THE MADDREY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE MADDREY FOUNDATION (EIN 57-6125748)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202133199349101013
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T07:21:51-06:00 | 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 | 500 EAST MOREHEAD STREET SUITE 700 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | 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 | 576125748 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MADDREY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MADD | BusinessNameControlTxt |
| Phone | 8642328301 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 CRESCENT AVENUE | AddressLine1Txt |
| City | GREENVILLE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29605 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | E ERWIN MADDREY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8642328301 | PhoneNum |
| Signature | 2021-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | E | PersonFirstNm |
| Person Last | ERWIN MADDREY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JANICE A RATICA | PreparerPersonNm |
| PTIN | P00358837 | PTIN |
| Phone | 7043338881 | PhoneNum |
| Preparation | 2021-11-08 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $2,437,509 | 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 | $18,755 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $18,755 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $33,597 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,472 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $45,797 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,648,508 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $45,797 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $219 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $132 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $98,368 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $97,156 | 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 | $5,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,650 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,650 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $16,513 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,513 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $881 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $881 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,694 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,044 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,650 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $157,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $157,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $180,144 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,044 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $160,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$81,776 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $77,112 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $43,042 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $39,288 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $39,288 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,545,899 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,776,228 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,206,757 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $475,638 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $188,477 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $191,464 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,064,579 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,003,993 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,437,509 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,616,746 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,616,746 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $447,833 | RetainedEarningBOYAmt |
| Retained Earning EOY | $387,247 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,064,579 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,003,993 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,064,579 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,003,993 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,064,579 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$81,776 | ExcessRevenueOverExpensesAmt |
| Other Increases | $21,190 | OtherIncreasesAmt |
| Subtotal | $2,003,993 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,003,993 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| UBS ACCOUNT 13972 | P | $325,003 | $320,246 | $4,757 | $4,757 |
| UBS ACCOUNT 20101 | P | $271,660 | $291,600 | -$19,940 | -$19,940 |
| UBS ACCOUNT 20102 | P | $315,343 | $260,760 | $54,583 | $54,583 |
| UBS ACCOUNT 20104 | P | $277,454 | $297,811 | -$20,357 | -$20,357 |
| UBS ACCOUNT 20105 | P | $49,408 | $54,409 | -$5,001 | -$5,001 |
| UBS ACCOUNT 20119 | P | $82,563 | $78,001 | $4,562 | $4,562 |
| UBS ACCOUNT 13972 | P | $327,434 | $334,430 | -$6,996 | -$6,996 |
| UBS ACCOUNT 20101 | P | $363,290 | $389,402 | -$26,112 | -$26,112 |
| UBS ACCOUNT 20102 | P | $134,363 | $111,251 | $23,112 | $23,112 |
| UBS ACCOUNT 20104 | P | $209,623 | $216,368 | -$6,745 | -$6,745 |
| UBS ACCOUNT 20105 | P | $162,864 | $147,486 | $15,378 | $15,378 |
| UBS ACCOUNT 20119 | P | $112,832 | $100,936 | $11,896 | $11,896 |
| ENTERPRISE PRODUCTS PARTNERS K-1 | P | $11 | -$11 | -$11 | |
| CAPITAL GAINS DIVIDENDS | P | $16,671 | $16,671 | $16,671 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $45,797 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,072 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,072 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,072 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,627 | 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 | $1,627 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $555 | OverpaymentAmt |
| Applied To ES Tax | $555 | 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 | MR AND MRS ERWIN MADDREY II | IndividualWithBooksNm |
| Phone | 8642328301 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 CRESCENT AVE | AddressLine1Txt |
| City | GREENVILLE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29605 | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| E ERWIN MADDREY II | ||||||||
| 201 CRESCENT AVENUE | GREENVILLE | SC | 29605 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| NANCY B MADDREY | ||||||||
| 201 CRESCENT AVENUE | GREENVILLE | SC | 29605 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| EDWIN ERWIN MADDREY III | ||||||||
| 201 CRESCENT AVENUE | GREENVILLE | SC | 29605 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| ALEXANDER SMITH MADDREY | ||||||||
| 201 CRESCENT AVENUE | GREENVILLE | SC | 29605 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,090,224 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $173,620 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,263,844 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,263,844 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,958 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,229,886 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $111,494 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $111,494 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,072 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,072 | TotalTaxAmt |
| Distributable Before Adj | $110,422 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $110,422 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $110,422 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $160,100 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $160,100 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $160,100 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $110,422 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $41,458 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $102,131 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $73,763 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $63,649 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $59,336 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $340,337 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $160,100 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $110,422 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $49,678 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $390,015 | 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 | $41,458 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $348,557 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $102,131 | ExcessFromYear4Amt |
| Excess From Year3 | $73,763 | ExcessFromYear3Amt |
| Excess From Year2 | $63,649 | ExcessFromYear2Amt |
| Excess From Year1 | $59,336 | ExcessFromYear1Amt |
| Excess From Current Year | $49,678 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | E ERWIN MADDREY II | ContributingManagerNm |
| Contributing Manager | NANCY B MADDREY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (81 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 1 FOR THE PLANET | |||||||
| 50 LAKESIDE AVENUE 341 | BURLINGTON | VT | 05401 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $250 |
| ALL-IN TO FIGHT CANCER | |||||||
| 1431 W MOREHEAD STREET | CHARLOTTE | NC | 28208 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $250 |
| AMERICAN HEART ASSN - MID-ATLANTIC AFFILIATE | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| AMERICAN RED CROSS | |||||||
| 940 GROVE ROAD | GREENVILLE | SC | 29605 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| ANDREAS H BECHTLER ARTS FOUNDATION | |||||||
| 420 S TRYON ST | CHARLOTTE | NC | 28202 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $200 |
| ARTS AND SCIENCE COUNCIL | |||||||
| 222 S CHURCH ST SUITE 300 | CHARLOTTE | NC | 28202 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $450 |
| BFB FOUNDATION | |||||||
| 4250 CONGRESS ST SUITE 250 | CHARLOTTE | NC | 28209 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $200 |
| CANCER SOCIETY OF GREENVILLE COUNTY | |||||||
| 113 MILLS AVENUE | GREENVILLE | SC | 29605 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| CAPITA SOCIAL INC | |||||||
| 100 W WASHINGTON STREET SUITE 200 | GREENVILLE | SC | 29601 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| CAROLINA YOUTH SYMPHONY | |||||||
| PO BOX 534 | GREENVILLE | SC | 29602 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $100 |
| CHARLOTTE COUNTRY DAY SCHOOL | |||||||
| 1440 CARMEL RD | CHARLOTTE | NC | 28226 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $100 |
| CHILDREN'S MUSEUM OF THE UPSTATE | |||||||
| 300 COLLEGE STREET | GREENVILLE | SC | 29601 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| CHRIST CHURCH EPISCOPAL SCHOOL | |||||||
| 245 CAVALIER DRIVE | GREENVILLE | SC | 29607 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| CLEMENT'S KINDNESS | |||||||
| 27 CLEVELAND STREET | GREENVILLE | SC | 29601 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| COMMUNITY BUILDING INITIATIVE | |||||||
| 601 EAST FIFTH STREET SUITE 460 | CHARLOTTE | NC | 28202 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $75 |
| COMMUNITY FOUNDATION OF GREENVILLE | |||||||
| 630 E WASHINGTON STREET STE A | GREENVILLE | SC | 29601 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| CONSERVATION VOTERS OF SOUTH CAROLINA | |||||||
| PO BOX 50632 | COLUMBIA | SC | 29250 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $5,000 |
| CURE FOUNDATION | |||||||
| PO BOX 5298 | NEW YORK | NY | 10185 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| DAVIDSON COLLEGE | |||||||
| DAVIDSON COLLEGE | DAVIDSON | NC | 28035 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $15,400 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $500 |
| ETV ENDOWMENT | |||||||
| 401 E KENNEDY STREET STE B-1 | SPARTANBURG | SC | 29302 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| EVERYTOWN FOR GUN SAFETY | |||||||
| PO BOX 3886 | NEW YORK | NY | 10163 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $250 |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 200 W TRADE ST | CHARLOTTE | NC | 28202 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $400 |
| FLAT ROCK PLAYHOUSE | |||||||
| PO BOX 310 | FLAT ROCK | NC | 28731 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| FRIENDS OF DUPONT FOREST | |||||||
| PO BOX 218 | HENDERSONVILLE | NC | 28739 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| FRIENDS OF THE REEDY RIVER | |||||||
| PO BOX 9351 | GREENVILLE | SC | 29604 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| FURMAN UNIVERSITY | |||||||
| 3300 POINSETT HWY | GREENVILLE | SC | 29613 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $15,000 |
| GOVERNOR'S SCHOOL FOR THE ARTS FOUNDATION | |||||||
| PO BOX 8458 | GREENVILLE | SC | 29604 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| GREENVILLE CHAUTAUQUA SOCIETY | |||||||
| 943 RUTHERFORD ROAD | GREENVILLE | SC | 29609 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| GREENVILLE COUNTY HISTORICAL SOCIETY | |||||||
| 211 EAST WASHINGTON STREET | GREENVILLE | SC | 29601 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $150 |
| GREENVILLE FREE MEDICAL CLINIC INC | |||||||
| PO BOX 8993 | GREENVILLE | SC | 29604 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| GREENVILLE HEALTH SYSTEM (PRISMA) | |||||||
| 300 E MCBEE AVE STE 302 | GREENVILLE | SC | 29601 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| GREENVILLE SYMPHONY | |||||||
| 200 MAIN STREET | GREENVILLE | SC | 29601 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $2,000 |
| HABITAT FOR HUMANITY | |||||||
| 209 S SUMTER STREET | COLUMBIA | SC | 29201 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $2,000 |
| HENDERSON COUNTY RESCUE SQUAD | |||||||
| PO BOX 1729 | HENDERSONVILLE | NC | 28793 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| HIGH COUNTRY NEWS | |||||||
| PO BOX 1090 119 GRAND AVENUE | PAONIA | CO | 81428 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $250 |
| HOMES OF HOPE | |||||||
| 3 DUNEAN ST | GREENVILLE | SC | 29611 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| INSTITUTE FOR CHILD SUCCESS | |||||||
| 102 EDINBURGH COURT | GREENVILLE | SC | 29607 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| INTERNATIONAL AFRICAN AMERICAN MUSEUM | |||||||
| 25 CALHOUN STREET NO 320 | CHARLESTON | SC | 29401 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 |
| LAKE SUMMIT FOUNDATION | |||||||
| 15 WESTMINSTER COURT | HENDERSONVILLE | NC | 28739 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| LEGACY ADVANCEMENT | |||||||
| 104 BROADUS AVENUE | GREENVILLE | SC | 29601 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $5,000 |
| MCCOLL CENTER FOR ART & INNOVATION | |||||||
| 721 N TRYON ST | CHARLOTTE | NC | 28202 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $200 |
| MEALS ON WHEELS | |||||||
| 15 OREGON STREET | GREENVILLE | SC | 29605 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| METROPOLITAN ARTS COUNCIL | |||||||
| 16 AUGUSTA STREET | GREENVILLE | SC | 29601 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $5,000 |
| MEYERS PARK IBPAC | |||||||
| 2400 COLONY RD | CHARLOTTE | NC | 28209 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $400 |
| MINT MUSEUM OF ART | |||||||
| 2730 RANDOLPH ROAD | CHARLOTTE | NC | 28207 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $200 |
| MPHS PTO | |||||||
| 2400 COLONY RD | CHARLOTTE | NC | 28209 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $250 |
| MUDDY SNEAKERS | |||||||
| PO BOX 146 | BREVARD | NC | 28712 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $100 |
| NATIONAL ALOPECIA AREATA FOUNDATION | |||||||
| 65 MITCHELL BLVD SUITE 200-B | SAN RAFAEL | CA | 94903 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $100 |
| NATURALAND TRUST | |||||||
| PO BOX 728 | GREENVILLE | SC | 29602 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| NATURE CONSERVANCY - SC CHAPTER | |||||||
| 801 GERVAIS STREET STE 202 | COLUMBIA | SC | 29201 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| NC OUTWARD BOUND | |||||||
| 2582 RICEVILLE RD | ASHEVILLE | NC | 28805 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $500 |
| NOLS | |||||||
| 284 LINCOLN STREET | LANDER | WY | 82520 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| PALMETTO PROJECT | |||||||
| 1031 CHUCK DAWLEY BLVD STE 5 | MT PLEASANT | SC | 29464 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| PARTNERS IN HEALTH | |||||||
| 800 BOYLSTON ST SUITE 300 | BOSTON | MA | 02199 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $500 |
| PEACE CENTER | |||||||
| 101 W BROAD STREET | GREENVILLE | SC | 29601 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 |
| PUBLIC EDUCATION PARTNERS | |||||||
| 225 S PLEASANTBURG DR STE B1 | GREENVILLE | SC | 29607 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $5,000 |
| SC GOVERNOR'S SCHOOL FOR SCIENCE & MATHEMATICS | |||||||
| 1201 MAIN ST STE 2350 | COLUMBIA | SC | 29201 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| SC INDEPENDENT COLLEGES & UNIVERSITIES | |||||||
| PO BOX 12007 | COLUMBIA | SC | 29211 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| SMITHSONIAN | |||||||
| PO BOX 9016 | PITTSFIELD | MA | 01201 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| SOUTH CAROLINA CHILDREN'S THEATRE | |||||||
| PO BOX 9340 | GREENVILLE | SC | 29604 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $5,000 |
| SOUTHERN ENVIRONMENTAL LAW CENTER | |||||||
| 201 WEST MAIN ST SUITE 14 | CHARLOTTESVILLE | VA | 22902 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $5,000 |
| SPARTANBURG REGIONAL FOUNDATION | |||||||
| 101 EAST WOOD STREET | SPARTANBURG | SC | 29303 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| TEN AT THE TOP | |||||||
| 150 EXECUTIVE CENTER DR 202 | GREENVILLE | SC | 29615 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 |
| THE EDUCATION FOUNDATION OF TRITON VALLEY | |||||||
| BOX 617 | BYFIELD | MA | 01922 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $300 |
| THE LIGHT FACTORY | |||||||
| 1817 CENTRAL AVENUE | CHARLOTTE | NC | 28205 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $75 |
| TREES UPSTATE | |||||||
| PO BOX 9232 | GREENVILLE | SC | 29604 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| UNC-TV | |||||||
| 10 TW ALEXANDER DRIVE | RESEARCH TRIANGLE PARK | NC | 27709 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| UNITED MINISTRIES | |||||||
| 606 PENDLETON STREET | GREENVILLE | SC | 29601 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| UNITED WAY | |||||||
| 105 EDINBURGH CT | GREENVILLE | SC | 29607 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 |
| UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | |||||||
| PO BOX 309 | CHAPEL HILL | NC | 27514 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $2,400 |
| UPSTATE FOREVER | |||||||
| PO BOX 2308 | GREENVILLE | SC | 29602 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $5,000 |
| URBAN LEAGUE OF THE UPSTATE | |||||||
| 15 REGENCY HILL DR | GREENVILLE | SC | 29607 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| VIRGINIA EPISCOPAL SCHOOL | |||||||
| 400 VIRGINIA EPISCOPAL SCHOOL | LYNCHBURG | VA | 24503 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,250 |
| WDAV | |||||||
| DAVIDSON COLLEGE BOX 8990 | DAVIDSON | NC | 28035 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $100 |
| WFAE | |||||||
| 8801 JM KEYNES DRIVE SUITE 91 | CHARLOTTE | NC | 28262 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $200 |
| WILDACRES LEADERSHIP INITIATIVE | |||||||
| PO BOX 34689 | CHARLOTTE | NC | 28234 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $750 |
| WOMEN'S IMPACT FUND | |||||||
| 2525 DISTRIBUTION STREET | CHARLOTTE | NC | 28203 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,300 |
| WOUNDED WARRIOR PROJECT INC | |||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| WYOMING PUBLIC RADIO | |||||||
| 1000 E UNIVERSITY AVE | LARAMIE | WY | 82071 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $250 |
| YMCA OF GREENVILLE | |||||||
| 723 CLEVELAND STREET | GREENVILLE | SC | 29601 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $157,450 | 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 | $18,755 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,597 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $87 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $132 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $45,797 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $87 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $98,281 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $98,368 | 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 | $5,300 | Amt |
| Net Investment Income | $2,650 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,650 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | SC ATTORNEY GENERAL DOES NOT REQUIRE A COPY OF 990PF. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | UBS ACCOUNT 20119 | BondNm |
| EOY Book Value | $188,477 | EOYBookValueAmt |
| EOYFMV | $191,464 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UBS ACCOUNT 20119 | StockNm |
| EOY Book Value | $1,776,228 | EOYBookValueAmt |
| EOYFMV | $2,206,757 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| UBS ACCOUNT 20102 - MISC INCOME | $132 | $132 |
| UBI FROM PARTNERSHIPS | $87 | $0 |
| ORDINARY GAIN/LOSS ON SALE OF PTP INTEREST | $0 | $13,190 |
| ADJUSTMENT TO CAPITAL GAIN ON PTP SALES | $0 | -$13,190 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FUND BALANCE ADJ - NO TAX EFFECT | Desc |
| Amt | $21,190 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $16,513 | Amt |
| Net Investment Income | $16,513 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID 1099S | CategoryTxt |
| Amt | $881 | Amt |
| Net Investment Income | $881 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |