AIKEN COUNTY ASSOCIATION FOR SPECIAL CITIZENS INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- AIKEN COUNTY ASSOCIATION FOR SPECIAL CITIZENS INC (EIN 57-0779653)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-08-17
- IRS object ID
- 202042309349100014
- Schema version
- 2019v5.1
- 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 Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-17T12:48:40-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 570779653 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AIKEN COUNTY ASSOCIATION FOR SPECIAL | BusinessNameLine1Txt |
| Business Name Line2 | CITIZENS INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AIKE | BusinessNameControlTxt |
| Phone | 8032936136 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 295 | AddressLine1Txt |
| City | AIKEN | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 298020295 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES R GOERGEN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8032936136 | PhoneNum |
| Signature | 2020-08-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JANICE A RATICA | PreparerPersonNm |
| PTIN | P00358837 | PTIN |
| Phone | 7043338881 | PhoneNum |
| Preparation | 2020-08-17 | PreparationDt |
| 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 | $280,498 | 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 | $1,336 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,336 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,970 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,970 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,613 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,096 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,613 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $10,919 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,919 | 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 | $4,283 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,141 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,142 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $104 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,214 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,214 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $576 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $576 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,177 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,141 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,932 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $23,788 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $23,788 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $29,965 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,141 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $27,720 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$19,046 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,778 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,082 | CashBOYAmt |
| Cash EOY | $2,617 | CashEOYAmt |
| Cash EOYFMV | $2,617 | CashEOYFMVAmt |
| Other Investments BOY | $262,007 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $242,389 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $277,881 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $264,089 | TotalAssetsBOYAmt |
| Total Assets EOY | $245,006 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $280,498 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $264,089 | RetainedEarningBOYAmt |
| Retained Earning EOY | $245,006 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $264,089 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $245,006 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $264,089 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $245,006 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $264,089 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$19,046 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $245,043 | SubtotalAmt |
| Other Decreases | $37 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $245,006 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN HIGH INCOME CLASS A | P | 2010-12-23 | 2019-10-24 | $4,000 | $4,483 | -$483 | -$483 |
| CAPITAL GAIN DISTRIBUTIONS | P | 2019-06-17 | 2019-12-31 | $3,096 | $3,096 | $3,096 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,613 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $30,658 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $294,617 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.104061 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $29,602 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $320,240 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.092437 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $28,066 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $330,380 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.084951 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $41,151 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $358,125 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.114907 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $39,351 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $392,982 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.100134 | DistributionYr5Rt |
| Total Distribution | 0.496490 | TotalDistributionRt |
| Average Distribution | 0.099298 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $280,300 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $27,833 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $88 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $27,921 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $27,720 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $176 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $176 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $176 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $176 | TaxDueAmt |
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 | CHARLES R GOERGEN | IndividualWithBooksNm |
| Phone | 8032159099 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 LONGWOOD DRIVE | AddressLine1Txt |
| City | AIKEN | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29803 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| TRACEY TUCKER | ||||||||
| PO BOX 295 | AIKEN | SC | 29802 | PRESIDENT | 0.30 | $0 | $0 | $0 |
| WILLIAM T BOYCE | ||||||||
| PO BOX 295 | AIKEN | SC | 29802 | CO-TREASURER | 0.30 | $0 | $0 | $0 |
| KIM DAILEY | ||||||||
| PO BOX 295 | AIKEN | SC | 29802 | SECRETARY | 0.30 | $0 | $0 | $0 |
| MICHALENE LANGFORD | ||||||||
| PO BOX 295 | AIKEN | SC | 29802 | VICE PRESIDENT | 0.30 | $0 | $0 | $0 |
| CHUCK GOERGEN | ||||||||
| PO BOX 295 | AIKEN | SC | 29802 | CO-TREASURER | 0.30 | $0 | $0 | $0 |
| HELEN BOYCE | ||||||||
| PO BOX 295 | AIKEN | SC | 29802 | BOARD MEMBER | 0.30 | $0 | $0 | $0 |
| TYIAH BURT | ||||||||
| PO BOX 295 | AIKEN | SC | 29802 | BOARD MEMBER | 0.30 | $0 | $0 | $0 |
| JUDY BILYEU | ||||||||
| PO BOX 295 | AIKEN | SC | 29802 | BOARD MEMBER | 0.30 | $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 | $270,934 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,635 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $284,569 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $284,569 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,269 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $280,300 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,015 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,015 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $176 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $176 | TotalTaxAmt |
| Distributable Before Adj | $13,839 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $13,839 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $13,839 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $27,720 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $27,720 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $27,720 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,839 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $20,186 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $23,463 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $11,911 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $13,836 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $16,135 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $85,531 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $27,720 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,839 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $13,881 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $99,412 | 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 | $20,186 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $79,226 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $23,463 | ExcessFromYear4Amt |
| Excess From Year3 | $11,911 | ExcessFromYear3Amt |
| Excess From Year2 | $13,836 | ExcessFromYear2Amt |
| Excess From Year1 | $16,135 | ExcessFromYear1Amt |
| Excess From Current Year | $13,881 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AIKEN WOMEN'S CLUB | |||||||
| 203 OVERLOOK DRIVE | AIKEN | SC | 29801 | NONE | PC | TO PROMOTE THE GENERAL WELFARE OF THE MENTALLY CHALLENGED | $2,500 |
| AREA 15 SPECIAL OLYMPICS | |||||||
| 109 OAK PARK DRIVE | IRMO | SC | 29063 | NONE | PC | TO PROMOTE THE GENERAL WELFARE OF THE MENTALLY CHALLENGED | $2,000 |
| NORTH AUGUSTA ELEMENTARY | |||||||
| 400 E SPRING GROVE AVE | NORTH AUGUSTA | SC | 29841 | NONE | GOV | TO PROMOTE THE GENERAL WELFARE OF THE MENTALLY CHALLENGED | $950 |
| WARRENVILLE ELEMENTARY | |||||||
| 569 HOWLANDVILLE RD | WARRENVILLE | SC | 29851 | NONE | GOV | TO PROMOTE THE GENERAL WELFARE OF THE MENTALLY CHALLENGED | $3,085 |
| TRI DEVELOPMENT CENTER FOUNDATION | |||||||
| PO BOX 698 | AIKEN | SC | 29802 | NONE | PC | TO PROMOTE THE GENERAL WELFARE OF THE MENTALLY CHALLENGED | $9,500 |
| WAGNER SALLEY HIGH SCHOOL | |||||||
| 272 MAIN ST S | WAGENER | SC | 29164 | NONE | GOV | TO PROMOTE THE GENERAL WELFARE OF THE MENTALLY CHALLENGED | $999 |
| AL CORBETT MIDDLE SCHOOL | |||||||
| 10 A L CORBETT CIR | WAGENER | SC | 29164 | NONE | GOV | TO PROMOTE THE GENERAL WELFARE OF THE MENTALLY CHALLENGED | $635 |
| BELVEDERE ELEMENTARY | |||||||
| 201 RHOMBOID PL | BELVEDERE | SC | 29841 | NONE | GOV | TO PROMOTE THE GENERAL WELFARE OF THE MENTALLY CHALLENGED | $924 |
| HAMMOND HILLS ELEMENTARY | |||||||
| 901 W WOODLAWN AVE | NORTH AUGUSTA | SC | 29841 | NONE | GOV | TO PROMOTE THE GENERAL WELFARE OF THE MENTALLY CHALLENGED | $457 |
| PAUL KNOX MIDDLE SCHOOL | |||||||
| 1804 WELLS RD | NORTH AUGUSTA | SC | 29841 | NONE | GOV | TO PROMOTE THE GENERAL WELFARE OF THE MENTALLY CHALLENGED | $250 |
| MILLBROOK ELEMENTARY | |||||||
| 255 E PINE LOG RD | AIKEN | SC | 29803 | NONE | GOV | TO PROMOTE THE GENERAL WELFARE OF THE MENTALLY CHALLENGED | $400 |
| NORTH AUGUSTA HIGH SCHOOL | |||||||
| 2000 KNOBCONE AVE | NORTH AUGUSTA | SC | 29841 | NONE | GOV | TO PROMOTE THE GENERAL WELFARE OF THE MENTALLY CHALLENGED | $500 |
| AIKEN HIGH SCHOOL | |||||||
| 449 RUTLAND DRIVE | AIKEN | SC | 29801 | NONE | GOV | TO PROMOTE THE GENERAL WELFARE OF THE MENTALLY CHALLENGED | $1,588 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $23,788 | 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 | $1,336 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,970 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,613 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,919 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,919 | 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 | $4,283 | Amt |
| Net Investment Income | $2,141 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,142 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE SC SECRETARY OF STATE NO LONGER REQUIRES PRIVATE FOUNDATIONS TO REPORT OR REGISTER ANY INFORMATION WITH THEIR AGENCY. | ExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | JANNEY INVESTMENT #6984 | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $242,389 | BookValueAmt |
| EOYFMV | $277,881 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $37 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SUPPLIES | $79 | $0 | $79 |
| BANK SERVICE FEES | $246 | $0 | $246 |
| POSTAGE | $92 | $0 | $92 |
| MISCELLANEOUS EXPENSE | $159 | $0 | $159 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX ON INVESTMENT INCOME | CategoryTxt |
| Amt | $104 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |