WILBUR S SMITH AND MARGARET P SMITH FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WILBUR S SMITH AND MARGARET P SMITH FOUNDATION INC (EIN 35-2188372)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202233199349105193
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T13:55:30-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 570381582 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELLIOTT DAVIS LLCPLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CALHOUN STREET SUITE 300 | AddressLine1Txt |
| City | CHARLESTON | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352188372 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILBUR S SMITH AND MARGARET P SMITH | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILB | BusinessNameControlTxt |
| Phone | 8649928037 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 401 | AddressLine1Txt |
| City | HODGES | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29653 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL BARTOLOMEO | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8649928037 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PAUL | PersonFirstNm |
| Person Last | BARTOLOMEO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREW R COVODE | PreparerPersonNm |
| PTIN | P00441498 | PTIN |
| Phone | 8435777040 | PhoneNum |
| Preparation | 2022-11-15 | 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 | $1,204,586 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $30,034 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,034 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $99,523 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $606,232 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $99,523 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,054 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,054 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $132,614 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $132,614 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $331 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $331 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,531 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,531 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,262 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,262 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $60,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $60,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $73,262 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,262 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $60,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $59,352 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $119,352 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $14,443 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | -$27,135 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | -$27,135 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $725,525 | CorporateStockBOYAmt |
| Corporate Stock EOY | $847,849 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,046,692 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $122,274 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $100,190 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $185,029 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $862,242 | TotalAssetsBOYAmt |
| Total Assets EOY | $920,904 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,204,586 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $862,242 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $920,904 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $862,242 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $920,904 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $862,242 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $920,904 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $862,242 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $59,352 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $921,594 | SubtotalAmt |
| Other Decreases | $690 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $920,904 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (52 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ISHS INVSTMNT BD | P | 2020-04-09 | 2021-01-14 | $15,983 | $15,303 | $680 | $680 |
| ISHS INVSTMNT BD | P | 2020-04-09 | 2021-03-23 | $33,850 | $34,269 | -$419 | -$419 |
| ISHS INVSTMNT BD | P | 2020-06-04 | 2021-05-26 | $5,017 | $5,005 | $12 | $12 |
| ISHS GLB FINLS | P | 2021-05-26 | 2021-07-23 | $8,766 | $9,225 | -$459 | -$459 |
| ISHS GLB FINLS | P | 2021-05-26 | 2021-10-21 | $6,870 | $6,658 | $212 | $212 |
| ISHS 20+ TRSY | P | 2020-03-12 | 2021-01-14 | $4,265 | $4,452 | -$187 | -$187 |
| ISHS US ENGY SCTR | P | 2021-03-23 | 2021-07-23 | $7,508 | $7,496 | $12 | $12 |
| ISHS US ENGY SCTR | P | 2021-03-23 | 2021-10-21 | $3,246 | $2,716 | $530 | $530 |
| ISHS CORE S&P SMCP | P | 2020-06-04 | 2021-03-23 | $2,695 | $1,774 | $921 | $921 |
| ISHS MBS | P | 2020-10-07 | 2021-01-14 | $7,489 | $7,501 | -$12 | -$12 |
| ISHS MBS | P | 2020-10-07 | 2021-03-23 | $27,448 | $27,860 | -$412 | -$412 |
| ISHS 1-5 YR INVEST ETF | P | 2020-04-09 | 2021-01-14 | $16,799 | $16,504 | $295 | $295 |
| ISHS 1-5 YR INVEST ETF | P | 2021-03-23 | 2021-07-23 | $46,272 | $46,141 | $131 | $131 |
| ISHS 1-5 YR INVEST ETF | P | 2021-06-24 | 2021-07-23 | $4,112 | $4,106 | $6 | $6 |
| ISHS US MED DVCS | P | 2020-04-09 | 2021-01-14 | $10,423 | $7,619 | $2,804 | $2,804 |
| ISHS MSCI EAFE VAL | P | 2020-04-09 | 2021-01-14 | $5,847 | $5,664 | $183 | $183 |
| ISHS MSCI EAFE GRW | P | 2020-04-09 | 2021-03-23 | $17,349 | $12,842 | $4,507 | $4,507 |
| ISHS MSCI USA VAL | P | 2020-04-09 | 2021-01-14 | $4,140 | $3,030 | $1,110 | $1,110 |
| ISHS MSCI USA VAL | P | 2020-04-09 | 2021-03-23 | $3,585 | $2,410 | $1,175 | $1,175 |
| ISHS MSCI USA MOMENT | P | 2021-01-14 | 2021-03-23 | $8,208 | $8,533 | -$325 | -$325 |
| ISHS MSCI USA MOMENT | P | 2021-01-14 | 2021-07-23 | $24,935 | $23,927 | $1,008 | $1,008 |
| ISHS CORE MSCI EAFE | P | 2020-06-04 | 2021-01-14 | $20,778 | $17,107 | $3,671 | $3,671 |
| ISHS ESG AWARE MSCI | P | 2020-01-15 | 2021-01-14 | $8,804 | $7,171 | $1,633 | $1,633 |
| ISHS ESG AWARE MSCI | P | 2020-03-12 | 2021-01-14 | $5,076 | $3,092 | $1,984 | $1,984 |
| ISHS ESG AWARE MSCI | P | 2020-04-09 | 2021-01-14 | $764 | $489 | $275 | $275 |
| ISHS ESG AWARE MSCI | P | 2020-04-09 | 2021-03-23 | $6,938 | $4,630 | $2,308 | $2,308 |
| ISHS 0-5YR HI YLD BD ETF | P | 2020-01-15 | 2021-01-14 | $25,002 | $25,697 | -$695 | -$695 |
| ISHS 0-5YR HI YLD BD ETF | P | 2020-10-07 | 2021-01-14 | $2,409 | $2,339 | $70 | $70 |
| ISHS ESG AWARE MSCI ETF | P | 2020-01-15 | 2021-01-14 | $23,075 | $19,222 | $3,853 | $3,853 |
| ISHS ESG AWARE MSCI ETF | P | 2020-03-12 | 2021-01-14 | $6,054 | $3,893 | $2,161 | $2,161 |
| ISHS ESG AWARE MSCI ETF | P | 2020-04-09 | 2021-01-14 | $1,228 | $876 | $352 | $352 |
| ISHS ESG AWARE MSCI ETF | P | 2020-04-09 | 2021-03-23 | $5,065 | $3,503 | $1,562 | $1,562 |
| ISHS CORE S&P 500 | P | 2017-01-31 | 2022-01-14 | $44,317 | $26,444 | $17,873 | $17,873 |
| ISHS CORE S&P 500 | P | 2017-01-31 | 2021-03-23 | $6,720 | $3,875 | $2,845 | $2,845 |
| ISHS CORE S&P 500 | P | 2017-01-31 | 2021-05-26 | $3,789 | $2,052 | $1,737 | $1,737 |
| ISHS CORE S&P 500 | P | 2017-01-31 | 2021-07-23 | $17,194 | $8,891 | $8,303 | $8,303 |
| ISHS INVSTMNT BD | P | 2020-04-09 | 2021-05-26 | $23,235 | $23,020 | $215 | $215 |
| ISHS GLBL TECH | P | 2018-07-10 | 2021-05-26 | $19,510 | $10,341 | $9,169 | $9,169 |
| ISHS GLBL TECH | P | 2018-10-02 | 2021-05-26 | $640 | $353 | $287 | $287 |
| ISHS GLBL TECH | P | 2018-10-02 | 2021-10-21 | $14,610 | $7,237 | $7,373 | $7,373 |
| ISHS GLBL TECH | P | 2018-12-13 | 2021-10-21 | $831 | $357 | $474 | $474 |
| ISHS 20+ TRSY | P | 2019-07-02 | 2021-01-14 | $2,894 | $2,534 | $360 | $360 |
| ISHS US MED DVCS | P | 2020-04-09 | 2021-05-26 | $18,803 | $13,517 | $5,286 | $5,286 |
| ISHS U S TREAS | P | 2019-04-09 | 2021-07-23 | $9,950 | $9,305 | $645 | $645 |
| ISHS U S TREAS | P | 2019-10-01 | 2021-07-23 | $9,843 | $9,669 | $174 | $174 |
| ISHS MSCI USA M VOL | P | 2019-07-02 | 2021-01-14 | $16,950 | $15,596 | $1,354 | $1,354 |
| ISHS MSCI USA M VOL | P | 2019-07-02 | 2021-05-26 | $9,993 | $8,575 | $1,418 | $1,418 |
| ISHS MSCI USA VAL | P | 2020-04-09 | 2021-10-21 | $9,724 | $6,403 | $3,321 | $3,321 |
| ISHS ESG AWARE MSCI ETF | P | 2020-04-09 | 2021-07-23 | $14,073 | $9,432 | $4,641 | $4,641 |
| ISHS ESG AWARE MSCI ETF | P | 2020-04-09 | 2021-10-21 | $9,314 | $6,240 | $3,074 | $3,074 |
| ISHS ESG AWARE MSCI ETF | P | 2020-04-09 | 2021-05-26 | $2,784 | $1,814 | $970 | $970 |
| 1231 GAIN FROM PASSTHROUGH | P | 2020-06-30 | 2021-12-31 | $1,058 | $1,058 | $1,058 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $99,523 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,659 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,659 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,659 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $101 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $700 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $801 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $15 | EsPenaltyAmt |
| Tax Due | $873 | 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 | SC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PAUL BARTOLOMEO | IndividualWithBooksNm |
| Phone | 8649928037 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 401 | AddressLine1Txt |
| City | HODGES | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29653 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| STEPHANIE E SMITH-PHILLIPS | ||||||||
| 101 BULL STREET | CHARLESTON | SC | 29401 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| SARAH J SMITH | ||||||||
| 112 BEAUFAIN STREET | CHARLESTON | SC | 29401 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| PAUL BARTOLOMEO | ||||||||
| POST OFFICE BOX 401 | HODGES | SC | 29653 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| WILLIAM F QUATTLEBAUM | ||||||||
| 1901 MAIN STREET SUITE 900 | COLUMBIA | SC | 29201 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $978,301 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $28,337 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $203,905 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,210,543 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,210,543 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,158 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,192,385 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $59,619 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $59,619 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,659 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,659 | TotalTaxAmt |
| Distributable Before Adj | $57,960 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $57,960 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $57,960 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $60,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $60,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $57,960 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $10,377 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,377 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $60,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $57,960 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,040 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $12,417 | 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 | $12,417 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $10,377 | ExcessFromYear1Amt |
| Excess From Current Year | $2,040 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALMOST HOME FELINE REFUGE INC | |||||||
| 283 SANDPIPER DRIVE | MOUNT PLEASANT | SC | 29464 | NONE | PC | GENERAL FUND FOR CHARITY'S MISSION | $3,000 |
| COMMUNITY INITIATIVES OF GREENWOOD SC | |||||||
| 201-203 CHURCH AVENUE | GREENWOOD | SC | 29646 | NONE | PC | GENERAL FUND FOR CHARITY'S MISSION | $4,000 |
| FOOD BANK OF GREENWOOD COUNTY | |||||||
| PO BOX 604 | GREENWOOD | SC | 29648 | NONE | PC | GENERAL FUND FOR CHARITY'S MISSION | $2,000 |
| GALLAGER' HEROES FALLEN OFFICER'S FUND | |||||||
| 244 FIFTH AVENUE 2492 | NEW YORK | NY | 10001 | NONE | PC | GENERAL FUND FOR CHARITY'S MISSION | $8,000 |
| GREATER GREENWOOD UNITED MINISTRY | |||||||
| 1404 EDGEFIELD STREET | GREENWOOD | SC | 29646 | NONE | PC | GENERAL FUND FOR CHARITY'S MISSION | $3,000 |
| GREENWOOD COMMUNITY THEATER | |||||||
| 110 MAIN STREET | GREENWOOD | SC | 29648 | NONE | PC | GENERAL FUND FOR CHARITY'S MISSION | $3,000 |
| GREENWOOD PATHWAY HOUSE | |||||||
| PO BOX 49723 | GREENWOOD | SC | 29646 | NONE | PC | GENERAL FUND FOR CHARITY'S MISSION | $3,000 |
| HOME FOR HEROES | |||||||
| 9201 WEST BROADWAY AVENUE | MINNEAPOLIS | MN | 55445 | NONE | PC | GENERAL FUND FOR CHARITY'S MISSION | $4,000 |
| HUMANE SOCIETY OF GREENWOOD | |||||||
| PO BOX 49776 | GREENWOOD | SC | 29649 | NONE | PC | GENERAL FUND FOR CHARITY'S MISSION | $10,000 |
| PAWS ANIMAL WILDLIFE SANCTUARY | |||||||
| PO BOX 157 | WATERLOO | SC | 29384 | NONE | PC | GENERAL FUND FOR CHARITY'S MISSION | $3,000 |
| PRAGER UNIVERSITY FOUNDATION | |||||||
| 15021 VENTURA BOULEVARD 552 | SHERMAN | CA | 91403 | NONE | PC | GENERAL FUND FOR CHARITY'S MISSION | $4,000 |
| THE ROTARY FOUNDATION | |||||||
| 14280 COLLECTIONS CENTER DR | CHICAGO | IL | 60693 | NONE | PC | GENERAL FUND FOR CHARITY'S MISSION | $1,000 |
| UNITED WAY OF GREENWOOD | |||||||
| 929 PHOENIX STREET | GREENWOOD | SC | 29646 | NONE | PC | GENERAL FUND FOR CHARITY'S MISSION | $2,000 |
| CONGAREE RIVERKEEPER | |||||||
| 1001 WASHINGTON STREET | COLUMBIA | SC | 29201 | NONE | PC | GENERAL FUND FOR CHARITY'S MISSION | $2,000 |
| ALLIANCE DEFENDING FREEDON | |||||||
| 15100 N 90TH STREET | SCOTTSDALE | AZ | 85260 | NONE | PC | GENERAL FUND FOR CHARITY'S MISSION | $4,000 |
| TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BOULEVARD | STATEN ISALND | NY | 10306 | NONE | PC | GENERAL FUND FOR CHARITY'S MISSION | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $60,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,034 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $99,523 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FROM SPS, LLC | Desc |
| Exclusion | 16 | ExclusionCd |
| Exclusion | $3,054 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $132,614 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $132,614 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,400 | Amt |
| Net Investment Income | $2,400 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | SOUTH CAROLINA NO LONGER REQUIRES A COPY OF FORM 990-PF TO BE FILED WITH THE STATE ATTORNEY GENERAL'S OFFICE. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES - MUTUAL FUNDS | $612,471 | $814,149 |
| FIXED INCOME - MUTUAL FUNDS | $235,378 | $232,543 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SPS PARTNERSHIP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $100,190 | BookValueAmt |
| EOYFMV | $185,029 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV ADJUSTMENT | Desc |
| Amt | $690 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEE | Desc |
| Revenue And Expenses Per Books | $10,531 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $10,531 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FROM SPS, LLC | Desc |
| Revenue And Expenses Per Books | $3,054 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,054 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,054 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $331 | Amt |
| Net Investment Income | $331 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |