UNITED COMMUNITY BANK FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- UNITED COMMUNITY BANK FOUNDATION INC (EIN 84-5077948)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-11
- IRS object ID
- 202211319349106226
- 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
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-11T18:30:48-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 485 Lexington Avenue Floor 11 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172619 | 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 | 845077948 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | United Community Bank Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 7068353919 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 West Washington Street 700 | AddressLine1Txt |
| City | Greenville | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Alan Kumler | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2022-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Alan | PersonFirstNm |
| Person Last | Kumler | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Toby Kerslake | PreparerPersonNm |
| PTIN | P01875806 | PTIN |
| Phone | 2125725500 | PhoneNum |
| 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 | $10,480,294 | 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 | $506,510 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $151,880 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $151,880 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $52,716 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,211,916 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $52,716 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $711,106 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $204,596 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $540 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $270 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,060 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $20,780 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,780 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $0 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $3,000 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,000 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $30,380 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,050 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $276,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $276,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $307,030 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,050 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $279,650 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $404,076 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $183,546 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,945,000 | CashBOYAmt |
| Cash EOY | $1,165,260 | CashEOYAmt |
| Cash EOYFMV | $1,165,260 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $0 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $148,984 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $148,984 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,034,832 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,166,050 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,945,000 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,349,076 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,480,294 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $9,945,000 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,349,076 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,945,000 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,349,076 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,945,000 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,349,076 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,945,000 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $404,076 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,349,076 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,349,076 | 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 |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $3,211,916 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,159,200 | CostOrOtherBasisAmt |
| Gain Or Loss | $52,716 | GainOrLossAmt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $52,716 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $52,716 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,551 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,551 | SubtotalAmt |
| Tax Based On Investment Income | $2,551 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $58 | EsPenaltyAmt |
| Tax Due | $2,609 | TaxDueAmt |
| Refund | $0 | RefundAmt |
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 | https://www.ucbi.com/ucb-foundation/ | WebsiteAddressTxt |
| Individual With Books | Alan Kumler | IndividualWithBooksNm |
| Phone | 7068353919 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 West Washington Street 700 | AddressLine1Txt |
| City | Greenville | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29601 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| H Lynn Harton | ||||||||
| 2 West Washington Street | Greenville | SC | 29601 | President/Chairman | 1.000 | $0 | $0 | $0 |
| Melinda Davis Lux | ||||||||
| 2 West Washington Street | Greenville | SC | 29601 | Secretary/Director | 1.000 | $0 | $0 | $0 |
| Alan H Kumler | ||||||||
| 2 West Washington Street | Greenville | SC | 29601 | Treasurer | 1.000 | $0 | $0 | $0 |
| Francie Staub | ||||||||
| 2 West Washington Street | Greenville | SC | 29601 | Director | 1.000 | $0 | $0 | $0 |
| Flavia Horton | ||||||||
| 2 West Washington Street | Greenville | SC | 29601 | Director | 1.000 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
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 | $5,625,192 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,477,081 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,102,273 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $10,102,273 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $151,534 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,950,739 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $497,537 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $497,537 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,551 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,551 | TotalTaxAmt |
| Distributable Before Adj | $494,986 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $494,986 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $494,986 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $279,650 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $279,650 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $494,986 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $17,243 | UndistributedIncomePYAmt |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $279,650 | QualifyingDistributionsAmt |
| Applied To Year1 | $17,243 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $262,407 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $232,579 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (112 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| K9s For Warriors | |||||||
| 114 Camp K9 Road | Ponte Vedra Beach | FL | 32801 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $625 |
| 2nd Alarmers Association of St Johns County | |||||||
| 3657 Gaines Road | St Augustine | FL | 32084 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $1,250 |
| Advocates for Animals of WNC | |||||||
| 43 Nighthawk Drive | Sylva | NC | 28779 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $2,000 |
| American Heart Association | |||||||
| 156 Mile Stone Way A | Greenville | SC | 29615 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $10,000 |
| Animal Coalition of Tampa Inc | |||||||
| 8501 Laude Lane | Tampa | FL | 33614 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $375 |
| Asheville Buncombe Community Christian Ministry | |||||||
| 20 20th Street | Asheville | NC | 28806 | None | PC | This donation is designated equally to Veteran Educational Scholarships and Veteran & Family Housing Assistance in the following counties: Transylvania and Henderson Counties, Jackson County, Johnston County, and Swain County. | $4,000 |
| Big Brothers Big Sisters of the Lowcountry | |||||||
| 4151 Spruill Ave | North Charleston | SC | 29405 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $1,000 |
| Blount County Foster Parent Association | |||||||
| 2753 Greenway Drive | Maryville | TN | 37803 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $1,000 |
| Blount County Humane Society | |||||||
| 1005 E Broadway Ave | Maryville | TN | 37804 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $500 |
| Boys & Girls Club of Lanier | |||||||
| 1 Positive Place | Gainesville | GA | 30501 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $15,000 |
| Boys & Girls Club of the Grand Strand | |||||||
| 1000 Dunbar Street | Myrtle Beach | SC | 29577 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $3,500 |
| Boys & Girls Club of the Plateau | |||||||
| 42 Community Place Box 1812 | Cashiers | NC | 28717 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $1,000 |
| Boys and Girls Club of North Georgia | |||||||
| 101 Freedom Way | Jasper | GA | 30143 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $5,000 |
| Breath to Life Ministries | |||||||
| 133 Carbone Lane | Clayton | NC | 27527 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $1,000 |
| Brother Wolf Animal Rescue | |||||||
| 31 Glendale Ave | Asheville | NC | 28803 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $1,000 |
| Carolina Raptor Center | |||||||
| 6000 Sample Road | Huntersville | NC | 28078 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $500 |
| Castoff Pet Rescue | |||||||
| 92 Jordan Road | Blairsville | GA | 30512 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $500 |
| Center for Community Services | |||||||
| 1102 Howard Drive Building 7 | Simpsonville | SC | 29681 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $1,000 |
| Charlotte Black Dogs | |||||||
| 5120 Rea Road | Charlotte | NC | 28226 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $500 |
| Clayton Chamber Foundation | |||||||
| 301 E Main Street | Clayton | NC | 27520 | None | PC | This donation is designated to the Clayton County Foundation First Responders Assistance Fund. | $1,000 |
| Communities of Coastal Georgia Foundation Inc | |||||||
| 1626 Frederica Road Suite 201 | St Simsons Island | GA | 31522 | None | PC | This donation is designated to the Carl Alexander Memorial Fund. | $1,000 |
| Dabos All In Team Foundation | |||||||
| PO 1585 | Clemson | SC | 29633 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $5,000 |
| Dade County Association of Fire Fighters Charities Inc | |||||||
| 8000 NW 21 Street Street Suite 222 | Doral | FL | 33122 | None | PC | This donation is designated to the Miami-Dade Firehouse Station 76. | $625 |
| Delta Research and Educational Foundation | |||||||
| 1703 New Hampshire Ave NW | Washington | DC | 20009 | None | PC | This donation is designated to research and education initiatives. | $5,200 |
| Dontes Den Foundation | |||||||
| 6801 283 Road Street E | Myakka City | FL | 34251 | None | POF | This donation is designated to the Semper Paw Military Assistance Program. | $1,250 |
| East Roane County Volunteer Fire Department | |||||||
| 853 New Midway Road | Kingston | TN | 37763 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $1,000 |
| Florida Community Loan Fund | |||||||
| 800 N Magnolia Ave Suite 106 | Orlando | FL | 32803 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $4,500 |
| Folds of Honor | |||||||
| 9500 N 129th E Ave Suite 235 | Owasso | OK | 74055 | None | PC | This donation is designated to the Folds of Honor North Florida Chapter. | $2,500 |
| Furman University | |||||||
| 3300 Poinsett Highway | Greenville | SC | 29613 | None | PC | This donation is designated to The Womens Leadership Institute of Furman. | $10,000 |
| Gary Sinise Foundation | |||||||
| PO Box 368 | Woodland Hills | CA | 91365 | None | PC | This donation is designated to the organizations Central Florida Chapter. | $1,250 |
| Georgia Minority Supplier Development Council | |||||||
| 759 W Peachtree Street NW 107 | Atlanta | GA | 30308 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $1,000 |
| Girls Inc of Greater Atlanta | |||||||
| 461 Manget Street SE | Marietta | GA | 30060 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $1,000 |
| Gold Shield Foundation | |||||||
| 14808 Farnham Way | Tampa | FL | 33624 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $1,250 |
| Golden Isles Veterans Village Initiative Inc | |||||||
| 130 Edge Water Drive | Brunswick | GA | 31525 | None | PC | This donation is designated to home building. | $1,000 |
| Golden Isles Youth Orchestra | |||||||
| PO Box 603 | Brunswick | GA | 03152 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $1,000 |
| Grace Church | |||||||
| 2801 Pelham Road | Greenville | SC | 29615 | None | PC | This donation is designated to the organizations housing ministry program. | $5,000 |
| Greenville Little Theatre (Greenville Theatre) | |||||||
| 444 College Street | Greenville | SC | 29601 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $10,000 |
| Grey Team Inc | |||||||
| 1181 South Rogers Circle Suite 28 | Boca Raton | FL | 33487 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $625 |
| Habitat For Humanity - Coosa Valley | |||||||
| 504 E 1st Ave | Rome | GA | 301613234 | None | PC | This donation is designated to the Veterans Build/Repair Initiative. | $1,000 |
| Habitat for Humanity North Western Metro Atlanta | |||||||
| 1625 Spring Road SE | Smyrna | GA | 30080 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $1,000 |
| Habitat for Humanity of Fannin & Gilmer Co | |||||||
| 4187 E 1st Street | Blue Ridge | GA | 30513 | None | PC | This donation is designated to the organizations Veterans Build initiative. | $500 |
| Habitat For Humanity Towns & Union Counties Inc | |||||||
| 225 Wellborn Street | Blairsville | GA | 30512 | None | PC | This donation is designated to the Veterans Build/Repair Initiative. | $500 |
| Habitat for Humanity TownsUnion Counties | |||||||
| 225 Wellborn Street | Blairsville | GA | 30512 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $2,500 |
| Helen Ross McNabb Foundation | |||||||
| 200 Tech Center Drive | Knoxville | TN | 37912 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $1,000 |
| Hispanic Alliance | |||||||
| 225 South Pleasantburg Drive | Greenville | SC | 29607 | None | PC | This donation is designated to programs that provide opportunities for success and prosperity. | $5,000 |
| Homes of Hope Inc | |||||||
| 3 Dunean Street | Greenville | SC | 29611 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $5,000 |
| Humane Society of Naples | |||||||
| 370 Airport Pulling Road N | Naples | FL | 34104 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $625 |
| Humane Society of South Costal Georgia | |||||||
| 4627 US-17 | Brunswick | GA | 31525 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $1,000 |
| Humane Society of the Tennessee Valley | |||||||
| 6717 Kingston Pike | Knoxville | TN | 37919 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $1,000 |
| Humane Societys Mountain Shelter | |||||||
| 129 Bowling Gap Circle | Blairsville | GA | 30512 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $500 |
| Izzies Pond | |||||||
| 335 Ross Road | Liberty | SC | 29657 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $625 |
| James F Byrnes Foundation | |||||||
| 2711 Middleburg Drive | Columbia | SC | 29204 | None | PC | This donation is designated to student scholarships. | $5,000 |
| Junior Achievement of Central Florida | |||||||
| 2121 Camden Road | Orlando | FL | 32803 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $5,000 |
| Keeper of the Wild | |||||||
| 1606 Coolers Dairy Road | Walterboro | SC | 29488 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $1,250 |
| Knox County Rescue | |||||||
| 512 N Chilhowee Drive | Knoxville | TN | 37924 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $1,000 |
| Lead Academy | |||||||
| 804 Mauldin Road | Greenville | SC | 29607 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $1,000 |
| Magnolia Fawn Rescue | |||||||
| 1066 Hayes Drive | Gray Court | SC | 29645 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $625 |
| MaryvilleAlcoa Animal Rescue | |||||||
| 426 Home Ave | Maryville | TN | 37801 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $500 |
| McKenna Farms Therapy Services | |||||||
| 3044 Due West Road | Dallas | GA | 30157 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $1,000 |
| Mid East Community Action Agency | |||||||
| 315 E Race Street | Kingston | TN | 37763 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $1,000 |
| National Fallen Firefighters Foundation | |||||||
| 552 Deepwater Court | Inman | SC | 29349 | None | PC | This donation is designated to the Greenville County 9/11 Memorial Stair Climb. | $2,500 |
| North Georgia Community Foundation | |||||||
| 615 Oak Street Suite F1300 | Gainesville | GA | 30501 | None | PC | This donation is designated to the City of Laurens Police Department (201 W. Main Street Suite B. Laurens, SC 29360). The recipient organization can use the funds as needed. | $625 |
| North Georgia Community Foundation | |||||||
| 615 Oak Street Suite F1300 | Gainesville | GA | 30501 | None | PC | This donation is designated to the Laurens County Sheriff's Office (PO Box 68 Laurens, SC 29360). The recipient organization can use the funds as needed. | $625 |
| North Georgia Community Foundation | |||||||
| 615 Oak Street Suite F1300 | Gainesville | GA | 30501 | None | PC | This donation is designated to the Lumpkin County Sheriff's Office (385 E Main St, Dahlonega, GA 30533). The recipient organization can use the funds as needed. | $1,000 |
| North Georgia Community Foundation | |||||||
| 615 Oak Street Suite F1300 | Gainesville | GA | 30501 | None | PC | This donation is designated to the Marietta Police Department (240 Lemon St NE, Marietta, GA 30060) Explorers Program. | $1,000 |
| North Georgia Community Foundation | |||||||
| 615 Oak Street Suite F1300 | Gainesville | GA | 30501 | None | PC | This donation is designated to the Union County Fire Department (2507 Shoe Factory Rd, Blairsville, GA 30512). The recipient organization can use the funds as needed. | $1,000 |
| North Georgia Community Foundation | |||||||
| 615 Oak Street Suite F1300 | Gainesville | GA | 30501 | None | PC | This donation is designated to Veterans and Friends, Inc. (1608 Dartmoor Ave NW Concord NC 28027). | $1,000 |
| North Lee Elementary PTO | |||||||
| 205 Sequoia Road | Cleveland | TN | 37312 | None | PC | This donation is designated for purchasing supplies for the the school resource officer. | $500 |
| Northside Development Group | |||||||
| 501 Howard Street Suite A | Spartanburg | SC | 29303 | None | PC | This donation is designated to the Start:ME program. | $10,000 |
| Officer Moats Foundation | |||||||
| 129 Downey Drive | Maryville | TN | 37801 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $1,000 |
| One80 Place | |||||||
| 35 Walnut Street | Charleston | SC | 29403 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $1,250 |
| OnTrack Financial Education & Counseling | |||||||
| 50 S French Broad Ave Suite 227 | Asheville | NC | 28801 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $5,000 |
| Peace Center | |||||||
| 102 W Maple Ave | Langhorne | PA | 190472820 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $2,500 |
| Pebble Ministry Inc | |||||||
| PO Box 1853 | Clarksville | GA | 30523 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $1,000 |
| Pet Alliance of Greater Orlando | |||||||
| 2727 Conroy Road | Orlando | FL | 32839 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $1,250 |
| Phillis Wheatley Community Center | |||||||
| 40 John McCarroll Way | Greenville | SC | 29607 | None | PC | This donation designated to the Repertory Theatre for Youth. | $2,500 |
| Premature Millionaires Inc | |||||||
| 33 Market Point Drive | Greenville | SC | 29607 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $1,000 |
| PROPEL Inc | |||||||
| 2500 NW 5th Ave | Boca Raton | FL | 33431 | None | PC | This donation is designated to programs that support the academic and social-emotional needs those being served. | $10,000 |
| Qualla Volunteer Fire and Rescue Department | |||||||
| 147 Shoal Creek Church Loop | Whittier | NC | 28789 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $1,000 |
| Rabun Paws 4 Life Inc | |||||||
| 261 Boen Creek Road | Tiger | GA | 30576 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $1,000 |
| Red Barn Rescue Inc | |||||||
| 1577 Shotwell Road | Clayton | NC | 57550 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $1,000 |
| Rome for the Rescues | |||||||
| 175 Shoals Ferry Road | Rome | GA | 30161 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $1,000 |
| Rosman Fire Rescue | |||||||
| 624 Pickens Hwy | Rosman | NC | 28772 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $500 |
| Safe Harbor | |||||||
| 429 North Main Street | Greenville | SC | 29601 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $500 |
| SE Tennessee State Veterans Home Council | |||||||
| PO Box 11328 | Murfreesboro | TN | 37129 | None | PC | This donation is designated to the Cleveland/Bradley Veterans Home Build. | $1,000 |
| SEND Relief | |||||||
| 4200 North Point Pkwy | Alpharetta | GA | 30022 | None | PC | This donation is designated to the Restoring Dignity program in Georgia. The funds will be used to purchase personal items and necessities for children in Region 2 of North Georgia when they are taken from their home by the Division of Family and Children Services and put into the foster care system. | $1,000 |
| Service Dogs for Veterans | |||||||
| 4359 Wade Hampton Blvd Box 965 | Taylors | SC | 29687 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $1,250 |
| Shangri-La Therapeutic Academy of Riding | |||||||
| 11800 US-11 East | Lenoir City | TN | 37772 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $1,000 |
| Smokey Mountain Service Dogs | |||||||
| 110 Tooweka Circle | Loudon | TN | 377742609 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $1,000 |
| SPCA of Bradley County TN | |||||||
| 1570 Johnson Blvd | Cleveland | TN | 37311 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $1,000 |
| Special Operations Warrior Foundation | |||||||
| 1137 Marbella Plaza Drive | Tampa | FL | 33619 | None | PC | This donation is designated for scholarships. | $375 |
| Swain County Rescue Squad | |||||||
| 111 Bryson Walk | Bryson City | NC | 28713 | None | PC | This donation is designated to the purchase of equipment and training. | $1,000 |
| The Childrens Development Academy | |||||||
| 89 Grove Way | Roswell | GA | 30075 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $5,000 |
| The Lens Foundation | |||||||
| 171 Church Street Suite 330 | Charleston | SC | 29401 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $1,250 |
| The Lost Vets Rescue | |||||||
| 2146 Big Springs Road | Maryville | TN | 37801 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $1,000 |
| The Museum Association Greenville County Museum of Art | |||||||
| 420 College Street | Greenville | SC | 29601 | None | PC | This donation is designated to the organizations Antiques, Fine Art and Design Weekend in October 2021. | $50,000 |
| The North East Georgia Homeless Veterans Shelter | |||||||
| 80 King Street | Winder | GA | 30680 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $1,000 |
| The Professional Fire Fighters and Paramedics Association of North Carolina | |||||||
| 5540 McNeely Drive 101 | Raleigh | NC | 27612 | None | PC | This donation is designated to the Greater Lake Norman Area (which includes Statesville, Mooresville, Davidson, etc). | $1,000 |
| The Salvation Army Boys & Girls Club | |||||||
| 417 Rutherford Street | Greenville | SC | 29609 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $500 |
| Tiger Haven | |||||||
| 237 Harvey Road | Kingston | TN | 37763 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $1,000 |
| Transylvania County Rescue Squad | |||||||
| 233 Fisher Road | Brevard | NC | 28712 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $500 |
| TRED | |||||||
| 436 Broad Street | Rome | GA | 30161 | None | PC | This donation is designated to the Floyd County Santa Bike Patrol Program. | $1,000 |
| United Ministries | |||||||
| 606 Pendleton Street | Greenville | SC | 29601 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $1,000 |
| United Way of Broward County | |||||||
| 1300 S Andrews Ave | Fort Lauderdale | FL | 33316 | None | PC | This donation is designated to the MISSION UNITED program which supports Veterans and their families. | $625 |
| Unity Sports Soccer Club | |||||||
| 115 Marlboro Drive | Greenville | SC | 29605 | None | PC | This donation is designated to the annual MLK breakfast program that benefit the soccer club. | $2,000 |
| Upstate Circle of Friends | |||||||
| 29 Ridgeway Drive | Greenville | SC | 29605 | None | PC | This donation is designated to the Maranatha Farms community garden, located on the Upstate Circle of Friends campus. | $1,500 |
| Upstate Pride SC | |||||||
| 3720 Boiling Springs Road Suite F | Boiling Springs | SC | 29316 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $1,000 |
| Upstate Warrior Solutions | |||||||
| 3 Caledon Court A-2 | Greenville | SC | 29615 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $2,500 |
| Wildlife Rehab of Greenville | |||||||
| PO Box 1801 | Greenville | SC | 29602 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $2,500 |
| Woodlands Camp and Conference Center | |||||||
| 1242 Old Blue Creek Road | Cleveland | GA | 30528 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $1,000 |
| Wounded Warrior Project Inc | |||||||
| 4899 Belfort Road Suite 300 | Jacksonville | FL | 32256 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $325 |
| Youth Corps | |||||||
| 1343 Garner Lane | Columbia | SC | 29210 | None | PC | This is an unrestricted donation. The organization can use the funds as needed in furtherance of its charitable purpose. | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $276,650 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $151,880 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $52,716 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $204,596 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $204,596 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| United Community Bank | ||||||
| 1 | 125 Highway 515 East | Blairsville | GA | 30512 | $6,060 | Yes (X) |
| Aquesta Bank | ||||||
| 2 | 19510 Jetton Rd | Cornelius | NC | 28031 | $500,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $6,060 | Amt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Organizations Eligible to Receive Grants | IdentifierTxt |
| Form And Line Reference | Form 990-PF, Part XIV, Line 2a | FormAndLineReferenceDesc |
| Medium Explanation | The Foundation makes grants solely to public charities described in sections 501(c)(3) and 509(a)(1) or (2) of the Code, and certain types of supporting organizations described in section 509(a)(3) thereof (except for Type III non-functionally integrated supporting organizations), primarily within the communities in which United Community Bank operates. Currently, the Foundation does not require an application form or grant proposal. Rather, at this time, proposed philanthropic endeavors are presented to the governing board by employees and managers of United Community Bank. The governing board's selection process focuses on philanthropic endeavors that emphasize economic empowerment, artistic expression, housing strategies and youth development. In the future, the Foundation anticipates implementing a grant application process and considering external grant requests as well. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Publicly traded securities | StockNm |
| EOY Book Value | $9,034,832 | EOYBookValueAmt |
| EOYFMV | $9,166,050 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $540 | LegalFeesAmt |
| Net Investment Income | $270 | NetInvestmentIncomeAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Dues and subscriptions | Desc |
| Revenue And Expenses Per Books | $3,000 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $3,000 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Bank fees | CategoryTxt |
| Amt | $20,780 | Amt |
| Net Investment Income | $20,780 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| United Community Bank | |||
| 125 Highway 515 East | Blairsville | GA | 30512 |
| Aquesta Bank | |||