SELF FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SELF FOUNDATION (EIN 57-0400594)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-21
- IRS object ID
- 202002959349100010
- 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 Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-21T13:46:16-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 570924695 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Kirksey Company | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1227 | AddressLine1Txt |
| City | Greenwood | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29648 | 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 | 570400594 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SELF FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SELF | BusinessNameControlTxt |
| Phone | 8645384992 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1227 | AddressLine1Txt |
| City | GREENWOOD | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29648 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | William M Self Jr | PersonNm |
| Person Title | Tte, Trs | PersonTitleTxt |
| Signature | 2020-10-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joyce P Boone | PreparerPersonNm |
| PTIN | P01293292 | PTIN |
| Phone | 8645384992 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $31,452,112 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $474,667 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $474,667 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $474,667 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $835,055 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,263,932 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $835,055 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,309,722 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,309,722 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $474,667 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $172,216 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $172,216 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $128,766 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $128,766 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $30,312 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $30,312 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,919 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $16,919 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $382,616 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $382,616 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $46,964 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $46,964 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | -$22,232 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $19,597 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $16,176 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $16,176 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $41,383 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $41,383 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $350 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $350 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $38,484 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $38,484 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $851,954 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $429,580 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $464,203 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,112,018 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,112,018 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,963,972 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $429,580 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,576,221 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$654,250 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $880,142 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $474,667 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $900,784 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,927,846 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,927,846 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,417,091 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,466,167 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,525,579 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $14,901,422 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,677,543 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,760,163 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $776,291 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $746,563 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $799,382 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $6,172,098 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,999,970 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,439,142 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $24,167,686 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,818,089 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $31,452,112 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $15,792 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $15,792 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $22,539,111 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,612,783 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets EOY | $1,458,416 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,151,894 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,818,089 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,167,686 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,818,089 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,151,894 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$654,250 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,320,445 | OtherIncreasesAmt |
| Subtotal | $24,818,089 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $24,818,089 | 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 |
|---|---|---|---|---|---|---|---|
| NATIONAL FINANCIAL SALES OF INVESTMENTS | P | 2018-12-06 | 2019-10-21 | $3,139,415 | $3,224,383 | -$84,968 | -$84,968 |
| NATIONAL FINANCIAL SALES OF INVESTMENTS | P | 2014-10-06 | 2019-10-21 | $6,124,517 | $5,204,494 | $920,023 | $920,023 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $835,055 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$84,968 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,555,906 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $30,770,295 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05057 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,459,231 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $30,986,873 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04709 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,612,162 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $29,556,064 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05455 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,663,300 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $32,001,772 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05198 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,544,007 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $33,139,793 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04659 | DistributionYr5Rt |
| Total Distribution | 0.250769 | TotalDistributionRt |
| Average Distribution | 0.050154 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $30,062,935 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,507,776 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,801 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,516,577 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,576,221 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $8,801 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,801 | SubtotalAmt |
| Tax Based On Investment Income | $8,801 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,800 | TotalPaymentsAndCreditsAmt |
| Tax Due | $6,001 | 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 | www.selffoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM M SELF JR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8649419119 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1227 | AddressLine1Txt |
| City | Greenwood | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29648 | 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 | Yes (true) | 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 (13 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 |
|---|---|---|---|---|---|---|---|---|
| Mamie W Nicholson | ||||||||
| 527 Bryte Street | Greenwood | SC | 29649 | Pro. Dir, Pres | 0.00 | $0 | ||
| Lucas McMillan | ||||||||
| 107 Rutledge Road | Greenwood | SC | 29649 | Trustee | 0.00 | $0 | ||
| Furman C Self | ||||||||
| P O Box 1227 | Greenwood | SC | 29648 | Trustee | 0.00 | $0 | ||
| WM Self | ||||||||
| PO Box 1227 | Greenwood | SC | 296481227 | Trustee Emerit | 0.00 | $0 | ||
| Sally E Self | ||||||||
| PO Box 1227 | Greenwood | SC | 29648 | Sec., Trustee | 0.00 | $0 | ||
| JC Self III | ||||||||
| PO Box 1227 | Greenwood | SC | 296481227 | Chairman | 0.00 | $0 | ||
| Cade Brennan Jackson | ||||||||
| PO Box 1227 | Greenwood | SC | 296491227 | Trustee | 0.00 | $0 | ||
| Dr Matthew Logan | ||||||||
| 113 Tryon Court | Greenwood | SC | 29649 | Trustee | 0.00 | $0 | ||
| Frank J Wideman | ||||||||
| 501 Calabash Road | Bradley | SC | 29819 | President | 40.00 | $172,216 | $7,010 | $3,800 |
| William M Self Jr | ||||||||
| PO Box 1227 | Greenwood | SC | 296481227 | Tte, Trs | 0.00 | $0 | ||
| Virginia Self Goldsmith | ||||||||
| PO Box 1227 | Greenwood | SC | 296481227 | Trustee | 0.00 | $0 | ||
| Mary Andrews Self Whittington | ||||||||
| PO Box 1227 | Greenwood | SC | 296481227 | Trustee | 0.00 | $0 | ||
| Laurie Self Pulver | ||||||||
| PO Box 1227 | Greenwood | SC | 296481227 | Trustee | 0.00 | $0 | ||
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mamie Nicholson | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 Maxwell Avenue | AddressLine1Txt |
| City | Greenwood | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29646 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Program Director | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $92,362 | CompensationAmt |
| Employee Benefits | $3,641 | EmployeeBenefitsAmt |
| Expense Account | $2,400 | ExpenseAccountAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rockefeller Capital Management | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3280 Peachtree Rd NE | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Advisory | ServiceTypeTxt |
| Compensation | $382,616 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $30,520,746 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $30,520,746 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $30,520,746 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $457,811 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $30,062,935 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,503,147 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,503,147 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,801 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,801 | TotalTaxAmt |
| Distributable Before Adj | $1,494,346 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,494,346 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,494,346 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,576,221 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,576,221 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $8,801 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,567,420 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,494,346 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $354,225 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,576,221 | QualifyingDistributionsAmt |
| Applied To Year1 | $354,225 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,221,996 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $272,350 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | The Self Family Foundation | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | The Federal Building Main Street | AddressLine1Txt |
| City | Greenwood | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29646 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8649532441 | RecipientPhoneNum |
| Form And Info And Materials | See Program Guidelines and Application Procedures at www.selffoundation.org/grantmaking/apply | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | See Above | SubmissionDeadlinesTxt |
| Restrictions On Awards | Grants are limited to Greenwood, SC and surrounding counties. No grants are made to individuals and all applicants must have the financial ability to maintain their program. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | See Statement 9 | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | See Statement 9 | AddressLine1Txt |
| City | Greenwood | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29646 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | None | RecipientRelationshipTxt |
| Recipient Foundation Status | 501c3 | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | See Stmt 9 | GrantOrContributionPurposeTxt |
| Amt | $1,112,018 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,112,018 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | See Statement 9 | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | See Statement 9 | AddressLine1Txt |
| City | Greenwood | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29646 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | None | RecipientRelationshipTxt |
| Recipient Foundation Status | 501c3 | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | See Stmt 9 | GrantOrContributionPurposeTxt |
| Amt | $1,458,416 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,458,416 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $474,667 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $835,055 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,309,722 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,309,722 | 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 | Accounting Fees | CategoryTxt |
| Amt | $16,919 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $16,919 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Computer Support & Supplies | $19,674 | $19,674 |
| Convening | $6,443 | $6,443 |
| Dues & Subscriptions | $3,739 | $3,739 |
| Misc. Office Supplies | $575 | $575 |
| Miscellaneous Expenses | $167 | $167 |
| Office Equipment & Leases | $135 | $135 |
| Postage | $73 | $73 |
| Telephone | $7,468 | $7,468 |
| Workmens Compensation Insurance | $210 | $210 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Fees | CategoryTxt |
| Amt | $382,616 | Amt |
| Net Investment Income | $382,616 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Excise Taxes | $41,829 | |
| Payroll Taxes | $19,597 | $19,597 |