WALLACE FAM FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WALLACE FAM FOUNDATION (EIN 58-6343201)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-12
- IRS object ID
- 202322859349100007
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-12T06:27:27-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 570957419 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Hobbs Group PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1704 Laurel Street | AddressLine1Txt |
| City | Columbia | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 586343201 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wallace Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WALL | BusinessNameControlTxt |
| Phone | 8642702878 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 646 McDaniel Avenue | AddressLine1Txt |
| City | Greenville | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29605 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Martha Pellet | PersonNm |
| Person Title | Chairperson | PersonTitleTxt |
| Signature | 2023-10-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Martha | PersonFirstNm |
| Person Last | Pellet | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Tamara Hannon CPA | PreparerPersonNm |
| PTIN | P01297173 | PTIN |
| Phone | 8037990555 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,707,276 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,012 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,012 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $5,012 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $33,023 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,023 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $33,023 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $43,266 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $489,465 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $43,656 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $81,301 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $81,691 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $38,035 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,680 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,120 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $23,388 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,388 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,542 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,542 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $27,730 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,610 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,120 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $131,530 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $131,530 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $159,260 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,610 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $132,650 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$77,959 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $55,081 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $38,035 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $38,769 | CashBOYAmt |
| Cash EOY | $10,246 | CashEOYAmt |
| Cash EOYFMV | $10,246 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $36,100 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $49,705 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $49,705 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $394 | PrepaidExpensesEOYAmt |
| US Government Obligations BOY | $273,269 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $271,393 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $246,823 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,046,322 | CorporateStockBOYAmt |
| Corporate Stock EOY | $987,882 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,400,502 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $50,751 | OtherAssetsBOYAmt |
| Other Assets EOY | $46,528 | OtherAssetsEOYAmt |
| Total Assets BOY | $1,445,211 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,366,148 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,707,276 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,500 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $1,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,443,711 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,366,148 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,443,711 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,366,148 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,445,211 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,366,148 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,443,711 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$77,959 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,162 | OtherIncreasesAmt |
| Subtotal | $1,366,914 | SubtotalAmt |
| Other Decreases | $766 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,366,148 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| UBS 7196 ST Covered | P | 2022-01-01 | 2022-12-31 | $2,730 | $2,880 | -$150 | -$150 |
| UBS 7196 ST see attached | P | 2022-01-01 | 2022-12-31 | $79,357 | $84,754 | -$5,397 | -$5,397 |
| UBS 6041 ST Covered | P | 2022-01-01 | 2022-12-31 | $65,311 | $68,255 | -$2,944 | -$2,944 |
| UBS 6041 LT Covered | P | 2022-01-01 | 2022-12-31 | $8,814 | $9,604 | -$790 | -$790 |
| UBS 8885 LT Covered | P | 2022-01-01 | 2022-12-31 | $47,038 | $29,432 | $17,606 | $17,606 |
| UBS 8887 ST Covered | P | 2022-01-01 | 2022-12-31 | $50,508 | $48,591 | $1,917 | $1,917 |
| UBS 8887 LT Covered | P | 2022-01-01 | 2022-12-31 | $114,080 | $93,790 | $20,290 | $20,290 |
| UBS 0829 ST Covered | P | 2022-01-01 | 2022-12-31 | $29,594 | $38,138 | -$8,544 | -$8,544 |
| UBS 0829 LT Covered | P | 2022-01-01 | 2022-12-31 | $39,174 | $40,367 | -$1,193 | -$1,193 |
| UBS 0829 LT Noncovered see attached | P | 2022-01-01 | 2022-12-31 | $14,941 | $2,271 | $12,670 | $12,670 |
| UBS 0583 ST Covered | P | 2022-01-01 | 2022-12-31 | $1,130 | $1,135 | -$5 | -$5 |
| UBS 0583 LT Covered | P | 2022-01-01 | 2022-12-31 | $26,836 | $22,705 | $4,131 | $4,131 |
| UBS 0583 LT Noncovered see attached | P | 2022-01-01 | 2022-12-31 | $9,946 | $4,277 | $5,669 | $5,669 |
| UBS 6041 LT Cap Gn Distribution | P | 2022-01-01 | 2022-12-31 | $6 | $6 | $6 | |
| Wash Sale | $390 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $43,656 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$9,368 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $766 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $766 | SubtotalAmt |
| Tax Based On Investment Income | $766 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,160 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,160 | TotalPaymentsAndCreditsAmt |
| Overpayment | $394 | OverpaymentAmt |
| Applied To ES Tax | $394 | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Martha Pellett | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8642702878 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 646 McDaniel Avenue | AddressLine1Txt |
| City | Greenville | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29605 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Martha W Pellett | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 646 McDaniel Avenue | AddressLine1Txt |
| City | Greenville | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29605 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,843,034 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $57,990 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,901,024 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,901,024 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,515 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,872,509 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $93,625 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $93,625 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $766 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $766 | TotalTaxAmt |
| Distributable Before Adj | $92,859 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $92,859 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $92,859 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $132,650 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $132,650 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $92,859 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $31,742 | UndistributedIncomePYAmt |
| Qualifying Distributions | $132,650 | QualifyingDistributionsAmt |
| Applied To Year1 | $31,742 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $92,859 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,049 | RemainingDistriFromCorpusAmt |
| Total Corpus | $8,049 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $8,049 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $8,049 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Brookgreen Gardens | |||||||
| PO Box 3368 | Pawleys Island | SC | 29585 | None | PC | Community | $25,600 |
| Citidel | |||||||
| 171 Moultrie St | Charleston | SC | 29409 | None | PC | Education | $10,000 |
| Camperdown Academy | |||||||
| 501 Howell Rd | Greenville | SC | 29615 | None | PC | Education | $1,000 |
| Project Host | |||||||
| PO Box 345 | Greenville | SC | 29602 | None | PC | Rehabilitation | $1,000 |
| Greenville County Museum of Art | |||||||
| 420 College Street | Greenville | SC | 29601 | None | PC | Arts | $8,857 |
| Metropolitan Arts Council | |||||||
| 16 Augusta St | Greenville | SC | 29601 | None | PC | Arts | $15,000 |
| Vanderbuilt University | |||||||
| 2301 Vanderbilt Place | Nashville | TN | 37240 | None | PC | Educational | $15,000 |
| Community Foundation | |||||||
| 630 E Washington St | Greenville | SC | 29601 | None | EOF | Community | $5,000 |
| FAVOR | |||||||
| 355 Woodruff Rd 303 | Greenville | SC | 29607 | None | PC | Addiction Recovery | $5,000 |
| St Francis Foundation | |||||||
| 1 St Francis Dr | Greenville | SC | 29601 | None | EOF | Medical | $10,000 |
| Achievement Scholarship | |||||||
| 1101 Connecticut Ave NW | Washington | DC | 20036 | None | PC | Education | $500 |
| Autism Pensacola | |||||||
| 10001 N dave Hwy | Pensacola | FL | 32514 | None | PC | Health & Wellness | $5,000 |
| Beyond Basic Life | |||||||
| 406 N Grum St | Summerville | SC | 29483 | None | PC | Health & Wellness | $250 |
| Charleston Childrens Museum | |||||||
| 25 Ann St | Charleston | SC | 29403 | None | PC | Educational | $750 |
| Charleston Hope | |||||||
| 2 Perry St | Charleston | SC | 29403 | None | PC | Educational | $2,500 |
| Charleston Miracle League | |||||||
| 780 W Oak Forest Dr | Charleston | SC | 29407 | None | PC | Special Needs Activities | $500 |
| Childrens Museum of the Upstate | |||||||
| 300 College St | Greenville | SC | 29601 | None | PC | Educational | $12,143 |
| Foster Paws | |||||||
| PO Box 45 | Lyman | SC | 29365 | None | PC | Animal Care | $3,000 |
| International Ballet | |||||||
| 1018 S Batesville RD | Greer | SC | 29650 | None | PC | Art & Dance | $1,000 |
| Low Country Food Bank | |||||||
| 2864 Azalea Dr | Charleston | SC | 29405 | None | PC | Health & Human Services | $500 |
| Mildred Ward Scholarship | |||||||
| PO Box 3041 | Charleston | WV | 25331 | None | PC | Educational Schaloar ship fund | $1,000 |
| R2 Inc | |||||||
| 200 Vesey St | New York | NY | 10281 | None | PC | Recycling Initiative | $250 |
| Santa Fe Art Institute | |||||||
| 1600 St Michaels Dr | Sante Fe | NM | 87505 | None | PC | Arts & Education | $680 |
| Sarah Gossett Home | |||||||
| 27 Conestee Ave | Greenville | SC | 29605 | None | PC | Senior Health & Wellness | $5,000 |
| Shriners Children's Hospital | |||||||
| 950 W Faris Rd | Greenville | SC | 29605 | None | PC | Children's health | $1,000 |
| Warrior Surf Foundation | |||||||
| PO Box 585 | Folly Beach | SC | 29439 | None | PC | Veterans Health & Wellness | $500 |
| Waves for Women | |||||||
| PO Box 585 | Folly Beach | SC | 29439 | None | PC | Health & Human services | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $131,530 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,012 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,023 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $43,266 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $38,035 | ExclusionAmt |
| Related Or Exempt Function Incm | $43,266 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $81,301 | 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 & Tax | CategoryTxt |
| Amt | $2,800 | Amt |
| Net Investment Income | $1,680 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,120 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV AJE | Desc |
| BOY Book Value | $50,751 | BOYBookValueAmt |
| EOY Book Value | $46,528 | EOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2022 Excise Tax Per 990PF | Desc |
| Amt | $766 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Nontaxable distributions | $533 |
| Rounding | $1 |
| US Government Interest Non-Taxable | $628 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Brokerage Account Management | $18,217 | $18,217 | $0 | $0 |
| Fund manager | $5,171 | $5,171 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Tax Paid | CategoryTxt |
| Amt | $1,542 | Amt |
| Net Investment Income | $1,542 | NetInvestmentIncomeAmt |