F W SYMMES FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- F W SYMMES FOUNDATION (EIN 57-6017472)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-12
- IRS object ID
- 201411329349100801
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-12T07:09:28-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 28262 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | - | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 4042380444 | PhoneNum |
| Signature | 2014-05-12 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,429,307 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $305,819 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $305,819 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $132,101 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $376,929 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $132,101 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $4,969 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $7,070 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $442,889 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $444,990 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $94,927 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $57,942 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $36,985 | 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 | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $13,462 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,973 | 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 Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $3,139 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $3,139 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $113,528 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $63,915 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $42,124 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $615,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $615,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $728,528 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $63,915 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $657,124 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$285,639 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $381,075 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $32,417 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $149,660 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $131,429 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $131,429 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $81,452 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $83,133 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $81,452 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $81,452 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $6,638,894 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,483,810 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,092,128 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $3,960,824 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,103,118 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,043,527 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,360 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $21,180 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,947,631 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,666,875 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,429,307 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $10,947,631 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,666,875 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,947,631 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,666,875 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,947,631 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,666,875 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,947,631 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$285,639 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11,291 | OtherIncreasesAmt |
| Subtotal | $10,673,283 | SubtotalAmt |
| Other Decreases | $6,408 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,666,875 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 2505. ISHARES RUSSELL 2000 VALUE INDEX FUND | 2011-09-14 | 2013-05-14 | $216,893 | $155,084 | $61,809 | $61,809 | |
| 8271.299 PIMCO FDS PAC INVT MGMT REAL RETURN BD FD INSTL CL | 2009-10-28 | 2013-05-14 | $100,000 | $89,744 | $10,256 | $10,256 | |
| CAPITAL GAIN DIVIDENDS | $60,036 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $132,101 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $619,701 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,599,561 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045568 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $628,218 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $13,522,947 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046456 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $656,599 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,873,316 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051005 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $516,590 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,345,445 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045533 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $726,483 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $13,083,150 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.055528 | DistributionYr5Rt |
| Total Distribution | 0.24409 | TotalDistributionRt |
| Average Distribution | 0.048818 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,568,610 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $711,210 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,811 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $715,021 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $657,124 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,622 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,622 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,622 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,832 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $11,832 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,210 | OverpaymentAmt |
| Applied To ES Tax | $4,210 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 28202 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Wells Fargo Bank | ||||||
| 1525 WEST WT HARRIS BLVD | CHARLOTTE | NC | 282881114 | TRUSTEE | 40 | $64,927 |
| 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 | ||||||
| 3465 Valley Vista Rd | Walnut Creek | CA | 94598 | 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 | $14,557,090 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $233,377 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,790,467 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,790,467 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $221,857 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,568,610 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $728,431 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $728,431 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,622 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,622 | TotalTaxAmt |
| Distributable Before Adj | $720,809 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $720,809 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $720,809 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $657,124 | 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 | $657,124 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $657,124 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $720,809 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $89,324 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | 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 | $657,124 | QualifyingDistributionsAmt |
| Applied To Year1 | $89,324 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $567,800 | 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 | $153,009 | 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 | AddressLine1 |
| City | WINSTONSALEM | City |
| State | NC | State |
| ZIP Code | 27101 | ZIPCode |
| 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 (28 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|---|
| TRIUNE MERCY CENTER | ||||||||
| PO BOX 3844 | GREENVILLE | SC | 28608 | NONE | PC | SUPPORT CIRCLES | $20,000 | |
| TAYLORS FREE MEDICAL CLINIC | ||||||||
| PO BOX 1266 | TAYLORS | SC | 29687 | NONE | PC | MEDICAL HOMES FOR THE | $25,000 | |
| GREER COMMUNITY MINISTRIES INC | ||||||||
| PO BOX 1373 | GREER | SC | 29652 | NONE | PC | MEALS ON WHEELS/SENIOR | $25,000 | |
| NATURALAND TRUST | ||||||||
| 149 RIVER ST STE 110 | GREENVILLE | SC | 29601 | NONE | PC | SWAMP RABBIT EXTENSION | $30,000 | |
| CENTRAL CAROLINA LUTHERAN OUTREACH | ||||||||
| 2600 WADE HAMPTON B LVDQ | GREENVILLE | SC | 29615 | NONE | PC | AFTER SCHOOL PROGRAM FO LOW | $10,000 | CENTER |
| TURNING POINT OF SOUTH CAROLINA | ||||||||
| 24 BRUCE ROAD | GREENVILLE | SC | 29605 | NONE | PC | THE FRED MCCAIN MEETING | $50,000 | INC |
| FIRST BAPTIST CHURCH OF | ||||||||
| 847 CLEVELAND ST | GREENVILLE | SC | 29607 | NONE | PC | WONDER OF LEARNING: 100 | $10,000 | GREENVILLE SC |
| YWCA OF GREENVILLE | ||||||||
| 700 AUGUSTA STREET | GREENVILLE | SC | 29605 | NONE | PC | YWCA CREW SUMMER PROGRAM | $15,000 | |
| MEYER CENTER FOR SPECIAL | ||||||||
| 1132 RUTHERFORD PLAZA | GREENVILLE | SC | 29609 | NONE | PC | EFFICIENCY FOR CHILDREN | $15,000 | CHILDREN |
| UNITED MINISTRIES | ||||||||
| 606 PENDLETON STREET | GREENVILLE | SC | 29601 | NONE | PC | ORGANIZATION DATABASE | $15,000 | |
| URBAN LEAGUE OF THE UPSTATE INC | ||||||||
| 15 REGENCY HILL DRIVE | GREENVILLE | SC | 29607 | NONE | PC | PROJECT READY - HIGH SCHOOL | $15,000 | |
| JUNIOR ACHIEVEMENT OF UPSTATE | ||||||||
| 530 HOWELL ROAD SUITE 103 | GREENVILLE | SC | 29615 | NONE | PC | EMPOWERING AT-RISK | $10,000 | SOUTH CAROLINA |
| METROPOLITAN ARTS COUNCIL | ||||||||
| 16 AUGUST STREET | GREENVILLE | SC | 29601 | NONE | PC | SMART ARTS PROGRAM | $20,000 | |
| GREENVILLE TECH FOUNDATION | ||||||||
| PO BOX 5616 | GREENVILLE | SC | 29606 | NONE | PC | LIBRARY LEARNING LAB | $20,000 | |
| PENDLETON PLACE | ||||||||
| PO BOX 103523 | GREENVILLE | SC | 29603 | NONE | PC | NEW VEHICLES | $29,000 | FOR CHILDRENS AND FAMILIES |
| GREENVILLE RAPE CRISIS AND CHILD | ||||||||
| 2905 WHITE HORSE ROAD | GREENVILLE | SC | 29611 | NONE | PC | CHILD ADVOCACY PROGRAM | $20,000 | ABUSE CENTER (JULIE VALENTINE CTR) |
| HARVEST HOPE FOOD BANK | ||||||||
| PO BOX 451 | COLUMBIA | SC | 29202 | NONE | PC | GREENVILLE COUNTY BACKPACK | $20,000 | |
| PUBLIC EDUCATION PARTNERS | ||||||||
| 225 S PLEASANTBURG DRIVE SUITE B1 | GREENVILLE | SC | 29607 | NONE | PC | THE EARLY GRADES READING | $10,000 | |
| PEACE CENTER FOUNDATION | ||||||||
| 101 W BROAD STREET | GREENVILLE | SC | 29650 | NONE | PC | PEACE CENTER RENOVATION | $50,000 | |
| GREENVILLE FREE MEDICAL CLINIC | ||||||||
| PO BOX 893 | GREENVILLE | SC | 29604 | NONE | PC | DIABETES/CHRONIC DISEASE | $10,000 | |
| BOB JONES UNIVERSITY MUSEUM & | ||||||||
| 1700 WADE HAMPTON BLVD | GREENVILLE | SC | 29614 | NONE | PC | ARTS ENCOUNTER: THE POWER | $15,000 | GALLERY |
| CENTER FOR DEVELOPMENTAL | ||||||||
| 29 NORTH ACADEMY STREET | GREENVILLE | SC | 29601 | NONE | PC | FLOORING REPLACEMENT | $30,000 | SERVICES |
| PLEASANT VALLEY CONNECTION INC | ||||||||
| 510 OLD AUGUSTA ROAD | GREENVILLE | SC | 29605 | NONE | PC | TEEN CENTER TECHNOLOGY | $10,000 | |
| SOUTH CAROLINA SOCIETY FOR THE | ||||||||
| 305 AIRPORT ROAD | GREENVILLE | SC | 29607 | NONE | PC | OUR COMMUNITY CAPITAL | $50,000 | PREVENTION OF CRUELTY TO ANIMALS |
| GREENVILLE LITTLE THEATRE | ||||||||
| 444 COLLEGE STREET | GREENVILLE | SC | 29601 | NONE | PC | CAPITAL NEEDS CAMPAIGN | $40,000 | |
| COMMUNITY FOUNDATION OF | ||||||||
| 630 EAST WASHINGTON STREET | GREENVILLE | SC | 29601 | NONE | PC | CLEMENT'S KINDNESS FUND | $10,000 | GREENVILLE |
| SALVATION ARMY OF GREENVILLE | ||||||||
| 417 RUTHERFORD STREET | GREENVILLE | SC | 29609 | NONE | PC | BOYS & GIRLS SMART CENTER | $25,000 | COUNTY |
| ALLEN TEMPLE COMMUNITY | ||||||||
| 404 VANDRY ST | GREENVILLE | SC | 29601 | NONE | PC | OPERATING AND | $16,000 | ECONOMIC DEVELOPMENT CORP |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $615,000 | 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 | $305,819 | 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 | $132,101 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MAIN & COLLGE TRUS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,969 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $442,889 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $442,889 | 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 | $2,000 | Amt |
| Disbursements Charitable Prps | $2,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (21 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 464287226 ISHARES CORE TOTAL U | $1,413,114 | $1,463,625 |
| 693391104 PIMCO REAL RETURN FU | $386,655 | $419,298 |
| 693390700 PIMCO TOTAL RET FD-I | $1,473,103 | $1,513,437 |
| 693390882 PIMCO FOREIGN BD FD | $523,552 | $543,307 |
| 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 | $164,400 | $163,451 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 008882532 INVESCO INTL GROWTH- | $550,000 | $667,949 |
| 314172560 FEDERATED STRAT VAL | $778,509 | $1,010,331 |
| 38142Y401 GOLDMAN SACHS GRTH O | $244,512 | $609,278 |
| 411511306 HARBOR INTERNATION F | $265,262 | $576,366 |
| 464287465 ISHARES MSCI EAFE ET | $518,931 | $856,333 |
| 464287598 ISHARES RUSSELL 1000 | $509,865 | $1,285,986 |
| 464287614 ISHARES RUSSELL 1000 | $634,659 | $1,673,876 |
| 464287630 ISHARES RUSSELL 2000 | $278,155 | $633,815 |
| 61744J317 MORGAN STANLEY INS I | $177,445 | $284,255 |
| 722005667 PIMCO COMMODITY REAL | $399,577 | $284,384 |
| 77954Q106 T ROWE PRICE BLUE CH | $883,021 | $1,490,530 |
| 78464A607 SPDR DOW JONES REIT | $149,200 | $286,505 |
| 87234N849 TCW SMALL CAP GROWTH | ||
| 921946109 VANGUARD SELECTED VA | ||
| 922042858 VANGUARD FTSE EMERGI | $463,857 | $555,061 |
| 464287473 ISHARES RUSSELL MID- | $471,403 | $645,601 |
| 464287648 ISHARES RUSSELL 2000 | $159,414 | $231,858 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 7LP028746 MAIN & COLLEGE TRUST | AT COST | $9,360 | $21,180 |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MUTUAL FUND TAX EFFECTIVE DATE AFTER TYE | Description |
| Amount | $6,408 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEETING TRAVEL EXPENSES | Desc |
| Revenue And Expenses Per Books | $3,139 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,139 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MAIN & COLLGE TRUST | Desc |
| Revenue And Expenses Per Books | $4,969 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $7,070 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| MUTUAL FUND TAX EFFECTIVE DATE BEFORE TYE | $11,288 |
| ROUNDING | $3 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $7,489 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $3,867 | $3,867 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $2,106 | $2,106 | $0 |