WALLACE FAM FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WALLACE FAM FOUNDATION (EIN 58-6343201)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-22
- IRS object ID
- 202002049349100510
- Schema version
- 2019v5.0
- 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-PF
- Accounting Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-22T10:50:14-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 570957419 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Hobbs Group PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1704 Laurel Street | AddressLine1Txt |
| City | Columbia | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 586343201 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wallace Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WALL | BusinessNameControlTxt |
| Phone | 8642702878 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 646 McDaniel Avenue | AddressLine1Txt |
| City | Greenville | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29605 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Martha Pellet | PersonNm |
| Person Title | Chairperson | PersonTitleTxt |
| Signature | 2020-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Tamara Hannon CPA | PreparerPersonNm |
| PTIN | P01297173 | PTIN |
| Phone | 8037990555 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,784,126 | 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 | $4,478 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,478 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $4,478 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $32,369 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,369 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $32,369 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $107,975 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $381,104 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $107,975 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $20,298 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $144,822 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $144,822 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $57,145 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,811 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,546 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,265 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $16,569 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,569 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $5 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $5 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,693 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,693 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $21,078 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,813 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,265 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $55,707 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $55,707 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $76,785 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,813 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $56,972 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $68,037 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $125,009 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $57,145 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $27,814 | CashBOYAmt |
| Cash EOY | $85,533 | CashEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $85,533 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $248,738 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $254,914 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $266,326 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $914,765 | CorporateStockBOYAmt |
| Corporate Stock EOY | $913,973 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,432,267 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $34,772 | OtherAssetsBOYAmt |
| Other Assets EOY | $41,060 | OtherAssetsEOYAmt |
| Total Assets BOY | $1,226,089 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,295,480 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,784,126 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $230 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,844 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $230 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,844 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,225,859 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,293,636 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,225,859 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,293,636 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,226,089 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,295,480 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,225,859 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $68,037 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,245 | OtherIncreasesAmt |
| Subtotal | $1,296,141 | SubtotalAmt |
| Other Decreases | $2,505 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,293,636 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| UBS 0829 ST Covered | P | 2019-01-01 | 2019-12-31 | $3,139 | $2,408 | $731 | $731 |
| UBS 0829 ST See Attached | P | 2019-01-01 | 2019-12-31 | $48,381 | $26,138 | $22,243 | $22,243 |
| UBS 0829 LT NonCovered | P | 2018-01-01 | 2019-12-31 | $33,573 | $7,812 | $25,761 | $25,761 |
| UBS 0583 ST Covered | P | 2019-01-01 | 2019-12-31 | $567 | $505 | $62 | $62 |
| UBS 0583 LT Covered | P | 2018-01-01 | 2019-12-31 | $42,265 | $36,370 | $5,895 | $5,895 |
| UBS 0583 LT Noncovered | P | 2018-01-01 | 2019-12-31 | $15,057 | $12,776 | $2,281 | $2,281 |
| UBS 8885 ST Covered | P | 2019-01-01 | 2019-12-31 | $123 | $485 | -$362 | -$362 |
| UBS 8885 LT Covered | P | 2018-01-01 | 2019-12-31 | $52,259 | $24,872 | $27,387 | $27,387 |
| UBS 8885 LT NonCovered | P | 2018-01-01 | 2019-12-31 | $21,707 | $4,725 | $16,982 | $16,982 |
| UBS 7196 LT Covered | P | 2018-01-01 | 2019-12-31 | $73,359 | $72,238 | $1,121 | $1,121 |
| UBS 7196 LT see attached | P | 2018-01-01 | 2019-12-31 | $15,737 | $15,820 | -$83 | -$83 |
| UBS 8887 ST Covered | P | 2019-01-01 | 2019-12-31 | $30,915 | $33,291 | -$2,376 | -$2,376 |
| UBS 8887 LT Covered | P | 2018-01-01 | 2019-12-31 | $43,996 | $35,689 | $8,307 | $8,307 |
| UBS 8887 Cap Gn Distribution | P | 2018-01-01 | 2019-12-31 | $15 | $15 | $15 | |
| UBS 8887 1250 Gn | P | 2018-01-01 | 2019-12-31 | $11 | $11 | $11 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $107,975 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $20,298 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $125,823 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,600,394 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.07862 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $70,250 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,532,862 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04583 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $113,683 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,453,144 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.07823 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $63,314 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,495,993 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04232 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $87,113 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,507,244 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05780 | DistributionYr5Rt |
| Total Distribution | 0.302799 | TotalDistributionRt |
| Average Distribution | 0.060560 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,550,554 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $93,902 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,250 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $95,152 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $56,972 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,500 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,500 | SubtotalAmt |
| Tax Based On Investment Income | $2,500 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,421 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,421 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $5 | EsPenaltyAmt |
| Tax Due | $1,084 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | SC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Martha Pellett | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8642702878 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 646 McDaniel Avenue | AddressLine1Txt |
| City | Greenville | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29605 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Martha W Pellett | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 646 McDaniel Avenue | AddressLine1Txt |
| City | Greenville | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29605 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,538,223 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $35,944 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,574,167 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,574,167 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,613 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,550,554 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $77,528 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $77,528 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,500 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,500 | TotalTaxAmt |
| Distributable Before Adj | $75,028 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $75,028 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $75,028 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $56,972 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $56,972 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $56,972 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $75,028 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $28,011 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $28,011 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $56,972 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $56,972 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $18,056 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $18,056 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,955 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $9,955 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $9,955 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Brookgreen Gardens | |||||||
| PO Box 3368 | Pawleys Island | SC | 29585 | None | PC | Community | $30,000 |
| Citidel | |||||||
| 171 Moultrie St | Charleston | SC | 29409 | None | PC | Education | $5,000 |
| Camperdown Academy | |||||||
| 501 Howell Rd | Greenville | SC | 29615 | None | PC | Education | $10,000 |
| Project Host | |||||||
| PO Box 345 | Greenville | SC | 29602 | None | PC | Rehabilitation | $500 |
| Greenville County Museum of Art | |||||||
| 420 College Street | Greenville | SC | 29601 | None | PC | Arts | $8,857 |
| Community Foundation | |||||||
| 630 E Washington St | Greenville | SC | 29601 | None | EOF | Community | $100 |
| Five Fish Foundation | |||||||
| 3022 S Morgans Point Rd | Mt Pleasant | SC | 29466 | None | Disabilities | $1,000 | |
| Huguenet Society | |||||||
| 138 Logan St | Charleston | SC | 29401 | None | History | $250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $55,707 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,478 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,369 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $107,975 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $36,847 | ExclusionAmt |
| Related Or Exempt Function Incm | $107,975 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $144,822 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | The Hobbs Group | CategoryTxt |
| Amt | $2,811 | Amt |
| Net Investment Income | $1,546 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,265 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Cost Basis Adjustment-Pr Yr | $40,775 | -$431,560 |
| FMV AJE | -$6,003 | $472,619 |
| Rounding | $1 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2018 Estimated tax penalty | $5 |
| 2019 Excise Tax Per 990PF | $2,500 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | US Government Interest Non-Taxable | Desc |
| Amt | $2,245 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Excise Tax Payable | $229 | $1,844 |
| Rounding | $1 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Brokerage Account Fees | CategoryTxt |
| Amt | $16,569 | Amt |
| Net Investment Income | $16,569 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Tax on Dividends | CategoryTxt |
| Amt | $1,693 | Amt |
| Net Investment Income | $1,693 | NetInvestmentIncomeAmt |