STRATEGY STUDIO / PUBLIC DATA EXPLORER

COLVIN FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
COLVIN FAMILY FOUNDATION (EIN 87-6651243)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-04-23
IRS object ID
202621139349100117
Schema version
2025v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-04-23T11:28:45-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN831544459PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LANG FRYER & QUATTLEBAUMBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1107 OAK PARK DR STE AAddressLine1Txt
CityIRMOCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29063ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN876651243EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1COLVIN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCOLVBusinessNameControlTxt
Phone8037827646PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16 CALENDAR COURT SUITE 1AddressLine1Txt
CityCOLUMBIACityNm
State AbbreviationSCStateAbbreviationCd
ZIP29206ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCOLONIAL TRUST COMPANYPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8037827646PhoneNum
Signature2026-04-21SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWILLIAM F QUATTLEBAUMPreparerPersonNm
PTINP00323017PTIN
Phone8036227425PhoneNum
Preparation2026-04-21PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,057,787FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$8,906InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$8,906InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$19,244DividendsRevAndExpnssAmt
Dividends Net Invst Incm$19,244DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$13,971NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$252,756GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$13,971CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$42,121TotalRevAndExpnssAmt
Total Net Invst Incm$42,121TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,490AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$11,587OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$11,587OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$626TaxesRevAndExpnssAmt
Taxes Net Invst Incm$78TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$124OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$13,827TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,665TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$51,517ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$51,517ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$65,344TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,665TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$51,517TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$23,223ExcessRevenueOverExpensesAmt
Net Investment Income$30,456NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$22,464CashBOYAmt
Cash EOY$18,432CashEOYAmt
Cash EOYFMV$18,432CashEOYFMVAmt
Corporate Stock BOY$869,747CorporateStockBOYAmt
Corporate Stock EOY$651,975CorporateStockEOYAmt
Corporate Stock EOYFMV$837,951CorporateStockEOYFMVAmt
Corporate Bonds EOY$198,581CorporateBondsEOYAmt
Corporate Bonds EOYFMV$201,404CorporateBondsEOYFMVAmt
Total Assets BOY$892,211TotalAssetsBOYAmt
Total Assets EOY$868,988TotalAssetsEOYAmt
Total Assets EOYFMV$1,057,787TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$892,211NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$868,988NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$892,211TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$868,988TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$892,211TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$868,988TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$892,211TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$23,223ExcessRevenueOverExpensesAmt
Subtotal$868,988SubtotalAmt
Tot Net Ast Or Fund Balances EOY$868,988TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FIDELITY SEE ATTACHEDP2025-01-012025-12-31$11,691$9,739$1,952$1,952
FIDELITY SEE ATTACHEDP2024-01-012025-12-31$241,049$229,046$12,003$12,003
FieldValueIRS element (for citing)
Capital Gain Net Income$13,971CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$1,952NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$423InvestmentIncomeExciseTaxAmt
Subtotal$423SubtotalAmt
Tax Based On Investment Income$423TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$509EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$509TotalPaymentsAndCreditsAmt
Overpayment$86OverpaymentAmt
Applied To ES Tax$86AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsfalseAtLeast5000InAssetsInd
Org Report Or Register StateSCOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1COLONIAL TRUST COMPANYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8037827646PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16 CALENDAR CT SUITE 1AddressLine1Txt
CityCOLUMBIACityNm
State AbbreviationSCStateAbbreviationCd
ZIP29206ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1COLONIAL TRUST COMPANYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line16 CALENDAR CT SUITE 1AddressLine1Txt
CityCOLUMBIACityNm
State AbbreviationSCStateAbbreviationCd
ZIP29206ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos000.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,011,102AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$38,083AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,049,185TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,049,185AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,738CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,033,447NetVlNoncharitableAssetsAmt
Minimum Investment Return$51,672MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$51,672MinimumInvestmentReturnAmt
Tax Based On Investment Income$423TaxBasedOnInvestmentIncomeAmt
Total Tax$423TotalTaxAmt
Distributable Before Adj$51,249DistributableBeforeAdjAmt
Distributable Before Ded$51,249DistributableBeforeDedAmt
Distributable As Adjusted$51,249DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$51,517ExpensesAndContributionsAmt
Qualifying Distributions$51,517QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$51,249DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$554ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$554TotalExcessDistributionCyovAmt
Qualifying Distributions$51,517QualifyingDistributionsAmt
Applied To Current Year$51,249AppliedToCurrentYearAmt
Remaining Distri From Corpus$268RemainingDistriFromCorpusAmt
Total Corpus$822TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$822ExcessDistriCyovToNextYrAmt
Excess From Year3$554ExcessFromYear3Amt
Excess From Current Year$268ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonHOLLY HILL ACADEMYRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 757AddressLine1Txt
CityHOLLY HILLCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29059ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusCd
Grant Or Contribution PurposeGENERAL USEGrantOrContributionPurposeTxt
Amt$51,517Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$51,517TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,906ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$19,244ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$13,971ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER DISTRIBUTIONSDesc
Exclusion14ExclusionCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$42,121ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$42,121TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Amt$1,490Amt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationIT IS NOT A STATE REQUIREMENTExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondBONDSBondNm
EOY Book Value$198,581EOYBookValueAmt
EOYFMV$201,404EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
STOCKS$651,975$837,951
OTHER

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
BANKING COSTS$5
OTHER$119

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryTRUSTEE FEESCategoryTxt
Amt$11,587Amt
Net Investment Income$11,587NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES$78$78
FEDERAL TAXES$548