FRED COLLINS FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- FRED COLLINS FOUNDATION (EIN 57-6107255)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-29
- IRS object ID
- 202631499349100803
- 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
- Form 990-PF
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-29T10:46:03-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 570661343 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNINGS COOK & CO CPA'S PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 25937 | AddressLine1Txt |
| City | GREENVILLE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29616 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 576107255 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRED COLLINS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRED | BusinessNameControlTxt |
| Phone | 8642681111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 BRYCE CIRCLE SUITE A | AddressLine1Txt |
| City | SIMPSONVILLE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29681 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FELICIA C ROBBINS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8642681111 | PhoneNum |
| Signature | 2026-05-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RUSSELL E PADGETT | PreparerPersonNm |
| PTIN | P01399375 | PTIN |
| Phone | 8642974700 | PhoneNum |
| Preparation | 2026-05-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,330,281 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $24,676 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $24,676 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $134,131 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $134,131 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $208,992 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,136,933 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $208,992 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $11,102 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $11,102 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $378,901 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $378,901 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $17,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $17,300 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $73,487 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $73,487 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $8,219 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,219 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $28,855 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $28,855 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $127,861 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $127,861 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $335,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $335,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $462,861 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $127,861 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $335,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$83,960 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $251,040 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $440,835 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $210,203 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $210,203 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $297,936 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $360,867 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $339,026 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,189,322 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,269,720 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,714,271 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $329,139 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $211,540 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $211,835 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,287,064 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,405,340 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,838,085 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $14,195 | OtherAssetsBOYAmt |
| Other Assets EOY | $16,861 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $16,861 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,558,491 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,474,531 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,330,281 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $5,558,491 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,474,531 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,558,491 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,474,531 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,558,491 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,474,531 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,558,491 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$83,960 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,474,531 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,474,531 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| UBS 09901 - ST | P | 2025-01-01 | 2025-12-31 | $5,480 | $6,824 | -$1,344 | -$1,344 |
| UBS 10130 - ST | P | 2025-01-01 | 2025-12-31 | $87,778 | $88,236 | -$458 | -$458 |
| UBS 09901 - LT | P | 2025-01-01 | 2025-12-31 | $216,089 | $159,696 | $56,393 | $56,393 |
| UBS 10130 - LT | P | 2025-01-01 | 2025-12-31 | $98,976 | $111,240 | -$12,264 | -$12,264 |
| UBS 09915 - ST | P | 2025-01-01 | 2025-12-31 | $229,359 | $230,835 | -$1,476 | -$1,476 |
| UBS 21916 - ST | P | 2025-01-01 | 2025-12-31 | $182,467 | $191,236 | -$8,769 | -$8,769 |
| UBS 09915 - LT | P | 2025-01-01 | 2025-12-31 | $294,095 | $254,883 | $39,212 | $39,212 |
| UBS 21916 - LT | P | 2025-01-01 | 2025-12-31 | $196,943 | $189,794 | $7,149 | $7,149 |
| UBS 09925 - ST | P | 2025-01-01 | 2025-12-31 | $12,049 | $14,302 | -$2,253 | -$2,253 |
| UBS 25803 - ST | P | 2025-01-01 | 2025-12-31 | $149,246 | $147,404 | $1,842 | $1,842 |
| UBS 09925 - LT | P | 2025-01-01 | 2025-12-31 | $135,000 | $47,053 | $87,947 | $87,947 |
| UBS 25803 - LT | P | 2025-01-01 | 2025-12-31 | $138,750 | $125,009 | $13,741 | $13,741 |
| UBS 09925 - LT | P | 2025-01-01 | 2025-12-31 | $4,824 | $671 | $4,153 | $4,153 |
| UBS 25803 - LT | P | 2025-01-01 | 2025-12-31 | $4,596 | $1,663 | $2,933 | $2,933 |
| UBS 09968 - ST | P | 2025-01-01 | 2025-12-31 | $87,467 | $89,700 | -$2,233 | -$2,233 |
| UBS 25803 - LT | P | 2025-01-01 | 2025-12-31 | $35 | $35 | $35 | |
| UBS 09968 - LT | P | 2025-01-01 | 2025-12-31 | $86,336 | $84,394 | $1,942 | $1,942 |
| UBS 09968 - LT | P | 2025-01-01 | 2025-12-31 | $737 | $613 | $124 | $124 |
| UBS 09968 - LT | P | 2025-01-01 | 2025-12-31 | $2,998 | $2,998 | $2,998 | |
| UBS 09972 - ST | P | 2025-01-01 | 2025-12-31 | $803 | $954 | -$151 | -$151 |
| UBS 09972 - LT | P | 2025-01-01 | 2025-12-31 | $51,973 | $37,850 | $14,123 | $14,123 |
| UBS 09975 - ST | P | 2025-01-01 | 2025-12-31 | $136,380 | $140,439 | -$4,059 | -$4,059 |
| UBS 09975 - LT | P | 2025-01-01 | 2025-12-31 | $5,358 | $5,145 | $213 | $213 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $208,992 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $69,046 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,489 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,489 | SubtotalAmt |
| Tax Based On Investment Income | $3,489 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,061 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $13,061 | TotalPaymentsAndCreditsAmt |
| Overpayment | $9,572 | OverpaymentAmt |
| Applied To ES Tax | $9,572 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | SC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | FELICIA C ROBBINS | IndividualWithBooksNm |
| Phone | 8642681111 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 BRYCE CIRCLE SUITE A | AddressLine1Txt |
| City | SIMPSONVILLE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29681 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2020 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FELICIA C ROBBINS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 BRYCE CIRCLE SUITE A | AddressLine1Txt |
| City | SIMPSONVILLE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29681 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 000.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS FINANCIAL SERVICES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 WEST MCBEE AVENUE | AddressLine1Txt |
| City | GREENVILLE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT | ServiceTypeTxt |
| Compensation | $73,487 | CompensationAmt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,911,963 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $237,482 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $14,496 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,163,941 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $7,163,941 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $107,459 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,056,482 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $352,824 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $352,824 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,489 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,489 | TotalTaxAmt |
| Distributable Before Adj | $349,335 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $349,335 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $349,335 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $335,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $335,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $349,335 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $333,676 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Total For Prior Years | $9,999 | TotalForPriorYearsAmt |
| Qualifying Distributions | $335,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $333,676 | AppliedToYear1Amt |
| Applied To Current Year | $1,324 | AppliedToCurrentYearAmt |
| Prior Year Undistributed Incm | $9,999 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $9,999 | PriorYearDeficiencyOrTaxAmt |
| Undistributed Income CY | $348,011 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ARTISPHERE | ||||||
| 16 AUGUSTA STREET | GREENVILLE | SC | 29601 | PC | UNRESTRICTED | $35,000 |
| METROPOLITAN ARTS COUNCIL | ||||||
| 16 AUGUSTA STREET | GREENVILLE | SC | 29601 | PC | UNRESTRICTED | $5,000 |
| SALVATION ARMY | ||||||
| 417 RUTHERFORD STREET | GREENVILLE | SC | 29609 | PC | UNRESTRICTED | $190,300 |
| MILL VILLAGE MINISTRIES | ||||||
| 1186 PENDLETON STREET | GREENVILLE | SC | 29611 | PC | PROJECT LAUNCH | $13,000 |
| CANCER SURVIVORS' PARK ALLIANCE | ||||||
| 52 CLEVELAND ST | GREENVILLE | SC | 29601 | PC | UNRESTRICTED | $25,000 |
| SC CRIME STOPPERS | ||||||
| 300 S CHURCH ST | WALHALLA | SC | 29691 | PC | UNRESTRICTED | $200 |
| SCGSAH FOUNDATION | ||||||
| PO BOX 8458 | GREENVILLE | SC | 29604 | PC | UNRESTRICTED | $25,000 |
| RIPPLE OF ONE | ||||||
| PO BOX 1807 | SENECA | SC | 29679 | PC | UNRESTRICTED | $14,000 |
| MIRACLE HILL MINISTRIES | ||||||
| 490-A S PLEASANTBURG DR | GREENVILLE | SC | 29607 | PC | UNRESTRICTED | $2,500 |
| MIKE GALLAGHER SHOW CHARITABLE FD | ||||||
| 244 5TH AVENUE 2492 | NEW YORK | NY | 10001 | PC | FIRST RESPONSDER BIBLES PROJECT | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $335,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,676 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $134,131 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,102 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,194 | ExclusionAmt |
| Related Or Exempt Function Incm | $199,798 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $179,103 | ExclusionAmt |
| Related Or Exempt Function Incm | $199,798 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $378,901 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING SERVICES | CategoryTxt |
| Amt | $17,300 | Amt |
| Net Investment Income | $17,300 | NetInvestmentIncomeAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE FOUNDATION EXISTS IN THE STATE OF SOUTH CAROLINA AND NO REPORT IS REQUIRED TO BE FILED WITH THE ATTORNEY GENERAL OF SOUTH CAROLINA. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | UBS-VARIOUS ACCOUNTS | BondNm |
| EOY Book Value | $211,540 | EOYBookValueAmt |
| EOYFMV | $211,835 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UBS-VARIOUS ACCOUNTS | StockNm |
| EOY Book Value | $2,269,720 | EOYBookValueAmt |
| EOYFMV | $3,714,271 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $360,867 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $339,026 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $2,370,436 | $2,804,847 |
| ASSET BACKED SECURITIES | AT COST | $34,904 | $33,238 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITY DEPOSIT - LEASE | $3,800 | $3,800 | $3,800 |
| PREPAID FEDERAL INCOME TAXES | $10,395 | $13,061 | $13,061 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| RENT EXPENSE | $22,800 | $22,800 |
| OFFICE EXPENSES | $5,294 | $5,294 |
| INSURANCE | $731 | $731 |
| BANK CHARGES | $30 | $30 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| UBS 09901 | $20 | $20 |
| UBS 09915 | $38 | $38 |
| UBS 09925 | $32 | $32 |
| UBS 09972 | $316 | $316 |
| UBS 09975 | $1,271 | $1,271 |
| OTHER INCOME | $9,425 | $9,425 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $73,487 | Amt |
| Net Investment Income | $73,487 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $3,385 | $3,385 |
| TAX ON NET INVESTMENT INCOME | $4,834 | $4,834 |
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