WALLACE FAM FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WALLACE FAM FOUNDATION (EIN 58-6343201)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-04-11
- IRS object ID
- 201901019349101405
- Schema version
- 2018v3.1
- 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
- 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 | 2019-04-11T09:12:55-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-04-09 | 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 | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,226,089 | 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 | $4,359 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,359 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $4,359 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $31,517 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,517 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $31,517 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $99,467 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $300,779 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $99,467 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $135,343 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $135,343 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $35,876 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,540 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,260 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $16,841 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,841 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,716 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,716 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $21,357 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,097 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,260 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $125,715 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $125,715 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $147,072 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,097 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $126,975 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,729 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $115,246 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $35,876 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $57,665 | CashBOYAmt |
| Cash EOY | $27,814 | CashEOYAmt |
| Cash EOYFMV | $27,814 | CashEOYFMVAmt |
| US Government Obligations BOY | $242,602 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $248,738 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $243,089 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $900,342 | CorporateStockBOYAmt |
| Corporate Stock EOY | $914,765 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $914,411 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $40,775 | OtherAssetsBOYAmt |
| Other Assets EOY | $34,772 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $40,775 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,241,384 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,226,089 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,226,089 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,852 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $230 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,852 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $230 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,239,532 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,225,859 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,239,532 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,225,859 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,241,384 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,226,089 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,239,532 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,729 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,984 | OtherIncreasesAmt |
| Subtotal | $1,229,787 | SubtotalAmt |
| Other Decreases | $3,928 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,225,859 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| UBS 0583 LT Covered | P | 2017-01-01 | 2018-12-31 | $30,877 | $28,152 | $2,725 | $2,725 |
| UBS 0583 LT Noncovered | P | 2017-01-01 | 2018-12-31 | $25,404 | $22,908 | $2,496 | $2,496 |
| UBS 8885 ST Covered | P | 2018-01-01 | 2018-12-31 | $484 | $418 | $66 | $66 |
| UBS 8885 LT Covered | P | 2017-01-01 | 2018-12-31 | $38,706 | $20,878 | $17,828 | $17,828 |
| UBS 8885 LT NonCovered | P | 2017-01-01 | 2018-12-31 | $43,906 | $9,075 | $34,831 | $34,831 |
| UBS 8887 ST Covered | P | 2018-01-01 | 2018-12-31 | $12,604 | $15,108 | -$2,504 | -$2,504 |
| UBS 8887 LT Covered | P | 2017-01-01 | 2018-12-31 | $61,541 | $48,404 | $13,137 | $13,137 |
| UBS 7196 ST Covered | P | 2018-01-01 | 2018-12-31 | $1,977 | $1,990 | -$13 | -$13 |
| UBS 7196 LT Covered | P | 2017-01-01 | 2018-12-31 | $20,981 | $21,261 | -$280 | -$280 |
| UBS 0829 ST Covered | P | 2018-01-01 | 2018-12-31 | $6,701 | $8,141 | -$1,440 | -$1,440 |
| UBS 0829 LT Covered | P | 2017-01-01 | 2018-12-31 | $45,083 | $18,768 | $26,315 | $26,315 |
| UBS 0829 LT NonCovered | P | 2017-01-01 | 2018-12-31 | $12,459 | $6,209 | $6,250 | $6,250 |
| Capital Gain Distributions | P | 2018-01-01 | 2018-12-31 | $56 | $56 | $56 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $99,467 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$3,835 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $70,250 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,532,862 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04583 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $113,683 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,453,144 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.07823 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $63,314 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,495,993 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04232 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $87,113 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,507,244 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05780 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $66,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,431,746 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04610 | DistributionYr5Rt |
| Total Distribution | 0.270277 | TotalDistributionRt |
| Average Distribution | 0.054055 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,600,394 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $86,509 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,152 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $87,661 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $126,975 | 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 | $1,152 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,152 | SubtotalAmt |
| Tax Based On Investment Income | $1,152 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,814 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,814 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $661 | OverpaymentAmt |
| Applied To ES Tax | $661 | AppliedToESTaxAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| 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 | $1,558,241 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $66,524 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,624,765 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,624,765 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,371 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,600,394 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $80,020 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $80,020 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,152 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,152 | TotalTaxAmt |
| Distributable Before Adj | $78,868 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $78,868 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $78,868 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $126,975 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $126,975 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,152 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $125,823 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $78,868 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $20,096 | UndistributedIncomePYAmt |
| Qualifying Distributions | $126,975 | QualifyingDistributionsAmt |
| Applied To Year1 | $20,096 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $78,868 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $28,011 | RemainingDistriFromCorpusAmt |
| Total Corpus | $28,011 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $28,011 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $28,011 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Peace Center for the Performing Art | |||||||
| 101 Broad Street | Greenville | SC | 29601 | None | PC | Arts | $10,000 |
| 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 | $30,000 |
| Project Host | |||||||
| PO Box 345 | Greenville | SC | 29602 | None | PC | Rehabilitation | $1,000 |
| Greenville County Museum of Art | |||||||
| 420 College Street | Greenville | SC | 29601 | None | PC | Arts | $17,715 |
| Metropolitan Arts Council | |||||||
| 16 Augusta St | Greenville | SC | 29601 | None | PC | Arts | $11,000 |
| Lakes Bridges Charter School | |||||||
| 1600 E Main St | Easley | SC | 29640 | None | PC | Educational | $5,000 |
| Vanderbuilt University | |||||||
| 2301 Vanderbilt Place | Nashville | TN | 37240 | None | PC | Educational | $1,000 |
| Warehouse Theatre | |||||||
| 37 Augusta St | Greenville | SC | 29601 | None | PC | er | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $125,715 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,359 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,517 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $81,583 | ExclusionAmt |
| Related Or Exempt Function Incm | $17,884 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $117,459 | ExclusionAmt |
| Related Or Exempt Function Incm | $17,884 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $135,343 | 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 | $2,800 | Amt |
| Net Investment Income | $1,540 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,260 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Cost Basis Adjustment-Pr Yr | $40,775 | $40,775 |
| FMV AJE | -$6,003 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2017 Excise Tax Per 990PF | $2,775 |
| 2018 Federal Excise Tax | $1,153 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Rounding | $1 |
| US Government Interest Non-Taxable | $1,983 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Excise Tax Payable | $1,851 | $229 |
| Rounding | $1 | $1 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Brokerage Account Fees | CategoryTxt |
| Amt | $16,841 | Amt |
| Net Investment Income | $16,841 | 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 | $1,716 | Amt |
| Net Investment Income | $1,716 | NetInvestmentIncomeAmt |