F W SYMMES FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: F W SYMMES FOUNDATION (EIN 57-6017472)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-04-20
IRS object ID: 201341139349100304
Schema version: 2012v2.1
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)
Timestamp	2013-04-20T09:54:41-06:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate
Return Type	990PF	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	576017472	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	SCSYMMES FOUNDATION 485-2019001837	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	SYMM	NameControl
Phone	4042380444	Phone

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	28288	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	-	Name
Title	Trustee	Title
Phone	4042380444	Phone
Date Signed	2013-04-20	DateSigned

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	13999531	FMVAssetsEOY

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Dividends Rev And Expnss	348365	DividendsRevAndExpnss
Dividends Net Invst Incm	348365	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	299131	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	1131944	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	299131	CapitalGainNetIncmNetInvstIncm
Net STCG Adj Net Incm	0	NetSTCGAdjNetIncm
Other Income Rev And Expnss	5157	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	6463	OtherIncomeNetInvstIncm
Total Revenue And Expenses	652653	TotalRevenueAndExpenses
Total Net Investment Income	653959	TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss	93144	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	56515	CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	36629	CompOfcrDirTrstDsbrsChrtblPrps
Oth Empl Slrs Wgs Net Invst Incm	0	OthEmplSlrsWgsNetInvstIncm
Oth Empl Slrs Wgs Adj Net Incm	0	OthEmplSlrsWgsAdjNetIncm
Oth Empl Slrs Wgs Dsbrs Chrtbl Prps	0	OthEmplSlrsWgsDsbrsChrtblPrps
Pension Empl Bnft Net Invst Incm	0	PensionEmplBnftNetInvstIncm
Pension Empl Bnft Adj Net Incm	0	PensionEmplBnftAdjNetIncm
Legal Fees Dsbrs Chrtbl Prps	0	LegalFeesDsbrsChrtblPrps
Accounting Fees Rev And Expnss	2000	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	0	AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm	0	AccountingFeesAdjNetIncm
Accounting Fees Dsbrs Chrtbl Prps	2000	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Dsbrs Chrtbl Prps	0	OtherProfFeesDsbrsChrtblPrps
Interest Dsbrs Chrtbl Prps	0	InterestDsbrsChrtblPrps
Taxes Rev And Expnss	31413	TaxesRevAndExpnss
Taxes Net Invst Incm	5987	TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps	0	TaxesDsbrsChrtblPrps
Deprec And Depletion Rev And Expnss	0	DeprecAndDepletionRevAndExpnss
Deprec And Depletion Net Invst Incm	0	DeprecAndDepletionNetInvstIncm
Trav Conf Meeting Rev And Expnss	3072	TravConfMeetingRevAndExpnss
Trav Conf Meeting Net Invst Incm	0	TravConfMeetingNetInvstIncm
Trav Conf Meeting Adj Net Incm	0	TravConfMeetingAdjNetIncm
Trav Conf Meeting Dsbrs Chrtbl Prps	3072	TravConfMeetingDsbrsChrtblPrps
Printing And Pub Net Invst Incm	0	PrintingAndPubNetInvstIncm
Printing And Pub Adj Net Incm	0	PrintingAndPubAdjNetIncm
Other Expenses Rev And Expnss	2	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	2	OtherExpensesNetInvstIncm
Tot Opr Expenses Rev And Expnss	129631	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	62504	TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm	0	TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	41701	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	578000	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	578000	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	707631	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	62504	TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm	0	TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps	619701	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-54978	ExcessOfRevenueOverExpenses
Net Investment Income	591455	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	71322	CashBOY
Cash EOY	32417	CashEOY
Cash EOYFMV	32417	CashEOYFMV
Savings And Temp Cash Invst BOY	181416	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	149660	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	149660	SavingsAndTempCashInvstEOYFMV
Accounts Receivable EOY	0	AccountsReceivableEOY
Accounts Receivable EOYFMV	0	AccountsReceivableEOYFMV
Other Notes And Loans Receivable	83133	OtherNotesAndLoansReceivable
Allwnc For Dbtfl Acct Other Rcvbl	0	AllwncForDbtflAcctOtherRcvbl
Other Notes And Loans Rcvbl EOY	83133	OtherNotesAndLoansRcvblEOY
Other Notes And Loans Rcvbl EOYFMV	83133	OtherNotesAndLoansRcvblEOYFMV
Investments Corp Stock BOY	6690899	InvestmentsCorpStockBOY
Investments Corp Stock EOY	6638894	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	9330933	InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY	3974588	InvestmentsCorpBondsBOY
Investments Other BOY	94177	InvestmentsOtherBOY
Investments Other EOY	4043527	InvestmentsOtherEOY
Investments Other EOYFMV	4403388	InvestmentsOtherEOYFMV
Total Assets BOY	11012402	TotalAssetsBOY
Total Assets EOY	10947631	TotalAssetsEOY
Total Assets EOYFMV	13999531	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	11012402	CapitalStockBOY
Capital Stock EOY	10947631	CapitalStockEOY
Total Net Assets BOY	11012402	TotalNetAssetsBOY
Total Net Assets EOY	10947631	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	11012402	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	10947631	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	11012402	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-54978	ExcessOfRevenueOverExpenses
Other Increases	10435	OtherIncreases
Subtotal	10967859	Subtotal
Other Decreases	20228	OtherDecreases
Total Net Assets Fund Balances EOY	10947631	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (6 entries)

Description Of AssetDescriptionOfAsset	Date AcquiredDateAcquired	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
32553.606 FEDERATED STRAT VAL DIV FD IS #662	2011-09-26	2012-07-30	167000	146491	20509	20509
2413. ISHARES RUSSELL 1000 VALUE	2009-03-12	2012-07-30	166904	90092	76812	76812
345. ISHARES RUSSELL 1000 VALUE	2009-03-12	2012-11-01	25029	12881	12148	12148
340. ISHARES RUSSELL 2000 VALUE INDEX FUND	2011-09-14	2012-11-01	25068	21049	4019	4019
5807.201 TCW GALILEO FDS INC SMALL CAP GROWTH FD	2010-03-30	2012-08-28	159524	150000	9524	9524
23149.916 VANGUARD WHITEHALL FDS INC SELECTED VALU	2011-09-14	2012-08-28	471332	412300	59032	59032

Field	Value	IRS element (for citing)
Capital Gain Net Income	299131	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	628218	QualifyingDistributionsYear1
Noncharitable Assets Year1	13522947	NoncharitableAssetsYear1
Distribution Ratio Year1	0.046456	DistributionRatioYear1
Qualifying Distributions Year2	656599	QualifyingDistributionsYear2
Noncharitable Assets Year2	12873316	NoncharitableAssetsYear2
Distribution Ratio Year2	0.051005	DistributionRatioYear2
Qualifying Distributions Year3	516590	QualifyingDistributionsYear3
Noncharitable Assets Year3	11345445	NoncharitableAssetsYear3
Distribution Ratio Year3	0.045533	DistributionRatioYear3
Qualifying Distributions Year4	726483	QualifyingDistributionsYear4
Noncharitable Assets Year4	13083150	NoncharitableAssetsYear4
Distribution Ratio Year4	0.055528	DistributionRatioYear4
Qualifying Distributions Year5	840723	QualifyingDistributionsYear5
Noncharitable Assets Year5	15410915	NoncharitableAssetsYear5
Distribution Ratio Year5	0.054554	DistributionRatioYear5
Total Distribution Ratio	0.253076	TotalDistributionRatio
Average Distribution Ratio	0.050615	AverageDistributionRatio
Net Noncharitable Assets	13599561	NetNoncharitableAssets
Adjusted Noncharitable Assets	688342	AdjustedNoncharitableAssets
One Percent Net Investment Income	5915	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	694257	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	619701	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	11829	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	11829	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	11829	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	16172	EstTaxPaymentsAndOverpayment
Tax Paid With Extension	0	TaxPaidWithExtension
Total Credits And Payments	16172	TotalCreditsAndPayments
Penalty For Underpayment	0	PenaltyForUnderpayment
Overpayment	4343	Overpayment
Amount Credited To Next Year	4343	AmountCreditedToNextYear
Amount To Be Refunded	0	AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	SC	StatesFiledWith
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	false	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr

Books In Care Of Business Name BooksInCareOfBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	WELLS FARGO BANK NA	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	7043835289	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

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 Bank	false	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	true	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	true	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Acts Fail To Qualify As Exceptions	false	ActsFailToQualifyAsExceptions
Uncorrected Prior Acts	false	UncorrectedPriorActs
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Undistr Income4942a2 Not Applied	false	UndistrIncome4942a2NotApplied
Business Holdings	false	BusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation
Wells Fargo Bank
1525 WEST WT HARRIS BLVD	CHARLOTTE	NC	282881114	TRUSTEE	40	63144
Mr O Perry Earle III
1405 Coachman Drive	Fountain Inn	SC	29644	Part time Trustee	2	10000
Eleanor Welling
PO Box 757	Cashiers	NC	28717	Part time Trustee	2	10000
F McKinnon Wilkinson
3465 Valley Vista Rd	Walnut Creek	CA	94598	Part Time Trustee	2	10000

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k	0	TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k	0	TotNumberOfCntrctPaidOver50k

Field	Value	IRS element (for citing)
Summary Of Direct Charitable Acty		SummaryOfDirectCharitableActy
Sum Of Program Related Investments		SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	13602818	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	203843	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	13806661	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	13806661	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	207100	CashDeemedCharitable
Net Noncharitable Assets	13599561	NetNoncharitableAssets
Minimum Investment Return	679978	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	679978	MinimumInvestmentReturn
Tax Based On Investment Income	11829	TaxBasedOnInvestmentIncome
Total Tax	11829	TotalTax
Distributable Amount Before Adj	668149	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	668149	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	668149	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	619701	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Amounts Paid Acq Charitable Assets	0	AmountsPaidAcqCharitableAssets
Amounts Set Aside Suitability Test	0	AmountsSetAsideSuitabilityTest
Amounts Set Aside Cash Distri Test	0	AmountsSetAsideCashDistriTest
Qualifying Distributions	619701	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	0	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	619701	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	668149	DistributableAmountAsAdjusted
Undistributed Income Prior Year	40876	UndistributedIncomePriorYear
Prior Year1	2010	PriorYear1
Total For Prior Years	0	TotalForPriorYears
Excess Distri Carryover Year5	0	ExcessDistriCarryoverYear5
Excess Distri Carryover Year4	0	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	0	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	0	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	0	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	0	TotalExcessDistriCarryover
Qualifying Distributions	619701	QualifyingDistributions
Applied To Year1	40876	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	578825	AppliedToCurrentYear
Remaining Distri From Corpus	0	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	0	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	0	ExcessDistriCyovAppliedCY
Total Corpus	0	TotalCorpus
Prior Year Undistributed Income	0	PriorYearUndistributedIncome
Prior Year Deficiency Or Tax	0	PriorYearDeficiencyOrTax
Taxable Amount1	0	TaxableAmount1
Taxable Amount2	0	TaxableAmount2
Undistributed Income CY	89324	UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g3	0	DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5	0	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	0	ExcessDistriCyovToNextYear
Excess From Year4	0	ExcessFromYear4
Excess From Year3	0	ExcessFromYear3
Excess From Year2	0	ExcessFromYear2
Excess From Year1	0	ExcessFromYear1
Excess From Current Year	0	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

Field	Value	IRS element (for citing)
Recipient Name	WELLS FARGO PHILANTHROPIC SERVICES	RecipientName

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 Number	8882341999	RecipientPhoneNumber
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	FormAndInfoAndMaterials
Submission Deadlines	MARCH 15TH ANNUALLY FOR MAY TRUSTEE MEETING SEPTEMBER 1ST FOR OCTOBER TRUSTEE MEETING	SubmissionDeadlines
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.	RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (26 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount	Business Name Line2RecipientBusinessName/BusinessNameLine2
MICHAELS WAY INC
PO BOX 6543	GREENVILLE	SC	29606	NONE	PULIC EXEMPT	CONTINUING EDUCATION	$10,000
GREENVILLE FORWARD
24 CLEVELAND STREET	GREENVILLE	SC	29601	NONE	PUBLIC EXEMPT	GARDENING FOR GOOD	$24,000
FACES AND VOICES OF RECOVERY
PO BOX 9836	GREENVILLE	SC	29604	NONE	PUBLIC EXEMPT	CAPITAL CAMPAIGN	$50,000	GREENVILLE
GENESIS HOMES
2131 WOODRUFF ROAD	GREENVILLE	SC	29607	NONE	PUBLIC EXEMPT	CONSTRUCTION OF ANNIE'S	$20,000
SURGEONS FOR SIGHT
113 DOCTORS DRIVE	GREENVILLE	SC	29605	NONE	PUBLIC EXEMPT	GIVING TO SIGHT TO NEEDY	$5,000
GENEROUS GARDEN PROJECT
161 VERDIN ROAD	GREENVILLE	SC	29607	NONE	PUBLIC EXEMPT	2013 START UP	$20,000
NORTH GREENVILLE UNIVERSITY
PO BOX 1892	TIGERVILLE	SC	29688	NONE	PUBLIC EXEMPT	CRAIN SCIENCE BUILDING	$50,000
YMCA OF GREENVILLE
723 CLEVELAND STREET	GREENVILLE	SC	29601	NONE	PUBLIC EXEMPT	FW SYMMES CHAPEL	$50,000
MUSEUM ASSOCIATION INC
420 COLLEGE ST	GREENVILLE	SC	29601	NONE	PUBLIC EXEMPT	CERAMIC VESSELS FUNDING	$32,000
BOYS HOME OF THE SOUTH
10612 AUGUSTA ROAD	BELTON	SC	29627	NONE	PUBLIC EXEMPT	HAYES COTTAGE RENOVATION	$20,000
GREENVILLE SYMPHONY ORCHESTRA
200 SOUTH MAIN STREET	GREENVILLE	SC	29601	NONE	PUBLIC EXEMPT	COMMUNITY ENGAGEMENT	$50,000
CANCER SOCIETY OF GREENVILLE COUNTY
113 MILLS AVENUE	GREENVILLE	SC	29605	NONE	PUBLIC EXEMPT	MEDICATION COSTS	$10,000
PENDLETON HISTORIC FOUNDATION
PO BOX 444	PENDLETON	SC	29760	NONE	PUBLIC EXEMPT	ASHTABULA RESTORATION AND	$12,000
MEALS ON WHEELS OF GREENVILLE
15 OREGON STREET	GREENVILLE	SC	29605	NONE	PUBLIC EXEMPT	SPECIALTY MEALS	$10,000	INC
WAREHOUSE THEATER
37 AUGUSTA STREET	GREENVILLE	SC	29601	NONE	PUBLIC EXEMPT	THIS WOODEN O	$10,000
WALKER FOUNDATION
355 CEDAR SPRINGS ROAD	SPARTANBURG	SC	29302	NONE	PUBLIC EXEMPT	RESTROOM AND LOCKER	$20,000
GATEWAY HOUSE INC
PO BOX 4241	GREENVILLE	SC	29609	NONE	PUBLIC EXEMPT	THE EDUCATION PORTAL	$10,000
GREENVILLE FAMILY PARTNERSHIP
PO BOX 10203	GREENVILLE	SC	29603	NONE	PUBLIC EXEMPT	HOLISTIC OUTREACH PROGRAMS	$20,000
PEACE CENTER FOUNDATION
101 W BROAD STREET	GREENVILLE	SC	29650	NONE	PUBLIC EXEMPT	PEACE CENTER RENOVATION	$50,000
CAMPERDOWN ACADEMY
501 HOWELL ROAD	GREENVILLE	SC	29615	NONE	PUBLIC EXEMPT	SCHOLARSHIP PROGRAM	$15,000
HABITAT FOR HUMANITY OF
PO BOX 1206	GREENVILLE	SC	29602	NONE	PUBLIC EXEMPT	WOMEN BUILD	$20,000	GREENVILLE COUNTY
SOUTH CAROLINA CHILDREN'S THEATRE
PO BOX 9340	GREENVILLE	SC	29604	NONE	PUBLIC EXEMPT	KNOW WAY	$5,000
SOUTH CAROLINA GOVERNOR'S SCHOOL
1201 MAIN STREET	COLUMBIA	SC	29201	NONE	PUBLIC EXEMPT	MIDDLE SCHOOL PROGRAMS	$10,000	FOR SCIENCE AND MATHEMATICS
CHILD'S HAVEN
1124 RUTHERFORD ROAD	GREENVILLE	SC	29609	NONE	PUBLIC EXEMPT	NEW BUS	$20,000
UPSTATE HOMELESS COALITION OF
150 EXECUTIVE CTNR DR B3211	GREENVILLE	SC	29615	NONE	PUBLIC EXEMPT	HOUSING DEVELOPMENT FUND	$20,000	SOUTH CAROLINA
SOUTH CAROLINA SOCIETY FOR THE
305 AIRPORT ROAD	GREENVILLE	SC	29607	NONE	PUBLIC EXEMPT	CONNECTING ANIMALS AND	$15,000	PREVENTION OF CRUELTY TO ANIMALS

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	578000	TotGrantOrContriPaidDuringYear

Grant Or Contri Approved For Future GrantOrContriApprovedForFuture

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	PEACE CENTER FOUNDATION	BusinessNameLine1

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	101 W BROAD STREET	AddressLine1
City	GREENVILLE	City
State	SC	State
ZIP Code	29601	ZIPCode

Field	Value	IRS element (for citing)
Recipient Relationship	NONE	RecipientRelationship
Recipient Foundation Status	PUBLIC EXEMPT	RecipientFoundationStatus
Purpose Of Grant Or Contribution	CAPITAL CAMPAIGN - WATER	PurposeOfGrantOrContribution
Amount	$50,000	Amount

Field	Value	IRS element (for citing)
Tot Grant Or Contri Approved Future	50000	TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Field	Value	IRS element (for citing)
Fees Contracts From Govt Agencies		FeesContractsFromGovtAgencies
Membership Dues And Assessments		MembershipDuesAndAssessments
Int On Savings And Temp Cash Invst		IntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$348,365	ExclusionAmount

Field	Value	IRS element (for citing)
Net Rental Incm Re Debt Fincd Prop		NetRentalIncmReDebtFincdProp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Incm Personal Property		NetRentalIncmPersonalProperty
Other Investment Income Part VII		OtherInvestmentIncomePartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$299,131	ExclusionAmount

Field	Value	IRS element (for citing)
Net Income Loss From Special Events		NetIncomeLossFromSpecialEvents
Gross Profit Loss Sales Of Invntry		GrossProfitLossSalesOfInvntry

Other Revenue Described OtherRevenueDescribed

Field	Value	IRS element (for citing)
Description	MAIN & COLLEGE	Description
Exclusion Code	1	ExclusionCode
Exclusion	$5,157	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$652,653	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	652653	TotalPartXVIA

Field	Value	IRS element (for citing)
Rln Of Acty To Accom Of Exempt Prps		RlnOfActyToAccomOfExemptPrps

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	TAX PREPARATION FEE (NON-ALLOC	Category
Amount	$2,000	Amount
Disbursements Charitable Prps	2000	DisbursementsCharitablePrps

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (21 entries)

Name Of BondNameOfBond
464287226 ISHARES BARCLAYS
693391104 PIMCO REAL RETURN
693390700 PIMCO TOTAL RETURN
693390882 PIMCO FOREIGN BOND
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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (17 entries)

Name Of StockNameOfStock	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
008882532 INVESCO INTL GROWTH-	550000	569038
314172560 FEDERATED STRAT VAL	778509	863280
38142Y401 GOLDMAN SACHS GRTH O	244512	494426
411511306 HARBOR INTERNATION F	265262	504208
464287465 ISHARES MSCI EAFE	518931	725704
464287598 ISHARES RUSSELL 1000	509865	994430
464287614 ISHARES RUSSELL 1000	634659	1275418
464287630 ISHARES RUSSELL 2000	433239	670151
61744J317 MORGAN STANLEY INS I	177445	286672
722005667 PIMCO COMMODITY REAL	399577	343954
77954Q106 T ROWE PRICE BLUE CH	883021	1052831
78464A607 SPDR DOW JONES REIT	149200	293339
87234N849 TCW SMALL CAP GROWTH
921946109 VANGUARD SELECTED VA
922042858 VANGUARD MSCI EMERGI	463857	600799
464287473 ISHARES RUSSELL MIDC	471403	493608
464287648 ISHARES RUSSELL 2000	159414	163075

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (7 entries)

Category Or ItemCategoryOrItem	Listed At Cost Or FMVListedAtCostOrFMV	Book ValueBookValue	EOYFMVEOYFMV
7LP028746 MAIN & COLLEGE TRUST	AT COST	9360	7500
7MG0001R8 NORTH MAIN ST HOLDIN
464287226 ISHARES CORE TOTAL U	AT COST	1413114	1527572
693390304 PIMCO LOW DURATION F	AT COST	164400	166299
693390700 PIMCO TOTAL RET FD-I	AT COST	1463058	1580801
693390882 PIMCO FOREIGN BD FD	AT COST	517197	550740
693391104 PIMCO REAL RETURN FU	AT COST	476398	570476

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases (3 entries)

DescriptionDescription	AmountAmount
MUTUAL FUND TAX EFFECTIVE DATE AFTER TYE	$11,288
REVERSAL POSTING AFTER TYE	$8,939
ROUNDING	$1

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Field	Value	IRS element (for citing)
Description	ADR FEES	Description
Revenue And Expenses Per Books	2	RevenueAndExpensesPerBooks
Net Investment Income	2	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Field	Value	IRS element (for citing)
Description	MAIN & COLLEGE K-1	Description
Revenue And Expenses Per Books	5157	RevenueAndExpensesPerBooks
Net Investment Income	6463	NetInvestmentIncome

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

Field	Value	IRS element (for citing)
Description	MUTUAL FUND TAX EFFECTIVE DATE BEFORE TYE	Description
Amount	$10,435	Amount

Taxes Schedule TaxesSchedule

Taxes Taxes (4 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome
FEDERAL TAX PAYMENT - PRIOR YE	$9,254	0
FEDERAL ESTIMATES - PRINCIPAL	$16,172	0
FOREIGN TAXES ON QUALIFIED FOR	$3,858	3858
FOREIGN TAXES ON NONQUALIFIED	$2,129	2129