SELF FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SELF FOUNDATION (EIN 57-0400594)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202543189349103974
- 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
- Accounting Fees Schedule
- Contractor Compensation Expln
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T12:20:15-08:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 570924695 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Kirksey Company | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1227 | AddressLine1Txt |
| City | Greenwood | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29648 | 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 | 570400594 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SELF FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SELF | BusinessNameControlTxt |
| Phone | 8645384992 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1227 | AddressLine1Txt |
| City | GREENWOOD | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29648 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | William M Self Jr | PersonNm |
| Person Title | Tte, Trs | PersonTitleTxt |
| Signature | 2025-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joyce P Boone | PreparerPersonNm |
| PTIN | P01293292 | PTIN |
| Phone | 8645384992 | 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 | $35,624,642 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $654,399 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $654,399 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $654,399 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,770,553 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,606,221 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,770,553 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $497,633 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $2,424,952 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,424,952 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,152,032 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $176,977 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $176,977 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $66,170 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $66,170 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $9,450 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $9,450 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $30,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $30,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $435,693 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $432,691 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,002 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $160,083 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $160,083 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $17,526 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $17,526 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $16,176 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $16,176 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $9,431 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $9,431 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,138 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $1,138 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $39,152 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $39,153 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $961,796 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $592,774 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $369,023 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,207,355 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,207,355 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,169,151 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $592,774 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,576,378 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $255,801 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,832,178 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,152,032 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $331,696 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $374,178 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $374,178 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $784,417 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $795,056 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $680,088 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $8,653,379 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,865,530 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,904,072 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,438,229 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,027,456 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,340,966 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $12,289,669 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,980,539 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $14,325,338 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $25,497,390 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,042,759 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $35,624,642 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $24,334,390 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $24,877,259 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $1,163,000 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $1,165,500 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $25,497,390 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,042,759 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,497,390 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,042,759 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $25,497,390 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $255,801 | ExcessRevenueOverExpensesAmt |
| Other Increases | $289,568 | OtherIncreasesAmt |
| Subtotal | $26,042,759 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $26,042,759 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| NATIONAL FINANCIAL SALES OF INVESTMENTS | P | 2024-05-10 | 2024-11-26 | $558,524 | $60,891 | $497,633 | $497,633 |
| NATIONAL FINANCIAL SALES OF INVESTMENTS | P | 2020-02-11 | 2024-10-31 | $3,047,697 | $1,774,777 | $1,272,920 | $1,272,920 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,770,553 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $497,633 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $25,467 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $25,467 | SubtotalAmt |
| Tax Based On Investment Income | $25,467 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $34,434 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $34,434 | TotalPaymentsAndCreditsAmt |
| Overpayment | $8,967 | OverpaymentAmt |
| Applied To ES Tax | $8,967 | 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 | www.selffoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM M SELF JR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8649419119 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1227 | AddressLine1Txt |
| City | Greenwood | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29648 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| Mamie W Nicholson | |||||||
| 527 Bryte Street | Greenwood | SC | 29649 | President, Pro. | 40.00 | $176,977 | $6,804 |
| Christi Louden | |||||||
| PO Box 1227 | Greenwood | SC | 29648 | Trustee | 0.00 | $0 | |
| Furman C Self | |||||||
| P O Box 1227 | Greenwood | SC | 29648 | Trustee | 0.00 | $0 | |
| WM Self | |||||||
| PO Box 1227 | Greenwood | SC | 296481227 | Tte Emeritus | 0.00 | $0 | |
| Dr Sally E Self | |||||||
| PO Box 1227 | Greenwood | SC | 29648 | Tte Emeritus | 0.00 | $0 | |
| JC Self III | |||||||
| PO Box 1227 | Greenwood | SC | 296481227 | Trustee | 0.00 | $0 | |
| Cade Brennan Jackson | |||||||
| PO Box 1227 | Greenwood | SC | 296491227 | Trustee | 0.00 | $0 | |
| Dr Priya Kumar | |||||||
| 113 Tryon Court | Greenwood | SC | 29649 | Trustee | 0.00 | $0 | |
| Dr Helen Jensie Burton | |||||||
| PO Box 1227 | Greenwood | SC | 29648 | Trustee | 0.00 | $0 | |
| William M Self Jr | |||||||
| PO Box 1227 | Greenwood | SC | 296481227 | Tte, Trs | 0.00 | $0 | |
| Ginger Self Goldsmith | |||||||
| PO Box 1227 | Greenwood | SC | 296481227 | Chairman, Tte | 0.00 | $0 | |
| Mary Andrews Self Whittington | |||||||
| PO Box 1227 | Greenwood | SC | 296481227 | Secretary, Tte | 0.00 | $0 | |
| Laurie Self Pulver | |||||||
| PO Box 1227 | Greenwood | SC | 296481227 | Trustee | 0.00 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rockefeller Capital Management | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3280 Peachtree Rd NE | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Advisory | ServiceTypeTxt |
| Compensation | $432,691 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $35,228,230 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $35,228,230 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $35,228,230 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $528,423 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $34,699,807 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,734,990 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,734,990 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $25,467 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $25,467 | TotalTaxAmt |
| Distributable Before Adj | $1,709,523 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,709,523 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,709,523 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,576,378 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,576,378 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,709,523 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $263,256 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,576,378 | QualifyingDistributionsAmt |
| Applied To Year1 | $263,256 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,313,122 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $396,401 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | The Self Family Foundation | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | The Federal Building Main Street | AddressLine1Txt |
| City | Greenwood | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29646 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8649532441 | RecipientPhoneNum |
| Form And Info And Materials | See Program Guidelines and Application Procedures at www.selffoundation.org/grantmaking/apply | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | See Above | SubmissionDeadlinesTxt |
| Restrictions On Awards | Grants are limited to Greenwood, SC and surrounding counties. No grants are made to individuals and all applicants must have the financial ability to maintain their program. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | See Statement 9 | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | See Statement 9 | AddressLine1Txt |
| City | Greenwood | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29646 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | None | RecipientRelationshipTxt |
| Recipient Foundation Status | 501c3 | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | See Stmt 9 | GrantOrContributionPurposeTxt |
| Amt | $1,207,355 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,207,355 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | See Statement 9 | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | See Statement 9 | AddressLine1Txt |
| City | Greenwood | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29646 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | None | RecipientRelationshipTxt |
| Recipient Foundation Status | 501c3 | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | See Stmt 9 | GrantOrContributionPurposeTxt |
| Amt | $1,165,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,165,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $654,399 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,770,553 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,424,952 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,424,952 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $30,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $30,000 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
Contractor Business Name ContractorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rockefeller Capital Management | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Investment Advisory Services | ExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Computer Support & Supplies | $9,735 | $9,735 |
| Convening | $2,820 | $2,820 |
| Dues & Subscriptions | $2,883 | $2,884 |
| Employee Insurance Plans | $16,673 | $16,673 |
| General Insurance | $2,291 | $2,291 |
| Misc. Office Supplies | $771 | $771 |
| Postage | $68 | $68 |
| Telephone | $3,131 | $3,131 |
| Workmens Compensation Insurance | $780 | $780 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Consulting | $3,002 | $0 | $0 | $3,002 |
| Investment Advisory Fees | $432,691 | $432,691 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Payroll Taxes | CategoryTxt |
| Amt | $17,526 | Amt |
| Disbursements Charitable Prps | $17,526 | DisbursementsCharitablePrpsAmt |