NEILL M TIMMONS FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- NEILL M TIMMONS FOUNDATION (EIN 46-1111892)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-04-26
- IRS object ID
- 202201169349100335
- Schema version
- 2021v4.2
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-26T10:10:54-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | ONE HOLLOW LN STE 212 | AddressLine1Txt |
| City | LAKE SUCCESS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | 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 m timmons | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2022-04-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | neill m | PersonFirstNm |
| Person Last | timmons | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,675,490 | 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 | $162 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $162 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $212,278 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $212,278 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $391,836 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,961,705 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $391,836 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,411,524 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $604,276 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $14,960 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,960 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,510 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $24,961 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $24,961 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $44,431 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,960 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $24,961 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $247,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $247,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $291,431 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,960 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $271,961 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,120,093 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $589,316 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,057,104 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $957,821 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $957,821 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,233,216 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,452,592 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,717,669 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,290,320 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,410,413 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,675,490 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $7,290,320 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,410,413 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,290,320 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,410,413 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,290,320 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,410,413 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,290,320 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,120,093 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,410,413 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,410,413 | 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 | $2,961,705 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,569,869 | CostOrOtherBasisAmt |
| Gain Or Loss | $391,836 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $391,836 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $391,836 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,191 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,191 | SubtotalAmt |
| Tax Based On Investment Income | $8,191 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,906 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $3,906 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $4,285 | TaxDueAmt |
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 | $8,521,016 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $196,400 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,717,416 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,717,416 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $130,761 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,586,655 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $429,333 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $429,333 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,191 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,191 | TotalTaxAmt |
| Distributable Before Adj | $421,142 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $421,142 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $421,142 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $271,961 | 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 | $271,961 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $421,142 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $267,918 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Qualifying Distributions | $271,961 | QualifyingDistributionsAmt |
| Applied To Year1 | $267,918 | AppliedToYear1Amt |
| Applied To Current Year | $4,043 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $417,099 | 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 (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHARLESTON RECOVERY CENTER INC | |||||||
| 2578 ASHLEY RIVER RD STE G | CHARLESTON | SC | 29414 | N/A | PC | General & Unrestricted | $25,000 |
| CHRIST CHURCH EPISCOPAL SCHOOL | |||||||
| 245 CAVALIER DR | GREENVILLE | SC | 29607 | N/A | PC | General & Unrestricted | $5,000 |
| FACES AND VOICES OF RECOVERY GREENVILLE | |||||||
| 355 WOODRUFF RD STE 303 | GREENVILLE | SC | 29607 | N/A | PC | General & Unrestricted | $10,000 |
| 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 | Timmons Arena fund | $80,000 |
| FURMAN UNIVERSITY | |||||||
| 3300 POINSETT HWY | GREENVILLE | SC | 29613 | N/A | PC | General & Unrestricted | $45,000 |
| 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 | $7,500 |
| INCLUSIVE RECOVERY FOUNDATION | |||||||
| 8245 WHITE ROCK CIR | BOYNTON BEACH | FL | 33436 | N/A | PC | General & Unrestricted | $5,000 |
| MEYER CENTER FOR SPECIAL CHILDREN | |||||||
| 1132 RUTHERFORD RD | GREENVILLE | SC | 29609 | N/A | PC | General & Unrestricted | $5,000 |
| NORTH CAROLINA ASSOCIATION OF RECOVERY RESIDENCES | |||||||
| 424 CREEKSIDE DR | ASHEVILLE | NC | 28804 | N/A | PC | General & Unrestricted | $10,000 |
| PEACE CENTER FOUNDATION | |||||||
| 101 WEST BROAD ST | GREENVILLE | SC | 29601 | N/A | PC | General & Unrestricted | $2,500 |
| SAFE HARBOR INC | |||||||
| 429 N MAIN ST | GREENVILLE | SC | 29601 | N/A | PC | General & Unrestricted | $1,000 |
| 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 | $5,000 |
| THE SHRINERS HOSPITAL FOR CHILDREN | |||||||
| 2900 N ROCKY POINT DR | TAMPA | FL | 33607 | N/A | PC | General & Unrestricted | $5,000 |
| 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 ALUMNI ASSOCIATION | |||||||
| 900 SENATE ST | COLUMBIA | SC | 29201 | N/A | PC | General & Unrestricted | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $247,000 | 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 | $162 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $212,278 | 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 | $391,836 | 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 | $604,276 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $604,276 | 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 (36 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN BEACON AHL MANAGED FU | $84,578 | $75,508 |
| BLACKROCK EVENT DRIVEN EQUITY | $174,000 | $168,393 |
| BLACKSTONE ALTERNATIVE MULTI S | $348,076 | $340,459 |
| COHEN & STEERS REAL ESTATE SEC | $256,842 | $324,047 |
| DODGE & COX INCOME FUND | $217,176 | $213,944 |
| DOUBLELINE TOTAL RETURN BOND-R | $176,645 | $172,010 |
| EDGEWOOD GROWTH FUND INSTI | $210,495 | $290,239 |
| FIDELITY 500 INDEX FUND | $690,491 | $1,112,930 |
| FIDELITY INTERNATL INDEX INSTL | $472,737 | $505,354 |
| INVESCO QQQ TRUST | $295,499 | $455,538 |
| ISHARES CORE MSCI EMERGING MAR | $304,542 | $339,526 |
| ISHARES GOLD TR | $41,888 | $45,044 |
| ISHARES MSCI CHINA INDEX FUND | $43,371 | $39,608 |
| ISHARES MSCI INDIA ETF | $62,722 | $89,205 |
| ISHARES MSCI-JAPAN | $187,540 | $198,938 |
| ISHARES TRUST RUSSELL 1000 VAL | $323,057 | $389,766 |
| ISHARES TRUST- ISHARES MSCI AL | $30,808 | $37,629 |
| JPMORGAN MANAGED INCOME FUND I | $220,272 | $219,570 |
| MATTHEWS CHINA INST | $63,251 | $69,182 |
| NEUBERGER BERMAN ALTRNTIVE FDS | $230,122 | $267,547 |
| OAKMARK INTERNATIONAL FUND R6 | $167,704 | $199,139 |
| OIL SVC HLDRS TR | $86,905 | $83,363 |
| PARNASSUS EQUITY INCOME FUND I | $239,553 | $349,238 |
| PIMCO COMMODITY PL STRAT INS | $191,926 | $176,529 |
| PIMCO MORTGAGE OPPORTUNITIES F | $172,472 | $169,937 |
| PIMCO TOTAL RETURN FUND | $193,428 | $194,054 |
| PIMCO UNCONSTRAINED BOND FUND | $165,583 | $161,864 |
| SCHWAB US TIPS | $279,579 | $301,998 |
| SELECT SECTOR SPDR INDUSTRIAL | $108,841 | $126,126 |
| SELECT SECTOR SPDR-HEALTH CARE | $160,037 | $227,396 |
| T-ROWE PRICE JAPAN FUND I | $68,833 | $79,272 |
| T. ROWE PRICE NEW ASIA FUND I | $86,041 | $92,558 |
| VANGUARD FIN ETF | $190,971 | $280,053 |
| VANGUARD FTSE EUROPEAN ETF | $331,321 | $360,921 |
| VANGUARD SHORT TERM INFLATION | $83,985 | $83,576 |
| VANGUARD TOTAL BOND MARKET IND | $491,301 | $477,208 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $24,936 | $24,936 |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $14,960 | Amt |
| Net Investment Income | $14,960 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2021 | $3,900 |
| 990-PF Extension for 2020 | $610 |