CAREY COX WYATT CHARITABLE FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CAREY COX WYATT CHARITABLE FOUNDATION INC (EIN 58-2142054)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-13
- IRS object ID
- 202041349349100414
- 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
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-13T19:36:21-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 581673613 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENNETT THRASHER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3300 RIVERWOOD PARKWAY 700 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30339 | 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 | 582142054 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAREY COX WYATT CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARE | BusinessNameControlTxt |
| Phone | 4045205858 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 274 DORAL OPEN | AddressLine1Txt |
| City | KIAWAH ISLAND | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29455 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA L WYATT | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 4045205858 | PhoneNum |
| Signature | 2020-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFF CALL | PreparerPersonNm |
| PTIN | P00293801 | PTIN |
| Phone | 7703962200 | PhoneNum |
| Preparation | 2020-05-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.56.66.121 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-13 | IPDt |
| IP Tm | 17:04:04 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 072D5F513840053D45739986863A96B46065E797 | AtSubmissionFilingDeviceId |
| 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 | $1,619,803 | 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 | $135 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $135 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $43,207 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $43,207 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $46,743 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,179,741 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $46,743 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $90,085 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $90,085 | 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 | $6,365 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $636 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,729 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $30 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $30 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,395 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $636 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,759 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $78,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $78,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $85,195 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $636 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $84,559 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,890 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $89,449 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $24,707 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,808 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,808 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,379,792 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,382,500 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,600,359 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $636 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $636 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,404,499 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,401,944 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,619,803 | 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 | $1,404,499 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,401,944 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,404,499 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,401,944 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,404,499 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,401,944 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,404,499 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,890 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,409,389 | SubtotalAmt |
| Other Decreases | $7,445 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,401,944 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $1,141,209 | $1,132,998 | $8,211 | $8,211 | |
| CAPITAL GAINS DIVIDENDS | $38,532 | $38,532 | $38,532 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $46,743 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $31,653 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,510,828 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.020951 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $69,575 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,350,659 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051512 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $125,112 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,273,966 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.098207 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $54,816 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,555,805 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.035233 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $135,803 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,870,895 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.072587 | DistributionYr5Rt |
| Total Distribution | 0.278490 | TotalDistributionRt |
| Average Distribution | 0.055698 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,515,311 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $84,400 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $894 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $85,294 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $84,559 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,789 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,789 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,789 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $573 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $573 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $40 | EsPenaltyAmt |
| Tax Due | $1,256 | 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 | GA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | 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 | WHITLOW WYATT | IndividualWithBooksNm |
| Phone | 4043552093 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 274 DORAL OPEN | AddressLine1Txt |
| City | KIAWAH ISLAND | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29455 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| LINDA L WYATT | ||||||||
| 274 DORAL OPEN | KIAWAH ISLAND | SC | 29455 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| W WHITLOW WYATT | ||||||||
| 274 DORAL OPEN | KIAWAH ISLAND | SC | 29455 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| MARY WYATT VON WERSSOWETZ | ||||||||
| 128 RIDGEWOOD AVENUE | CHARLOTTE | NC | 28209 | DIRECTOR | 0.25 | $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 | $1,473,166 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $65,221 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,538,387 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,538,387 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,076 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,515,311 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $75,766 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $75,766 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,789 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,789 | TotalTaxAmt |
| Distributable Before Adj | $73,977 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $73,977 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $73,977 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $84,559 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $84,559 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $84,559 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $73,977 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $42,365 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $61,622 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,202 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $106,189 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $84,559 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $73,977 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,582 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $116,771 | 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 | $42,365 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $74,406 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $61,622 | ExcessFromYear3Amt |
| Excess From Year2 | $2,202 | ExcessFromYear2Amt |
| Excess From Current Year | $10,582 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BARRIER ISLANDS FREE MEDICAL CLINIC | |||||||
| 3226 MAYBANK HIGHWAY BUILDING C | JOHNS ISLAND | SC | 29455 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $4,240 |
| CHILDREN'S HEALTHCARE OF ATLANTA | |||||||
| 1577 NE EXPRESSWAY SUITE A | ATLANTA | GA | 30329 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $1,000 |
| DILWORTH CENTER | |||||||
| 2240 PARK ROAD | CHARLOTTE | NC | 28203 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $2,500 |
| MARIST SCHOOL | |||||||
| 3790 ASHFORD DUNWOODY ROAD NE | ATLANTA | GA | 30319 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $12,500 |
| MEDICAL UNIVERSITY OF SOUTH CAROLINA | |||||||
| 171 ASHLEY AVENUE | CHARLESTON | SC | 29425 | NONE | 501(C)(3) | HEART & VASCULAR CENTER | $20,000 |
| SEA ISLAND HABITAT FOR HUMANITY | |||||||
| 2545 BOHICKET ROAD | JOHNS ISLAND | SC | 29455 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $2,060 |
| SEACOAST CHURCH - JOHNS ISLAND | |||||||
| 2024 ACADEMY RD | JOHNS ISLAND | SC | 29455 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $6,000 |
| ST MARTIN'S EPISCOPAL SCHOOL | |||||||
| 3110-A ASHFORD DUNWOODY ROAD | ATLANTA | GA | 30319 | NONE | 501(C)(3) | PARENT-TEACHER ORGANIZATION; GENERAL OPERATING FUND | $2,500 |
| NORTH SHORE UNIVERSITY HEALTH SYSYTEM | |||||||
| 1001 UNIVERSITY PL STE 100 | EVANSTON | IL | 60201 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $1,000 |
| HOSPICE COTTAGE | |||||||
| 125 DOUGHTY STREET SUITE 790 | CHARLESTON | SC | 29403 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $500 |
| YALE SCHOOL OF MEDICINE | |||||||
| 333 CEDAR STREET | NEW HAVEN | CT | 06510 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $1,000 |
| TRINITY UNITED METHODIST CHURCH | |||||||
| 6125 BLANDVILLE RD | PADUCAH | KY | 42001 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $500 |
| CINCINNATI CHILDREN'S HOSPITAL | |||||||
| 3333 BURNET AVE | CINCINNATI | OH | 45229 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $10,000 |
| DAYTON CHILDREN'S HOSPITAL | |||||||
| 1 CHILDRENS PLAZA | DAYTON | OH | 45404 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $5,000 |
| OAKWOOD SCHOOL FOUNDATION FUND | |||||||
| PO BOX 351 | OAKWOOD | OH | 45409 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $5,000 |
| CHARLOTTE MECKLENBURG LIBRARY FOUNDATION | |||||||
| 310 N TRYON ST | CHARLOTTE | NC | 28202 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $78,800 | 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 | $135 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $43,207 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $46,743 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $90,085 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $90,085 | 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 | $6,365 | Amt |
| Net Investment Income | $636 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,729 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $1,382,500 | EOYBookValueAmt |
| EOYFMV | $1,600,359 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND RECEIVABLE | Desc |
| EOY Book Value | $636 | EOYBookValueAmt |
| EOYFMV | $636 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK - TAX TIMING DIFFERENCES | Desc |
| Amt | $7,445 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUAL REGISTRATION | Desc |
| Revenue And Expenses Per Books | $30 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $30 | DisbursementsCharitablePrpsAmt |