WILBUR S SMITH AND MARGARET P SMITH FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- WILBUR S SMITH AND MARGARET P SMITH FOUNDATION INC (EIN 35-2188372)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-08
- IRS object ID
- 201341289349100429
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-08T13:01:34-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 570381582 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELLIOTT DAVIS LLCPLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 MAIN STREET SUITE 900 | AddressLine1 |
| City | COLUMBIA | City |
| State | SC | State |
| ZIP Code | 29201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352188372 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILBUR S SMITH AND MARGARET P SMITH | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WILB | NameControl |
| Phone | 8032551485 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 MAIN STREET NO 900 | AddressLine1 |
| City | COLUMBIA | City |
| State | SC | State |
| ZIP Code | 29201 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM F QUATTLEBAUM | Name |
| Title | TRUSTEE | Title |
| Phone | 8032551485 | Phone |
| Date Signed | 2013-05-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM F QUATTLEBAUM CPA | Name |
| PTIN | P00323017 | PTIN |
| Phone | 8032560002 | Phone |
| 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) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1053051 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 9 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 9 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 32576 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 32576 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -312 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 75104 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 2981 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 2981 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 35254 | TotalRevenueAndExpenses |
| Total Net Investment Income | 35566 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 3945 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 3945 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 3945 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 3945 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 50000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 50000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 53945 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 3945 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 50000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -18691 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 31621 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | -44928 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 10613 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 10613 | SavingsAndTempCashInvstEOYFMV |
| Inventories For Sale Or Use EOY | 701 | InventoriesForSaleOrUseEOY |
| Inventories For Sale Or Use EOYFMV | 701 | InventoriesForSaleOrUseEOYFMV |
| Investments Corp Stock BOY | 853406 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 777279 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 791285 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 99648 | InvestmentsOtherBOY |
| Investments Other EOY | 100842 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 250452 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 908126 | TotalAssetsBOY |
| Total Assets EOY | 889435 | TotalAssetsEOY |
| Total Assets EOYFMV | 1053051 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 908126 | UnrestrictedBOY |
| Unrestricted EOY | 889435 | UnrestrictedEOY |
| Total Net Assets BOY | 908126 | TotalNetAssetsBOY |
| Total Net Assets EOY | 889435 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 908126 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 889435 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 908126 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -18691 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 889435 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 889435 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (11 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| ISHARES BARCLAYS | P | 2011-11-22 | 2012-12-18 | 4943 | 4933 | 10 | 10 |
| ISHARES BARCLAYS | P | 2011-11-22 | 2012-12-18 | 5036 | 4918 | 118 | 118 |
| ISHARES BARCLAYS | P | 2011-11-22 | 2012-12-18 | 5063 | 5071 | -8 | -8 |
| ISHARES BARCLAYS | P | 2011-11-22 | 2012-12-18 | 4973 | 4890 | 83 | 83 |
| ISHARES BARCLAYS | P | 2011-11-22 | 2012-12-18 | 5045 | 4983 | 62 | 62 |
| POWERSHARES DB US | P | 2011-11-22 | 2012-12-18 | 5006 | 5091 | -85 | -85 |
| ISHARES BARCLAYS | P | 2011-11-22 | 2012-01-09 | 13502 | 13715 | -213 | -213 |
| JP MORGAN INCOME BUILDER | P | 2011-07-06 | 2012-01-10 | 10000 | 10712 | -712 | -712 |
| PRINCIPAL GLOBAL DIV. | P | 2011-07-06 | 2012-01-10 | 10000 | 10564 | -564 | -564 |
| WELLS FARGO DIV. | P | 2011-07-06 | 2012-01-10 | 10000 | 10539 | -539 | -539 |
| CAPITAL DISTRIBUTIONS | P | 2001-01-01 | 2012-01-01 | 1536 | 1536 | 1536 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -312 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 73823 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1102552 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.066956 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 65958 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1150257 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.057342 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 50000 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1183385 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.042252 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 45000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1317648 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.034152 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 60000 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1403049 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.042764 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.243466 | TotalDistributionRatio |
| Average Distribution Ratio | 0.048693 | AverageDistributionRatio |
| Net Noncharitable Assets | 1049302 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 51094 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 316 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 51410 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 50000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 632 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 632 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 632 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 701 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 701 | TotalCreditsAndPayments |
| Overpayment | 69 | Overpayment |
| Amount Credited To Next Year | 69 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | SC | StatesFiledWith |
| Form990 PF Filed With AG | 0 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | WILLIAM F QUATTLEBAUM CPA | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8032551485 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 MAIN STREET SUITE 900 | AddressLine1 |
| City | COLUMBIA | City |
| State | SC | State |
| ZIP Code | 29201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Exempt Interest Received | 0 | TaxExemptInterestReceived |
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | 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 | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| STEPHANIE E SMITH-PHILLIPS | ||||||||
| 101 BULL STREET | CHARLESTON | SC | 29401 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| SARAH J SMITH | ||||||||
| 112 BEAUFAIN STREET | CHARLESTON | SC | 29401 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| PAUL BARTOLOMEO | ||||||||
| POST OFFICE BOX 401 | HODGES | SC | 29653 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| WILLIAM F QUATTLEBAUM | ||||||||
| 1901 MAIN STREET SUITE 900 | COLUMBIA | SC | 29201 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| 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 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1054125 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 11156 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1065281 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1065281 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 15979 | CashDeemedCharitable |
| Net Noncharitable Assets | 1049302 | NetNoncharitableAssets |
| Minimum Investment Return | 52465 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 52465 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 632 | TaxBasedOnInvestmentIncome |
| Total Tax | 632 | TotalTax |
| Distributable Amount Before Adj | 51833 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 51833 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 51833 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 50000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 50000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 50000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 51833 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year1 | 13895 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 13895 | TotalExcessDistriCarryover |
| Qualifying Distributions | 50000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 50000 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 1833 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 1833 | ExcessDistriCyovAppliedCY |
| Total Corpus | 12062 | 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 | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 12062 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 12062 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (11 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ALMOST HOME FELINE REFUGE INC | |||||||
| 2 OFFICE PARK CT | COLUMBIA | SC | 29223 | NONE | PUBLIC | GENERAL FUND FOR CHARITY'S MISSION | $1,500 |
| CAROLINA POODLE RESCUE | |||||||
| 10901 REIDVILLE ROAD | GREER | SC | 29651 | NONE | PUBLIC | GENERAL FUND FOR CHARITY'S MISSION | $3,000 |
| DUNHAM TEMPLE CME CHURCH | |||||||
| 710 GILLIAM AVE A | GREENWOOD | SC | 29646 | NONE | PUBLIC | GENERAL FUND FOR CHARITY'S MISSION | $4,000 |
| GREENWOOD COMMUNITY THEATER | |||||||
| 110 MAIN STREET | GREENWOOD | SC | 29646 | NONE | PUBLIC | GENERAL FUND FOR CHARITY'S MISSION | $2,000 |
| HUMANE SOCIETY OF GREENWOOD | |||||||
| 1616 HIGHWAY 72/221 EAST | GREENWOOD | SC | 29649 | NONE | PUBLIC | GENERAL FUND FOR CHARITY'S MISSION | $20,000 |
| NORTHSHORE ANIMAL LEAUGUE | |||||||
| 16 LEWYT STREET | PORT WASHINGTON | NY | 11050 | NONE | PUBLIC | GENERAL FUND FOR CHARITY'S MISSION | $1,500 |
| OUR LADY OF LOURDES CATHOLIC | |||||||
| 915 MATHIS ROAD | GREENWOOD | SC | 29649 | NONE | PUBLIC | GENERAL FUND FOR CHARITY'S MISSION | $3,000 |
| SACRED HEART CHURCH | |||||||
| 201 ST MARYS AVENUE | LA PLATA | MD | 20646 | NONE | PUBLIC | GENERAL FUND FOR CHARITY'S MISSION | $4,000 |
| SELF REGIONAL HOSIPITAL | |||||||
| 1325 SPRING STREET | GREENWOOD | SC | 29646 | NONE | PUBLIC | GENERAL FUND FOR CHARITY'S MISSION | $5,000 |
| THE CHILD'S PLACE | |||||||
| 471-3 TOWN CENTER PLACE | COLUMBIA | SC | 29229 | NONE | PUBLIC | GENERAL FUND FOR CHARITY'S MISSION | $3,000 |
| THE UPPER SAVANNAH AREA ON AG | |||||||
| 220 PHOENIX ST 200 | GREENWOOD | SC | 29646 | NONE | PUBLIC | GENERAL FUND FOR CHARITY'S MISSION | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 50000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $9 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $32,576 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 15 | ExclusionCode |
| Exclusion | $353 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$312 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed (3 entries)
| DescriptionDescription | Exclusion CodeExclusionCode | ExclusionExclusionAmount |
|---|---|---|
| FROM SPS, LLC | 16 | $1,149 |
| 12-B1 REBATE PAYMENTS | 16 | |
| POWERSHARES DB US DOLLAR | 16 | $1,479 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $35,254 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 35254 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Statement | SOUTH CAROLINA NO LONGER REQUIRES A COPY OF FORM 990-PF TO BE FILED WITH THE STATE ATTORNEY GENERAL'S OFFICE. | Statement |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| MUTUAL FUNDS | 381288 | 389520 |
| EXCHANGE TRADED FUNDS | 395991 | 401765 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SPS PARTNERSHIP | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 100842 | BookValue |
| EOYFMV | 250452 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENT FEE | Description |
| Revenue And Expenses Per Books | 3945 | RevenueAndExpensesPerBooks |
| Net Investment Income | 3945 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| BROKERAGE ACCOUNTS | 353 | 353 | 353 |
| FROM SPS, LLC | 1149 | 1149 | 1149 |
| POWERSHARES DB US DOLLAR | 1479 | 1479 | 1479 |