NEILL M TIMMONS FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- NEILL M TIMMONS FOUNDATION (EIN 46-1111892)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-08
- IRS object ID
- 201941289349100959
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-08T13:41:09-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 461111892 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Neill M Timmons Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | NEIL | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NEILL M TIMMONS | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2019-04-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520191275000052 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-07 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8776116A3220F8F92B6869340FF540F084420A8B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8776116A3220F8F92B6869340FF540F084420A8B | AtSubmissionFilingDeviceId |
| 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 | $5,208,200 | 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 | $1,614,496 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,018 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,018 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $90,978 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $90,978 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $224,326 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,797,520 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $224,326 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,931,818 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $317,322 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $7,397 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,397 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $6,893 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $23,506 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $23,506 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $37,796 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,397 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $23,506 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $69,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $69,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $107,296 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,397 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $93,006 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,824,522 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $309,925 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $309,473 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,010,764 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,010,764 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,398,836 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,522,067 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,197,436 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,708,309 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,532,831 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,208,200 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,708,309 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,532,831 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,708,309 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,532,831 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,708,309 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,532,831 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,708,309 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,824,522 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,532,831 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,532,831 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $1,797,520 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,573,194 | CostOrOtherBasisAmt |
| Gain Or Loss | $224,326 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $224,326 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $224,326 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $142,901 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,889,958 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.036736 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $154,263 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,851,565 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054098 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $189,673 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,224,310 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.085273 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $133,690 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,544,376 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.086566 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $228,782 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $858,612 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.266456 | DistributionYr5Rt |
| Total Distribution | 0.529129 | TotalDistributionRt |
| Average Distribution | 0.105826 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,732,359 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $500,807 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,099 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $503,906 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $93,006 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,199 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,199 | SubtotalAmt |
| Tax Based On Investment Income | $6,199 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,100 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,100 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $2,099 | 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 | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Neill M Timmons | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Pres / Dir / Sec | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,624,677 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $179,748 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,804,425 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,804,425 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $72,066 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,732,359 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $236,618 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $236,618 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,199 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,199 | TotalTaxAmt |
| Distributable Before Adj | $230,419 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $230,419 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $230,419 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $93,006 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $93,006 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $93,006 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $230,419 | DistributableAsAdjustedAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $137,528 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $57,853 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $79,437 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $13,228 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $288,046 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $93,006 | QualifyingDistributionsAmt |
| Applied To Current Year | $93,006 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $137,413 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $137,413 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $150,633 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $115 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $150,518 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $57,853 | ExcessFromYear4Amt |
| Excess From Year3 | $79,437 | ExcessFromYear3Amt |
| Excess From Year2 | $13,228 | ExcessFromYear2Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ASHEVILLE 12 STEP CLUB | |||||||
| PO BOX 17476 | ASHEVILLE | NC | 28816 | N/A | PC | General & Unrestricted | $1,000 |
| FACES AND VOICES OF RECOVERY GREENVILLE | |||||||
| 355 WOODRUFF RD STE 303 | GREENVILLE | SC | 29607 | N/A | PC | General & Unrestricted | $10,000 |
| FIRST BAPTIST CHURCH OF GREENVILLE S CAROLINA | |||||||
| 847 CLEVELAND ST | GREENVILLE | SC | 29601 | N/A | PC | General & Unrestricted | $5,000 |
| GATEWAY HOUSE INC | |||||||
| 415 RUTHERFORD ST | GREENVILLE | SC | 29609 | N/A | PC | General & Unrestricted | $2,500 |
| SOUTH CAROLINA CHILDRENS THEATRE | |||||||
| PO BOX 9340 | GREENVILLE | SC | 29604 | N/A | PC | General & Unrestricted | $10,000 |
| UNITED WAY OF GREENVILLE COUNTY INCORPORATED | |||||||
| 105 EDINBURGH COURT | GREENVILLE | SC | 29607 | N/A | PC | General & Unrestricted | $10,000 |
| UNIVERSITY OF SOUTH CAROLINA ALUMNI ASSOCIATION | |||||||
| 900 SENATE ST | COLUMBIA | SC | 29201 | N/A | PC | General & Unrestricted | $1,000 |
| UNIVERSITY OF SOUTH CAROLINA EDUCATIONAL FOUNDATIO | |||||||
| 1027 BARNWELL ST | COLUMBIA | SC | 29208 | N/A | PC | General & Unrestricted | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $69,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,018 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $90,978 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $224,326 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $317,322 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $317,322 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | The KWT Testamentary CLAT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 McDaniel Avenue | AddressLine1Txt |
| City | Greenville | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,614,496 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (32 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AQR EQUITY MARKET NEUTRAL FUND | $48,535 | $43,638 |
| AQR LONG SHORT EQUITY FUND CLA | $79,162 | $57,986 |
| BLACKSTONE ALTERNATIVE MULTI S | $234,075 | $221,193 |
| DIAMOND HILL LONG SHORT FUND C | $107,857 | $94,984 |
| DODGE & COX FUNDS INTERNATIONA | $183,066 | $165,246 |
| DODGE & COX INCOME FUND | $184,559 | $179,503 |
| DOUBLELINE TOTAL RETURN BOND | $179,943 | $174,881 |
| FIDELITY 500 INDEX FUND | $411,051 | $377,787 |
| FIDELITY INTERNATL INDEX INSTL | $208,961 | $171,728 |
| INVESCO QQQ TRUST | $89,872 | $83,763 |
| ISHARES CORE MSCI EMERGING MAR | $142,610 | $131,266 |
| ISHARES GOLD TRUST | $97,416 | $95,112 |
| ISHARES MSCI INDIA ETF | $82,399 | $90,385 |
| ISHARES MSCI-JAPAN | $134,127 | $119,628 |
| ISHARES TRUST- ISHARES MSCI AL | $39,279 | $43,645 |
| JPMORGAN MANAGED INCOME FUND I | $114,843 | $114,807 |
| MARKET VECTORS - GOLD MINERS E | $44,125 | $44,099 |
| MATTHEWS ASIA DIVIDEND FUND IN | $69,050 | $71,858 |
| METROPOLITAN WEST TOTAL RETURN | $42,214 | $41,493 |
| NEUBERGER BERMAN ALTRNTIVE FDS | $106,481 | $95,191 |
| NEUBERGER BERMAN GREATER CHINA | $35,029 | $24,379 |
| NEUBERGER BERMAN MULTI CAP OPP | $267,516 | $252,365 |
| OAKMARK INTERNATIONAL FUND | $180,582 | $146,151 |
| PARNASSUS EQUITY INCOME FUND I | $95,959 | $88,542 |
| PRIMECAP ODYSSEY STOCK FUND | $252,225 | $276,787 |
| PRUDENTIAL GLOBAL REAL ESTATE | $193,748 | $173,354 |
| SCHWAB US TIPS | $187,015 | $180,677 |
| SPDR SER TR S&P OIL & GAS EXPL | $51,804 | $37,938 |
| THE ARBITRAGE FUND CLASS I | $44,933 | $44,799 |
| TORTOISE MLP AND PIPELINE FUND | $94,032 | $78,141 |
| VANGUARD MID-CAP ETF | $310,216 | $270,003 |
| VANGUARD TOTAL BOND MARKET IND | $209,383 | $206,107 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $23,481 | $23,481 |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $7,397 | Amt |
| Net Investment Income | $7,397 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2018 | $4,100 |
| 990-PF Extension for 2017 | $2,793 |