WILBUR S SMITH AND MARGARET P SMITH FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WILBUR S SMITH AND MARGARET P SMITH FOUNDATION INC (EIN 35-2188372)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-12-23
- IRS object ID
- 202523579349101757
- Schema version
- 2024v5.0
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Income Schedule2
- Other Professional Fees Schedule
- Reasonable Cause Explanation
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-12-23T14:01:28-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 472049441 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COX ACCOUNTING SOLUTIONS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 49159 | AddressLine1Txt |
| City | GREENWOOD | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 296490003 | 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 | 352188372 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILBUR S SMITH AND MARGARET | BusinessNameLine1Txt |
| Business Name Line2 | P SMITH FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILB | BusinessNameControlTxt |
| Phone | 8649928037 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 401 | AddressLine1Txt |
| City | HODGES | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29653 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL BARTOLOMEO | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8649928037 | PhoneNum |
| Signature | 2025-12-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RHONDA S COX CPA | PreparerPersonNm |
| PTIN | P00540241 | PTIN |
| Phone | 8642296620 | PhoneNum |
| Preparation | 2025-12-23 | PreparationDt |
| 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 | $1,604,657 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $407 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $407 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $28,059 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,059 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $101,568 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $570,258 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $101,568 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $586 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $586 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $130,620 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $130,620 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,300 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $1,563 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,563 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,759 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $8,622 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,863 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $52,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $52,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $60,622 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,863 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $52,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $69,998 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $125,757 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $64,228 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,388 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,388 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,122,857 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,238,109 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,376,269 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $53,471 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $54,057 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $210,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,240,556 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,310,554 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,604,657 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,240,556 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,310,554 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,240,556 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,310,554 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,240,556 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,310,554 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,240,556 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $69,998 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,310,554 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,310,554 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| JANNEY | P | $243,798 | $222,336 | $21,462 | $21,462 |
| JANNEY | P | $326,460 | $246,354 | $80,106 | $80,106 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $101,568 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $21,462 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,748 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,748 | SubtotalAmt |
| Tax Based On Investment Income | $1,748 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $404 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $404 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $97 | EsPenaltyAmt |
| Tax Due | $1,441 | TaxDueAmt |
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 |
| Form990 PF Filed With Atty Gen | false | 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 |
| Individual With Books | PAUL BARTOLOMEO | IndividualWithBooksNm |
| Phone | 8649928037 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 401 | AddressLine1Txt |
| City | HODGES | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29653 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 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 |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| STEPHANIE E SMITH-PHILLIPS | ||||||||
| 101 BULL STREET | CHARLESTON | SC | 29401 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| SARAH J SMITH | ||||||||
| 112 BEAUFAIN STREET | CHARLESTON | SC | 29401 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| PAUL BARTOLOMEO | ||||||||
| PO BOX 401 | HODGES | SC | 29653 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| WILLIAM F QUATTLEBAUM | ||||||||
| 1901 MAIN STREET SUITE 900 | COLUBMBIA | SC | 29201 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,304,190 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $43,335 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $210,500 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,558,025 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,558,025 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,370 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,534,655 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $76,733 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $76,733 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,748 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,748 | TotalTaxAmt |
| Distributable Before Adj | $74,985 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $74,985 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $74,985 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $52,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $52,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $74,985 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $8,866 | UndistributedIncomePYAmt |
| Qualifying Distributions | $52,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $8,866 | AppliedToYear1Amt |
| Applied To Current Year | $43,134 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $31,851 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALLIANCE DEFENDING FREEDOM | ||||||||
| 15100 N 90TH STREET | SCOTTSDALE | AZ | 85260 | NONE | PC | GENERAL FUND FOR CHARITY'S MISSION | $2,000 | |
| ALMOST HOME FELINE REFUGE INC | ||||||||
| 283 SANDPIPER DRIVE | MOUNT PLEASANT | SC | 29464 | NONE | PC | GENERAL FUND FOR CHARITY'S MISSION | $3,500 | |
| CONGAREE RIVERKEEPER | ||||||||
| 1001 WASHINGTON STREET | COLUMBIA | SC | 29201 | NONE | PC | GENERAL FUND FOR CHARITY'S MISSION | $2,500 | |
| FOOD BANK OF GREENWOOD COUNTY | ||||||||
| PO BOX 604 | GREENWOOD | SC | 29648 | NONE | PC | GENERAL FUND FOR CHARITY'S MISSION | $2,000 | |
| GALLAGER' HEROES FALLEN OFFICER'S F | ||||||||
| 244 FIFTH AVENUE 2492 | NEW YORK | NY | 10001 | NONE | PC | GENERAL FUND FOR CHARITY'S MISSION | $4,000 | |
| GREATER GREENWOOD UNITED MINISTRY | ||||||||
| 1404 EDGEFIELD STREET | GREENWOOD | SC | 29646 | NONE | PC | GENERAL FUND FOR CHARITY'S MISSION | $2,000 | |
| GREENWOOD PATHWAY HOUSE | ||||||||
| PO BOX 49723 | GREENWOOD | SC | 29646 | NONE | PC | GENERAL FUND FOR CHARITY'S MISSION | $3,000 | |
| HOME FOR HEROES | ||||||||
| 9201 WEST BROADWAY AVENUE | MINNEAPOLIS | MN | 55445 | NONE | PC | GENERAL FUND FOR CHARITY'S MISSION | $3,000 | |
| HUMANE SOCIETY OF GREENWOOD | ||||||||
| PO BOX 49776 | GREENWOOD | SC | 29649 | NONE | PC | GENERAL FUND FOR CHARITY'S MISSION | $6,000 | |
| PAWS ANIMAL WILDLIFE SANCTUARY | ||||||||
| PO BOX 157 | WATERLOO | SC | 29384 | NONE | PC | GENERAL FUND FOR CHARITY'S MISSION | $2,000 | |
| PRAGER UNIVERSITY FOUNDATION | ||||||||
| 15021 VENTURA BOULEVARD | SHERMAN | CA | 91403 | NONE | PC | GENERAL FUND FOR CHARITY'S MISSION | $2,000 | 552 |
| TUNNEL TO TOWERS FOUNDATION | ||||||||
| 2361 HYLAN BOULEVARD | STATEN ISLAND | NY | 10306 | NONE | PC | GENERAL FUND FOR CHARITY'S MISSION | $2,000 | |
| UNITED WAY OF GREENWOOD | ||||||||
| 929 PHOENIX STREET | GREENWOOD | SC | 29646 | NONE | PC | GENERAL FUND FOR CHARITY'S MISSION | $1,000 | |
| SEMPER FI AMERICA'S FUND | ||||||||
| 825 COLLEGE BLVD | OCEANSIDE | CA | 92057 | NONE | PC | GENERAL FUND FOR CHARITY'S MISSION | $2,000 | SUITE 102 PMB 6 |
| SALVATION ARMY OF GREENWOOD | ||||||||
| PO BOX 1453 | GREENWOOD | SC | 29648 | NONE | PC | GENERAL FUND FOR CHARITY'S MISSION | $1,500 | |
| THE HEART OF LCAC | ||||||||
| 2839 EKON BEACH RD | LAURENS | SC | 29360 | NONE | PC | GENERAL FUND FOR CHARITY'S MISSION | $3,000 | |
| COMMUNITY INITIATIVES OF GREENWOOD | ||||||||
| 201-203 CHURCH AVE | GREENWOOD | SC | 29646 | NONE | PC | GENERAL FUND FOR CHARITY'S MISSION | $4,000 | |
| PRISON FELLOWSHIP | ||||||||
| PO BOX 1550 | MERRIFIELD | VA | 221161550 | NONE | PC | GENERAL FUND FOR CHARITY'S MISSION | $2,000 | |
| GREENWOOD COMMUNITY THEATRE | ||||||||
| 110 MAIN ST | GREENWOOD | SC | 29646 | NONE | PC | GENERAL FUND FOR CHARITY'S MISSION | $1,000 | |
| SAMARAITAN'S PURSE | ||||||||
| PO BOX 3000 | BOONE | NC | 28607 | NONE | PC | GENERAL FUND FOR CHARITY'S MISSION | $2,000 | |
| INTL FELLOWSHIP OF CHRISTIANS | ||||||||
| 303 E WACHER DRIVE | CHICAGO | IL | 60602 | NONE | PC | GENERAL FUND FOR CHARITY'S MISSION | $1,500 | SUITE 2300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $52,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $407 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,059 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $586 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $101,568 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 25 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $130,620 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $130,620 | 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 | $3,300 | Amt |
| Net Investment Income | $3,300 | NetInvestmentIncomeAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | SOUTH CAROLINA NO LONGER REQURIES A COPY OF FORM 990-PF TO BE FILED WITH THE STATE ATTORNEY GENERAL'S OFFICE. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES - MUTUAL FUNDS | ||
| FIXED INCOME - MUTUAL FUNDS | ||
| RAYMOND JAMES EXCHANGE TRADED PRODUC | $1,238,109 | $1,376,269 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SPS PARTNERSHIP | CategoryOrItemTxt |
| Book Value | $54,057 | BookValueAmt |
| EOYFMV | $210,000 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SPS | Desc |
| Revenue And Expenses Per Books | $586 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $586 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEE - RAYMOND JAMES | CategoryTxt |
| Amt | $1,563 | Amt |
| Net Investment Income | $1,563 | NetInvestmentIncomeAmt |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | FOUNDATION HAD TO CHANGE TAX PREPARERS AND THERE WAS A MISCOMMUNICATION BETWEEN TAX PREPARERS OF WHO WAS ACTUALLY FILING THIS RETURN. | ExplanationTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $3,759 | Amt |