JOLLEY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: JOLLEY FOUNDATION (EIN 57-6024996)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-11-11
IRS object ID: 202233159349102813
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
Accounting Fees Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Investments Other Schedule2
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-11-11T16:19:51-06:00	ReturnTs
Tax Period End	2021-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	440160260	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	FORVIS LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	500 RIDGEFIELD COURT	AddressLine1Txt
City	ASHEVILLE	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	28806	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	576024996	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE JOLLEY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	JOLL	BusinessNameControlTxt
Phone	8003523705	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	6325 S RAINBOW BLVD STE 300	AddressLine1Txt
City	LAS VEGAS	CityNm
State Abbreviation	NV	StateAbbreviationCd
ZIP	89118	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JAMES M BRUCE III	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	8003523705	PhoneNum
Signature	2022-11-11	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	JAMES	PersonFirstNm
Person Last	BRUCE III	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	AMY BIBBY	PreparerPersonNm
PTIN	P00445891	PTIN
Phone	8282542254	PhoneNum
Preparation	2022-11-04	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

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	$49,064,091	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$793,466	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$793,466	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$3,168,775	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$3,168,775	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$3,168,775	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$577	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$0	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$3,962,818	TotalRevAndExpnssAmt
Total Net Invst Incm	$3,962,241	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$9,500	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$4,750	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$4,750	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$78,015	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$39,007	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$39,008	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$36,824	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$27,494	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$145,996	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$145,977	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$19	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$270,335	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$217,228	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$43,777	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$3,347,801	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$3,347,801	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$3,618,136	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$217,228	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$3,391,578	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$344,682	ExcessRevenueOverExpensesAmt
Net Investment Income	$3,745,013	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$7,949	CashBOYAmt
Cash EOY	$13,299	CashEOYAmt
Cash EOYFMV	$13,299	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$2,268,651	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$1,474,137	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$1,474,137	SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl	$400,000	OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct	$0	OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY	$400,000	OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY	$400,000	OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV	$400,000	OtherNtsAndLoansRcvblEOYFMVAmt
US Government Obligations BOY	$4,758,842	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$4,587,242	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$4,655,275	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$17,109,836	CorporateStockBOYAmt
Corporate Stock EOY	$18,437,178	CorporateStockEOYAmt
Corporate Stock EOYFMV	$28,993,119	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$4,008,155	CorporateBondsBOYAmt
Corporate Bonds EOY	$4,342,042	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$4,340,280	CorporateBondsEOYFMVAmt
Other Investments BOY	$7,683,676	OtherInvestmentsBOYAmt
Other Investments EOY	$7,190,188	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$9,187,981	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$36,237,109	TotalAssetsBOYAmt
Total Assets EOY	$36,444,086	TotalAssetsEOYAmt
Total Assets EOYFMV	$49,064,091	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$37,527,970	CapitalStockBOYAmt
Capital Stock EOY	$37,390,265	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	-$1,290,861	RetainedEarningBOYAmt
Retained Earning EOY	-$946,179	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$36,237,109	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$36,444,086	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$36,237,109	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$36,444,086	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$36,237,109	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$344,682	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$36,581,791	SubtotalAmt
Other Decreases	$137,705	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$36,444,086	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SHORT TERM GAIN	P	$278,694	$278,694	$278,694
LONG TERM GAIN	P	$2,611,166	$2,611,166	$2,611,166
CAPITAL GAINS DIVIDENDS	P	$278,915	$278,915	$278,915

Field	Value	IRS element (for citing)
Capital Gain Net Income	$3,168,775	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$52,056	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$52,056	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$52,056	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$5,962	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$5,962	TotalPaymentsAndCreditsAmt
Es Penalty	$167	EsPenaltyAmt
Tax Due	$46,261	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	NV	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	WELLS FARGO BANK NA	IndividualWithBooksNm
Phone	8003523705	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	100 NORTH MAIN STREET FL6 D4001-065	AddressLine1Txt
City	WINSTON SALEM	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	27101	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
ANDREW K CHRISTIAN
WELLS FARGO BANK PO BOX 969	GREENVILLE	SC	29602	CO TRUSTEE	4.00	$0	$0	$0
JOLLEY BRUCE CHRISTMAN
WELLS FARGO BANK PO BOX 969	GREENVILLE	SC	29602	CO TRUSTEE	4.00	$0	$0	$0
JAMES M BRUCE III
WELLS FARGO BANK PO BOX 969	GREENVILLE	SC	29602	CO TRUSTEE	4.00	$0	$0	$0
JAMES M BRUCE IV
WELLS FARGO BANK PO BOX 969	GREENVILLE	SC	29602	CO TRUSTEE	4.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$46,209,756	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$2,057,370	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$48,267,126	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$48,267,126	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$724,007	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$47,543,119	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$2,377,156	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$2,377,156	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$52,056	TaxBasedOnInvestmentIncomeAmt
Total Tax	$52,056	TotalTaxAmt
Distributable Before Adj	$2,325,100	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$2,325,100	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$2,325,100	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$3,391,578	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$3,391,578	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$2,325,100	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr4	$68,663	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$754,103	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$600,981	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$649,803	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$2,073,550	TotalExcessDistributionCyovAmt
Qualifying Distributions	$3,391,578	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$2,325,100	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$1,066,478	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$3,140,028	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$3,140,028	ExcessDistriCyovToNextYrAmt
Excess From Year4	$68,663	ExcessFromYear4Amt
Excess From Year3	$754,103	ExcessFromYear3Amt
Excess From Year2	$600,981	ExcessFromYear2Amt
Excess From Year1	$649,803	ExcessFromYear1Amt
Excess From Current Year	$1,066,478	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	WELLS FARGO BANK NA	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	100 NORTH MAIN STREET FL6 D4001-065	AddressLine1Txt
City	WINSTONSALEM	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	27101	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	8882354351	RecipientPhoneNum
Form And Info And Materials	WELLSFARGO.COM/PRIVATE-FOUNDATIONS/JOLLYEY-FOUNDATION	FormAndInfoAndMaterialsTxt
Submission Deadlines	APRIL 1ST AND SEPTEMBER 1ST	SubmissionDeadlinesTxt
Restrictions On Awards	RESIDENTS OF GREENVILLE COUNTY, SC AND THE UPSTATE	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (79 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ALIANZA HISPANA HISPANIC ALLIANCE
225 S PLEASANTBURG DR	GREENVILLE	SC	29607	NONE	PC	GENERAL OPERATIONS	$90,000
CENTER FOR COMMUNITY SERVICES
1102 HOWARD DR BUILDING 7	SIMPSONVILLE	SC	29681	NONE	PC	GENERAL OPERATIONS	$40,000
CHILDRENS MUSEUM OF THE UPSTATE
300 COLLEGE ST	GREENVILLE	SC	29601	NONE	PC	GENERAL OPERATIONS	$25,000
COMMUNITY FOUNDATION OF GREENVILLE
630 E WASHINGTON ST	GREENVILLE	SC	29601	NONE	PC	GENERAL OPERATIONS	$87,500
FACES AND VOICES OF RECOVERY
10 G STREET NE	WASHINGTON	DC	20002	NONE	PC	GENERAL OPERATIONS	$75,000
FRIENDS OF MOMENTUM BIKE CLUBS
225 S PLEASANTBURG DR	GREENVILLE	SC	29607	NONE	PC	GENERAL OPERATIONS	$35,000
GOODWILL INDUSTRIES OF UPSTATE
2550 N PLEASANTBURG DR	GREENVILLE	SC	29609	NONE	PC	GENERAL OPERATIONS	$55,000
GREENVILLE LITERACY ASSOCIATION
225 S PLEASANTBURG DR	GREENVILLE	SC	29607	NONE	PC	GENERAL OPERATIONS	$40,000
HOMES OF HOPE
3 DUNEAN ST	GREENVILLE	SC	29611	NONE	PC	GENERAL OPERATIONS	$65,000
INSTITUTE FOR CHILD SUCCESS
613 E MCBEE AVE	GREENVILLE	SC	29601	NONE	PC	GENERAL OPERATIONS	$50,000
MEALS ON WHEELS OF GREENVILLE
15 OREGON ST	GREENVILLE	SC	29605	NONE	PC	GENERAL OPERATIONS	$40,000
MENTAL HEALTH AMERICA OF GREENVILLE
429 N MAIN ST	GREENVILLE	SC	29601	NONE	PC	GENERAL OPERATIONS	$18,100
MILL COMMUNITY MINISTRIES
8 LOIS AVE	GREENVILLE	SC	29611	NONE	PC	GENERAL OPERATIONS	$47,000
MOUNTAIN VIEW BAPTIST CHURCH
111 CAGLE ST	GREENVILLE	SC	29601	NONE	PC	GENERAL OPERATIONS	$162,000
NEIGHBORHOOD FOCUS
6915 WHITE HORSE RD	GREENVILLE	SC	29611	NONE	PC	GENERAL OPERATIONS	$50,000
NICHOLTOWN CHILD AND FAMILY COLLABORATIVE
40 JOHN MCCARROLL WAY	GREENVILLE	SC	29607	NONE	PC	GENERAL OPERATIONS	$40,000
PENDLETON PLACE INC
1133 PENDLETON ST	GREENVILLE	SC	29601	NONE	PC	GENERAL OPERATIONS	$70,000
PRIDE LINK
316 W STONE AVE	GREENVILLE	SC	29609	NONE	PC	GENERAL OPERATIONS	$50,000
PROJECT HOST
525 S ACADEMY ST	GREENVILLE	SC	29601	NONE	PC	GENERAL OPERATIONS	$10,000
PUBLIC EDUCATION PARTNERS
225 S PLEASANTBURG DR	GREENVILLE	SC	29607	NONE	PC	PROGRAM DEVELOPMENT	$85,000
REBUILD UPSTATE
601 GREEN AVE	GREENVILLE	SC	29601	NONE	PC	GENERAL OPERATIONS	$20,000
ROOT & REBOUND
1730 FRANKLIN ST 300	OAKLAND	CA	94612	NONE	PC	GENERAL OPERATIONS	$50,000
SLATER MARIETTA HEALTH AND HUMAN
3 MAIN ST	MARIETTA	SC	29661	NONE	PC	GENERAL OPERATIONS	$35,000
SOUTH CAROLINA INDEPENDENT COLLEGES
1706 SENATE ST	COLUMBIA	SC	29201	NONE	PC	GENERAL OPERATIONS	$50,000
SUSTAINING WAY
60 BAXTER ST	GREENVILLE	SC	29607	NONE	PC	GENERAL OPERATIONS	$88,500
SWITCH
PO BOX 5394	GREENVILLE	SC	29606	NONE	PC	GENERAL OPERATIONS	$30,000
TAYLORS FREE MEDICAL CLINIC INC
400 W MAIN ST	TAYLORS	SC	29687	NONE	PC	GENERAL OPERATIONS	$20,000
THE JULIE VALENTINE CENTER
2905 WHITE HORSE RD	GREENVILLE	SC	29611	NONE	PC	GENERAL OPERATIONS	$15,000
UNITED HOUSING CONNECTIONS
135 EDINBURGH CT	GREENVILLE	SC	29607	NONE	PC	GENERAL OPERATIONS	$80,000
UNITED NEGRO COLLEGE FUND
1805 7TH STREET NW	WASHINGTON	DC	20001	NONE	PC	GENERAL OPERATIONS	$35,000
UPSTATE CIRCLE OF FRIENDS
29 RIDGEWAY DR	GREENVILLE	SC	29605	NONE	PC	GENERAL OPERATIONS	$75,226
UPSTATE WARRIOR SOLUTION
3 CALEDON CT A-2	GREENVILLE	SC	29615	NONE	PC	GENERAL OPERATIONS	$70,000
YOUTHBASE
813 HAMPTON AVE	GREENVILLE	SC	29601	NONE	PC	GENERAL OPERATIONS	$40,000
AMERICAN GATEWAYS
314 E HIGHLAND MALL BLVD 501	AUSTIN	TX	78752	NONE	PC	GENERAL OPERATIONS	$5,000
BROOKLYN INSTITUTE OF
200 EASTERN PARKWAY	BROOKLYN	NY	11238	NONE	PC	GENERAL OPERATIONS	$5,000
CENTER FOR DEVELOPMENTAL SERVICES
29 N ACADEMY ST	GREENVILLE	SC	29601	NONE	PC	GENERAL OPERATIONS	$20,000
COASTAL COMMUNITY FOUNDATION
1691 TURNBULL AVE	NORTH CHARLESTON	SC	29405	NONE	PC	GENERAL OPERATIONS	$87,500
CONSTEE FOUNDATION INC
480 CONESTEE RD	GREENVILLE	SC	29605	NONE	PC	GENERAL OPERATIONS	$35,000
FOSTERING GREAT IDEAS
321 PIMLICO RD	GREENVILLE	SC	29607	NONE	PC	GENERAL OPERATIONS	$11,750
FOSTERING GREAT IDEAS
321 PIMLICO RD	GREENVILLE	SC	29607	NONE	PC	GENERAL OPERATIONS	$50,000
FOSTERING GREAT IDEAS
321 PIMLICO RD	GREENVILLE	SC	29607	NONE	PC	GENERAL OPERATIONS	$10,000
FOSTERING GREAT IDEAS
321 PIMLICO RD	GREENVILLE	SC	29607	NONE	PC	GENERAL OPERATIONS	$32,000
GREAT OUTDOOR ADVENTURE TRIPS INC
1220 LAURENS RD STE B	GREENVILLE	SC	29607	NONE	PC	GENERAL OPERATIONS	$12,000
GREENVILLE COUNTY HUMANE SOCIETY
305 AIRPORT RD	GREENVILLE	SC	29607	NONE	PC	GENERAL OPERATIONS	$40,000
GREENVILLE LIGHT OPERA WORKS
PO BOX 1155	MAULDIN	SC	29662	NONE	PC	GENERAL OPERATIONS	$20,000
GREENVILLE MEDICAL CLINIC
600 ARLINGTON AVE	GREENVILLE	SC	29601	NONE	PC	GENERAL OPERATIONS	$123,200
GREENVILLE TECH FOUNDATION
556 PERRY AVE SUITE B 110	GREENVILLE	SC	29611	NONE	PC	GENERAL OPERATIONS	$12,650
HABITAT FOR HUMANITY OF GREENVILLE COUNTY
PO BOX 1206	GREENVILLE	SC	29602	NONE	PC	GENERAL OPERATIONS	$34,000
HOMELESS PERIOD PROJECT
355 WOODRUFF ROAD SUITE 106	GREENVILLE	SC	29607	NONE	PC	GENERAL OPERATIONS	$20,000
JUST CITY INC
PO BOX 41852	MEMPHIS	TN	38174	NONE	PC	GENERAL OPERATIONS	$10,000
LIVEWELL GREENVILLE
225 S PLEASANTBURG DR	GREENVILLE	SC	29607	NONE	PC	GENERAL OPERATIONS	$115,000
LOAVES & FISHES
25 WOODS LAKE RD 810	GREENVILLE	SC	29607	NONE	PC	GENERAL OPERATIONS	$10,000
METROPOLITAN ARTS COUNCIL
16 AUGUSTA ST	GREENVILLE	SC	29601	NONE	PC	GENERAL OPERATIONS	$50,000
MOSAIC EDUCATIONAL ARTS
7 SHANNON DR	GREENVILLE	SC	29615	NONE	PC	GENERAL OPERATIONS	$40,000
MULTIPLYING GOOD
348 WEST 57TH ST SUITE 115	NEW YORK	NY	10019	NONE	PC	GENERAL OPERATIONS	$20,750
NATURE CONSERVANCY
4245 NORTH FAIRFAX DR	ARLINGTON	VA	22203	NONE	PC	GENERAL OPERATIONS	$40,000
PHILLIS WHEATLEY ASSOCIATION
40 JOHN MCCARROLL WAY	GREENVILLE	SC	29607	NONE	PC	GENERAL OPERATIONS	$50,000
PLEASANT VALLEY CONNECTION
510 OLD AUGUSTA RD	GREENVILLE	SC	29605	NONE	PC	GENERAL OPERATIONS	$20,000
RANDOLPH COLLEGE
2500 RIVERMONT AVE	LYNCHBURG	VA	24503	NONE	PC	GENERAL OPERATIONS	$60,000
SOUTH CAROLINA CHILDRENS THEATRE
153 AUGUSTA ST	GREENVILLE	SC	29601	NONE	PC	GENERAL OPERATIONS	$7,500
SOUTH CAROLINA ENVIRONMENTAL
4050 BRIDGE VIEW DR	NORTH CHARLESTON	SC	29405	NONE	PC	GENERAL OPERATIONS	$50,000
SOUTH CAROLINA GOVERNORS SCHOOL
15 UNIVERSITY ST	GREENVILLE	SC	29601	NONE	PC	GENERAL OPERATIONS	$25,000
SOUTH CAROLINA GOVERNORS SCHOOL FOR
15 UNIVERSITY ST	GREENVILLE	SC	29601	NONE	PC	GENERAL OPERATIONS	$25,000
SPARTANBURG METHODIST COLLEGE
1000 POWELL MILL RD	SPARTANBURG	SC	29301	NONE	PC	GENERAL OPERATIONS	$49,875
THE FAMILY EFFECT
1400 CLEVELAND ST	GREENVILLE	SC	29607	NONE	PC	GENERAL OPERATIONS	$30,000
THE GLOBAL VILLAGE PROJECT
205 SYCAMORE ST	DECATUR	GA	30030	NONE	PC	GENERAL OPERATIONS	$10,000
CHILDRENS ADVOCACY CENTER PROGRAM
100 WASHINGTON PL	SPARTANBURG	SC	29302	NONE	PC	GENERAL OPERATIONS	$15,000
THE WAREHOUSE THEATRE
37 AUGUSTA ST	GREENVILLE	SC	29601	NONE	PC	GENERAL OPERATIONS	$10,000
THORNWELL
302 S BROAD ST	CLINTON	SC	29325	NONE	PC	GENERAL OPERATIONS	$10,000
TOGETHER SC
1818 BLANDING ST	COLUMBIA	SC	29201	NONE	PC	GENERAL OPERATIONS	$2,500
UNITED MINISTRIES
606 PENDLETON ST	GREENVILLE	SC	29601	NONE	PC	GENERAL OPERATIONS	$50,000
UPSTATE MEDICATION CENTER
27 CLEVELAND ST 101	GREENVILLE	SC	29601	NONE	PC	GENERAL OPERATIONS	$20,000
WATERING HOLE
PO BOX 1924	COLUMBIA	SC	29202	NONE	PC	GENERAL OPERATIONS	$30,000
WOMENS RIGHTS AND EMPOWERMENT
1201 MAIN ST STE 1820	COLUMBIA	SC	29201	NONE	PC	GENERAL OPERATIONS	$65,000
CHILDREN'S CANCER PARTNERS OF THE CAROLINAS
900 S PINE ST SUITE F	SPARTANBURG	SC	29302	NONE	PC	GENERAL OPERATIONS	$35,000
POE MILL ACHIEVEMENT CENTER
1215 BUNCOMBE RD	GREENVILLE	SC	29609	NONE	PC	GENERAL OPERATIONS	$35,000
SISTERS OF CHARITY FOUNDATION OF
2711 MIDDLEBURG DR 115	COLUMBIA	SC	29204	NONE	PC	GENERAL OPERATIONS	$750
SOTERIA WORLD OUTREACH
210 SHAW ST	GREENVILLE	SC	29609	NONE	PC	GENERAL OPERATIONS	$100,000
UNITED WAY OF GREENVILLE COUNTY
105 EDINBURGH CT 2529	GREENVILLE	SC	29607	NONE	PC	GENERAL OPERATIONS	$100,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$3,347,801	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	$793,466	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$3,168,775	ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

Field	Value	IRS element (for citing)
Desc	OTHER INCOME	Desc
Exclusion	$577	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$3,962,818	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$3,962,818	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTANT/LEGAL FEES	CategoryTxt
Amt	$9,500	Amt
Net Investment Income	$4,750	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$4,750	DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	CORPORATE BONDS	BondNm
EOY Book Value	$4,342,042	EOYBookValueAmt
EOYFMV	$4,340,280	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	CORPORATE STOCK	StockNm
EOY Book Value	$18,437,178	EOYBookValueAmt
EOYFMV	$28,993,119	EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$4,587,242	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$4,655,275	USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY	$0	StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV	$0	StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	OTHER	CategoryOrItemTxt
Listed At Cost Or FMV	AT COST	ListedAtCostOrFMVCd
Book Value	$7,190,188	BookValueAmt
EOYFMV	$9,187,981	EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	ACCOUNT ADJUSTMENTS	Desc
Amt	$137,705	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES	$30,253	$30,253	$0
ADR FEES	$7,433	$7,433	$0
TAX RECLAIM FEE	$19	$0	$19
ADMINISTRATIVE AND BANK FEES	$108,291	$108,291	$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	OTHER INCOME	Desc
Revenue And Expenses Per Books	$577	RevenueAndExpensesPerBooksAmt
Adjusted Net Income	$577	AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONSULTING FEES	$14,175	$7,087	$7,088
CONTRACTOR	$37,500	$18,750	$18,750
MISCELLANEOUS FEES	$26,340	$13,170	$13,170

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX	$27,494	$27,494	$0
FEDERAL TAX PAYMENT	$9,330	$0	$0