WILBUR S SMITH AND MARGARET P SMITH FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WILBUR S SMITH AND MARGARET P SMITH FOUNDATION INC (EIN 35-2188372)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-16
- IRS object ID
- 202303209349101300
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Income Schedule2
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-16T07:16:55-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 570381582 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELLIOTT DAVIS LLCPLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CALHOUN STREET SUITE 300 | AddressLine1Txt |
| City | CHARLESTON | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29401 | 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 | 352188372 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILBUR S SMITH AND MARGARET P SMITH | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILB | BusinessNameControlTxt |
| Phone | 8649928037 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 401 | AddressLine1Txt |
| City | HODGES | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29653 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL BARTOLOMEO | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8649928037 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PAUL | PersonFirstNm |
| Person Last | BARTOLOMEO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREW R COVODE | PreparerPersonNm |
| PTIN | P00441498 | PTIN |
| Phone | 8435777040 | PhoneNum |
| Preparation | 2023-11-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $1,022,975 | 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 | $167 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $167 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $20,362 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,362 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $30,959 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $521,605 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $30,959 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,897 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,897 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $55,385 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $55,385 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,700 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Tot Opr Expenses Rev And Expnss | $2,700 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,700 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $38,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $38,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $40,700 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,700 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $38,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $14,685 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $52,685 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | -$27,135 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $54,732 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $54,732 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $847,849 | CorporateStockBOYAmt |
| Corporate Stock EOY | $805,679 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $801,071 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $100,190 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $86,724 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $167,172 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $920,904 | TotalAssetsBOYAmt |
| Total Assets EOY | $947,135 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,022,975 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $920,904 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $947,135 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $920,904 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $947,135 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $920,904 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $947,135 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $920,904 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $14,685 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11,546 | OtherIncreasesAmt |
| Subtotal | $947,135 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $947,135 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (64 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ISHARES | P | 2020-04-09 | 2022-01-14 | $7,961 | $4,754 | $3,207 | $3,207 |
| ISHARES | P | 2020-04-09 | 2022-01-14 | $4,815 | $2,892 | $1,923 | $1,923 |
| ISHARES CORE S&P 500 ETF | P | 2017-01-31 | 2022-01-14 | $11,190 | $5,471 | $5,719 | $5,719 |
| ISHARES MSCI EAFE | P | 2021-01-14 | 2022-01-14 | $3,997 | $3,726 | $271 | $271 |
| ISHARES | P | 2021-03-23 | 2022-01-14 | $2,853 | $2,168 | $685 | $685 |
| ISHARES | P | 2021-10-21 | 2022-01-27 | $5,817 | $6,077 | -$260 | -$260 |
| ISHARES | P | 2019-10-01 | 2022-01-27 | $4,417 | $4,479 | -$62 | -$62 |
| ISHARES | P | 2020-04-09 | 2022-01-27 | $12,476 | $8,194 | $4,282 | $4,282 |
| ISHARES | P | 2020-06-04 | 2022-01-27 | $944 | $681 | $263 | $263 |
| ISHARES GLOBAL | P | 2021-05-26 | 2022-01-27 | $11,051 | $11,070 | -$19 | -$19 |
| ISHARES MSCI EAFE | P | 2020-04-09 | 2022-01-27 | $17,701 | $13,510 | $4,191 | $4,191 |
| ISHARES | P | 2021-07-23 | 2022-01-27 | $15,460 | $15,929 | -$469 | -$469 |
| ISHARES CORE S&P | P | 2020-06-04 | 2022-01-27 | $10,220 | $7,025 | $3,195 | $3,195 |
| ISHARES GLOBAL TECH ETF | P | 2018-12-13 | 2022-01-27 | $1,913 | $867 | $1,046 | $1,046 |
| ISHARES GLOBAL TECH ETF | P | 2019-01-15 | 2022-01-27 | $3,713 | $1,632 | $2,081 | $2,081 |
| ISHARES GLOBAL TECH ETF | P | 2021-07-23 | 2022-01-27 | $113 | $117 | -$4 | -$4 |
| ISHARES GLOBAL | P | 2021-05-26 | 2022-03-11 | $10,803 | $11,552 | -$749 | -$749 |
| ISHARES GLOBAL | P | 2021-06-24 | 2022-03-11 | $2,776 | $2,885 | -$109 | -$109 |
| ISHARES MSCI EAFE | P | 2021-01-14 | 2022-03-11 | $6,997 | $7,353 | -$356 | -$356 |
| ISHARES MSCI EAFE | P | 2020-04-09 | 2022-03-11 | $16,088 | $13,361 | $2,727 | $2,727 |
| ISHARES | P | 2021-01-14 | 2022-03-11 | $2,852 | $3,097 | -$245 | -$245 |
| ISHARES U S | P | 2021-05-26 | 2022-05-18 | $20,595 | $15,944 | $4,651 | $4,651 |
| ISHARES | P | 2020-04-09 | 2022-05-18 | $5,363 | $3,753 | $1,610 | $1,610 |
| ISHARES | P | 2020-06-04 | 2022-05-18 | $9,698 | $7,342 | $2,356 | $2,356 |
| ISHARES | P | 2021-06-24 | 2022-05-18 | $2,499 | $2,619 | -$120 | -$120 |
| ISHARES | P | 2021-07-23 | 2022-05-18 | $6,199 | $6,395 | -$196 | -$196 |
| ISHARES | P | 2021-03-23 | 2022-05-18 | $16,661 | $9,899 | $6,762 | $6,762 |
| ISHARES CORE S&P | P | 2020-06-04 | 2022-05-18 | $7,788 | $5,606 | $2,182 | $2,182 |
| ISHARES CORE S&P | P | 2021-01-14 | 2022-05-18 | $16,068 | $16,523 | -$455 | -$455 |
| ISHARES CORE S&P | P | 2021-07-23 | 2022-05-18 | $3,845 | $4,202 | -$357 | -$357 |
| ISHARES GLOBAL TECH ETF | P | 2021-07-23 | 2022-05-18 | $17,047 | $20,024 | -$2,977 | -$2,977 |
| ISHARES | P | 2020-04-09 | 2022-05-18 | $11,993 | $10,439 | $1,554 | $1,554 |
| ISHARES | P | 2020-10-07 | 2022-05-18 | $12,456 | $13,783 | -$1,327 | -$1,327 |
| ISHARES | P | 2022-01-27 | 2022-05-18 | $4,559 | $5,332 | -$773 | -$773 |
| ISHARES | P | 2022-03-11 | 2022-05-18 | $2,247 | $2,351 | -$104 | -$104 |
| ISHARES | P | 2022-05-18 | 2022-07-21 | $4,484 | $4,624 | -$140 | -$140 |
| ISHARES CORE | P | 2022-05-18 | 2022-07-21 | $7,430 | $8,070 | -$640 | -$640 |
| ISHARES MSCI EAFE | P | 2021-01-14 | 2022-07-21 | $15,388 | $17,986 | -$2,598 | -$2,598 |
| ISHARES | P | 2021-07-23 | 2022-07-21 | $4,008 | $4,533 | -$525 | -$525 |
| ISHARES | P | 2021-03-23 | 2022-07-21 | $8,113 | $5,642 | $2,471 | $2,471 |
| ISHARES | P | 2022-03-11 | 2022-07-21 | $3,343 | $3,654 | -$311 | -$311 |
| ISHARES S&P SMALL CAP | P | 2022-05-18 | 2022-07-21 | $17,035 | $18,044 | -$1,009 | -$1,009 |
| ISHARES TRUST | P | 2022-05-18 | 2022-07-21 | $3,827 | $4,171 | -$344 | -$344 |
| ISHARES CORE | P | 2022-05-18 | 2022-10-20 | $16,752 | $18,722 | -$1,970 | -$1,970 |
| ISHARES | P | 2019-10-01 | 2022-10-20 | $7,382 | $8,747 | -$1,365 | -$1,365 |
| ISHARES | P | 2019-11-14 | 2022-10-20 | $4,514 | $5,294 | -$780 | -$780 |
| ISHARES | P | 2020-01-15 | 2022-10-20 | $4,002 | $4,702 | -$700 | -$700 |
| ISHARES | P | 2020-06-04 | 2022-10-20 | $10,917 | $13,590 | -$2,673 | -$2,673 |
| ISHARES | P | 2020-10-07 | 2022-10-20 | $3,936 | $4,914 | -$978 | -$978 |
| ISHARES | P | 2021-01-14 | 2022-10-20 | $13,852 | $16,880 | -$3,028 | -$3,028 |
| ISHARES | P | 2021-05-26 | 2022-10-20 | $3,847 | $4,574 | -$727 | -$727 |
| ISHARES | P | 2021-06-24 | 2022-10-20 | $3,091 | $3,686 | -$595 | -$595 |
| ISHARES | P | 2021-10-21 | 2022-10-20 | $2,802 | $3,313 | -$511 | -$511 |
| ISHARES | P | 2022-05-18 | 2022-10-20 | $2,735 | $2,952 | -$217 | -$217 |
| ISHARES | P | 2020-04-09 | 2022-10-20 | $25,399 | $19,517 | $5,882 | $5,882 |
| ISHARES MSCI EAFE | P | 2020-04-09 | 2022-10-20 | $5,809 | $5,864 | -$55 | -$55 |
| ISHARES | P | 2021-07-23 | 2022-10-20 | $16,694 | $20,591 | -$3,897 | -$3,897 |
| ISHARES | P | 2022-05-18 | 2022-10-20 | $7,349 | $8,315 | -$966 | -$966 |
| ISHARES CORE S&P | P | 2022-07-21 | 2022-10-20 | $4,065 | $4,334 | -$269 | -$269 |
| ISHARES | P | 2020-04-09 | 2022-11-16 | $6,591 | $4,692 | $1,899 | $1,899 |
| ISHARES CORE S&P 500 ETF | P | 2017-01-31 | 2022-11-16 | $12,712 | $7,295 | $5,417 | $5,417 |
| ISHARES MSCI EAFE | P | 2021-01-14 | 2022-11-16 | $6,355 | $7,055 | -$700 | -$700 |
| ISHARES MSCI EAFE | P | 2020-04-09 | 2022-11-16 | $5,566 | $4,899 | $667 | $667 |
| ISHARES | P | 2021-01-14 | 2022-11-16 | $2,432 | $2,934 | -$502 | -$502 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $30,959 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $732 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $732 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $732 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,750 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,750 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $35 | EsPenaltyAmt |
| Overpayment | $983 | OverpaymentAmt |
| Applied To ES Tax | $983 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | SC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PAUL BARTOLOMEO | IndividualWithBooksNm |
| Phone | 8649928037 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 401 | AddressLine1Txt |
| City | HODGES | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29653 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| STEPHANIE E SMITH-PHILLIPS | ||||||||
| 101 BULL STREET | CHARLESTON | SC | 29401 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| SARAH J SMITH | ||||||||
| 112 BEAUFAIN STREET | CHARLESTON | SC | 29401 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| PAUL BARTOLOMEO | ||||||||
| POST OFFICE BOX 401 | HODGES | SC | 29653 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| WILLIAM F QUATTLEBAUM | ||||||||
| 1901 MAIN STREET SUITE 900 | COLUMBIA | SC | 29201 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $883,029 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $22,018 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $176,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,081,047 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,081,047 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,216 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,064,831 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $53,242 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $53,242 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $732 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $732 | TotalTaxAmt |
| Distributable Before Adj | $52,510 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $52,510 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $52,510 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $38,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $38,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $52,510 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $10,377 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,040 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,417 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $38,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $38,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $12,417 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $12,417 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,093 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLIANCE DEFENDING FREEDON | |||||||
| 15100 N 90TH STREET | SCOTTSDALE | AZ | 85260 | NONE | PC | GENERAL FUND FOR CHARITY'S MISSION | $2,000 |
| ALMOST HOME FELINE REFUGE INC | |||||||
| 283 SANDPIPER DRIVE | MOUNT PLEASANT | SC | 29464 | NONE | PC | GENERAL FUND FOR CHARITY'S MISSION | $3,000 |
| COMMUNITY INITIATIVES OF GREENWOOD SC | |||||||
| 201-203 CHURCH AVENUE | GREENWOOD | SC | 29646 | NONE | PC | GENERAL FUND FOR CHARITY'S MISSION | $4,000 |
| CONGAREE RIVERKEEPER | |||||||
| 1001 WASHINGTON STREET | COLUMBIA | SC | 29201 | NONE | PC | GENERAL FUND FOR CHARITY'S MISSION | $2,000 |
| FOOD BANK OF GREENWOOD COUNTY | |||||||
| PO BOX 604 | GREENWOOD | SC | 29648 | NONE | PC | GENERAL FUND FOR CHARITY'S MISSION | $2,000 |
| GALLAGER' HEROES FALLEN OFFICER'S FUND | |||||||
| 244 FIFTH AVENUE 2492 | NEW YORK | NY | 10001 | NONE | PC | GENERAL FUND FOR CHARITY'S MISSION | $4,000 |
| GREATER GREENWOOD UNITED MINISTRY | |||||||
| 1404 EDGEFIELD STREET | GREENWOOD | SC | 29646 | NONE | PC | GENERAL FUND FOR CHARITY'S MISSION | $2,000 |
| GREENWOOD COMMUNITY THEATER | |||||||
| 110 MAIN STREET | GREENWOOD | SC | 29648 | NONE | PC | GENERAL FUND FOR CHARITY'S MISSION | $1,000 |
| GREENWOOD PATHWAY HOUSE | |||||||
| PO BOX 49723 | GREENWOOD | SC | 29646 | NONE | PC | GENERAL FUND FOR CHARITY'S MISSION | $3,000 |
| HOME FOR HEROES | |||||||
| 9201 WEST BROADWAY AVENUE | MINNEAPOLIS | MN | 55445 | NONE | PC | GENERAL FUND FOR CHARITY'S MISSION | $2,000 |
| HUMANE SOCIETY OF GREENWOOD | |||||||
| PO BOX 49776 | GREENWOOD | SC | 29649 | NONE | PC | GENERAL FUND FOR CHARITY'S MISSION | $5,000 |
| PAWS ANIMAL WILDLIFE SANCTUARY | |||||||
| PO BOX 157 | WATERLOO | SC | 29384 | NONE | PC | GENERAL FUND FOR CHARITY'S MISSION | $1,000 |
| PRAGER UNIVERSITY FOUNDATION | |||||||
| 15021 VENTURA BOULEVARD 552 | SHERMAN | CA | 91403 | NONE | PC | GENERAL FUND FOR CHARITY'S MISSION | $2,000 |
| THE ROTARY FOUNDATION | |||||||
| 14280 COLLECTIONS CENTER DR | CHICAGO | IL | 60693 | NONE | PC | GENERAL FUND FOR CHARITY'S MISSION | $1,000 |
| TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BOULEVARD | STATEN ISALND | NY | 10306 | NONE | PC | GENERAL FUND FOR CHARITY'S MISSION | $2,000 |
| UNITED WAY OF GREENWOOD | |||||||
| 929 PHOENIX STREET | GREENWOOD | SC | 29646 | NONE | PC | GENERAL FUND FOR CHARITY'S MISSION | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $38,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $167 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,362 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $30,959 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FROM SPS, LLC | Desc |
| Exclusion | 16 | ExclusionCd |
| Exclusion | $3,897 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $55,385 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $55,385 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,700 | Amt |
| Net Investment Income | $2,700 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | SOUTH CAROLINA NO LONGER REQUIRES A COPY OF FORM 990-PF TO BE FILED WITH THE STATE ATTORNEY GENERAL'S OFFICE. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES - MUTUAL FUNDS | $557,997 | $576,545 |
| FIXED INCOME - MUTUAL FUNDS | $247,682 | $224,526 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SPS PARTNERSHIP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $86,724 | BookValueAmt |
| EOYFMV | $167,172 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FROM SPS, LLC | Desc |
| Revenue And Expenses Per Books | $3,897 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,897 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,897 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV ADJUSTMENT | Desc |
| Amt | $11,546 | Amt |