TIDSWELL FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- TIDSWELL FAMILY CHARITABLE FOUNDATION (EIN 20-0401227)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-08-29
- IRS object ID
- 201822419349100802
- 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
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Other Decreases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-29T08:10:58-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jack C Robinson LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 8793 | AddressLine1Txt |
| City | Greenville | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29604 | 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 | 200401227 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tidswell Family Charitable Fdn | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TIDS | BusinessNameControlTxt |
| Phone | 8646056950 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TNB Financial 706 E Washington St | AddressLine1Txt |
| City | Greenville | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN FISHER | PersonNm |
| Person Title | SENIOR VICE PRESIDENT | PersonTitleTxt |
| Phone | 8646056950 | PhoneNum |
| Signature | 2018-08-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JACK C ROBINSON | PreparerPersonNm |
| PTIN | P01293493 | PTIN |
| Phone | 8642353011 | PhoneNum |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,064,882 | 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 | $20,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $190 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $23,839 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,839 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $189,978 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $308,409 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $189,978 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $238 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $234,007 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $213,817 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $238 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $7,375 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,531 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,844 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $899 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $899 | AccountingFeesChrtblPrpsAmt |
| Tot Opr Expenses Rev And Expnss | $8,274 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,531 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,743 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $62,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $62,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $70,274 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,531 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $64,743 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $163,733 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $208,286 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $238 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $79,257 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $228,824 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $228,824 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $694,061 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $707,077 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $836,058 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $773,318 | TotalAssetsBOYAmt |
| Total Assets EOY | $935,901 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,064,882 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $773,318 | CapitalStockBOYAmt |
| Capital Stock EOY | $935,901 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $773,318 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $935,901 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $773,318 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $935,901 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $773,318 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $163,733 | ExcessRevenueOverExpensesAmt |
| Subtotal | $937,051 | SubtotalAmt |
| Other Decreases | $1,150 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $935,901 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2893.803 Goldman Sachs L/C Value | P | 2009-04-08 | 2017-04-11 | $50,410 | $0 | $23,552 | $26,858 | $0 | $0 | $0 | $26,858 |
| 531.482 T Rowe Price Blue Chip Growth | P | 2009-05-06 | 2017-04-11 | $42,651 | $0 | $13,920 | $28,731 | $0 | $0 | $0 | $28,731 |
| 338.809 Artisan Small Cap Fund | P | 2017-04-10 | 2017-12-19 | $10,523 | $0 | $10,344 | $179 | $0 | $0 | $0 | $179 |
| 468.593 Artisan Small Cap Fund | P | 2016-06-27 | 2017-12-19 | $14,555 | $0 | $12,160 | $2,395 | $0 | $0 | $0 | $2,395 |
| 368.593 Royce Premier Fund W Class | P | 2017-04-10 | 2017-12-17 | $6,130 | $0 | $6,071 | $59 | $0 | $0 | $0 | $59 |
| 1131.55 Royce Premier Fund W Class | P | 2014-05-27 | 2017-12-19 | $18,818 | $0 | $15,695 | $3,123 | $0 | $0 | $0 | $3,123 |
| 1479.117 T Rowe Price Blue Chip | P | 2009-07-06 | 2017-12-19 | $144,214 | $0 | $36,689 | $107,525 | $0 | $0 | $0 | $107,525 |
| Capital gain distributions | P | 2016-12-31 | 2017-12-31 | $21,108 | $0 | $0 | $21,108 | $0 | $0 | $0 | $21,108 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $189,978 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $238 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $41,712 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $945,606 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044111 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,062 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $975,899 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.002113 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $51,069 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,002,593 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050937 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $45,360 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $948,408 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047828 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $32,138 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $877,408 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.036628 | DistributionYr5Rt |
| Total Distribution | 0.181617 | TotalDistributionRt |
| Average Distribution | 0.036323 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,001,938 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $36,393 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,083 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $38,476 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $64,743 | 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 | $2,083 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,083 | SubtotalAmt |
| Tax Based On Investment Income | $2,083 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $395 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,300 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,695 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$2,695 | OriginalReturnOverpaymentAmt |
| Overpayment | $612 | OverpaymentAmt |
| Applied To ES Tax | $612 | 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 |
| 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 | TNB Financial Services | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8646056950 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 706 E Washington St | AddressLine1Txt |
| City | Greenville | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29601 | 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 | Yes (true) | 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 |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wells Fargo Bank NA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 N Main ST MAC D4001-117 | AddressLine1Txt |
| City | Winston Salem | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE, SEE ATTACHE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 4.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $7,375 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $929,219 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $87,977 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,017,196 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,017,196 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,258 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,001,938 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $50,097 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $50,097 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,083 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,083 | TotalTaxAmt |
| Distributable Before Adj | $48,014 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $48,014 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $48,014 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $64,743 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $64,743 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,083 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $62,660 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $48,014 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $40,370 | UndistributedIncomePYAmt |
| Qualifying Distributions | $64,743 | QualifyingDistributionsAmt |
| Applied To Year1 | $40,370 | AppliedToYear1Amt |
| Applied To Current Year | $24,373 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $23,641 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Covenant House | ||||||
| 461 8th Ave | New York | NY | 10001 | PC | General support grant | $7,000 |
| Cross International Inc | ||||||
| 600 SW 3rd St Suite 2201 | Pompano Beach | FL | 33060 | PC | General support grant | $7,000 |
| Food for the Poor Inc | ||||||
| 6401 Lyons Rd | Coconut Creek | FL | 33073 | PC | General support grant | $7,000 |
| Meadiatrix SC Inc | ||||||
| 143 Calhoun St | Charleston | SC | 29401 | PC | General support grant | $7,000 |
| Sisters of the St Joseph of Orange Corp | ||||||
| 480 S Batavia St | Orange | CA | 92868 | PC | General support grant | $7,000 |
| St Joseph Catholic School | ||||||
| 3700 Devine St | Columbia | SC | 29205 | PC | General support grant | $7,000 |
| Diocesan Council of Charleston | ||||||
| 700 Farming Creek Dr | Simpsonville | SC | 29680 | PC | General support grant | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $62,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $190 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,839 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $190,216 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $214,245 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $214,245 | 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 | WENDY A TIDSWELL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 369 Pollard Rd | AddressLine1Txt |
| City | Fountain Inn | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29644 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $20,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Wells Fargo Tax prep fees | CategoryTxt |
| Amt | $899 | Amt |
| Disbursements Charitable Prps | $899 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (8 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Basis MethodBasisMethodTxt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|---|
| 2893.803 Goldman Sachs L/C Value | 2009-04 | Purchased | 2017-04 | $50,410 | $23,552 | Cost | $26,858 |
| 531.482 T Rowe Price Blue Chip Growth | 2009-05 | Purchased | 2017-04 | $42,651 | $13,920 | Cost | $28,731 |
| 338.809 Artisan Small Cap Fund | 2017-04 | Purchased | 2017-12 | $10,523 | $10,344 | Cost | $179 |
| 468.593 Artisan Small Cap Fund | 2016-06 | Purchased | 2017-12 | $14,555 | $12,160 | Cost | $2,395 |
| 368.593 Royce Premier Fund W Class | 2017-04 | Purchased | 2017-12 | $6,130 | $6,071 | Cost | $59 |
| 1131.55 Royce Premier Fund W Class | 2009-04 | Purchased | 2017-12 | $18,818 | $15,695 | Cost | $3,123 |
| 1479.117 T Rowe Price Blue Chip | 2009-04 | Purchased | 2017-12 | $144,214 | $36,689 | Cost | $107,525 |
| Capital gain distributions | $21,108 | $21,108 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Taxes paid with 2016 tax return | $58 |
| Estimated taxes paid for 2017 | $395 |
| Basis adjustment - return of capital | $697 |