 PENDLETON ST | GREENVILLE | SC | 29601 | N/A | PC | General & Unrestricted | $5,000 |
| PROJECT HOPE FOUNDATION INC | |||||||
| PMB 358STE 2100 2131 WOODRUFF RD | GREENVILLE | SC | 29607 | N/A | PC | General & Unrestricted | $5,000 |
| PROJECT HOST INC | |||||||
| 525 S ACADEMY ST | GREENVILLE | SC | 29601 | N/A | PC | General & Unrestricted | $5,000 |
| SAFE HARBOR INC | |||||||
| 225 S PLEASANTBURG DRIVE STE A-7 | GREENVILLE | SC | 29607 | N/A | PC | General & Unrestricted | $5,000 |
| SARAH SIMPSON GOSSETT HOME INC | |||||||
| 27 CONESTEE AVE | GREENVILLE | SC | 29605 | N/A | PC | General & Unrestricted | $5,000 |
| SOUTH CAROLINA CHILDRENS THEATRE | |||||||
| PO BOX 9340 | GREENVILLE | SC | 29604 | N/A | PC | General & Unrestricted | $5,000 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | |||||||
| 501 ST JUDE PL | MEMPHIS | TN | 38105 | N/A | PC | General & Unrestricted | $15,000 |
| ST MICHAEL EVANGELICAL LUTHERAN CHURCH | |||||||
| 2619 AUGUSTA ST | GREENVILLE | SC | 29605 | N/A | PC | General & Unrestricted | $2,500 |
| STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | N/A | PC | General & Unrestricted | $15,000 |
| THE HERREN PROJECT | |||||||
| PO BOX 131 | PORTSMOUTH | RI | 02871 | N/A | PC | General & Unrestricted | $5,000 |
| THE SALVATION ARMY | |||||||
| 1000 CENTER PLACE STE 150 | NORCROSS | GA | 30093 | N/A | PC | General & Unrestricted | $5,000 |
| THE SHRINERS HOSPITAL FOR CHILDREN | |||||||
| 2900 N ROCKY POINT DR | TAMPA | FL | 33607 | N/A | PC | General & Unrestricted | $5,000 |
| THE WAREHOUSE THEATRE | |||||||
| 37 AUGUSTA ST | GREENVILLE | SC | 29601 | N/A | PC | General & Unrestricted | $2,500 |
| UNITED MINISTRIES | |||||||
| 606 PENDLETON ST | GREENVILLE | SC | 29601 | N/A | PC | General & Unrestricted | $10,000 |
| UNITED WAY OF GREENVILLE COUNTY INCORPORATED | |||||||
| 105 EDINBURGH COURT | GREENVILLE | SC | 29607 | N/A | PC | General & Unrestricted | $10,000 |
| UNIVERSITY OF SOUTH CAROLINA | |||||||
| 1600 HAMPTON ST SUITE 736 | COLUMBIA | SC | 29208 | N/A | GOV | General & Unrestricted | $5,000 |
| UNIVERSITY OF SOUTH CAROLINA ALUMNI ASSOCIATION | |||||||
| 900 SENATE ST | COLUMBIA | SC | 29201 | N/A | PC | General & Unrestricted | $2,500 |
| UNIVERSITY OF SOUTH CAROLINA BUSINESS PARTNERSHIP | |||||||
| 1705 COLLEGE ST 8TH FL | COLUMBIA | SC | 29208 | N/A | PC | General & Unrestricted | $5,000 |
| UNIVERSITY OF SOUTH CAROLINA EDUCATIONAL FOUNDATIO | |||||||
| 1027 BARNWELL ST | COLUMBIA | SC | 29208 | N/A | PC | General & Unrestricted | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $394,500 | 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 | $4,665 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $218,248 | 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 | -$70,199 | 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 | $152,714 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $152,714 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | The KWT Testamentary CLAT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 McDaniel Avenue | AddressLine1Txt |
| City | Greenville | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $807,248 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (31 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN BEACON AHL MANAGED FU | $95,555 | $82,359 |
| ARTISAN INTERNATIONAL VALUE FU | $111,074 | $116,669 |
| BLACKSTONE ALTERNATIVE MULTI S | $366,760 | $361,262 |
| COHEN & STEERS REAL ESTATE SEC | $445,185 | $400,926 |
| DODGE & COX INCOME FUND | $367,264 | $361,685 |
| FIDELITY 500 INDEX FUND | $1,498,692 | $1,945,525 |
| FIDELITY INTERNATL INDEX INSTL | $293,416 | $298,216 |
| INVESCO QQQ TRUST | $236,497 | $332,121 |
| INVESCO S&P 500 EQUAL WEIGHT E | $157,453 | $165,059 |
| ISHARES CORE MSCI EMERGING MAR | $483,816 | $462,908 |
| ISHARES GOLD TR | $114,211 | $121,774 |
| ISHARES MSCI CANADA INDEX FD | $65,469 | $72,773 |
| ISHARES MSCI-JAPAN | $237,540 | $238,729 |
| ISHARES NASDAQ BIOTECHNOLOGY | $45,254 | $44,966 |
| ISHARES TR S & P MIDCAP 400 IN | $209,221 | $223,383 |
| ISHARESLEHMAN 7-10YR | $266,913 | $260,157 |
| JPMORGAN MANAGED INCOME FUND I | $88,459 | $88,589 |
| MARKET VECTORS - GOLD MINERS E | $84,988 | $70,362 |
| MATTHEWS CHINA INST | $80,704 | $47,794 |
| NEUBERGER BERMAN ALTRNTIVE FDS | $433,216 | $463,465 |
| OIL SVC HLDRS TR | $57,703 | $83,261 |
| PARNASSUS EQUITY INCOME FUND I | $321,430 | $357,665 |
| PIMCO COMMODITY PL STRAT INS | $104,726 | $96,502 |
| PIMCO TOTAL RETURN FUND | $325,269 | $303,655 |
| PIMCO UNCONSTRAINED BOND FUND | $195,074 | $178,306 |
| SCHWAB US TIPS | $133,776 | $116,771 |
| SELECT SECTOR SPDR-HEALTH CARE | $101,172 | $116,469 |
| SPRD EURO STOXX 50 ETF | $139,887 | $139,749 |
| VANGUARD FTSE EUROPEAN ETF | $208,190 | $212,333 |
| VANGUARD TOTAL BOND MARKET IND | $1,535,752 | $1,519,665 |
| WISDOMTREE JAPAN HEDGED EQUITY | $44,780 | $43,462 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $27,090 | $27,090 |
| State or Local Filing Fees | $25 | $25 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANTS | Desc |
| Amt | $5,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $16,089 | Amt |
| Net Investment Income | $16,089 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2023 | $5,600 |
| 990-PF Extension for 2022 | $2,000 |