F W SYMMES FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization: F W SYMMES FOUNDATION (EIN 57-6017472)
Tax period: 2014-01-01 to 2014-12-31
Filed: 2015-05-12
IRS object ID: 201501329349101560
Schema version: 2014v5.0
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
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Other Decreases Schedule
Other Income Schedule2
Other Increases Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2015-05-12T09:00:34-05:00	ReturnTs
Tax Period End	2014-12-31	TaxPeriodEndDt
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2014-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	576017472	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SCSYMMES FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	SYMM	BusinessNameControlTxt
Phone	4042380444	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1525 W WT HARRIS BLVD D1114-044	AddressLine1Txt
City	CHARLOTTE	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	28262	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	-	PersonNm
Person Title	Trustee	PersonTitleTxt
Phone	4042380444	PhoneNum
Signature	2015-04-23	SignatureDt

Field	Value	IRS element (for citing)
Tax	2014	TaxYr
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$15,596,932	FMVAssetsEOYAmt

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$345,563	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$341,056	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$622,735	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$4,540,871	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$622,735	CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm	$0	NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss	$42,223	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$63,646	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$1,010,521	TotalRevAndExpnssAmt
Total Net Invst Incm	$1,027,437	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$96,863	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$53,147	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$43,716	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Net Invst Incm	$0	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm	$0	OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$0	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Net Invst Incm	$0	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm	$0	PensionEmplBnftAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl	$0	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$1,000	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$1,000	AccountingFeesChrtblPrpsAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Interest Dsbrs Chrtbl	$0	InterestDsbrsChrtblAmt
Taxes Rev And Expnss	$9,725	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$6,311	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$0	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$0	DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss	$4,212	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$0	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm	$0	TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl	$4,212	TravConfMeetingDsbrsChrtblAmt
Printing And Pub Net Invst Incm	$0	PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm	$0	PrintingAndPubAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss	$111,800	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$59,458	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$48,928	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$659,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$659,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$770,800	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$59,458	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$707,928	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$239,721	ExcessRevenueOverExpensesAmt
Net Investment Income	$967,979	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$131,429	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$372,603	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$372,603	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl EOY	$0	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$0	AcctRcvblEOYFMVAmt
Other Rcvbl Allwnc Dbtfl Acct	$0	OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY	$81,452	OtherNtsAndLoansRcvblBOYAmt
Corporate Stock BOY	$6,483,810	CorporateStockBOYAmt
Corporate Stock EOY	$7,148,812	CorporateStockEOYAmt
Corporate Stock EOYFMV	$11,790,320	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$3,960,824	CorporateBondsBOYAmt
Corporate Bonds EOY	$3,356,968	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$3,434,009	CorporateBondsEOYFMVAmt
Other Investments BOY	$9,360	OtherInvestmentsBOYAmt
Other Investments EOYFMV	$0	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$10,666,875	TotalAssetsBOYAmt
Total Assets EOY	$10,878,383	TotalAssetsEOYAmt
Total Assets EOYFMV	$15,596,932	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Capital Stock BOY	$10,666,875	CapitalStockBOYAmt
Capital Stock EOY	$10,878,383	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$10,666,875	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$10,878,383	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$10,666,875	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$10,878,383	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$10,666,875	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$239,721	ExcessRevenueOverExpensesAmt
Other Increases	$6,408	OtherIncreasesAmt
Subtotal	$10,913,004	SubtotalAmt
Other Decreases	$34,621	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$10,878,383	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	How AcquiredHowAcquiredCd
4120. ISHARES CORE U.S. AGGREGATE	2009-10-28	2014-05-16	$450,183	$424,774	$25,409	$25,409
142. ISHARES RUSSELL 1000 VALUE	2014-05-16	2014-12-22	$14,962	$13,704	$1,258	$1,258
2320. ISHARES TRUST RUSSELL 1000 GROWTH INDEX FUND	2009-03-12	2014-05-16	$200,004	$75,605	$124,399	$124,399
1551. ISHARES TRUST RUSSELL 1000 GROWTH INDEX FUND	2009-03-12	2014-12-22	$149,948	$50,545	$99,403	$99,403
27483.124 PIMCO FDS PAC INVT MGMT SER LOW DURATION FD INSTL CL	2014-05-16	2014-10-03	$283,351	$285,000	-$1,649	-$1,649
15822.907 PIMCO FDS PAC INVT MGMT SER LOW DURATION FD INSTL CL	2011-09-14	2014-10-03	$163,134	$164,400	-$1,266	-$1,266
40274.413 PIMCO FDS PAC INVT MGMT SER TOTAL RETURN FD INSTL CL	2012-12-12	2014-05-16	$439,797	$426,735	$13,062	$13,062
934.378 PIMCO FDS PAC INVT MGMT SER TOTAL RETURN FD INSTL CL	2013-12-11	2014-05-16	$10,203	$10,045	$158	$158
100366.26 PIMCO FDS PAC INVT MGMT SER TOTAL RETURN FD INSTL CL	2008-12-10	2014-10-03	$1,094,996	$1,033,013	$61,983	$61,983
25809.813 PIMCO FOREIGN BOND FUND-INST	2012-12-12	2014-05-16	$278,488	$269,569	$8,919	$8,919
603.533 PIMCO FOREIGN BOND FUND-INST	2013-12-11	2014-05-16	$6,512	$6,355	$157	$157
26086.957 PIMCO FDS PAC INVT MGMT REAL RETURN BD FD INSTL CL	2009-10-28	2014-05-16	$300,000	$265,075	$34,925	$34,925
12135.289 PIMCO FDS PAC INVT MGMT REAL RETURN BD FD INSTL CL	2009-03-19	2014-10-03	$137,493	$120,382	$17,111	$17,111
51800.277 PIMCO COMMODITY REAL RET STRAT-I#45	2011-09-26	2014-03-27	$305,622	$399,577	-$93,955	-$93,955
3194.888 ROWE T PRICE BLUE CHIP GROWTH FD INC	2007-08-27	2014-05-16	$200,000	$122,843	$77,157	$77,157
5878. VANGARD MSCI EMERGING MARKETS EFT	2012-07-30	2014-05-16	$249,486	$250,514	-$1,028	-$1,028
CAPITAL GAIN DIVIDENDS					$256,692		P

Field	Value	IRS element (for citing)
Capital Gain Net Income	$622,735	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$657,124	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$14,568,610	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.045105	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$619,701	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$13,599,561	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.045568	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$628,218	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$13,522,947	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.046456	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$656,599	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$12,873,316	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.051005	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$516,590	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$11,345,445	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.045533	DistributionYr5Rt
Total Distribution	0.233667	TotalDistributionRt
Average Distribution	0.046733	AverageDistributionRt
Net Vl Noncharitable Assets	$15,485,319	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$723,675	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$9,680	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$733,355	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$707,928	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$19,360	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$19,360	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$19,360	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$7,624	EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax	$0	AppliedToEsTaxAmt
Total Payments And Credits	$7,624	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Tax Due	$11,736	TaxDueAmt
Applied To ES Tax	$0	AppliedToESTaxAmt
Refund	$0	RefundAmt

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

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	WELLS FARGO BANK NA	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	7043835289	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	401 S TRYON ST D1050-026	AddressLine1Txt
City	CHARLOTTE	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	28202	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	Yes (true)	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
Undistr Incm Sect4942a2 Not App	false	UndistrIncmSect4942a2NotAppInd
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 (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
Wells Fargo Bank
1525 WEST WT HARRIS BLVD	CHARLOTTE	NC	282881114	TRUSTEE	40	$66,863
Mr O Perry Earle III
1405 Coachman Drive	Fountain Inn	SC	29644	Part time Trustee	2	$10,000
Susan S Stall
17 Riverside Dr	Greenville	SC	29605	Part time Trustee	2	$10,000
F McKinnon Wilkinson
17090 SW Chatelain Drive	Beavertown	OR	97003	Part Time Trustee	2	$10,000

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

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	$15,379,387	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$341,749	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$15,721,136	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$15,721,136	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$235,817	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$15,485,319	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$774,266	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$774,266	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$19,360	TaxBasedOnInvestmentIncomeAmt
Total Tax	$19,360	TotalTaxAmt
Distributable Before Adj	$754,906	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$35,000	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$789,906	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$789,906	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$707,928	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	$707,928	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$707,928	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$789,906	DistributableAsAdjustedAmt
Undistributed Income PY	$153,009	UndistributedIncomePYAmt
Prior Year1	2012	PriorYear1Yr
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$0	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$0	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$0	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$0	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$0	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$707,928	QualifyingDistributionsAmt
Applied To Year1	$153,009	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$554,919	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	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	$234,987	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt
Excess From Year4	$0	ExcessFromYear4Amt
Excess From Year3	$0	ExcessFromYear3Amt
Excess From Year2	$0	ExcessFromYear2Amt
Excess From Year1	$0	ExcessFromYear1Amt
Excess From Current Year	$0	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	WELLS FARGO PHILANTHROPIC SERVICES	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	1 W 4TH ST D4000-062	AddressLine1Txt
City	WINSTONSALEM	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	27101	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	8882341999	RecipientPhoneNum
Form And Info And Materials	APPLY ONLINE AT WWW.WELLSFARGO.COM/PRIVATEFOUNDATIONGRANTS/SYMMES. FORM CAN ALSO BE OBTAINED BY ELECTRONIC MAIL BY FAXING THE REQUEST TO WELLS FARGO AT 888-234-1999. COMPLETED APPLICATION CANNOT BE FAXED	FormAndInfoAndMaterialsTxt
Submission Deadlines	MARCH 15TH ANNUALLY FOR MAY TRUSTEE MEETING SEPTEMBER 1ST FOR OCTOBER TRUSTEE MEETING	SubmissionDeadlinesTxt
Restrictions On Awards	GRANTS MUST HAVE A MEASURABLE IMPACT WITHIN GREENVILLE COUNTY, SOUTH CAROLINA. THE APPLICANT MUST BE A TAX-EXEMPT NON-PROFIT ENTITY WITH PROGRAMS AND SERVICES CONSISTENT WITH THE FOUNDATION'S MISSIONS.	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2Txt	Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
NICHOLTOWN MISSIONARY BAPTIST
CHURCH	PO BOX 16316	GREENVILLE	SC	29606	NONE	PC	SUMMER CAMP PROGRAM	$3,000
MERE CHRISTIANITY FORUM
	PO BOX 4261	GREENVILLE	SC	29608	NONE	PC	SERVANT SCHOLARS PROGRAM	$6,000
SPEAK FOR ANIMALS
	PO BOX 24185	GREENVILLE	SC	29616	NONE	PC	FREE SPAY/NEUTER PROGRAM	$5,500
CAROLINA BALLET THEATRE INC
	PO BOX 135	GREENVILLE	SC	29602	NON	PC	CBTHD PROGRAM	$7,500
GREATER GREENVILLE PARKS FDN
	4806 OLD SPARTANBURG RD	TAYLORS	SC	29687	NONE	PC	SUMMER CAMP PROGRAM	$4,250
TURNING POINT OF SOUTH CAROLINA
INC	24 BRUCE ROAD	GREENVILLE	SC	29605	NONE	PC	RECOVERY MEETING CENTER	$50,000
STERLING HOPE CENTER CORP
	10 N CHURCH ST	GREENVILLE	SC	29601	NONE	PC	TORCH PROGRAM	$7,500
YWCA OF GREENVILLE
	700 AUGUSTA STREET	GREENVILLE	SC	29605	NONE	PC	SUMMER CAMP PROGRAM/HEART	$102,750
PENDLETON HISTORIC FOUNDATION
	PO BOX 444	PENDLETON	SC	29760	NONE	PC	ASHTABULA	$10,000
MEALS ON WHEELS OF GREENVILLE
INC	15 OREGON STREET	GREENVILLE	SC	29605	NONE	PC	EMERGENCY READINESS PROJECT	$20,000
WAREHOUSE THEATER
	37 AUGUSTA STREET	GREENVILLE	SC	29601	NONE	PC	THIS WOODEN O	$10,000
GOVERNOR'S SCHOOL FOR THE
ARTS FOUNDATION	700 EAST NORTH STREET STE 11	GREENVILLE	SC	29601	NONE	PC	VISITOR'S CENTER CAPITAL	$10,000
CAMPERDOWN ACADEMY
	501 HOWELL ROAD	GREENVILLE	SC	29615	NONE	PC	IPAD ASSISTIVE TECHNOLOGY	$20,000
FOOTHILLS FAMILY RESOURCES
	PO BOX 246	SLATER	SC	29683	NONE	PC	CRISIS TO SELF-SUFFICIENCY	$10,000
HABITAT FOR HUMANITY OF
GREENVILLE COUNTY	PO BOX 1206	GREENVILLE	SC	29602	NONE	PC	HOMEOWNER PREPARATION	$10,000
SOUTH CAROLINA CHILDREN'S THEATRE
	PO BOX 9340	GREENVILLE	SC	29604	NONE	PC	NEW COPIER	$10,000
FAMILY CONNECTION OF SC INC
	2712 MIDDLEBURG DRIVE SUITE 103-B	COLUMBIA	SC	29204	NONE	PC	PACE WORKSHOP	$7,500
GENERATIONS GROUP HOMES INC
	PO BOX 80009	SIMPSONVILLE	SC	29680	NONE	PC	TRANSITIONAL SERVICES	$20,000
DAILY BREAD MINISTRIES INC
	PO BOX 2344	GREER	SC	29652	NONE	PC	GREER STEP	$10,000
SAFE HARBOR INC
	PO BOX 174	GREENVILLE	SC	29602	NONE	PC	DOMESTIC VIOLENCE SHELTER	$20,000
CHILDREN'S MUSEUM OF THE UPSTATE
	300 COLLEGE ST	GREENVILLE	SC	29630	NONE	PC	FINANCIAL SUSTAINABILITY	$100,000
HOMES OF HOPE
	2 DUNEAN STREET	GREENVILLE	SC	29611	NONE	PC	JOB TRAINING AND MENTORING	$50,000
PLEASANT VALLEY CONNECTION INC
	510 OLD AUGUSTA ROAD	GREENVILLE	SC	29605	NONE	PC	SUMMER CAMP PROGRAM	$5,000
FAMILY EFFECT FOUNDATION
	1400 CLEVELAND ST	GREENVILLE	SC	29607	NONE	PC	SERENITY PLACE CHILDREN'S	$100,000
GREENVILLE HEALTH SYSTEM
	701 GROVE ROAD	GREENVILLE	SC	29605	NONE	PC	MOBILE MEDICAL CLINIC	$50,000
PROJECT HOPE FOUNDATION
	2131 WOODRUFF ROAD SUITE	GREENVILLE	SC	29607	NONE	PC	UPDATING TECHNOLOGY FOR	$10,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$659,000	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

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$345,563	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	$622,735	ExclusionAmt

Field	Value	IRS element (for citing)
Net Income Loss From Special Evt		NetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of Invntry		GrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDesc	ExclusionExclusionCd	ExclusionExclusionAmt
RECOVERIES	1	$35,000
PARTENRSHIP RECPTS	1	$7,223

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$1,010,521	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$1,010,521	TotalIncomeProducingActyAmt

Field	Value	IRS element (for citing)
Rln Of Acty To Accom Of Exmpt Prps		RlnOfActyToAccomOfExmptPrpsGrp

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	TAX PREPARATION FEE (NON-ALLOC	CategoryTxt
Amt	$1,000	Amt
Disbursements Charitable Prps	$1,000	DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (24 entries)

BondBondNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
464287226 ISHARES CORE U.S. AG	$988,340	$1,060,676
693391104 PIMCO REAL RETURN FU
693390700 PIMCO TOTAL RET FD-I
693390882 PIMCO FOREIGN BD FD	$248,628	$272,705
239080401 DAVIS NEW YORK
26203E851 DREYFUS/THE BOSTON
38142Y401 GOLDMAN SACHS GROW
464287614 ISHARES RUSSELL
464287598 ISHARES RUSSELL
46487630 ISHARES RUSSELL 2000
74972H614 RS VALUE FUND CL
77954Q106 T ROWE PRICE BLUE
87234N849 TCW SMALL CAP GROW
246248306 DELAWARE POOLED TR
411511306 HARBOR INTERN.
464287465 ISHARES MSCI EAFE
922042858 VANGUARD EMERGING
61744J617 MORGAN STANLEY
722005667 PIMCO COMMODITY
78464A607 SPDR DOW
693390304 PIMCO LOW DURATION F
52469E807 WESTERN ASSET SHRT-T	$450,000	$446,556
722005220 PIMCO FOREIGN BOND (	$270,000	$254,072
957663701 WESTERN ASSET INTERM	$1,400,000	$1,400,000

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
008882532 INVESCO INTL GROWTH-	$730,000	$809,265
314172560 FEDERATED STRAT VAL	$878,509	$1,117,153
38142Y401 GOLDMAN SACHS GRTH O	$244,512	$555,254
411511306 HARBOR INTERNATION F	$475,262	$721,522
464287465 ISHARES MSCI EAFE ET	$618,969	$874,636
464287598 ISHARES RUSSELL 1000	$595,951	$1,518,811
464287614 ISHARES RUSSELL 1000	$508,509	$1,491,898
464287630 ISHARES RUSSELL 2000	$278,155	$647,702
61744J317 MORGAN STANLEY INS I	$177,445	$282,122
722005667 PIMCO COMMODITY REAL
77954Q106 T ROWE PRICE BLUE CH	$824,981	$1,403,225
78464A607 SPDR DOW JONES REIT	$149,200	$365,418
87234N849 TCW SMALL CAP GROWTH
921946109 VANGUARD SELECTED VA
922042858 VANGUARD FTSE EMERGI	$243,373	$334,727
464287473 ISHARES RUSSELL MID-	$506,335	$762,310
464287648 ISHARES RUSSELL 2000	$219,383	$311,955
003021714 ABERDEEN EMERG MARKE	$330,000	$291,765
22544R305 CREDIT SUISSE COMM R	$307,806	$240,874
90267B682 ETRACS ALERIAN MLP U	$60,422	$61,683

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (7 entries)

Category Or ItemCategoryOrItemTxt
7LP028746 MAIN & COLLEGE TRUST
7MG0001R8 NORTH MAIN ST HOLDIN
464287226 ISHARES CORE TOTAL U
693390304 PIMCO LOW DURATION F
693390700 PIMCO TOTAL RET FD-I
693390882 PIMCO FOREIGN BD FD
693391104 PIMCO REAL RETURN FU

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (4 entries)

DescDesc	AmtAmt
MUTUAL FUND TAX EFFECTIVE DATE AFTER TYE	$20,748
ROUNDING	$6
RETURN OF CAPITAL ADJUSTMENT	$4,507
WRITE OFF N MAIN PTNRSHP - FINAL	$9,360

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt
GRANT RECOVERIES	$35,000	$0
NORTH MAIN K-1 57-0360255	$7,223	$63,646

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	MUTUAL FUND TAX EFFECTIVE DATE BEFORE TYE	Desc
Amt	$6,408	Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL ESTIMATES - PRINCIPAL	$3,414	$0	$0
FOREIGN TAXES ON QUALIFIED FOR	$4,505	$4,505	$0
FOREIGN TAXES ON NONQUALIFIED	$1,806	$1,806	$0