WILBUR S SMITH AND MARGARET P SMITH FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- WILBUR S SMITH AND MARGARET P SMITH FOUNDATION INC (EIN 35-2188372)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-15
- IRS object ID
- 201811359349101826
- Schema version
- 2017v2.2
- 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 Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T13:24:28-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 570381582 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELLIOTT DAVIS LLCPLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 MAIN STREET SUITE 900 | AddressLine1Txt |
| City | COLUMBIA | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352188372 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILBUR S SMITH AND MARGARET P SMITH | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILB | BusinessNameControlTxt |
| Phone | 8649928037 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 401 | AddressLine1Txt |
| City | HODGES | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29653 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL BARTOLOMEO | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8649928037 | PhoneNum |
| Signature | 2018-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STACY S STOKES | PreparerPersonNm |
| PTIN | P00284488 | PTIN |
| Phone | 8032560002 | PhoneNum |
| Preparation | 2018-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,021,325 | 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 | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $18,002 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,002 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $62,656 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,274,394 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $62,656 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$1,028 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$1,028 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $79,631 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $79,631 | 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 |
| Taxes Rev And Expnss | $162 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,199 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,199 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,361 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,199 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $40,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $40,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $49,361 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,199 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $40,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $30,270 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $70,432 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $20,503 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $30,101 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $30,101 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $734,937 | CorporateStockBOYAmt |
| Corporate Stock EOY | $760,015 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $835,591 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $93,944 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $89,538 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $155,633 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $849,384 | TotalAssetsBOYAmt |
| Total Assets EOY | $879,654 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,021,325 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $849,384 | UnrestrictedBOYAmt |
| Unrestricted EOY | $879,654 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $849,384 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $879,654 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $849,384 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $879,654 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $849,384 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $30,270 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $879,654 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $879,654 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| JANNEY ACCCT 5836 SEE ATTACHED STMT | P | 2017-01-31 | 2017-12-31 | $601,728 | $576,882 | $24,846 | $24,846 |
| JANNEY ACCCT 5836 SEE ATTACHED STMT | P | 2016-01-01 | 2017-12-31 | $672,666 | $631,477 | $41,189 | $41,189 |
| FROM SPS, LLC | P | -$3,379 | -$3,379 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $62,656 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $49,838 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $935,654 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053265 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $50,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,008,150 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049596 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $39,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,053,379 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.037024 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $50,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,018,602 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049087 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $50,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,049,302 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047651 | DistributionYr5Rt |
| Total Distribution | 0.236623 | TotalDistributionRt |
| Average Distribution | 0.047325 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $980,018 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $46,379 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $704 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $47,083 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $40,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,409 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,409 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,409 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $5 | EsPenaltyAmt |
| Tax Due | $1,414 | 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 | PAUL BARTOLOMEO | IndividualWithBooksNm |
| Phone | 8649928037 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 401 | AddressLine1Txt |
| City | HODGES | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29653 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| STEPHANIE E SMITH-PHILLIPS | ||||||||
| 101 BULL STREET | CHARLESTON | SC | 29401 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SARAH J SMITH | ||||||||
| 112 BEAUFAIN STREET | CHARLESTON | SC | 29401 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| PAUL BARTOLOMEO | ||||||||
| POST OFFICE BOX 401 | HODGES | SC | 29653 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| WILLIAM F QUATTLEBAUM | ||||||||
| 1901 MAIN STREET SUITE 900 | COLUMBIA | SC | 29201 | TRUSTEE | 0.00 | $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 | $971,632 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $23,310 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $994,942 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $994,942 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,924 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $980,018 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $49,001 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $49,001 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,409 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,409 | TotalTaxAmt |
| Distributable Before Adj | $47,592 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $47,592 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $47,592 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $40,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $40,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $40,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $47,592 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $441 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $3,379 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,820 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $40,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $40,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $3,820 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $3,820 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $3,772 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALMOST HOME FELINE REFUGE INC | |||||||
| 2 OFFICE PARK CT | COLUMBIA | SC | 29223 | NONE | PUBLIC | GENERAL FUND FOR CHARITY'S MISSION | $1,000 |
| BEST FRIENDS ANIMAL SOCIETY | |||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 847415000 | NONE | PUBLIC | GENERAL FUND FOR CHARITY'S MISSION | $1,000 |
| BEYOND ABUSE FKA THE CHILD'S PLACE | |||||||
| 471-3 TOWN CENTER PLACE | COLUMBIA | SC | 29229 | NONE | PUBLIC | GENERAL FUND FOR CHARITY'S MISSION | $1,500 |
| CAROLINA POODLE RESCUE | |||||||
| 10901 REIDVILLE ROAD | GREER | SC | 29651 | NONE | PUBLIC | GENERAL FUND FOR CHARITY'S MISSION | $1,500 |
| CONGAREE RIVER KEEPER | |||||||
| PO BOX 5294 | COLUMBIA | SC | 29250 | NONE | PUBLIC | GENERAL FUND FOR CHARITY'S MISSION | $500 |
| DUNHAM TEMPLE CME CHURCH | |||||||
| 710 GILLIAM AVE A | GREENWOOD | SC | 29646 | NONE | PUBLIC | GENERAL FUND FOR CHARITY'S MISSION | $2,000 |
| GREATER GREENWOOD PARKS AND TRAILS FOUNDATION | |||||||
| PO BOX 1444 | GREENWOOD | SC | 29648 | NONE | PUBLIC | GENERAL FUND FOR CHARITY'S MISSION | $1,000 |
| GREENWOOD COMMUNITY THEATER | |||||||
| 110 MAIN STREET | GREENWOOD | SC | 29646 | NONE | PUBLIC | GENERAL FUND FOR CHARITY'S MISSION | $1,000 |
| GREENWOOD FOOD BANK | |||||||
| 222 EAST AVENUE | GREENWOOD | SC | 29646 | NONE | PUBLIC | GENERAL FUND FOR CHARITY'S MISSION | $2,500 |
| GREENWOOD PATHWAY HOUSE | |||||||
| 208 PANOLA AVENUE | GREENWOOD | SC | 29646 | NONE | PUBLIC | GENERAL FUND FOR CHARITY'S MISSION | $2,000 |
| HUMANE SOCIETY OF GREENWOOD | |||||||
| 1616 HIGHWAY 72/221 EAST | GREENWOOD | SC | 29649 | NONE | PUBLIC | GENERAL FUND FOR CHARITY'S MISSION | $15,000 |
| MEG'S HOUSE | |||||||
| 929 PHOENIX STREET | GREENWOOD | SC | 29646 | NONE | PUBLIC | GENERAL FUND FOR CHARITY'S MISSION. | $1,000 |
| SELF REGIONAL HOSIPITAL | |||||||
| 1325 SPRING STREET | GREENWOOD | SC | 29646 | NONE | PUBLIC | GENERAL FUND FOR CHARITY'S MISSION | $4,000 |
| THE ROTARY FOUNDATION | |||||||
| 14280 COLLECTIONS CENTER DR | CHICAGO | IL | 60693 | NONE | PUBLIC | GENERAL FUND FOR CHARITY'S MISSION | $1,000 |
| UNITED WAY OF GREENWOOD | |||||||
| 929 PHOENIX STREET | GREENWOOD | SC | 29646 | NONE | PUBLIC | GENERAL FUND FOR CHARITY'S MISSION | $1,000 |
| COMMUNITY INITIATIVES INC | |||||||
| PO BOX 1135 | GREENWOOD | SC | 29648 | NONE | PUBLIC | GENERAL FUND FOR CHARITY'S MISSION | $2,000 |
| SEMPER FI FUND | |||||||
| 825 COLLEGE BLVD | OCEANSIDE | CA | 92057 | NONE | PUBLIC | GENERAL FUND FOR CHARITY'S MISSION | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $40,000 | 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 | $1 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,002 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $62,656 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FROM SPS, LLC | Desc |
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$1,028 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $79,631 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $79,631 | 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 | SOUTH CAROLINA NO LONGER REQUIRES A COPY OF FORM 990-PF TO BE FILED WITH THE STATE ATTORNEY GENERAL'S OFFICE. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES - MUTUAL FUNDS | $552,972 | $626,951 |
| FIXED INCOME - MUTUAL FUNDS | $207,043 | $208,640 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SPS PARTNERSHIP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $89,538 | BookValueAmt |
| EOYFMV | $155,633 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEE | Desc |
| Revenue And Expenses Per Books | $9,199 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $9,199 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FROM SPS, LLC | Desc |
| Revenue And Expenses Per Books | -$1,028 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$1,028 | NetInvestmentIncomeAmt |
| Adjusted Net Income | -$1,028 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FED TAXES | CategoryTxt |
| Amt | $162 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |