THE SPARTANBURG REGIONAL HEALTHCARE SYSTEM FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE SPARTANBURG REGIONAL HEALTHCARE SYSTEM FOUNDATION (EIN 57-0937166)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2025-08-04
- IRS object ID
- 202532169349300933
- Schema version
- 2023v6.0
- 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
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-04T11:17:42+00:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 Ridgefield Court | AddressLine1Txt |
| City | Asheville | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 570937166 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Spartanburg Regional Healthcare System Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SPAR | BusinessNameControlTxt |
| Phone | 8645606727 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1692 Skylyn Drive | AddressLine1Txt |
| City | Spartanburg | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29307 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Polly Edwards-Padgett | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 8645606727 | PhoneNum |
| Signature | 2025-08-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Amy Bibby | PreparerPersonNm |
| PTIN | P00445891 | PTIN |
| Phone | 8282542254 | PhoneNum |
| Preparation | 2025-02-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Polly Edwards-Padgett | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1692 Skylyn Drive | AddressLine1Txt |
| City | Spartanburg | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29307 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $28,716,297 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.REGIONALFOUNDATION.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1991 | FormationYr |
| Legal Domicile State | SC | LegalDomicileStateCd |
| Activity Or Mission | The Foundation's purpose is to provide financial support for Spartanburg Regional Healthcare System (SRHS). The Foundation promotes health by funding specific projects that benefit the wellbeing of the community in accordance with donor-imposed restrictions. The Foundation also awards grants to SRHS and other community organizations whose focus is health and wellness. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 143 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,390,221 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,106,786 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,985,173 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,359,437 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $43,967 | CYOtherRevenueAmt |
| PY Total Revenue | $9,375,394 | PYTotalRevenueAmt |
| CY Total Revenue | $10,510,190 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,578,356 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,002,468 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,450,016 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,952,144 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,078,359 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $969,096 | PYOtherExpensesAmt |
| CY Other Expenses | $1,031,751 | CYOtherExpensesAmt |
| PY Total Expenses | $8,997,468 | PYTotalExpensesAmt |
| CY Total Expenses | $7,986,363 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $377,926 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,523,827 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $52,604,446 | TotalAssetsBOYAmt |
| Total Assets EOY | $62,310,378 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,277,736 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $816,403 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $51,326,710 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $61,493,975 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To generate philanthropic support to advance health. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $4,643,069 | ExpenseAmt |
| Grant | $4,392,601 | GrantAmt |
| Desc | Through grants and contributions from donors, Spartanburg Regional Foundation supports the health and wellbeing of the community. In FY24, the Foundation provided funding for more than 70 projects that promote health in accordance with donor designations. A small sample of the accomplishments achieved with these funds include: 1. Supporting the expansion of the Bearden Josey Center for Breast Health 2. Provided financial assistance patients through various funds for help with prescriptions, medical equipment, education, and other needs while undergoing treatment 3. Convened community partners to begin a comprehensive, community-wide behavioral health plan. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $325,859 | ExpenseAmt |
| Grant | $325,859 | GrantAmt |
| Desc | Spartanburg Regional Foundation makes an impact on community health in the upstate of South Carolina by awarding grants to local nonprofit organizations. In FY24, The Foundation funded 10 community grants. The programs funded provided operational support to organizations that provide access to care in Spartanburg, Cherokee, and Union Counties. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $284,008 | ExpenseAmt |
| Grant | $284,008 | GrantAmt |
| Desc | Spartanburg Regional Foundation awards grants to areas of Spartanburg Regional Healthcare System from its unrestricted funds through an annual grant cycle. Just a few of the areas funded include: 1. Supporting the purchase of wireless equipment to improve outcomes for patients in treatment for breast cancer. 2. Funding training in the evidence-based model to improve infant and child health outcomes. 3. Supporting implementation of virtual reality systems to improve rehabilitation of motor function, cognition and movement in pediatric, neurological and acute care rehab. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $5,252,936 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form1098 C Filed | Yes (true) | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Amanda Herin | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8645606729 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1692 Skylyn Drive | AddressLine1Txt |
| City | Spartanburg | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29307 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| Anne P Flynn | ||||||||
| Immediate Past Chair | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Garrow Crowley | ||||||||
| Secretary | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Jon A Jensen | ||||||||
| Chair | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Mitch Kennedy | ||||||||
| Treasurer - Resigned 12-31-2023 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Vic Bailey III | ||||||||
| Vice Chair | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Andrew Falatok | ||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Darwin Simpson | ||||||||
| Board Member - Resigned 05-20-24 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Eliot Stone | ||||||||
| Heart Chair | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Elizabeth Fleming | ||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Elizabeth Young | ||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Frankie Harris | ||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Heather Allen MD | ||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| James S Fulmer Jr | ||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| John Chapman | ||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Marjorie Boafo Appiah | ||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Marsha Gibbs | ||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Mary Jane Jennings | ||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Peter Moore | ||||||||
| Hospice Chair | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Prema Samhat | ||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Rita Allison | ||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Robert Flandry MD | ||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Russell Booker | ||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Sally Spencer | ||||||||
| Cancer Chair | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| David Church | ||||||||
| President | 40.0 | Yes (X) | $236,294 | $0 | $42,233 | |||
| Amanda Herin | ||||||||
| Senior Director of Operations | 40.0 | $117,715 | $0 | $24,043 | Yes (X) | |||
| Polly Edwards-Padgett | ||||||||
| Sr. Director of Strategic Philanthropy and Interim Executive Director | 40.0 | $111,290 | $0 | $15,051 | Yes (X) | |||
| Shelly Sinclair | ||||||||
| Senior Director of Philanthropy | 40.0 | $113,388 | $0 | $14,849 | Yes (X) | |||
| Kristina Caradori | ||||||||
| Former Executive Director | $194,526 | $0 | $8,972 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $773,213 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $105,148 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $37,916 | FederatedCampaignsAmt |
| Fundraising | $66,950 | FundraisingAmt |
| Related Organizations | $2,749,566 | RelatedOrganizationsAmt |
| Government Grants | $323,376 | GovernmentGrantsAmt |
| All Other Contributions | $3,928,978 | AllOtherContributionsAmt |
| Noncash Contributions | $2,665 | NoncashContributionsAmt |
| Total Contributions | $7,106,786 | TotalContributionsAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,197,190 | TotalRevenueColumnAmt |
| Exclusion | $2,197,190 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,242,429 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,080,182 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,162,247 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,162,247 | TotalRevenueColumnAmt |
| Exclusion | $1,162,247 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $169,892 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $66,950 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $125,925 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $43,967 | TotalRevenueColumnAmt |
| Exclusion | $43,967 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,510,190 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,403,404 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,002,468 | TotalAmt |
| Program Services | $5,002,468 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,495,403 | TotalAmt |
| Program Services | $139,072 | ProgramServicesAmt |
| Management And General | $797,050 | ManagementAndGeneralAmt |
| Fundraising | $559,281 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $456,741 | TotalAmt |
| Program Services | $42,477 | ProgramServicesAmt |
| Management And General | $243,443 | ManagementAndGeneralAmt |
| Fundraising | $170,821 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,116 | TotalAmt |
| Program Services | $6,614 | ProgramServicesAmt |
| Management And General | $37,905 | ManagementAndGeneralAmt |
| Fundraising | $26,597 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227,102 | TotalAmt |
| Management And General | $227,102 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,634 | TotalAmt |
| Program Services | $14,558 | ProgramServicesAmt |
| Management And General | $75,529 | ManagementAndGeneralAmt |
| Fundraising | $58,547 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,035 | TotalAmt |
| Program Services | $2,558 | ProgramServicesAmt |
| Management And General | $14,658 | ManagementAndGeneralAmt |
| Fundraising | $51,819 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,406 | TotalAmt |
| Program Services | $2,271 | ProgramServicesAmt |
| Management And General | $13,008 | ManagementAndGeneralAmt |
| Fundraising | $9,127 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $295,218 | TotalAmt |
| Program Services | $27,455 | ProgramServicesAmt |
| Management And General | $157,351 | ManagementAndGeneralAmt |
| Fundraising | $110,412 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,050 | TotalAmt |
| Program Services | $935 | ProgramServicesAmt |
| Management And General | $5,356 | ManagementAndGeneralAmt |
| Fundraising | $3,759 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,744 | TotalAmt |
| Program Services | $11,415 | ProgramServicesAmt |
| Management And General | $65,423 | ManagementAndGeneralAmt |
| Fundraising | $45,906 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|---|
| Fundraising | $29,974 | $403 | $29,571 | |
| Dues and Subscriptions | $19,168 | $10,216 | $7,169 | $1,783 |
| Supplies | $14,304 | $7,624 | $5,350 | $1,330 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,986,363 | TotalAmt |
| Program Services | $5,252,936 | ProgramServicesAmt |
| Management And General | $1,655,068 | ManagementAndGeneralAmt |
| Fundraising | $1,078,359 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $306,845 | BOYAmt |
| EOY | $328,043 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $886,359 | BOYAmt |
| EOY | $617,397 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $320,815 | BOYAmt |
| EOY | $151,418 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,914 | BOYAmt |
| EOY | $84,891 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $332,500 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $332,500 | BOYAmt |
| EOY | $332,500 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,556,372 | BOYAmt |
| EOY | $58,965,933 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,158,641 | BOYAmt |
| EOY | $1,830,196 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,604,446 | BOYAmt |
| EOY | $62,310,378 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $425,499 | BOYAmt |
| EOY | $303,278 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $7,500 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250,292 | BOYAmt |
| EOY | $493,727 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $601,945 | BOYAmt |
| EOY | $11,898 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,277,736 | BOYAmt |
| EOY | $816,403 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,552,229 | BOYAmt |
| EOY | $20,613,593 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,774,481 | BOYAmt |
| EOY | $40,880,382 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,326,710 | BOYAmt |
| EOY | $61,493,975 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,604,446 | BOYAmt |
| EOY | $62,310,378 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,523,827 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $7,643,438 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,254,883 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,127,860 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,955,844 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,390,220 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,276,678 | CurrentTaxYearAmt |
| Total | $36,005,485 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,254,883 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,127,860 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,955,844 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,390,220 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,276,678 | CurrentTaxYearAmt |
| Total | $36,005,485 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,886,473 | SubstantialContributorsTotAmt |
| Public Support Total170 | $33,119,012 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,253,839 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,678,885 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,051,107 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,653,036 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,197,190 | CurrentTaxYearAmt |
| Total | $8,834,057 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $44,839,542 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $0 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.7386 | PublicSupportCY170Pct |
| Public Support PY170 | 0.7484 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,239,839 | BeginningYearBalanceAmt |
| Contributions | $1,783,266 | ContributionsAmt |
| Investment Earnings Or Losses | $1,416,011 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $1,914,887 | AdministrativeExpensesAmt |
| End Year Balance | $4,524,229 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,896,560 | BeginningYearBalanceAmt |
| Contributions | $137,688 | ContributionsAmt |
| Investment Earnings Or Losses | $247,132 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $41,541 | AdministrativeExpensesAmt |
| End Year Balance | $3,239,839 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,399,989 | BeginningYearBalanceAmt |
| Contributions | $26,535 | ContributionsAmt |
| Investment Earnings Or Losses | -$525,725 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $4,239 | AdministrativeExpensesAmt |
| End Year Balance | $2,896,560 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,934,867 | BeginningYearBalanceAmt |
| Contributions | $27,292 | ContributionsAmt |
| Investment Earnings Or Losses | $680,527 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $242,697 | AdministrativeExpensesAmt |
| End Year Balance | $3,399,989 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,808,088 | BeginningYearBalanceAmt |
| Contributions | $4,724 | ContributionsAmt |
| Investment Earnings Or Losses | $217,461 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $95,406 | AdministrativeExpensesAmt |
| End Year Balance | $2,934,867 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.413 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.4929 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.0941 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $332,500 | InvestmentCostOrOtherBasisAmt |
| Book Value | $332,500 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $332,500 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | annuity obligations | Desc |
| Amt | $11,898 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $11,898 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $18,052,451 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $7,643,438 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $125,925 | OtherRevenueAmt |
| Revenue Not Reported | $7,769,363 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,283,088 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $227,102 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $227,102 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,510,190 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,885,186 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $125,925 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $125,925 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,759,261 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $227,102 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $227,102 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,986,363 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | The Foundation has been granted exemption from income taxes under Section 501(c)(3) of the Internal Revenue Code and, accordingly, no provision for income tax is recorded in the accompanying financial statements. The Foundation has determined that it does not have any unrecognized tax benefits or obligations as of September 30, 2024 and 2023. |
| Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 | Special Events Expense - 125925 |
| Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 | Special Events Expense - 125925 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Hangar A | Event1Nm |
| Gross Receipts Event1 | $236,842 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $66,950 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $169,892 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $23,626 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $31,000 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $71,299 | OtherDirectExpensesEvent1Amt |
| Gross Revenue Event2 | $0 | GrossRevenueEvent2Amt |
| Gross Revenue Other Events | $0 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $236,842 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $66,950 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $169,892 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $23,626 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $31,000 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $71,299 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $125,925 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $43,967 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (16 entries)
| Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|
| St Luke's Free Medical Clinic | |||
| 570943232 | 501(c)3 | $15,000 | To support St. Luke's in providing free health care services to low-income, uninsured residents of Spartanburg County. |
| The Family Effect | |||
| 571129751 | 501(c)3 | $15,000 | To reduce addiction by providing comprehensive services and support families affected by substance abuse. |
| Free Medical Clinic of Cherokee County | |||
| 570619799 | 501(c)3 | $15,000 | To provide free medical care to uninsured, low-income residents of Cherokee County. |
| Healthy Smiles of Spartanburg | |||
| 030529473 | 501(c)3 | $15,000 | To improve the oral health of underserved children in Spartanburg County through preventative services, education, and access to dental care. |
| Project REST | |||
| 570760599 | 501(c)3 | $15,000 | To provide shelter, counseling, advocacy and support services to victims of domestic violence and sexual assault in Spartanburg, Cherokee and Union Counties. |
| Angels Charge Ministry | |||
| 821763094 | 501(c)3 | $15,000 | To provide transitional housing, case management and support services to women transitioning from incarceration back into the community. |
| Spartanburg County Foundation - Strategic Spartanburg | |||
| 570351398 | 501(c)3 | $10,000 | To support our local organization that leverages data and evidence to improve the quality of life in Spartanburg County by conducting research that informs policy and practice. |
| SRHS - Live Healthy Spartanburg | |||
| 571075649 | Political Sub. | $5,000 | To support a community-wide effort dedicated to improving the health and wellness of Spartanburg residents by addressing key health issues, promoting healthy lifestyles and esuring access to healthcare services and resources. |
| Spartanburg Academic Movement | |||
| 452104341 | 501(c)3 | $214,285 | Funding to support Movement 2030 to improve academic achievement and readiness for the healthcare workforce. |
| Spartanburg Area Conservancy | |||
| 570885225 | 501(c)3 | $15,000 | To support the rehabilitation of the Upper Chinquapin Greenway for enjoyment of residents of the Hilltop neighborhood in Spartanburg and the Spartanburg Regional Hospice Home. |
| SRHS | |||
| 571075649 | Political Sub. | $68,950 | To purchase wireless equipment used in breast cancer treatment that precisely targets affected tissue to pinpoint its location within 1mm, resulting in more successful surgeries, optimized breast conservation strategies and enhanced outcomes for women. |
| SRHS | |||
| 571075649 | Political Sub. | $70,000 | To implement Unite Us referral software, which will connect healthcare with community partners to deliver proactive, targeted interventions, tracking the impact on reducing disparities and improving patients' health and well-being. |
| SRHS | |||
| 571075649 | Political Sub. | $28,625 | To provide free medical care and health services to low-income, uninsured residents of Spartanburg, Cherokee and Union Counties, aiming to improve health outcomes and quality of life. |
| SRHS | |||
| 571075649 | Political Sub. | $4,000 | Working with the Healing Arts artists, this grant will be used to install a mural in the extended stay surgical unit hallways to create a warm and welcoming environment for patients and families. |
| SRHS | |||
| 571075649 | Political Sub. | $29,995 | This grant will provide training for the Center for Pediatrics in the evidence-based model to improve infant and child health outcomes, build parenting confidence and create a supportive community for families. |
| SRHS | |||
| 571075649 | Political Sub. | $127,000 | Funding to implement virtual reality systems to improve rehabilitation of motor function, cognition and movement in pediatric rehab, neurological outpatient rehab, and acute care. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 16 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | Spartanburg Regional Foundation awards grants to departments of Spartanburg Regional Healthcare System from its unrestricted funds through an annual grant cycle. Spartanburg Regional Foundation also awards grants to Upstate South Carolina non-profit organizations for health-related programs. Community grant requests are reviewed by a committee of Foundation board members and community volunteers who make recommendations to the Board of Trustees. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Kristina Caradori | ||||||||||||||
| Former Executive Director | $105,026 | $0 | $89,500 | $0 | $0 | $0 | $0 | $0 | $8,972 | $0 | $203,498 | $0 | $0 | $0 |
| David Church | ||||||||||||||
| President | $189,344 | $0 | $46,950 | $0 | $0 | $0 | $0 | $0 | $42,233 | $0 | $278,527 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 4 Significant changes to organizational documents | The Bylaws were amended, effective 12/4/2024 |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | BY VOTE OF THE BOARD, THE AUDIT COMMITTEE HAS BEEN DELEGATED LINE ITEM RESPONSIBILITY FOR REVIEW AND APPROVAL OF THE FORM 990. THE APPROVED FORM 990 IS THEN DISTRIBUTED TO THE BOARD PRIOR TO FILING. |
| Form 990, Part VI, Line 12c Conflict of interest policy | THE ORGANIZATION OBTAINS INFORMATION FROM BOARD MEMBERS RELATED TO BUSINESS ENTITIES AND OTHER NONPROFIT ORGANIZATIONS PRIOR TO ELECTION TO THE BOARD. ANNUALLY, EACH BOARD MEMBER COMPLETES A CONFLICT OF INTEREST QUESTIONNAIRE. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | THE ORGANIZATION MAY USE AN INDEPENDENT CONSULTANT, COMPENSATION SURVEYS AND APPROVAL BY GOVERNING BODY. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | THE ORGANIZATION MAY USE AN INDEPENDENT CONSULTANT, COMPENSATION SURVEYS AND APPROVAL BY GOVERNING BODY. |
| Form 990, Part VI, Line 19 Required documents available to the public | THE ORGANIZATION MAKES GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, TAX RETURNS, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST, OR AUDITED FINANCIAL STATEMENTS ARE AVAILABLE AT REGIONALFOUNDATION.COM. |
| Form 990, Part XII, Line 2c | THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Spartanburg Regional Health Services District | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 E Wood Street | AddressLine1Txt |
| City | Spartanburg | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29303 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 571075649 | EIN |
| Primary Activities | Hospital | PrimaryActivitiesTxt |
| Legal Domicile State | SC | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |