AIKEN COUNTY ASSOCIATION FOR SPECIAL CITIZENS INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- AIKEN COUNTY ASSOCIATION FOR SPECIAL CITIZENS INC (EIN 57-0779653)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202503219349106095
- Schema version
- 2024v5.2
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T15:27:29-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 581107697 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEROTTA MADDOCKS EVANS & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 PARK AVE SW SUITE 200 | AddressLine1Txt |
| City | AIKEN | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | BusinessNameLine1Txt |
| Business Name Line2 | SPECIAL 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 | 29802 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES R GOERGEN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8032936136 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOEL R STEWART | PreparerPersonNm |
| PTIN | P00720641 | PTIN |
| Phone | 8036486047 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $254,269 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $40 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $605 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $605 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,451 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,451 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,080 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,788 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,080 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $23,176 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,136 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $32 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $32 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,102 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,134 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,867 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,867 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $18,001 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,867 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,175 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,104 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,453 | CashBOYAmt |
| Cash EOY | $2,381 | CashEOYAmt |
| Cash EOYFMV | $2,381 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,247 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,922 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,922 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $199,848 | CorporateStockBOYAmt |
| Corporate Stock EOY | $197,420 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $231,954 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $10,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $10,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $10,012 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $214,548 | TotalAssetsBOYAmt |
| Total Assets EOY | $219,723 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $254,269 | 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 | $214,548 | RetainedEarningBOYAmt |
| Retained Earning EOY | $219,723 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $214,548 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $219,723 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $214,548 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $219,723 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $214,548 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,175 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $219,723 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $219,723 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| CAP INC BLDR | 2012-05-06 | 2024-09-16 | $2,203 | $1,542 | $661 | $661 | |
| CAP WRLD GRW INC | 2010-12-23 | 2024-05-30 | $3,349 | $1,827 | $1,522 | $1,522 | |
| WASH MUT INVS | 2010-12-23 | 2024-12-24 | $10,000 | $4,339 | $5,661 | $5,661 | |
| CAPITAL GAINS DIVIDENDS | $7,236 | $7,236 | $7,236 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,080 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $321 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $321 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $321 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $321 | 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 (6 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 |
| MICHALENE LANGFORD | ||||||||
| PO BOX 295 | AIKEN | SC | 29802 | VICE PRESIDENT | 0.30 | $0 | $0 | $0 |
| CHARLES GOERGEN | ||||||||
| PO BOX 295 | AIKEN | SC | 29802 | TREASURER | 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 |
| KAREN BLACKWELL | ||||||||
| PO BOX 295 | AIKEN | SC | 29802 | SECRETARY | 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 | $250,101 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,587 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $254,688 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $254,688 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,820 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $250,868 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,543 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,543 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $321 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $321 | TotalTaxAmt |
| Distributable Before Adj | $12,222 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $12,222 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $12,222 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,867 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $14,867 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $12,222 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $13,881 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $16,258 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,824 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,820 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,909 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $50,692 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $14,867 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,222 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,645 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $53,337 | 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 | $13,881 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $39,456 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $16,258 | ExcessFromYear4Amt |
| Excess From Year3 | $7,824 | ExcessFromYear3Amt |
| Excess From Year2 | $6,820 | ExcessFromYear2Amt |
| Excess From Year1 | $5,909 | ExcessFromYear1Amt |
| Excess From Current Year | $2,645 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| OAKWOOD WINDSOR ELEMENTARY | |||||||
| 3773 CHARLESTON HWY | AIKEN | SC | 29801 | NONE | GOV | TO PROMOTE THE GENERAL WELFARE OF MENTALLY CHALLENGED | $813 |
| AIKEN WOMEN'S CLUB | |||||||
| 1009 KERR DRIVE SW | AIKEN | SC | 39803 | NONE | PC | TO PROMOTE THE GENERAL WELFARE OF MENTALLY CHALLENGED | $1,000 |
| TRI DEVELOPMENT CENTER FOUNDATION | |||||||
| 105 LANCASTER STREET SW | AIKEN | SC | 29801 | NONE | PC | TO PROMOTE THE GENERAL WELFARE OF MENTALLY CHALLENGED | $1,500 |
| LBC MIDDLE SCHOOL | |||||||
| 29 LIONS TRAIL | WARRENVILLE | SC | 29851 | NONE | GOV | TO PROMOTE THE GENERAL WELFARE OF MENTALLY CHALLENGED | $1,990 |
| TDC FOUNDATION | |||||||
| 105 LANCASTER STREET SW | AIKEN | SC | 29801 | NONE | PC | TO PROMOTE THE GENERAL WELFARE OF MENTALLY CHALLENGED | $1,500 |
| AIKEN COUNTY BOARD OF DISABILITIES | |||||||
| 105 LANCASTER STREET SW | AIKEN | SC | 29801 | NONE | GOV | TO PROMOTE THE GENERAL WELFARE OF MENTALLY CHALLENGED | $2,000 |
| PAUL KNOX MIDDLE SCHOOL | |||||||
| 1804 WELLS RD | NORTH AUGUSTA | SC | 29841 | NONE | GOV | TO PROMOTE THE GENERAL WELFARE OF MENTALLY CHALLENGED | $500 |
| CLEARWATER ELEMENTARY | |||||||
| 4552 AUGUSTA RD | BEECH ISLAND | SC | 29842 | NONE | GOV | TO PROMOTE THE GENERAL WELFARE OF MENTALLY CHALLENGED | $990 |
| AIKEN INTERMEDIATE SCHOOL | |||||||
| 101 GATOR LN | AIKEN | SC | 29801 | NONE | GOV | TO PROMOTE THE GENERAL WELFARE OF MENTALLY CHALLENGED | $500 |
| SCHOFIELD MIDDLE SCHOOL | |||||||
| 224 KERSHAW ST NE | AIKEN | SC | 29801 | NONE | GOV | TO PROMOTE THE GENERAL WELFARE OF MENTALLY CHALLENGED | $808 |
| USCA PACERS LIFE PROGRAM | |||||||
| 471 UNIVERSITY PKWY | AIKEN | SC | 29801 | NONE | PC | TO PROMOTE THE GENERAL WELFARE OF MENTALLY CHALLENGED | $3,000 |
| BELVEDERE ELEMENTARY | |||||||
| 115 MONTEREY AVE | BELVEDERE | SC | 29841 | NONE | GOV | TO PROMOTE THE GENERAL WELFARE OF MENTALLY CHALLENGED | $266 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,867 | 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 | $605 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,451 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,080 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $23,136 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $23,136 | 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 |
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 Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | JANNEY MONTOGOMERY SCOTT | BondNm |
| EOY Book Value | $10,000 | EOYBookValueAmt |
| EOYFMV | $10,012 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | JANNEY MONTOGOMERY SCOTT | StockNm |
| EOY Book Value | $197,420 | EOYBookValueAmt |
| EOYFMV | $231,954 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK SERVICE FEES | $144 | $0 | $0 | $0 |
| ACCOUNTING FEES | $2,770 | $0 | $0 | $0 |
| POSTAGE | $188 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $32 | Amt |
| Net Investment Income | $32 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |