SELF FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SELF FOUNDATION (EIN 57-0400594)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2025-04-30
- IRS object ID
- 202501209349100940
- 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
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-30T08:48:10-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 2023-01-01 | 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 | 2025-04-30 | 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 | Joyce P Boone | PreparerPersonNm |
| PTIN | P01293292 | PTIN |
| Phone | 8645384992 | 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 | $32,688,789 | 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 | $525,702 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $525,702 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $525,702 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,759,878 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,096,423 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,759,878 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,285,580 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,285,580 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $525,702 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $168,556 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $168,556 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $62,844 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $62,844 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $9,226 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $9,226 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $40,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $40,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $500,767 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $491,578 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $9,189 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $195,620 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $195,620 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $46,562 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $16,562 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $16,176 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $16,176 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $8,281 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $8,281 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $999 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $999 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $31,035 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $31,035 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,080,066 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $687,198 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $362,868 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,183,343 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,183,343 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,263,409 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $687,198 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,546,211 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $22,171 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,598,382 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $525,702 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $492,588 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $331,696 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $331,696 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $3,333 | AcctRcvblBOYAmt |
| US Government Obligations BOY | $1,085,273 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $784,417 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $687,534 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $9,003,381 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,653,379 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,196,577 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,269,499 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,438,229 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,635,172 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $10,969,177 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,289,669 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,837,810 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $23,823,251 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,497,390 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $32,688,789 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $22,768,251 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $24,334,390 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $1,055,000 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $1,163,000 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $23,823,251 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $25,497,390 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $23,823,251 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $25,497,390 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $23,823,251 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $22,171 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,651,968 | OtherIncreasesAmt |
| Subtotal | $25,497,390 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $25,497,390 | 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 | 2022-04-22 | 2023-03-28 | $709,412 | $740,041 | -$30,629 | -$30,629 |
| NATIONAL FINANCIAL SALES OF INVESTMENTS | P | 2017-05-19 | 2023-11-09 | $4,387,011 | $2,596,504 | $1,790,507 | $1,790,507 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,759,878 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$30,629 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $22,218 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $22,218 | SubtotalAmt |
| Tax Based On Investment Income | $22,218 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $56,652 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $56,652 | TotalPaymentsAndCreditsAmt |
| Overpayment | $34,434 | OverpaymentAmt |
| Applied To ES Tax | $34,434 | 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 (13 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 | $168,556 | $67,066 |
| 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 | Vice Chair, Tte | 0.00 | $0 | |
| JC Self III | |||||||
| PO Box 1227 | Greenwood | SC | 296481227 | Chairman, Tte | 0.00 | $0 | |
| Cade Brennan Jackson | |||||||
| PO Box 1227 | Greenwood | SC | 296491227 | Secretary, Tte | 0.00 | $0 | |
| Dr Matthew Logan | |||||||
| 113 Tryon Court | Greenwood | SC | 29649 | Trustee | 0.00 | $0 | |
| Frank J Wideman | |||||||
| PO Box 1227 | Greenwood | SC | 29648 | Past President | 40.00 | $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 | Trustee | 0.00 | $0 | |
| Mary Andrews Self Whittington | |||||||
| PO Box 1227 | Greenwood | SC | 296481227 | Trustee | 0.00 | $0 | |
| Laurie Self Pulver | |||||||
| 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 | $403,741 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $32,079,191 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $32,079,191 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $32,079,191 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $481,188 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,598,003 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,579,900 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,579,900 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,218 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $22,218 | TotalTaxAmt |
| Distributable Before Adj | $1,557,682 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,557,682 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,557,682 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,546,211 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,546,211 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,557,682 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $251,785 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,546,211 | QualifyingDistributionsAmt |
| Applied To Year1 | $251,785 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,294,426 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $263,256 | 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 | $1,183,343 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,183,343 | 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 | $1,163,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,163,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $525,702 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,759,878 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,285,580 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,285,580 | 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 | $9,735 | $9,735 |
| Convening | $1,380 | $1,380 |
| Dues & Subscriptions | $2,335 | $2,335 |
| Employee Insurance Plans | $11,033 | $11,033 |
| General Insurance | $2,265 | $2,265 |
| Misc. Office Supplies | $435 | $435 |
| Postage | $56 | $56 |
| Telephone | $3,173 | $3,173 |
| Workmens Compensation Insurance | $623 | $623 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Consulting | $9,189 | $0 | $0 | $9,189 |
| Investment Advisory Fees | $491,578 | $491,578 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Excise Taxes | $30,000 | |
| Payroll Taxes | $16,562 | $16,562 |