AIKEN COUNTY ASSOCIATION FOR SPECIAL CITIZENS INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- AIKEN COUNTY ASSOCIATION FOR SPECIAL CITIZENS INC (EIN 57-0779653)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-15
- IRS object ID
- 201341359349100414
- 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
- Expln Of Non Filing With AG Stmt
- Investments Other Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-15T07:34:21-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 570358843 | 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 | PO BOX 930 | AddressLine1 |
| City | AIKEN | City |
| State | SC | State |
| ZIP Code | 29802 | 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 | 570779653 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AIKEN COUNTY ASSOCIATION FOR SPECIAL | BusinessNameLine1 |
| Business Name Line2 | CITIZENS INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | AIKE | NameControl |
| Phone | 8032936136 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 295 | AddressLine1 |
| City | AIKEN | City |
| State | SC | State |
| ZIP Code | 298020295 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM T BOYCE | Name |
| Title | TREASURER | Title |
| Phone | 8032936136 | Phone |
| Date Signed | 2013-05-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DERON B STANCIL CPA | Name |
| PTIN | P00221718 | PTIN |
| Phone | 8036491500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 397988 | 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 | 5001 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 5001 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 9192 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 9192 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 6698 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 84704 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 6698 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 20891 | TotalRevenueAndExpenses |
| Total Net Investment Income | 20891 | 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 |
| Accounting Fees Rev And Expnss | 1682 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 841 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 33 | InterestRevAndExpnss |
| Interest Net Invst Incm | 33 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 250 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 216 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 22 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 2181 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 896 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 14950 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 14950 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 17131 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 896 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 14950 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 3760 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 19995 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1468 | CashBOY |
| Cash EOY | 3374 | CashEOY |
| Cash EOYFMV | 3374 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 598 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 6289 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 6289 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 368694 | InvestmentsOtherBOY |
| Investments Other EOY | 363087 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 388325 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 370760 | TotalAssetsBOY |
| Total Assets EOY | 372750 | TotalAssetsEOY |
| Total Assets EOYFMV | 397988 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 1770 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 0 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 1770 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 368990 | RetainedEarningsBOY |
| Retained Earnings EOY | 372750 | RetainedEarningsEOY |
| Total Net Assets BOY | 368990 | TotalNetAssetsBOY |
| Total Net Assets EOY | 372750 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 370760 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 372750 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 368990 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 3760 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 372750 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 372750 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Cost Or Other BasisCostOrOtherBasis |
|---|---|---|---|---|---|---|
| EDWARD JONES - CAP GAIN DISTRIBUTIONS | P | 2012-12-31 | 800 | 800 | 800 | |
| EDWARD JONES | P | 2012-04-15 | 10000 | -689 | -689 | 10689 |
| EDWARD JONES | P | 2012-05-15 | 68904 | 6884 | 6884 | 62020 |
| EDWARD JONES | P | 2012-08-15 | 5000 | -297 | -297 | 5297 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 6698 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 22250 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 384134 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.057922 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 23310 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 370530 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.062910 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 23949 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 339745 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.070491 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 23341 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 312629 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.074660 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 33863 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 440910 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.076803 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.342786 | TotalDistributionRatio |
| Average Distribution Ratio | 0.068557 | AverageDistributionRatio |
| Net Noncharitable Assets | 390194 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 26751 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 200 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 26951 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 14950 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 400 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 400 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 400 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 28 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 28 | TotalCreditsAndPayments |
| Tax Due | 372 | TaxDue |
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 | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| 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 T BOYCE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8036483826 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1032 FAIRWAY FARM ROAD | AddressLine1 |
| City | NEW ELLENTON | City |
| State | SC | State |
| ZIP Code | 29809 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
|---|---|---|---|---|---|---|---|---|
| TRACEY TUCKER | ||||||||
| 121 GYLES ROAD | AIKEN | SC | 29803 | PRESIDENT | 0.30 | 0 | 0 | 0 |
| WILLIAM T BOYCE | ||||||||
| 1032 FAIRWAY FARM ROAD | NEW ELLENTON | SC | 29809 | TREASURER | 0.30 | 0 | 0 | 0 |
| AL SPACK | ||||||||
| 5307 BELLE MEAD DRIVE | AIKEN | SC | 29803 | SECRETARY | 0.30 | 0 | 0 | 0 |
| MARK CROWDER | ||||||||
| 1240 WOODBINE ROAD | AIKEN | SC | 29803 | VICE PRESIDENT | 0.30 | 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 | 387934 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 8202 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 396136 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 396136 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 5942 | CashDeemedCharitable |
| Net Noncharitable Assets | 390194 | NetNoncharitableAssets |
| Minimum Investment Return | 19510 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 19510 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 400 | TaxBasedOnInvestmentIncome |
| Total Tax | 400 | TotalTax |
| Distributable Amount Before Adj | 19110 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 19110 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 19110 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 14950 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 14950 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 14950 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 19110 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 5270 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 7224 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 5724 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 3265 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 21483 | TotalExcessDistriCarryover |
| Qualifying Distributions | 14950 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 14950 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 4160 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 4160 | ExcessDistriCyovAppliedCY |
| Total Corpus | 17323 | 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 | 17323 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 1110 | ExcessFromYear4 |
| Excess From Year3 | 7224 | ExcessFromYear3 |
| Excess From Year2 | 5724 | ExcessFromYear2 |
| Excess From Year1 | 3265 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (9 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| TRI-DEVELOPMENT CENTER FOUNDATION | |||||||
| PO BOX 295 | AIKEN | SC | 29802 | NONE | PUBLIC | TO PROMOTE THE GENERAL WELFARE OF THE MENTALLY CHALLENGED | $10,200 |
| CAMP PUZZLE PALOOZA | |||||||
| 3001 BANKS MILL ROAD | AIKEN | SC | 29802 | NONE | PUBLIC | TO PROMOTE THE GENERAL WELFARE OF THE MENTALLY CHALLENGED | $850 |
| WARRENVILLE ELEMENTARY | |||||||
| 569 HOWLANDVILLE ROAD | AIKEN | SC | 29802 | NONE | PUBLIC | TO PROMOTE THE GENERAL WELFARE OF THE MENTALLY CHALLENGED | $600 |
| HAMMOND HILL ELEMENTARY | |||||||
| 901 WEST WOODLAWN AVENUE | NORTH AUGUSTA | SC | 29841 | NONE | PUBLIC | TO PROMOTE THE GENERAL WELFARE OF THE MENTALLY CHALLENGED | $375 |
| LBC MIDDLE SCHOOL | |||||||
| 29 LIONS TRAIL | WARRENVILLE | SC | 29851 | NONE | PUBLIC | TO PROMOTE THE GENERAL WELFARE OF THE MENTALLY CHALLENGED | $700 |
| EAST AIKEN SCHOOL OF ARTS | |||||||
| 223 OLD WAGENER ROAD | AIKEN | SC | 29801 | NONE | PUBLIC | TO PROMOTE THE GENERAL WELFARE OF THE MENTALLY CHALLENGED | $500 |
| WAGNER SALLEY HIGH SCHOOL | |||||||
| 272 MAIN ST S | WAGENER | SC | 29164 | NONE | PUBLIC | TO PROMOTE THE GENERAL WELFARE OF THE MENTALLY CHALLENGED | $500 |
| MILLBROOK ELEMENTARY | |||||||
| 255 E PINE LOG RD | AIKEN | SC | 29803 | NONE | PUBLIC | TO PROMOTE THE GENERAL WELFARE OF THE MENTALLY CHALLENGED | $575 |
| SOUTH AIKEN HIGH SCHOOL | |||||||
| 232 EAST PINE LOG ROAD | AIKEN | SC | 29803 | NONE | PUBLIC | TO PROMOTE THE GENERAL WELFARE OF THE MENTALLY CHALLENGED | $650 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 14950 | 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 | $5,001 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $9,192 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $6,698 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $20,891 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 20891 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $1,682 | Amount |
| Net Investment Income | 841 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Statement | THE SC SECRETARY OF STATE NO LONGER REQUIRES PRIVATE FOUNDATIONS TO REPORT OR REGISTER ANY INFORMATION WITH THEIR AGENCY. | Statement |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | EDWARD JONES ACCOUNT | CategoryOrItem |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMV |
| Book Value | 363087 | BookValue |
| EOYFMV | 388325 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADMINISTRATIVE EXPENSES | Description |
| Revenue And Expenses Per Books | 216 | RevenueAndExpensesPerBooks |
| Net Investment Income | 22 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EDWARD JONES MARGIN LOAN | Description |
| BOY Book Value | 1770 | BOYBookValue |
| EOY Book Value | 0 | EOYBookValue |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX ON INVESTMENT INCOME | Category |
| Amount | $250 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |