STRATEGY STUDIO / PUBLIC DATA EXPLORER

ABNEY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ABNEY FOUNDATION (EIN 57-6019445)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-15
IRS object ID
202541359349103829
Schema version
2024v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-15T14:36:04-04:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN274292646PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LOVE BAILEY & ASSOCIATES LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1111 1/2 E LAURENS STAddressLine1Txt
CityLAURENSCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29360ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN576019445EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ABNEY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlABNEBusinessNameControlTxt
Phone8649649201PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 VINE STREETAddressLine1Txt
CityANDERSONCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29621ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLISA C MCWHERTERPersonNm
Person TitleVICE CHAIRPersonTitleTxt
Phone8649649201PhoneNum
Signature2025-05-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGARY BAILEYPreparerPersonNm
PTINP01426283PTIN
Phone8649842698PhoneNum
Preparation2025-05-15PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$51,607,473FMVAssetsEOYAmt
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$15,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$1,256,177DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,256,177DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,661,671NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$37,138,426GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,661,671CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$3,932,848TotalRevAndExpnssAmt
Total Net Invst Incm$3,917,848TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$351,630CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$124,594CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$124,481PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl$55,852PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$2,752LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$1,376LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,900AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$3,450AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$224,230OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$224,230OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$117,500TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$8,042DeprecAndDpltnRevAndExpnssAmt
Occupancy Rev And Expnss$6,184OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$4,638OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$1,546OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$8,254TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$4,127TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$4,127TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$38,582OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$19,290OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$19,292OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$888,555TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$252,285TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$210,237TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,935,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,935,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,824,055TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$252,285TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,145,737TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,108,793ExcessRevenueOverExpensesAmt
Net Investment Income$3,665,563NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$35,837CashBOYAmt
Cash EOY$15,204CashEOYAmt
Cash EOYFMV$15,204CashEOYFMVAmt
Sav And Temp Cash Invst BOY$707,662SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,628,694SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,628,694SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$8,084,529USGovernmentObligationsBOYAmt
US Government Obligations EOY$10,133,759USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$10,133,759USGovtObligationsEOYFMVAmt
Corporate Stock BOY$30,053,741CorporateStockBOYAmt
Corporate Stock EOY$19,360,624CorporateStockEOYAmt
Corporate Stock EOYFMV$19,360,624CorporateStockEOYFMVAmt
Corporate Bonds BOY$5,748,559CorporateBondsBOYAmt
Corporate Bonds EOY$19,032,554CorporateBondsEOYAmt
Corporate Bonds EOYFMV$19,032,554CorporateBondsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$474,763LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$371,118LandBldgEquipAccumDeprecAmt
Land BOY$107,835LandBOYAmt
Land EOY$103,645LandEOYAmt
Land EOYFMV$429,795LandEOYFMVAmt
Other Assets BOY$2,019,997OtherAssetsBOYAmt
Other Assets EOY$1,006,843OtherAssetsEOYAmt
Other Assets EOYFMV$1,006,843OtherAssetsEOYFMVAmt
Total Assets BOY$46,758,160TotalAssetsBOYAmt
Total Assets EOY$51,281,323TotalAssetsEOYAmt
Total Assets EOYFMV$51,607,473TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$46,758,160NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$51,281,323NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$46,758,160TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$51,281,323TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$46,758,160TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$51,281,323TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$46,758,160TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,108,793ExcessRevenueOverExpensesAmt
Other Increases$3,414,370OtherIncreasesAmt
Subtotal$51,281,323SubtotalAmt
Tot Net Ast Or Fund Balances EOY$51,281,323TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$36,968,668GrossSalesPriceAmt
Cost Or Other Basis$34,476,755CostOrOtherBasisAmt
Gain Or Loss$2,491,913GainOrLossAmt
Gains Minus Excess Or Losses$2,491,913GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$2,661,671CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$50,951InvestmentIncomeExciseTaxAmt
Subtotal$50,951SubtotalAmt
Tax Based On Investment Income$50,951TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$74,058EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$74,058TotalPaymentsAndCreditsAmt
Overpayment$23,107OverpaymentAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$23,107RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressABNEYFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksTRUSTEESIndividualWithBooksNm
Phone8649649201PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1100 VINE STREETAddressLine1Txt
CityANDERSONCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29621ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
J KIRKMAN MOORHEAD
100 VINE STREETANDERSONSC29621TRUSTEE1.00$7,500$0$0
LISA C MCWHERTER
100 VINE STREETANDERSONSC29621VICE CHAIR40.00$178,263$57,140$0
CARL T EDWARDS
100 VINE STREETANDERSONSC29621ED EMERITUS20.00$41,177$8,235$0
BONNIE K NASH
100 VINE STREETANDERSONSC29621SECR/TREAS40.00$109,690$31,869$0
LEBRENA F CAMPBELL
100 VINE STREETANDERSONSC29621TRUSTEE1.00$0$0$0
JOHN R FULP III
100 VINE STREETANDERSONSC29621TRUSTEE1.00$0$0$0
JOHN T MEEHAN MD
100 VINE STREETANDERSONSC29621CHAIR1.00$7,500$0$0
JAMES E SHERIFF
100 VINE STREETANDERSONSC29621TRUSTEE1.00$7,500$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k2OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
TRUIST
PO BOX 919798ORLANDOFL328919798INVESTMENT$136,242
STOKES CAPITAL ADVISORS LLC
101 VENTURE CTGREENWOODSC29649INVESTMENT$87,988

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$48,888,480AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$25,521AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$48,914,001TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$48,914,001AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$733,710CashDeemedCharitableAmt
Net Vl Noncharitable Assets$48,180,291NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,409,015MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,409,015MinimumInvestmentReturnAmt
Tax Based On Investment Income$50,951TaxBasedOnInvestmentIncomeAmt
Total Tax$50,951TotalTaxAmt
Distributable Before Adj$2,358,064DistributableBeforeAdjAmt
Distributable Before Ded$2,358,064DistributableBeforeDedAmt
Distributable As Adjusted$2,358,064DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,145,737ExpensesAndContributionsAmt
Qualifying Distributions$2,145,737QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,358,064DistributableAsAdjustedAmt
Undistributed Income PY$2,139,749UndistributedIncomePYAmt
Qualifying Distributions$2,145,737QualifyingDistributionsAmt
Applied To Year1$2,139,749AppliedToYear1Amt
Applied To Current Year$5,988AppliedToCurrentYearAmt
Undistributed Income CY$2,352,076UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonLISA MCWHERTERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1100 VINE STREETAddressLine1Txt
CityANDERSONCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29621ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8649649201RecipientPhoneNum
Recipient Email AddressINFO@ABNEYFOUNDATION.ORGRecipientEmailAddressTxt
Form And Info And MaterialsAPPLICANTS MAY SUBMIT A LETTER OF INTENT BRIEFLY DESCRIBING THE PROJECT BEFORE SUBMITTING A PROPOSAL IN ORDER TO FIND OUT IF THEIR IDEAS ARE POTENTIALLY FUNDABLE BY THE FOUNDATION. THE ABNEY FOUNDATION'S WEBSITE PROVIDES A LIST OF INFORMATION THAT SHOULD BE PROVIDED IN APPLYING FOR GRANTS.FormAndInfoAndMaterialsTxt
Submission DeadlinesNOVEMBER 15SubmissionDeadlinesTxt
Restrictions On AwardsTHE GENERAL POLICY OF THE ABNEY FOUNDATION IS TO MAKE GRANTS FOR INNOVATIVE AND CREATIVE PROJECTS, AND TO PROGRAMS WHICH ARE RESPONSIVE TO CHANGING COMMUNITY NEEDS IN THE AREAS OF HEALTH, SOCIAL SERVICE, EDUCATION AND CULTURAL AFFAIRS. WE GENERALLY DO NOT FUND REQUESTS FOR OPERATING EXPENSES. AGENCIES APPLYING FOR FUNDS SHOULD BE SERVING THE CITIZENS OF SOUTH CAROLINA.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ANDERSON AREA YMCA
201 EAST REED ROADANDERSONSC29621PCSCHOLARSHIPS FOR CHILDCARE$10,000
ANDERSON AVIATION ASSN
100 VINE STREETANDERSONSC29621PCHURRICANE HELENE RELIEF$50,000
ANDERSON COUNTY PAWS
PO BOX 8002ANDERSONSC29621PCSTAFFING NEEDS$50,000
ANDERSON EMERGENCY KITCHEN
PO BOX 515ANDERSONSC29621PCGENERAL SUPPORT$5,000
ANDERSON FREE CLINIC
PO BOX 728ANDERSONSC29622PCHEALTHCARE SERVICES FOR LOW INCOME$30,000
ANDERSON INTERFAITH MINISTRIES
1202 S MURRAY AVEANDERSONSC29624PCEMPLOYMENT PATHWAYS PROGRAM$10,000
ANDERSON PREGNANCY CARE
PO BOX 6161ANDERSONSC29623PCPARENT AND ULTRASOUND$7,500
ANDERSON SCHOOL DIST 5
PO BOX 439ANDERSONSC29622GOVASST FOR HOMELESS STUDENTS$20,000
ANDERSON UNIVERSITY
316 BLVDANDERSONSC29621PCSCHOLARSHIP ENDOWMENT$150,000
ASHER HOUSE
138 N MAIN STANDERSONSC29621PCDROP IN CENTER$10,000
BLUE RIDGE COUNCIL BSA
1 PARK PLAZAGREENVILLESC29607PCSUPPORT BSA PROGRAM$10,000
CALVARY HOME FOR CHILDREN
110 CALVARY HOME CIRCLEANDERSONSC29621PCFOSTER CARE TRAINING$5,000
CAMPIONS CTR FOR SPECIAL CHILDREN
1700 SOUTH FANT STREETANDERSONSC29624PCCLASSROOMS$5,000
CANCER ASSOC OF ANDERSON
215 EAST CALHOUN STREETANDERSONSC29621PCCANCER CARE PROGRAM$20,000
CLAFLIN UNIVERSITY
400 MAGNOLIA STORANGEBURGSC29115PCSCHOLARSHIP ENDOWMENT$100,000
CLEAN START
219 TOWNSEND STREETANDERSONSC29625PCGENERAL SUPPORT$5,000
CLEMSON UNIVERSITY
118 LONG HALLCLEMSONSC29634GOVSCHOLARSHIP ENDOWMENT$100,000
CONVERSE UNIVERSITY
580 E MAIN STSPARTANBURGSC29302PCSCHOLARSHIP ENDOWMENT$100,000
ETV ENDOWMENT OF SC
401 E KENNEDY STSPARTANBURGSC29302PCCHILDRENS PROGRAMMING$15,000
FAMILY PROMISE OF ANDERSON COUNTY
PO BOX 1466ANDERSONSC29622PCASST FOR HOMELESS$15,000
FIRST LIGHT
216 EAST CALHOUN STREETANDERSONSC29621PCFACILITY DOG PROGRAM$25,000
FOOTHILLS COMMUNITY FOUNDATION
100 ANMED FOUNDATION DRANDERSONSC29621PCFUND SEMINARS$3,500
GIRLS SCOUTS OF SCMTNS TO MIDLANDS
5 INDEPENDENCE POINTGREENVILLESC29615PCGIRL SCOUT PROGRAM IN ANDERSON$10,000
GOOD NEIGHBOR CUPBOARD
313 S TOWERSANDERSONSC29624PCGENERAL SUPPORT$10,000
HABITAT FOR HUMANITY
210 SOUTH MURRAY AVEANDERSONSC29624PCNEW HOME CONSTRUCTION$15,000
HAVEN OF REST MINISTRIES
PO BOX 466ANDERSONSC29622PCGENERAL SUPPORT$15,000
HOME WITH A HEART
220 JAMES MATTISON ROADLIBERTYSC29657PCGENERAL SUPPORT$5,000
HOSPICE OF THE UPSTATE
1835 ROGERS ROADANDERSONSC29621PCCERTIFICATION PROGRAM$15,000
INSPIRE ABILITIES OF ANDERSON
124 MCGEE ROADANDERSONSC29625PCGENERAL SUPPORT$50,000
LANDER UNIVERSITY
320 STANLEY AVENUEGREENWOODSC29649SO III FISCHOLARSHIP ENDOWMENT$100,000
MEALS ON WHEELS
PO BOX 285ANDERSONSC29622PCRAW FOOD BUDGET$25,000
MUSCHOLLINGS CANCER CENTER
179 ASHLEY AVECHARLESTONSC29425SO III FISCHOLARSHIP ENDOWMENT$100,000
NEW FOUNDATIONS HOME OF CHILDREN
2300 STANDRIDGE ROADANDERSONSC29625PCFLOORING REPLACEMENT$10,000
PEACE CENTER
300 S MAIN STGREENVILLESC29601PCSTUDENT MATINEES AND ARTIST RESIDENC$10,000
PLAY SAFE
713 E GREENVILLE STREETANDERSONSC29621PCANDERSON COUNTY STUDENTS$10,000
PRESBYTERIAN COLLEGE
503 SOUTH BROAD STREETCLINTONSC29325PCSCHOLARSHIP ENDOWNMENT$100,000
ROCKY RIVER CONSERVANCY
1311 OLD WILLIAMSTON RDANDERSONSC29621PCGENERAL SUPPORT$20,000
SECOND CHANCE CHURCH
3233 ML KING JR BLVDANDERSONSC29625PCGENERAL SUPPORT$150,000
SECOND HARVEST FOOD BANK
311 ALLIANCE PKWYWILLIAMSTONSC29697PCPALLET WRAPPER$12,500
SHALOM HOUSE MINISTRIES
349 BLAKE DAIRY ROADBELTONSC29627PCREPAIRS/UPDATES$12,000
SOUTH MAIN BAPTIST CHURCH
PO BOX 1093GREENWOODSC29648PCGENERAL SUPPORT$20,000
SOUTH MAIN CHAPEL AND MERCY CENTER
PO BOX 13545ANDERSONSC29622PCGENERAL SUPPORT$10,000
THE BRIDGE CENTER RECOVERY
2403 W WHITNER STANDERSONSC29624PCLAND PURCHASE$20,000
THE CITADEL
171 MOULTRIE STREETCHARLESTONSC29409GOVSCHOLARSHIP ENDOWMENT$100,000
THE PERIOD PROJECT
PO BOX 402GREENVILLESC29603PCGENERAL SUPPORT$10,000
THE POTTER'S PLACE
738 CLAYTON STREETCENTRALSC29630PCREPAIR GARDEN PATHWAY$5,000
THE SALVATION ARMY
PO BOX 43ANDERSONSC29622PCGENERAL SUPPORT$30,000
TRI-COUNTY
PO BOX 587PENDLETONSC29670GOVENDOWMENT SCHOLARSHIP$200,000
UNITED WAY OF ANDERSON COUNTY
PO BOX 2067ANDERSONSC29622PCWEEKEND SNACKPACK PROGRAM$15,000
VETS HELPING VETS ANDERSON
213 BROWN RDANDERSONSC29621PCGENERAL SUPPORT$10,000
WOFFORD COLLEGE
429 N CHURCH STSPARTANBURGSC29303PCSCHOLARSHIP ENDOWMENT$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,935,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,256,177ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,661,671ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$3,917,848ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,917,848TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$6,900Amt
Disbursements Charitable Prps$3,450DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp

FieldValueIRS element (for citing)
PropertyDEPRECIATIONPropertyDesc
Current Year Expense$8,042CurrentYearExpenseAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (6 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
CHARLES SCHWAB-39332024-01PURCHASE2024-12$894,562$898,897-$4,335
CHARLES SCHWAB-39332023-01PURCHASE2024-12$1,601,806$1,600,926$880
CHARLES SCHWAB-49842024-01PURCHASE2024-12$48,431$52,278-$3,847
CHARLES SCHWAB-49842023-01PURCHASE2024-12$1,013,962$909,027$104,935
TRUIST-10772024-01PURCHASE2024-12$16,363,353$15,897,076$466,277
TRUIST-10772023-01PURCHASE2024-12$17,046,554$15,118,551$1,928,003

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$19,032,554EOYBookValueAmt
EOYFMV$19,032,554EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCOMMON STOCKStockNm
EOY Book Value$19,360,624EOYBookValueAmt
EOYFMV$19,360,624EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$10,133,759USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$10,133,759USGovtObligationsEOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (5 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
BUILDING IMPROVMENTS$81,030$64,937$16,093
BUILDINGS$239,997$159,911$80,086$424,597
FURNITURE AND FIXTURES$57,683$54,290$3,393
OFFICE EQUIPMENT$17,261$13,188$4,073$5,198
VEHICLE$78,792$78,792

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryINDIRECT LEGAL FEESCategoryTxt
Legal Fees$2,752LegalFeesAmt
Disbursements Charitable Prps$1,376DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescALTERNATIVE INVESTMENTSDesc
BOY Book Value$2,019,997BOYBookValueAmt
EOY Book Value$1,006,843EOYBookValueAmt
EOYFMV$1,006,843EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
DUES & SUBSCRIPTIONS$1,152$576$576
GENERAL INSURANCE$7,503$3,751$3,752
OFFICE EXPENSE$15,720$7,860$7,860
REPAIRS & MAINTENANCE$14,207$7,103$7,104

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINSDesc
Amt$3,414,370Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$224,230Amt
Net Investment Income$224,230NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXESCategoryTxt
Amt$117,500Amt