MARY BLACK FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MARY BLACK FOUNDATION INC (EIN 57-0843135)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202113199349108311
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Expln Of Non Filing With AG Stmt
- Gain Loss Sale Other Assets Sch
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T16:53:01-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560574444 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 EAST COURT STREET SUITE 500 | AddressLine1Txt |
| City | GREENVILLE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29601 | 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 | 570843135 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY BLACK FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARY | BusinessNameControlTxt |
| Phone | 8645739500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 349 EAST MAIN STREET NO 100 | AddressLine1Txt |
| City | SPARTANBURG | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29302 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MOLLY TALBOT-METZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8645739500 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MOLLY | PersonFirstNm |
| Person Last | TALBOT-METZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMANDA ADAMS | PreparerPersonNm |
| PTIN | P00748038 | PTIN |
| Phone | 8642333981 | PhoneNum |
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 | $84,804,854 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $765,439 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $79 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $79 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $17,557 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,557 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $191,769 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $191,769 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $73,236 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $4,462,469 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,651,446 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,710,045 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,973,277 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,792,592 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,410,590 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,712,042 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $175,231 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,257 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $169,974 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $516,928 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $15,507 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $509,384 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $198,259 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $5,948 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $181,210 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $855 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $235 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $620 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $25,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,985 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,640 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $416,705 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $183,638 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $17,673 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $97,815 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $66,845 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $181,669 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $83,018 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $200,296 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $87,052 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $113,244 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $22,763 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $3,916 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $23,278 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,103,164 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $182,402 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,096,796 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,939,585 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $649,803 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,122,819 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,203,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,090,647 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,143,335 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $649,803 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,213,466 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,267,255 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,062,239 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $541,913 | CashBOYAmt |
| Cash EOY | $697,983 | CashEOYAmt |
| Cash EOYFMV | $697,983 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $19,072 | SavAndTempCashInvstBOYAmt |
| Acct Rcvbl | $363,031 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,543,729 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $363,031 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $363,031 | AcctRcvblEOYFMVAmt |
| Grants Receivable BOY | $89,767 | GrantsReceivableBOYAmt |
| Prepaid Expenses BOY | $68,282 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $49,344 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $49,344 | PrepaidExpensesEOYFMVAmt |
| Invst Land Cost Or Other Basis | $3,459,056 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $1,300,993 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $2,203,380 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $2,158,063 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,273,601 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $74,365,717 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $79,940,054 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $79,940,054 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,729,536 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,479,846 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,244,870 | LandBOYAmt |
| Land EOY | $2,249,690 | LandEOYAmt |
| Land EOYFMV | $1,365,228 | LandEOYFMVAmt |
| Other Assets BOY | $2,037,039 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,115,613 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,115,613 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $83,113,769 | TotalAssetsBOYAmt |
| Total Assets EOY | $86,573,778 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $84,804,854 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $176,794 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $130,529 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,306,449 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,424,587 | GrantsPayableEOYAmt |
| Deferred Revenue EOY | $500 | DeferredRevenueEOYAmt |
| Other Liabilities BOY | $43,682 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $88,724 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,526,925 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,644,340 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $80,586,844 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $84,929,438 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $80,586,844 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $84,929,438 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $83,113,769 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $86,573,778 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $80,586,844 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,267,255 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,095,637 | OtherIncreasesAmt |
| Subtotal | $84,949,736 | SubtotalAmt |
| Other Decreases | $20,298 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $84,929,438 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| FIXED ASSET DISPOSALS | P | $700 | $34,306 | $35,290 | -$284 | -$284 |
| PUBLICLY-TRADED SECURITIES | $1,538,778 | $1,472,731 | $66,047 | $66,047 | ||
| FROM SCHEDULE K-1S | P | $4,828,604 | $1,095,936 | $3,732,668 | $3,732,668 | |
| FROM COMMON TRUST FUNDS | P | $2,235,470 | $2,323,856 | -$88,386 | -$88,386 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,710,045 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $70,365 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $70,365 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $70,365 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $58,020 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $51,250 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $109,270 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $38,905 | OverpaymentAmt |
| Applied To ES Tax | $38,905 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | MARYBLACKFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIM STRAVOLO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8645739500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 349 EAST MAIN STREET NO 100 | AddressLine1Txt |
| City | SPARTANBURG | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29302 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (14 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 |
|---|---|---|---|---|---|---|---|---|
| HOPE LOGAN | ||||||||
| 349 EAST MAIN STREET SUITE 100 | SPARTANBURG | SC | 29302 | CHAIR | 1.00 | $0 | $0 | $0 |
| GREGORY WADE | ||||||||
| 349 EAST MAIN STREET SUITE 100 | SPARTANBURG | SC | 29302 | VICE CHAIR | 1.00 | $0 | $0 | $0 |
| KAREN KNUCKLES | ||||||||
| 349 EAST MAIN STREET SUITE 100 | SPARTANBURG | SC | 29302 | SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| DR KOFI APPIAH | ||||||||
| 349 EAST MAIN STREET SUITE 100 | SPARTANBURG | SC | 29302 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DR RUSSELL BOOKER | ||||||||
| 349 EAST MAIN STREET SUITE 100 | SPARTANBURG | SC | 29302 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ETHAN BURROUGHS | ||||||||
| 349 EAST MAIN STREET SUITE 100 | SPARTANBURG | SC | 29302 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KAREN CALHOUN | ||||||||
| 349 EAST MAIN STREET SUITE 100 | SPARTANBURG | SC | 29302 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| NORMAN CHAPMAN | ||||||||
| 349 EAST MAIN STREET SUITE 100 | SPARTANBURG | SC | 29302 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| ANNA CONVERSE | ||||||||
| 349 EAST MAIN STREET SUITE 100 | SPARTANBURG | SC | 29302 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ED MEMMOTT | ||||||||
| 349 EAST MAIN STREET SUITE 100 | SPARTANBURG | SC | 29302 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SCOTT NEELY | ||||||||
| 349 EAST MAIN STREET SUITE 100 | SPARTANBURG | SC | 29302 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DR NAYEF SAMHAT | ||||||||
| 349 EAST MAIN STREET SUITE 100 | SPARTANBURG | SC | 29302 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BETSY TETER | ||||||||
| 349 EAST MAIN STREET SUITE 100 | SPARTANBURG | SC | 29302 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MOLLY TALBOT-METZ | ||||||||
| 349 EAST MAIN STREET SUITE 100 | SPARTANBURG | SC | 29302 | PRESIDENT/CEO | 37.50 | $175,231 | $15,805 | $6,408 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| KIMBERLY STRAVOLO | ||||||||
| 349 EAST MAIN STREET SUITE 100 | SPARTANBURG | SC | 29302 | VP/CFO | 37.50 | $113,299 | $9,609 | $33 |
| KEISHA GRAY | ||||||||
| 349 EAST MAIN STREET SUITE 100 | SPARTANBURG | SC | 29302 | PROGRAM DIRECTOR ECD | 37.50 | $82,289 | $6,973 | $414 |
| NATALIA SWANSON | ||||||||
| 349 EAST MAIN STREET SUITE 100 | SPARTANBURG | SC | 29302 | PROGRAM DIRECTOR HE/ | 37.50 | $82,289 | $6,973 | $372 |
| AMY PAGE | ||||||||
| 349 EAST MAIN STREET SUITE 100 | SPARTANBURG | SC | 29302 | GRANTS MANAGER | 37.50 | $68,789 | $5,826 | $16 |
| LINDA SMITH | ||||||||
| 349 EAST MAIN STREET SUITE 100 | SPARTANBURG | SC | 29302 | EXECUTIVE ASSISTANT | 37.50 | $60,481 | $5,120 | $1,068 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 1 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AON INVESTMENTS USA INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 EAST RANDOLPH STREET | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT CONSULTING | ServiceTypeTxt |
| Compensation | $120,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $72,803,968 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,086,576 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,265,850 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $75,156,394 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $75,156,394 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,127,346 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $74,029,048 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,701,452 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,701,452 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $70,365 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $7,579 | IncomeTaxAmt |
| Total Tax | $77,944 | TotalTaxAmt |
| Distributable Before Adj | $3,623,508 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $906,920 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,530,428 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,530,428 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,213,466 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $142,206 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $5,355,672 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,355,672 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,530,428 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $937,586 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $497,490 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $649,066 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,180,132 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,428,838 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,693,112 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,355,672 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,530,428 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $825,244 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,518,356 | 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 | $937,586 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,580,770 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $497,490 | ExcessFromYear4Amt |
| Excess From Year3 | $649,066 | ExcessFromYear3Amt |
| Excess From Year2 | $1,180,132 | ExcessFromYear2Amt |
| Excess From Year1 | $3,428,838 | ExcessFromYear1Amt |
| Excess From Current Year | $825,244 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARY BLACK FOUNDATION INC | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 349 EAST MAIN STREET | AddressLine1Txt |
| City | SPARTANBURG | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29302 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8645739500 | RecipientPhoneNum |
| Form And Info And Materials | SEE HTTP://WWW.MARYBLACKFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE HTTP://WWW.MARYBLACKFOUNDATION.ORG | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE HTTP://WWW.MARYBLACKFOUNDATION.ORG | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (78 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADULT LEARNING CENTER | |||||||
| 145 NORTH CHURCH STREET 82 | SPARTANBURG | SC | 29306 | N/A | PC | ENHANCING ONLINE LEARNING | $9,000 |
| ANGELS CHARGE MINISTRY | |||||||
| 95 ASHLEY ST | SPARTANBURG | SC | 29307 | N/A | PC | FREE COMMUNITY EDUCATION SESSIONS WITH BECCA STEVENS | $1,000 |
| ANGELS CHARGE MINISTRY | |||||||
| 95 ASHLEY ST | SPARTANBURG | SC | 29307 | N/A | PC | PROGRAM OPERATING SUPPORT | $15,000 |
| BIG BROTHERS BIG SISTERS OF THE UPSTATE | |||||||
| 161 EAST KENNEDY STREET | SPARTANBURG | SC | 29306 | N/A | PC | COUNTERACTING YOUTH MENTORING CHALLENGES CAUSED BY COVID-19 | $10,000 |
| BIRTHMATTERS | |||||||
| 501 HOWARD ST | SPARTANBURG | SC | 29303 | N/A | PC | 2020 KEY PARTNER FUNDING | $121,250 |
| CHILDREN'S CANCER PARTNERS OF THE CAROLINAS | |||||||
| 900 S PINE STREET SUITE F | SPARTANBURG | SC | 29302 | N/A | PC | ACCESS TO CANCER CARE FOR SPARTANBURG COUNTY CHILDREN | $5,000 |
| CHILDREN'S MUSEUM OF THE UPSTATE INC | |||||||
| 130 MAGNOLIA STREET | SPARTANBURG | SC | 29306 | N/A | PC | EXPANSION OF EARLY CHILDHOOD PROGRAMMING | $36,400 |
| CHILDREN'S MUSEUM OF THE UPSTATE INC | |||||||
| 130 MAGNOLIA STREET | SPARTANBURG | SC | 29306 | N/A | PC | GENERAL OPERATING SUPPORT/STAFF RETENTION | $15,000 |
| CHILDREN'S TRUST FUND OF SOUTH CAROLINA | |||||||
| 1330 LADY STREET | COLUMBIA | SC | 29201 | N/A | PC | HFI TRAINING AND IMPLEMENTATION SUPPORT | $18,325 |
| CITY OF SPARTANBURG | |||||||
| PO BOX 1749 | SPARTANBURG | SC | 29304 | N/A | GOV | 33RD ANNUAL DR. MARTIN LUTHER KING, JR. UNITY WALK | $1,000 |
| COMMUNITYWORKS | |||||||
| 100 W ANTRIM DRIVE | GREENVILLE | SC | 29607 | N/A | PC | SPARTANBURG SMALL BUSINESS (BRINGING BACK THE BURG) FUND | $50,000 |
| EP TODD ELEMENTARY SCHOOL | |||||||
| 150 OLD CANAAN ROAD | SPARTANBURG | SC | 29306 | N/A | GOV | BLACK HISTORY PROGRAM | $1,500 |
| EMERGE FAMILY THERAPY CENTER & TEACHING CLINIC | |||||||
| 138 DILLON DR | SPARTANBURG | SC | 29307 | N/A | PC | MEETING STREET ACADEMY: PLAY THERAPY FOR PRESCHOOLERS AND FAMILY THERAPY SERVICES | $25,000 |
| EMERGE FAMILY THERAPY CENTER & TEACHING CLINIC | |||||||
| 138 DILLON DR | SPARTANBURG | SC | 29307 | N/A | PC | MENTAL HEALTH RESPONSE TO COVID 19 PANDEMIC | $20,000 |
| EMERGE FAMILY THERAPY CENTER & TEACHING CLINIC | |||||||
| 138 DILLON DR | SPARTANBURG | SC | 29307 | N/A | PC | MENTAL HEALTH SERVICES FOR BLACK, INDIGENOUS, AND PEOPLE OF COLOR: SERVICE PIPELINE DEVELOPMENT | $116,000 |
| GIRLS ON THE RUN UPSTATE SC | |||||||
| PO BOX 170773 | SPARTANBURG | SC | 29301 | N/A | PC | PROGRAM EXPANSION AND ENGAGEMENT INITIATIVE | $10,000 |
| GOFORTH RECOVERY | |||||||
| PO BOX 6560 | SPARTANBURG | SC | 29302 | N/A | PC | GOFORTH 2020 | $12,500 |
| HABITAT FOR HUMANITY OF SPARTANBURG | |||||||
| 2270 SOUTH PINE ST | SPARTANBURG | SC | 29302 | N/A | PC | OPERATIONAL SUPPORT DURING COVID-19 | $15,000 |
| HATCHER GARDEN & WOODLAND PRESERVE | |||||||
| PO BOX 2337 | SPARTANBURG | SC | 29304 | N/A | PC | IMPROVING NATURE PRESERVE | $25,940 |
| HEALTHY SMILES OF SPARTANBURG INC | |||||||
| PO BOX 1441 | SPARTANBURG | SC | 29304 | N/A | PC | HEALTHY SMILES OF SPARTANBURG PEDIATRIC DENTAL PROGRAM | $25,000 |
| HOPE CENTER FOR CHILDREN | |||||||
| PO BOX 1731 | SPARTANBURG | SC | 29304 | N/A | PC | HEALTHY FAMILIES INITIATIVE CONVENER | $102,000 |
| HOPE CENTER FOR CHILDREN | |||||||
| PO BOX 1731 | SPARTANBURG | SC | 29304 | N/A | PC | HFI - TRIPLE P IMPLEMENTATION | $5,000 |
| HOPE CENTER FOR CHILDREN | |||||||
| PO BOX 1731 | SPARTANBURG | SC | 29304 | N/A | PC | INTENSIVE PARENT EDUCATION AND SUPPORT THROUGH LEVEL 4 TRIPLE P | $73,000 |
| HUB CITY FARMERS' MARKET | |||||||
| 248 N CHURCH ST | SPARTANBURG | SC | 29306 | N/A | PC | 2020 KEY PARTNER FUNDING | $107,430 |
| INSTITUTE FOR CHILD SUCCESS | |||||||
| 613 E MCBEE AVE | GREENVILLE | SC | 29601 | N/A | PC | 2020 KEY PARTNER FUNDING | $142,500 |
| INSTITUTE FOR CHILD SUCCESS | |||||||
| 613 E MCBEE AVE | GREENVILLE | SC | 29601 | N/A | PC | EARLY CHILDHOOD AND COVID RESPONSE AND RECOVERY | $5,000 |
| INSTITUTE FOR CHILD SUCCESS | |||||||
| 613 E MCBEE AVE | GREENVILLE | SC | 29601 | N/A | PC | HELLO FAMILY CONTRACTING | $180,000 |
| MEETING STREET SCHOOLS | |||||||
| 201 E BROAD STREET SUITE 110 | SPARTANBURG | SC | 29306 | N/A | PC | HEALTHY FAMILIES INITIATIVE TRIPLE P IMPLEMENTATION | $5,000 |
| MIDDLE TYGER COMMUNITY CENTER | |||||||
| 84 GROCE RD | LYMAN | SC | 29365 | N/A | PC | HEALTHY FAMILIES INITIATIVE TRIPLE P IMPLEMENTATION | $5,000 |
| MIDDLE TYGER COMMUNITY CENTER | |||||||
| 84 GROCE RD | LYMAN | SC | 29365 | N/A | PC | MTCC CHILDCARE: PROMOTING A SUCCESSFUL START TO LIFE | $120,000 |
| MOUNT MORIAH BAPTIST CHURCH | |||||||
| 445 SOUTH CHURCH STREET | SPARTANBURG | SC | 29304 | N/A | PC | MOUNT MORIAH CARES | $75,000 |
| PAL | |||||||
| 226 S SPRING ST | SPARTANBURG | SC | 29306 | N/A | PC | 2020 KEY PARTNER FUNDING | $157,250 |
| PAL | |||||||
| 226 S SPRING ST | SPARTANBURG | SC | 29306 | N/A | PC | SPARTANBURG HEALTHY SCHOOLS INITIATIVE PHASE 2 | $40,000 |
| PAL | |||||||
| 226 S SPRING ST | SPARTANBURG | SC | 29306 | N/A | PC | URBAN TRAILS SYSTEM | $266,667 |
| PIEDMONT CARE INC | |||||||
| 101 NORTH PINE STREET SUITE 200 | SPARTANBURG | SC | 29302 | N/A | PC | COMMUNITY HIV PREVENTION INITIATIVE - AT-HOME HIV TESTING PILOT PROJECT | $2,500 |
| REACH OUT AND READ - SOUTH CAROLINA | |||||||
| 18 PLOTT DR | SYLVA | NC | 28779 | N/A | PC | REACH OUT AND READ- SPARTANBURG COUNTY | $51,650 |
| REGENESIS ORGANIZATION COMMUNITY HEALTH CENTER | |||||||
| PO BOX 5158 | SPARTANBURG | SC | 29304 | N/A | PC | CRISIS INTERVENTION COORDINATOR | $25,000 |
| RUTH'S GLEANINGS | |||||||
| PO BOX 5088 | SPARTANBURG | SC | 29304 | N/A | PC | INCREASING FRESH FOOD ACCESS | $15,000 |
| RUTH'S GLEANINGS | |||||||
| PO BOX 5088 | SPARTANBURG | SC | 29304 | N/A | PC | INCREASING NUTRITION IN SPARTANBURG | $100,000 |
| SAFE HOMES-RAPE CRISIS COALITION | |||||||
| 236 UNION STREET | SPARTANBURG | SC | 29302 | N/A | PC | UNDERSERVED COMMUNITIES THERAPIST | $25,000 |
| SHERMAN COLLEGE OF STRAIGHT CHIROPRACTIC INC | |||||||
| PO BOX 1452 | SPARTANBURG | SC | 29304 | N/A | PC | PATIENT AND STUDENT OUTREACH SUPPORT | $15,000 |
| SPARTANBURG ACADEMIC MOVEMENT | |||||||
| 349 E MAIN STREET SUITE 101 | SPARTANBURG | SC | 29302 | N/A | PC | EARLY DEVELOPMENT INSTRUMENT CONTINUATION PROJECT | $55,000 |
| SPARTANBURG ACADEMIC MOVEMENT | |||||||
| 349 E MAIN STREET SUITE 101 | SPARTANBURG | SC | 29302 | N/A | PC | PLANNING AND IMPLEMENTATION OF EXPANDED DEVELOPMENTAL SCREENING SYSTEMS IN SPARTANBURG COUNTY | $30,000 |
| SPARTANBURG ALLIANCE FOR THE MENTALLY ILL | |||||||
| 187 W BROAD STREET | SPARTANBURG | SC | 29306 | N/A | PC | STIGMAFREE SPARTANBURG | $2,500 |
| SPARTANBURG AREA MENTAL HEALTH CENTER | |||||||
| 250 DEWEY AVE | SPARTANBURG | SC | 29303 | N/A | PC | MENTAL HEALTH SERVICES FOR BLACK, INDIGENOUS AND PEOPLE OF COLOR: OUTREACH & COMMUNICATION | $139,385 |
| SPARTANBURG COMMUNITY COLLEGE FOUNDATION INC | |||||||
| PO BOX 4386 | SPARTANBURG | SC | 29305 | N/A | PC | IMPROVING MENTAL HEALTH AMONG SPARTANBURG COMMUNITY COLLEGE STUDENTS POST COVID-19 | $15,000 |
| SPARTANBURG COUNTY FIRST STEPS | |||||||
| 900 SOUTH PINE STREET | SPARTANBURG | SC | 29302 | N/A | PC | 2020 KEY PARTNER FUNDING | $166,000 |
| SPARTANBURG COUNTY FIRST STEPS | |||||||
| 900 SOUTH PINE STREET | SPARTANBURG | SC | 29302 | N/A | PC | GENERAL OPERATING SUPPORT/HELLO FAMILY | $20,000 |
| SPARTANBURG COUNTY FIRST STEPS | |||||||
| 900 SOUTH PINE STREET | SPARTANBURG | SC | 29302 | N/A | PC | THE FRANKLIN SCHOOL | $200,000 |
| SPARTANBURG COUNTY PUBLIC LIBRARIES SYSTEM | |||||||
| 151 S CHURCH STREET | SPARTANBURG | SC | 29306 | N/A | GOV | LENA TECHNOLOGY | $24,900 |
| SPARTANBURG COUNTY SCHOOL DISTRICT SEVEN | |||||||
| 610 DUPRE DRIVE | SPARTANBURG | SC | 29307 | N/A | GOV | CEO PROGRAM AT CARVER MIDDLE SCHOOL | $500 |
| SPARTANBURG COUNTY SCHOOL DISTRICT THREE | |||||||
| PO BOX 267 | GLENDALE | SC | 29346 | N/A | GOV | HEALTHY FAMILIES INITIATIVE TRIPLE P IMPLEMENTATION | $5,000 |
| SPARTANBURG COUNTY SCHOOL DISTRICT THREE | |||||||
| PO BOX 267 | GLENDALE | SC | 29346 | N/A | GOV | SYSTEMIC & ENVIRONMENTAL CHANGE FACTORS FOR EARLY CHILDHOOD FAMILIES AFFECTED BY COVID-19 | $22,500 |
| SPARTANBURG COUNTY SCHOOL DISTRICT TWO | |||||||
| 3231 OLD FURNACE ROAD | CHESNEE | SC | 29323 | N/A | GOV | HEALTHY FAMILIES INITIATIVE TRIPLE P IMPLEMENTATION | $5,000 |
| SPARTANBURG HOUSING | |||||||
| 170 ARCH STREET PO BOX 2828 | SPARTANBURG | SC | 29304 | N/A | PC | SPARTANBURG HEALTHY SCHOOLS INITIATIVE - PLANNING PHASE | $15,000 |
| SPARTANBURG INTERFAITH HOSPITALITY NETWORK | |||||||
| 899 S PINE STREET | SPARTANBURG | SC | 29302 | N/A | PC | CASE MANAGEMENT INITIATIVE | $27,000 |
| SPARTANBURG INTERFAITH HOSPITALITY NETWORK | |||||||
| 899 S PINE STREET | SPARTANBURG | SC | 29302 | N/A | PC | HEALTHY FAMILIES INITIATIVE TRIPLE P IMPLEMENTATION | $5,000 |
| SPARTANBURG YOUTH SOCCER CLUB INC | |||||||
| PO BOX 170343 | SPARTANBURG | SC | 29301 | N/A | PC | CAROLINA FC "LIVE YOUR DREAM" PROGRAM | $20,000 |
| THE ALLIANCE FOR A HEALTHIER GENERATION | |||||||
| 1028 SE WATER AVE SUITE 125 | PORTLAND | OR | 97214 | N/A | PC | RETURN TO SCHOOL HEALTHY AND SAFE PLANNING GRANT | $15,000 |
| THE SALVATION ARMY | |||||||
| 1529 JOHN B WHITE SR BLVD | SPARTANBURG | SC | 29301 | N/A | PC | EMERGENCY FINANCIAL ASSISTANCE | $15,000 |
| THE SOUTH CAROLINA SCHOOL FOR THE DEAF AND THE BLIND FOUNDATION | |||||||
| 355 CEDAR SPRINGS ROAD | SPARTANBURG | SC | 29302 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 |
| TOGETHER SC ALLIES FOR GOOD | |||||||
| PO BOX 12903 | COLUMBIA | SC | 29211 | N/A | PC | 2020 NONPROFIT SUMMIT | $4,800 |
| UNITED WAY OF THE PIEDMONT | |||||||
| PO BOX 5624 | SPARTANBURG | SC | 29304 | N/A | PC | LOCAL RELIEF FUND | $25,000 |
| UNITED WAY OF THE PIEDMONT | |||||||
| PO BOX 5624 | SPARTANBURG | SC | 29304 | N/A | PC | OPPORTUNITY HOUSING COLLABORATIVE ACTION PLAN | $25,000 |
| UNITED WAY OF THE PIEDMONT | |||||||
| PO BOX 5624 | SPARTANBURG | SC | 29304 | N/A | PC | STORM RELIEF | $5,000 |
| UNITED WAY OF THE PIEDMONT | |||||||
| PO BOX 5624 | SPARTANBURG | SC | 29304 | N/A | PC | THRIVING FAMILIES | $18,500 |
| UNIVERSITY OF SOUTH CAROLINA UPSTATE FOUNDATION | |||||||
| 800 UNIVERSITY WAY USC UPSTATE | SPARTANBURG | SC | 29303 | N/A | PC | 4TH ANNUAL RESILIENCY SUMMIT | $5,000 |
| UPSTATE FAMILY RESOURCE CENTER | |||||||
| 1850 OLD FURNACE ROAD | BOILING SPRINGS | SC | 29316 | N/A | PC | CRISIS INTERVENTION STAFFING SUPPORT | $15,000 |
| UPSTATE FAMILY RESOURCE CENTER | |||||||
| 1850 OLD FURNACE ROAD | BOILING SPRINGS | SC | 29316 | N/A | PC | HEALTHY FAMILIES INITIATIVE TRIPLE P IMPLEMENTATION | $5,000 |
| UPSTATE FAMILY RESOURCE CENTER | |||||||
| 1850 OLD FURNACE ROAD | BOILING SPRINGS | SC | 29316 | N/A | PC | PASOS SPARTANBURG: A BRIDGE TO CHILD HEALTH FOR LATINO FAMILIES | $67,450 |
| UPSTATE FAMILY RESOURCE CENTER | |||||||
| 1850 OLD FURNACE ROAD | BOILING SPRINGS | SC | 29316 | N/A | PC | SPARTANBURG HEALTHY SCHOOLS INITIATIVE | $15,000 |
| UPSTATE FAMILY RESOURCE CENTER | |||||||
| 1850 OLD FURNACE ROAD | BOILING SPRINGS | SC | 29316 | N/A | PC | SUPPORT DURING COVID 19 | $6,000 |
| UPSTATE FAMILY RESOURCE CENTER | |||||||
| 1850 OLD FURNACE ROAD | BOILING SPRINGS | SC | 29316 | N/A | PC | UFRC VIDEO PRODUCTION | $3,500 |
| UPSTATE FATHERHOOD COALITION | |||||||
| 300 UNION STREET SUITE E | SPARTANBURG | SC | 29306 | N/A | PC | HEALTHY FAMILIES INITIATIVE TRIPLE P IMPLEMENTATION | $5,000 |
| UPSTATE FATHERHOOD COALITION | |||||||
| 730 S PLEASANTBURG DR STE 205 | GREENVILLE | SC | 29607 | N/A | PC | STRENGTHENING FAMILIES | $5,000 |
| UPSTATE WARRIOR SOLUTION INC | |||||||
| PO BOX 1832 | SPARTANBURG | SC | 29306 | N/A | PC | SPARTANBURG COUNTY OPERATING SUPPORT FOR COVID-19 | $5,000 |
| UPSTATE WORKFORCE FUTURES CORPORATION (UWFC) (FISCAL AGENT FOR ACHIEVE PROG | |||||||
| 800 UNIVERSITY WAY | SPARTANBURG | SC | 29303 | N/A | PC | TRANSPORTATION IS KEY | $9,200 |
| YMCA OF GREATER SPARTANBURG | |||||||
| 151 RIBAULT ST | SPARTANBURG | SC | 29302 | N/A | PC | YMCA SUMMER DAY CAMP PROGRAM SCHOLARSHIPS | $22,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,090,647 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BIG BROTHERS BIG SISTERS OF THE UPSTATE | |||||||
| 161 EAST KENNEDY STREET | SPARTANBURG | SC | 29306 | N/A | PC | COUNTERACTING YOUTH MENTORING CHALLENGES CAUSED BY COVID-19 | $10,000 |
| EMERGE FAMILY THERAPY CENTER & TEACHING CLINIC | |||||||
| 138 DILLON DR | SPARTANBURG | SC | 29307 | N/A | PC | MENTAL HEALTH RESPONSE TO COVID 19 PANDEMIC | $40,000 |
| EMERGE FAMILY THERAPY CENTER & TEACHING CLINIC | |||||||
| 138 DILLON DR | SPARTANBURG | SC | 29307 | N/A | PC | MENTAL HEALTH SERVICES | $60,000 |
| GOFORTH RECOVERY | |||||||
| PO BOX 6560 | SPARTANBURG | SC | 29302 | N/A | PC | GOFORTH | $25,000 |
| HEALTHY SMILES OF SPARTANBURG INC | |||||||
| PO BOX 1441 | SPARTANBURG | SC | 29304 | N/A | PC | SPARTANBURG PEDIATRIC DENTAL PROGRAM | $50,000 |
| REACH OUT AND READ - SOUTH CAROLINA | |||||||
| 18 PLOTT DR | SYLVA | NC | 28779 | N/A | PC | REACH OUT AND READ - SPARTANBURG COUNTY | $43,900 |
| REGENESIS ORGANIZATION COMMUNITY HEALTH CENTER | |||||||
| PO BOX 5158 | SPARTANBURG | SC | 29304 | N/A | PC | CRISIS INTERVENTION COORDINATOR | $50,000 |
| RUTH'S GLEANINGS | |||||||
| PO BOX 5088 | SPARTANBURG | SC | 29304 | N/A | PC | INCREASING NUTRITION IN SPARTANBURG | $100,000 |
| SAFE HOMES-RAPE CRISIS COALITION | |||||||
| 236 UNION STREET | SPARTANBURG | SC | 29302 | N/A | PC | UNDERSERVED COMMUNITIES THERAPIST | $50,000 |
| SPARTANBURG ACADEMIC MOVEMENT | |||||||
| 349 E MAIN STREET SUITE 101 | SPARTANBURG | SC | 29302 | N/A | PC | EARLY DEVELOPMENT INSTRUMENT CONTINUATION PROJECT | $55,000 |
| SPARTANBURG AREA MENTAL HEALTH CENTER | |||||||
| 250 DEWEY AVE | SPARTANBURG | SC | 29303 | N/A | PC | MENTAL HEALTH SERVICES | $75,000 |
| SPARTANBURG COUNTY SCHOOL DISTRICT THREE | |||||||
| PO BOX 267 | GLENDALE | SC | 29346 | N/A | GOV | SYSTEMIC & ENVIRONMENTAL CHANGE FACTORS FOR EARLY CHILDHOOD FAMILIES AFFECTED BY COVID-19 | $45,000 |
| UNITED WAY OF THE PIEDMONT | |||||||
| PO BOX 5624 | SPARTANBURG | SC | 29304 | N/A | PC | THRIVING FAMILIES | $37,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $640,900 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $79 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,557 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $73,236 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,939,000 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $47,894 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,414,575 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| PROGRAM LOAN INTEREST | $33,423 |
| REBATES AND REFUNDS | $854 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $47,894 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,444,447 | ExclusionAmt |
| Related Or Exempt Function Incm | $34,277 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,526,618 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 11A | INTEREST INCOME EARNED ON PROGRAM RELATED INVESTMENT (LOAN) |
| 11B | REFUNDS AND REBATES EARNED IN THE COURSE OF OPERATIONS |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| SC CHILDREN'S TRUST | ||||||
| 1 | 1330 LADY STREET STE 310 | COLUMBIA | SC | 29201 | $82,523 | Yes (X) |
| DEPARTMENT OF HEALTH AND HUMAN SERVICES | ||||||
| 2 | 1101 WOOTTON PARKWAY | ROCKVILLE | MD | 20852 | $549,265 | Yes (X) |
| SPARTANBURG COUNTY SCHOOL DISTRICT 7 | ||||||
| 3 | 610 DUPRE DRIVE | SPARTANBURG | SC | 29307 | $8,650 | Yes (X) |
| SMALL BUSINESS ADMINISTRATION | ||||||
| 4 | 409 3RD ST SW | WASHINGTON | DC | 20416 | $125,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT AND TAX COMPLIANCE SERVICES | CategoryTxt |
| Amt | $25,900 | Amt |
| Net Investment Income | $15,985 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,640 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (6 entries)
| PropertyPropertyDesc | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | RtRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Computation MethodComputationMethodTxt |
|---|---|---|---|---|---|---|
| BUILDING - 349 E. MAIN STREET | $950,206 | $376,124 | 0.000000000000 | $23,755 | $0 | |
| BUILDING RENOVATION | $4,723,714 | $1,614,582 | 0.000000000000 | $117,689 | $0 | |
| BUILDING RENOVATION - TENANT SPACE | $273,617 | $84,258 | 0.000000000000 | $6,840 | $0 | |
| TENANT IMPROVEMENTS | $286,599 | $286,079 | 0.000000000000 | $520 | $0 | |
| EQUIPMENT, FURNITURE AND FIXTURES | $409,821 | $238,127 | 0.000000000000 | $32,865 | $0 | |
| LAND | $544,635 | $0 | $0 | L |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE SC ATTORNEY GENERAL'S OFFICE NO LONGER REQUESTS A COPY OF FORM 990-PF ON AN ANNUAL BASIS. THE ATTORNEY GENERAL'S OFFICE RESERVES THE RIGHT TO REQUEST THE FORM AS NEEDED. THE FOUNDATION WILL COMPLY WITH ANY REQUESTS MADE AS NEEDED. | ExplanationTxt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | PASSTHROUGH K-1 UBI CAPITAL GAINS | AssetDesc |
| How Acquired | PURCHASED | HowAcquiredTxt |
| Gross Sales Price | $47,894 | GrossSalesPriceAmt |
| Basis Method | COST | BasisMethodTxt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | $47,894 | TotalNetAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LAND | $272,318 | $0 | $272,318 | $100,000 |
| BUILDING AND IMPROVEMENTS | $3,117,068 | $1,254,924 | $1,862,144 | $1,150,000 |
| EQUIPMENT, FURNITURE, AND FIXTURES | $69,670 | $46,069 | $23,601 | $23,601 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (15 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AON LIQ. ALTERNATIVES FUND | FMV | $2,611,693 | $2,611,693 |
| AON PRIVATE CREDIT OPPORTUNITIES FUND, LLC | FMV | $1,857,943 | $1,857,943 |
| ARTWORK | AT COST | $4,709 | $4,709 |
| LANDMARK REAL ESTATE PARTNERS | FMV | $765,519 | $765,519 |
| MACQUARIE INFRASTRUCTURE PARTNERS II INTERNATIONAL, LP | FMV | $971,354 | $971,354 |
| RUBIK HOLDINGS LTD | FMV | $36,862 | $36,862 |
| SSGA US | FMV | $25,419,747 | $25,419,747 |
| STATE STREET MSCI EMERGING MARKETS INDEX NON-LENDING COMMON TRUST FUND | FMV | $121,891 | $121,891 |
| SSGA NON US | FMV | $18,622,224 | $18,622,224 |
| STATE STREET US TREASURY INFLATION PROTECTED SECURITIES (TIPS) | FMV | $3,677,182 | $3,677,182 |
| TRUMBULL PROPERTY FUND LP | FMV | $4,412,444 | $4,412,444 |
| AON OPPORTUNITIES ALTERNATIVES SP | FMV | $4,318,427 | $4,318,427 |
| AON OPPORTUNISTIC CREDIT PORTFOLIO | FMV | $1,260,065 | $1,260,065 |
| AHIF CORE PLUS BOND | FMV | $7,760,299 | $7,760,299 |
| AHIF CREDIT | FMV | $8,099,695 | $8,099,695 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LAND | $272,317 | $0 | $272,317 | $100,000 |
| BUILDING AND IMPROVEMENTS | $3,117,068 | $1,254,923 | $1,862,145 | $1,150,000 |
| EQUIPMENT, FURNITURE, AND FIXTURES | $340,151 | $224,923 | $115,228 | $115,228 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GENERAL GOVERNANCE AND COUNSEL | CategoryTxt |
| Legal Fees | $855 | LegalFeesAmt |
| Net Investment Income | $235 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $620 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PROGRAM RELATED INVESTMENTS - LOAN RECEIVABLES | $2,000,000 | $1,100,000 | $1,100,000 |
| PROGRAM RELATED INVESTMENT - TIY 2013 LLC | $12,039 | $6,601 | $6,601 |
| PROGRAM RELATED INVESTMENT - TIY 2014 LLC | $12,500 | $5,952 | $5,952 |
| PROGRAM RELATED INVESTMENT - TIY VENTURES S 2015 LLC | $12,500 | $3,060 | $3,060 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN DEFERRED FEDERAL EXCISE TAX | Desc |
| Amt | $20,298 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TECHNOLOGY | $64,012 | $5,938 | $50,340 |
| MEALS | $1,191 | $0 | $1,263 |
| INSURANCE | $23,098 | $5,363 | $22,290 |
| DOCUMENT STORAGE | $2,637 | $879 | $1,707 |
| SUPPLIES | $10,356 | $819 | $9,619 |
| COMMUNICATIONS | $10,278 | $2,692 | $8,672 |
| GRANT RELATED EXPENSES | $962,236 | $0 | $975,462 |
| OTHER ADMINISTRATIVE EXPENSES | $144 | $0 | $378 |
| SCHEDULE K-1 EXPENSES | $0 | $165,013 | $0 |
| DUES AND PUBLICATIONS | $12,571 | $33 | $12,538 |
| COPIER | $1,845 | $185 | $1,661 |
| TELEPHONE | $14,796 | $1,480 | $12,866 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INCOME FROM ALTERNATIVE INVESTMENTS | $1,939,000 | $1,759,169 | $1,939,000 |
| PROGRAM LOAN INTEREST | $33,423 | $33,423 | $33,423 |
| REBATES AND REFUNDS | $854 | $854 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $2,095,637 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| EXCISE TAX PAYABLE | $9,584 | $34,328 |
| TENANT DEPOSITS | $6,378 | $6,378 |
| DEFERRED TAX LIABILITY | $27,720 | $48,018 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER PROFESSIONAL FEES | $16,918 | $118 | $10,355 |
| PROPERTY MANAGEMENT | $26,484 | $19,166 | $7,318 |
| INVESTMENT EXPENSES | $373,303 | $164,354 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $97,815 | $0 | $0 |
| FOREIGN TAXES | $0 | $66,845 | $0 |