WILBUR S SMITH AND MARGARET P SMITH FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: WILBUR S SMITH AND MARGARET P SMITH FOUNDATION INC (EIN 35-2188372)
Tax period: 2020-01-01 to 2020-12-31
Filed: 2021-11-11
IRS object ID: 202113159349101916
Schema version: 2020v4.1
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 Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-11-11T12:57:14-06:00	ReturnTs
Tax Period End	2020-12-31	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	2020-01-01	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	2021-11-09	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	2021-11-09	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2020	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	$1,154,129	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	$32	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$32	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$50,313	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$50,313	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$17,387	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$757,000	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$17,387	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$3,521	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$3,521	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$71,253	TotalRevAndExpnssAmt
Total Net Invst Incm	$71,253	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	$3,550	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$3,550	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$268	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$268	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$9,504	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$9,504	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$13,322	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$13,322	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$63,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$63,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$76,322	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$13,322	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$63,000	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$5,069	ExcessRevenueOverExpensesAmt
Net Investment Income	$57,931	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$25,748	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$14,443	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$14,443	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$753,899	CorporateStockBOYAmt
Corporate Stock EOY	$725,525	CorporateStockEOYAmt
Corporate Stock EOYFMV	$916,905	CorporateStockEOYFMVAmt
Other Investments BOY	$85,012	OtherInvestmentsBOYAmt
Other Investments EOY	$122,274	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$222,781	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$864,659	TotalAssetsBOYAmt
Total Assets EOY	$862,242	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,154,129	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$864,659	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$862,242	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$864,659	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$862,242	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$864,659	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$862,242	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$864,659	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$5,069	ExcessRevenueOverExpensesAmt
Other Increases	$2,652	OtherIncreasesAmt
Subtotal	$862,242	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$862,242	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
ISHARES CORE S&P TOTAL US STOCK MARKET	P	2019-01-15	2020-01-15	$17,369	$13,826	$3,543	$3,543
ISHARES CORE S&P TOTAL US STOCK MARKET	P	2019-10-01	2020-04-09	$8,689	$9,321	-$632	-$632
ISHARES INVESTMENT BOND	P	2020-04-09	2020-10-07	$4,977	$4,839	$138	$138
ISHARES 20+ YEAR TREASURY BOND	P	2019-07-02	2020-01-15	$9,185	$8,801	$384	$384
ISHARES 20+ YEAR TREASURY BOND	P	2019-07-02	2020-04-09	$7,104	$5,734	$1,370	$1,370
ISHARES U.S. FINANCIAL SERVICES	P	2020-06-04	2020-10-07	$16,372	$16,603	-$231	-$231
ISHARES S&P SMALL-CAP	P	2020-06-04	2020-10-07	$17,458	$16,676	$782	$782
ISHARES S&P SMALL-CAP	P	2020-06-04	2020-12-29	$3,170	$2,484	$686	$686
ISHARES MBS	P	2019-07-02	2020-01-15	$25,798	$25,338	$460	$460
ISHARES MBS	P	2019-07-02	2020-03-12	$2,719	$2,688	$31	$31
ISHARES MBS	P	2019-07-02	2020-04-09	$14,673	$14,300	$373	$373
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND	P	2020-04-09	2020-06-04	$6,687	$6,656	$31	$31
ISHARES U.S. MEDICAL DEVICES	P	2020-04-09	2020-11-05	$2,536	$1,966	$570	$570
ISHARES MSCI EAFE GROWTH	P	2020-04-09	2020-06-04	$3,520	$3,118	$402	$402
ISHARES MSCI EAFE GROWTH	P	2020-04-09	2020-10-07	$9,590	$7,868	$1,722	$1,722
ISHARES MSCI EAFE GROWTH	P	2020-04-09	2020-12-29	$6,085	$4,454	$1,631	$1,631
ISHARES U.S. TREASURY BOND	P	2019-04-09	2020-04-09	$29,481	$26,459	$3,022	$3,022
ISHARES MSCI USA MIN VOL FACTOR	P	2019-07-02	2020-04-09	$8,198	$8,575	-$377	-$377
BLACKROCK SHORT MATURITY BOND	P	2020-04-09	2020-10-07	$14,576	$14,448	$128	$128
ISHARES MSCI USA QUALITY FACTOR	P	2020-03-12	2020-04-09	$63,814	$67,143	-$3,329	-$3,329
ISHARES MSCI USA SIZE FACTOR	P	2019-11-14	2020-01-15	$8,615	$8,169	$446	$446
ISHARES MSCI USA SIZE FACTOR	P	2020-03-12	2020-04-09	$23,490	$27,123	-$3,633	-$3,633
ISHARES CORE MSCI EAFE	P	2020-03-12	2020-04-09	$15,359	$14,539	$820	$820
ISHARES CORE MSCI EAFE	P	2020-06-04	2020-10-07	$16,730	$16,104	$626	$626
ISHARES CORE MSCI EMERGING MARKETS	P	2019-04-09	2020-01-15	$7,122	$6,926	$196	$196
ISHARES CORE MSCI EMERGING MARKETS	P	2019-04-09	2020-03-12	$9,685	$12,976	-$3,291	-$3,291
ISHARES CORE MSCI EMERGING MARKETS	P	2019-11-14	2020-04-09	$22,895	$27,624	-$4,729	-$4,729
ISHARES ESG AWARE MSCI	P	2020-01-15	2020-06-04	$17,964	$20,709	-$2,745	-$2,745
ISHARES ESG AWARE MSCI	P	2020-01-15	2020-11-05	$2,403	$2,268	$135	$135
ISHARES ESG AWARE MSCI	P	2020-01-15	2020-12-29	$4,596	$4,061	$535	$535
ISHARES ESG AWARE MSCI	P	2020-01-15	2020-06-04	$29,934	$31,281	-$1,347	-$1,347
ISHARES ESG AWARE MSCI	P	2020-01-15	2020-12-29	$11,024	$9,428	$1,596	$1,596
ISHARES CORE S&P TOTAL US STOCK MARKET	P	2019-01-15	2020-04-09	$5,648	$5,377	$271	$271
ISHARES CORE S&P 500	P	2017-01-31	2020-04-09	$5,330	$4,331	$999	$999
ISHARES CORE S&P 500	P	2017-01-31	2020-06-04	$39,357	$28,724	$10,633	$10,633
ISHARES CORE S&P 500	P	2017-01-31	2020-10-07	$3,748	$2,508	$1,240	$1,240
ISHARES CORE S&P 500	P	2017-01-31	2020-12-29	$9,689	$5,927	$3,762	$3,762
ISHARES GLOBAL TECH	P	2018-07-10	2020-01-15	$10,480	$8,137	$2,343	$2,343
ISHARES GLOBAL TECH	P	2018-07-10	2020-10-07	$6,111	$3,899	$2,212	$2,212
ISHARES GLOBAL TECH	P	2018-07-10	2020-12-29	$3,293	$1,865	$1,428	$1,428
ISHARES CORE S&P MID-CAP	P	2018-04-04	2020-01-15	$18,256	$15,743	$2,513	$2,513
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND	P	2017-04-11	2020-03-12	$3,634	$3,548	$86	$86
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND	P	2019-03-13	2020-04-09	$21,918	$21,224	$694	$694
ISHARES U.S. TREASURY BOND	P	2019-01-15	2020-03-12	$29,573	$26,668	$2,905	$2,905
ISHARES U.S. TREASURY BOND	P	2019-03-13	2020-04-09	$25,541	$22,666	$2,875	$2,875
ISHARES U.S. TREASURY BOND	P	2019-04-09	2020-11-05	$16,195	$14,622	$1,573	$1,573
ISHARES MSCI USA VOL FACTOR	P	2019-01-15	2020-04-09	$6,594	$5,917	$677	$677
BLACKROCK SHORT MATURITY BOND	P	2019-03-13	2020-06-04	$14,758	$14,882	-$124	-$124
BLACKROCK SHORT MATURITY BOND	P	2019-03-13	2020-10-07	$2,154	$2,156	-$2	-$2
ISHARES CORE MSCI EAFE	P	2019-03-13	2020-04-09	$63,919	$79,409	-$15,490	-$15,490
ISHARES CORE MSCI EMERGING MARKETS	P	2017-11-02	2020-01-15	$28,817	$29,505	-$688	-$688
1231 GAIN FROM PASSTHROUGH	P	2019-06-30	2020-12-31	$167		$167	$167

Field	Value	IRS element (for citing)
Capital Gain Net Income	$17,387	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$805	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$805	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$805	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$906	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	$906	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$101	OverpaymentAmt
Applied To ES Tax	$101	AppliedToESTaxAmt
Refund	$0	RefundAmt

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	$842,702	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$31,236	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$189,077	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$1,063,015	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$1,063,015	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$15,945	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$1,047,070	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$52,354	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$52,354	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$805	TaxBasedOnInvestmentIncomeAmt
Total Tax	$805	TotalTaxAmt
Distributable Before Adj	$51,549	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$51,549	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$51,549	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$63,000	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$63,000	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$63,000	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$51,549	DistributableAsAdjustedAmt
Undistributed Income PY	$1,074	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$63,000	QualifyingDistributionsAmt
Applied To Year1	$1,074	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$51,549	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$10,377	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$10,377	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	$10,377	ExcessDistriCyovToNextYrAmt
Excess From Current Year	$10,377	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ALMOST HOME FELINE REFUGE INC
283 SANDPIPER DRIVE	MOUNT PLEASANT	SC	29464	NONE	PC	GENERAL FUND FOR CHARITY'S MISSION	$1,500
BEYOND ABUSE
PO BOX 693	GREENWOOD	SC	29648	NONE	PC	GENERAL FUND FOR CHARITY'S MISSION	$2,000
CHAPMAN'S DACHSHUND RESCUE
1200 CHAMBERS ROAD	YORK	SC	29745	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	$2,000
FOOD FOR THE POOR
222 EAST AVENUE	GREENWOOD	SC	29646	NONE	PC	GENERAL FUND FOR CHARITY'S MISSION	$1,200
GALLAGER' HEROES FALLEN OFFICER'S FUND
244 FIFTH AVENUE 2492	NEW YORK	NY	10001	NONE	PC	GENERAL FUND FOR CHARITY'S MISSION	$10,000
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	$4,500
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	$1,000
SELF REGIONAL HEALTHCARE FOUNDATION
1325 SPRING STREET	GREENWOOD	SC	29464	NONE	PC	GENERAL FUND FOR CHARITY'S MISSION	$5,000
SEMPER FI FUND
825 COLLEGE BLVD	OCEANSIDE	CA	92057	NONE	PC	GENERAL FUND FOR CHARITY'S MISSION	$3,500
THE ROTARY FOUNDATION
14280 COLLECTIONS CENTER DR	CHICAGO	IL	60693	NONE	PC	GENERAL FUND FOR CHARITY'S MISSION	$1,000
THE SALVATION ARMY - GREENWOOD
222 PRESSLEY STREET	GREENWOOD	SC	29646	NONE	PC	GENERAL FUND FOR CHARITY'S MISSION	$2,000
UNITED WAY OF GREENWOOD
929 PHOENIX STREET	GREENWOOD	SC	29646	NONE	PC	GENERAL FUND FOR CHARITY'S MISSION	$2,000
FOOD BANK OF GREENWOOD COUNTY
PO BOX 604	GREENWOOD	SC	29648	NONE	PC	GENERAL FUND FOR CHARITY'S MISSION	$2,000
PRAGER UNIVERSITY FOUNDATION
15021 VENTURA BOULEVARD 552	SHERMAN	CA	91403	NONE	PC	GENERAL FUND FOR CHARITY'S MISSION	$3,300

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$63,000	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	$32	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$50,313	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$17,387	ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

Field	Value	IRS element (for citing)
Desc	FROM SPS, LLC	Desc
Exclusion	16	ExclusionCd
Exclusion	$3,521	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$71,253	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$71,253	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	$3,550	Amt
Net Investment Income	$3,550	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	$500,295	$685,595
FIXED INCOME - MUTUAL FUNDS	$225,230	$231,310

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	$122,274	BookValueAmt
EOYFMV	$222,781	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEE	$9,484	$9,484	$0
PREPAYMENT FEE	$20	$20	$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	FROM SPS, LLC	Desc
Revenue And Expenses Per Books	$3,521	RevenueAndExpensesPerBooksAmt
Net Investment Income	$3,521	NetInvestmentIncomeAmt
Adjusted Net Income	$3,521	AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	DISTRIBUTION FROM PASSTHROUGH	Desc
Amt	$2,652	Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FOREIGN TAXES PAID	CategoryTxt
Amt	$268	Amt
Net Investment Income	$268	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt