DAWN LAUREL FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- DAWN LAUREL FOUNDATION (EIN 47-3518399)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202123169349103967
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T17:15:14-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 WEST WASHINGTON STREET SUITE 901 | 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 | 473518399 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAWN LAUREL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAWN | BusinessNameControlTxt |
| Phone | 8644095635 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 216 KINGS WAY | AddressLine1Txt |
| City | CLEMSON | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29631 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARCH C MAGUIRE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8644095635 | PhoneNum |
| Signature | 2021-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARCH | PersonFirstNm |
| Person Last | MAGUIRE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARTHA LOUISE LEWIS | PreparerPersonNm |
| PTIN | P00040094 | PTIN |
| Phone | 8642425740 | PhoneNum |
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 | 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 | $32,691,067 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $26,864 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $489 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $489 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $615,877 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $615,877 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $855,723 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,735,434 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $855,723 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,498,953 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,472,089 | 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 | $17,679 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,840 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,839 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $68,801 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $31,802 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $94,135 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $94,135 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $180,615 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $134,777 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,839 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $998,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $998,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,178,815 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $134,777 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,007,039 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $320,138 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,337,312 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $276,790 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,677,780 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,677,780 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $3,773 | AcctRcvblAmt |
| Acct Rcvbl EOY | $3,773 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $3,773 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $2,293,984 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,845,035 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,185,377 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,025,401 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $24,023,519 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $22,992,034 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $25,984,113 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $28,439,328 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,858,964 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $32,691,067 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $99,498 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $99,498 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $28,439,328 | RetainedEarningBOYAmt |
| Retained Earning EOY | $28,759,466 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $28,439,328 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $28,759,466 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,439,328 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,858,964 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $28,439,328 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $320,138 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $28,759,466 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $28,759,466 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| GOLD CAN MAPLE LEAF | D | 2020-01-06 | $10,953 | $7,987 | $2,966 | $2,966 | |
| GOLD S AFR KRUGERRAND | D | 2020-01-06 | $329,217 | $240,450 | $88,767 | $88,767 | |
| AMERICAN GOLD EAGLE | D | 2020-03-06 | $337,106 | $232,000 | $105,106 | $105,106 | |
| AMERICAN GOLD EAGLE | D | 2020-03-26 | $330,128 | $232,000 | $98,128 | $98,128 | |
| AMERICAN GOLD EAGLE | D | 2020-07-27 | $394,814 | $232,000 | $162,814 | $162,814 | |
| AMERICAN GOLD EAGLE | D | 2020-08-06 | $418,434 | $232,000 | $186,434 | $186,434 | |
| AMERICAN GOLD EAGLE | D | 2020-10-09 | $393,932 | $232,000 | $161,932 | $161,932 | |
| US TREAS STRIPS | P | 2020-05-15 | $500,000 | $500,000 | $0 | $0 | 2019-12-18 |
| US TREAS BOND | P | 2020-05-15 | $800,000 | $800,000 | $0 | $0 | 2019-11-14 |
| US TREAS BOND | P | 2020-08-17 | $1,500,000 | $1,500,000 | $0 | $0 | 2020-02-18 |
| WESTERN ASSET EMRGNG MKTS DEBT FD | P | 2020-02-18 | $313,223 | $259,845 | $53,378 | $53,378 | 2018-11-19 |
| GOLDMAN SACHS GROUP INC | P | 2020-02-18 | $208,668 | $161,554 | $47,114 | $47,114 | 2015-09-22 |
| PIMCO ENHANCED SHORT MATURITY ACTIVE ETF | P | 2020-03-20 | $606,533 | $625,758 | -$19,225 | -$19,225 | 2016-03-10 |
| ISHARES SHORT MATURITY BOND ETF | P | 2020-04-06 | $388,164 | $401,511 | -$13,347 | -$13,347 | 2017-06-28 |
| SPDR DOUBLELINE TR TACT | P | 2020-03-12 | $289,159 | $294,058 | -$4,899 | -$4,899 | 2016-03-10 |
| IVA WORLDWIDE FUND CL | P | 2020-07-14 | $460,035 | $522,579 | -$62,544 | -$62,544 | 2015-09-02 |
| IVA WORLDWIDE FUND CL | P | 2020-02-18 | $1,359,491 | $1,405,969 | -$46,478 | -$46,478 | 2015-09-22 |
| CAPITAL GAINS DIVIDENDS | P | $95,577 | $95,577 | $95,577 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $855,723 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,589 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,589 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,589 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $37,013 | 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 | $37,013 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $18,424 | OverpaymentAmt |
| Applied To ES Tax | $18,424 | 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 | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCH C MAGUIRE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8644095635 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 216 KINGS WAY | AddressLine1Txt |
| City | CLEMSON | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29631 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| KRISTIN LYNN MAGUIRE | ||||||||
| 216 KINGS WAY | CLEMSON | SC | 29631 | DIR, CO-PRES, TREAS | 1.00 | $0 | $0 | $0 |
| MARCH C MAGUIRE | ||||||||
| 216 KINGS WAY | CLEMSON | SC | 29631 | SEC, DIR, CO-PRES | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERRILL LYNCH | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 AMERICAN BLVD NJ-2-150-01-13 | AddressLine1Txt |
| City | PENNINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 085344129 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $94,135 | 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 | $28,173,653 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,211,933 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $30,385,586 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $30,385,586 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $455,784 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $29,929,802 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,496,490 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,496,490 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,589 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,589 | TotalTaxAmt |
| Distributable Before Adj | $1,477,901 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,477,901 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,477,901 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,007,039 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,007,039 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,007,039 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,477,901 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $79,314 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,007,039 | QualifyingDistributionsAmt |
| Applied To Year1 | $79,314 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $927,725 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $550,176 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANDERSON LIFE CRISIS PREGNANCY CENTER INC | |||||||
| PO BOX 6161 | ANDERSON | SC | 29623 | N/A | PUBLIC CHARITY | GENERAL FUND | $15,000 |
| BON SECOURS-ST FRANCIS FOUNDATION | |||||||
| ONE SAINT FRANCIS DRIVE | GREENVILLE | SC | 29680 | N/A | PUBLIC CHARITY | GENERAL FUND | $75,000 |
| CLEMSON COMMUNITY CHURCH | |||||||
| 1004 ANDERSON HWY | PENDLETON | SC | 29670 | N/A | PUBLIC CHARITY | GENERAL FUND | $50,000 |
| CLEMSON FREE CLINIC | |||||||
| PO BOX 941 | CLEMSON | SC | 29633 | N/A | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| CLEMSON MEALS ON WHEELS INC | |||||||
| PO BOX 1415 | CLEMSON | SC | 29633 | N/A | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 8701 LEEDS ROAD | KANSAS CITY | MO | 64129 | N/A | PUBLIC CHARITY | GENERAL FUND | $5,500 |
| FOCUS ON THE FAMILY | |||||||
| 8605 EXPLORER DRIVE | COLORADO SPRINGS | CO | 80920 | N/A | PUBLIC CHARITY | GENERAL FUND | $105,000 |
| MARYS HOUSE MINISTRY ALLIANCE FOR REGAINING YOUR SAFETY | |||||||
| 430 DACUSVILLE HWY | EASLEY | SC | 29640 | N/A | PUBLIC CHARITY | GENERAL FUND | $30,000 |
| NORTH GREENVILLE UNIVERSITY | |||||||
| PO BOX 1892 | TIGERVILLE | SC | 29688 | N/A | PUBLIC CHARITY | GENERAL FUND | $50,000 |
| PIEDMONT WOMENS CENTER | |||||||
| PO BOX 26866 | GREENVILLE | SC | 29616 | N/A | PUBLIC CHARITY | GENERAL FUND | $50,000 |
| RIPPLE OF ONE INC | |||||||
| PO BOX 1807 | GREENVILLE | SC | 29679 | N/A | PUBLIC CHARITY | GENERAL FUND | $50,000 |
| SAFE HARBOR | |||||||
| 429 N MAIN STREET | GREENVILLE | SC | 29601 | N/A | PUBLIC CHARITY | GENERAL FUND | $20,000 |
| WORLD MISSION PRAYER LEAGUE INC | |||||||
| 232 CLIFTON AVE | MINNEAPOLIS | MN | 55403 | N/A | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| SPOLETO FESTIVAL | |||||||
| 14 GEORGE ST | CHARLESTON | SC | 29401 | N/A | PUBLIC CHARITY | GENERAL FUND | $2,000 |
| FIRST BAPTIST CHURCH LEXINGTON | |||||||
| 415 BARR ROAD | LEXINGTON | SC | 29072 | N/A | PUBLIC CHARITY | GENERAL FUND | $3,200 |
| LAKES AND BRIDGES CHARTER SCHOOL | |||||||
| PO BOX 1368 | EASLEY | SC | 29641 | N/A | PUBLIC CHARITY | GENERAL FUND | $100,000 |
| DR JAMES DOBSON FAMILY INSTITUTE | |||||||
| 540 ELKTON DR STE 201 | COLORADO SPRINGS | CO | 80907 | N/A | PUBLIC CHARITY | GENERAL FUND | $100,000 |
| THE EDISON INST DBA THE HENRY | |||||||
| 20900 OAKWOOD BOULEVARD | DEARBORN | MI | 48124 | N/A | PUBLIC CHARITY | GENERAL FUND | $100,000 |
| DREAM CENTER OF PICKENS CO | |||||||
| PO BOX 203 | EASLEY | SC | 29641 | N/A | PUBLIC CHARITY | GENERAL FUND | $50,000 |
| PEACE CENTER FOUNDATION | |||||||
| 101 W BROAD STREET | GREENVILLE | SC | 29601 | N/A | PUBLIC CHARITY | GENERAL FUND | $50,000 |
| ACADEMY OF ARTS | |||||||
| PO BOX 782 | TAYLORS | SC | 29687 | N/A | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| COLLINS HOME AND FAMILY MINISTRY | |||||||
| PO BOX 745 | SENECA | SC | 29679 | N/A | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| DAVIDS TABLE INC | |||||||
| 18 ALDRIDGE DR | GREENVILLE | SC | 29607 | N/A | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| FAIR PLAY CAMP SCHOOL INC | |||||||
| 347 WILDERNESS TRL | WESTMINISTER | SC | 29693 | N/A | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| PIONEER BIBLE TRANSLATOR | |||||||
| 7255 WEST CAMP WISDOM ROAD | DALLAS | TX | 75236 | N/A | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| WILDERNESS WAY CAMP SCHOOL | |||||||
| 175 CAMP SCHOOL LN | FAIR PLAY | SC | 29643 | N/A | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| ANDERSON FREE CLINIC | |||||||
| 414 N FANT ST | ANDERSON | SC | 29621 | N/A | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| BLUE RIDGE BROADCASTING | |||||||
| PO BOX 159 | BLACK MOUNTAIN | NC | 28711 | N/A | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| CENTRAL INDIANA YOUTH FOR CHRI | |||||||
| PO BOX 68695 | INDIANAPOLIS | IN | 46268 | N/A | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| CLEMSON COMMUNITY CARE | |||||||
| 105 ANDERSON HWY | CLEMSON | SC | 29631 | N/A | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| THE NAVIGATORS | |||||||
| PO BOX 6000 | COLORADO SPRINGS | CO | 80934 | N/A | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| RADIO TRAINING NETWORK | |||||||
| 2420 WADE HAMPTON BLVD | GREENVILLE | SC | 29615 | N/A | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| THE COLSON CTR FOR CHRISTIAN W | |||||||
| PO BOX 62160 | COLORADO SPRINGS | CO | 80962 | N/A | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| GREENVILLE SYMPHONY | |||||||
| 200 SOUTH MAIN STREET | GREENVILLE | SC | 29601 | N/A | PUBLIC CHARITY | GENERAL FUND | $20,000 |
| RABBIT ROOM INC | |||||||
| 188 FRONT STREET STE 116-44 | FRANKLIN | TN | 37064 | N/A | PUBLIC CHARITY | GENERAL FUND | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $998,200 | 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 | $489 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $615,877 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $855,723 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,472,089 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,472,089 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DAWN L MAGUIRE REVOCABLE TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 216 KINGS WAY | AddressLine1Txt |
| City | CLEMSON | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29631 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $26,864 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $17,679 | Amt |
| Net Investment Income | $8,840 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,839 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY INC | $702,399 | $1,136,163 |
| ENBRIDGE INC | $91,885 | $90,477 |
| GOLDMAN SACHS GROUP INC | $383,173 | $566,976 |
| INTEL CORP | $300,245 | $326,307 |
| JOHNSON AND JOHNSON COM | $231,650 | $393,450 |
| SCHWAB CHARLES CORP NEW | $101,385 | $143,208 |
| WELLS FARGO & CO | $374,640 | $368,820 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (19 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MORGAN STNLY EMRG MKTS FUND | AT COST | $155,217 | $178,636 |
| OAKMARK INTL FUND | AT COST | $500,000 | $772,862 |
| PIMCO ENHANCED SHORT | AT COST | $4,076,282 | $4,169,092 |
| SPDR S&P GLOBAL NATURAL | AT COST | $694,913 | $780,562 |
| TEMPLETON GLOBAL INCOME | AT COST | $62,414 | $55,963 |
| TEMPLETON GLOBAL TOTAL | AT COST | $1,094,600 | $997,275 |
| VANGUARD FTSE EMERGING | AT COST | $1,474,743 | $1,896,607 |
| VANGUARD DIVIDEND | AT COST | $823,193 | $1,565,858 |
| VANGUARD SHORT TERM BOND | AT COST | $2,403,969 | $2,479,296 |
| WELLS FARGO ABSOLUTE | AT COST | $1,778,134 | $1,816,993 |
| WESTERN ASSET EMRGNG | AT COST | $521,598 | $597,370 |
| WISDOMTREE INTERNATIONAL | AT COST | $874,727 | $953,348 |
| WISDOMTREE INTL S/C DV | AT COST | $622,078 | $668,795 |
| WISDOMTREE EMERGING | AT COST | $1,658,436 | $1,865,186 |
| BLACKROCK SHORT MATURITY BOND ETF | AT COST | $1,473,427 | $1,472,146 |
| FIRST EAGLE GLOBAL FUND | AT COST | $1,165,661 | $1,405,048 |
| FPA CRESCENT FUND | AT COST | $1,903,373 | $2,059,074 |
| INVESCO FTSE RAFI | AT COST | $607,617 | $850,649 |
| ISHARES INC CORE MSCI | AT COST | $1,101,652 | $1,399,353 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT/INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $94,135 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $94,135 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| OPTION LIABILITY | $0 | $76,998 |
| CASH IN TRANSIT | $0 | $22,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $31,802 | $31,802 | $0 |
| FEDERAL TAX | $36,999 | $0 | $0 |