SCANSOURCE CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SCANSOURCE CHARITABLE FOUNDATION (EIN 57-1002959)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-16
- IRS object ID
- 202411079349103256
- Schema version
- 2023v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-16T11:47:29-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 522212837 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREENE FINNEY CAULEY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 908 N MAIN ST | AddressLine1Txt |
| City | ANDERSON | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29621 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 571002959 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCANSOURCE CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCAN | BusinessNameControlTxt |
| Phone | 8642882432 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 LOGUE CT | AddressLine1Txt |
| City | GREENVILLE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29615 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TARISSA KNEZEVICH | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8642864603 | PhoneNum |
| Signature | 2024-04-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TARISSA | PersonFirstNm |
| Person Last | KNEZEVICH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER S CAULEY | PreparerPersonNm |
| PTIN | P00534004 | PTIN |
| Phone | 8642258713 | PhoneNum |
| Preparation | 2024-04-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,599,572 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $185,934 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $130,827 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $130,827 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $119,049 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $561,508 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $119,049 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $17 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $17 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $435,827 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $249,893 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $15,186 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,593 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,593 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $57,404 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $57,404 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $328 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $328 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $42,851 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $215 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $42,636 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $115,769 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $65,540 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $50,229 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $566,885 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $566,885 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $682,654 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $65,540 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $617,114 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$246,827 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $184,353 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $308,756 | CashBOYAmt |
| Cash EOY | $97,718 | CashEOYAmt |
| Cash EOYFMV | $97,718 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $73,549 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $73,549 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $218,440 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $218,440 | USGovtObligationsEOYFMVAmt |
| Corporate Stock EOY | $1,968,144 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,968,144 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $105,927 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $105,927 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,377,381 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,135,794 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,135,794 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,686,137 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,599,572 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,599,572 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,686,137 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,599,572 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,686,137 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,599,572 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,686,137 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,599,572 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,686,137 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$246,827 | ExcessRevenueOverExpensesAmt |
| Other Increases | $160,262 | OtherIncreasesAmt |
| Subtotal | $4,599,572 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,599,572 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $552,789 | GrossSalesPriceAmt |
| Cost Or Other Basis | $442,459 | CostOrOtherBasisAmt |
| Gain Or Loss | $110,330 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $110,330 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $119,049 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $110,330 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,563 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,563 | SubtotalAmt |
| Tax Based On Investment Income | $2,563 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,166 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,166 | TotalPaymentsAndCreditsAmt |
| Tax Due | $397 | TaxDueAmt |
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 | WA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NV | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OR | OrgReportOrRegisterStateCd |
| Org Report Or Register State | AK | OrgReportOrRegisterStateCd |
| Org Report Or Register State | HI | OrgReportOrRegisterStateCd |
| Org Report Or Register State | UT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NM | OrgReportOrRegisterStateCd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | AR | OrgReportOrRegisterStateCd |
| Org Report Or Register State | ND | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | KY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | TN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MS | OrgReportOrRegisterStateCd |
| Org Report Or Register State | AL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | SC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WV | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | RI | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NH | OrgReportOrRegisterStateCd |
| Org Report Or Register State | ME | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | 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 | WWW.SCANSOURCE.COM | WebsiteAddressTxt |
| Individual With Books | TARISSA KNEZEVICH | IndividualWithBooksNm |
| Phone | 8642864973 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 LOGUE COURT | AddressLine1Txt |
| City | GREENVILLE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29615 | 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 | false | UndistributedIncomePYInd |
| 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 (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOSLYN ROZEMA | ||||||||
| 6 LOGUE CT | GREENVILLE | SC | 29615 | PRESIDENT | 8.00 | $0 | $0 | $0 |
| HASSIE DEMUTH | ||||||||
| 6 LOGUE CT | GREENVILLE | SC | 29615 | VICE PRES. | 3.00 | $0 | $0 | $0 |
| TARISSA KNEZEVICH | ||||||||
| 6 LOGUE CT | GREENVILLE | SC | 29615 | TREASURER | 5.00 | $0 | $0 | $0 |
| JILL KREMER | ||||||||
| 6 LOGUE CT | GREENVILLE | SC | 29615 | SECRETARY | 4.00 | $0 | $0 | $0 |
| MEGHAN BLEVINS | ||||||||
| 6 LOGUE CT | GREENVILLE | SC | 29615 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ELIZABETH HOLCOMB | ||||||||
| 6 LOGUE CT | GREENVILLE | SC | 29615 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KYLE MILLS | ||||||||
| 6 LOGUE CT | GREENVILLE | SC | 29615 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| ANTHONY SORBIN | ||||||||
| 6 LOGUE CT | GREENVILLE | SC | 29615 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JILL ROCKENSTEIN | ||||||||
| 6 LOGUE CT | GREENVILLE | SC | 29615 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHASEN RODGERS | ||||||||
| 6 LOGUE CT | GREENVILLE | SC | 29615 | DIRECTOR | 3.00 | $0 | $0 | $0 |
| SAVANNAH SEEGARS-HARRIS | ||||||||
| 6 LOGUE CT | GREENVILLE | SC | 29615 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| TIM TOTTEN | ||||||||
| 6 LOGUE CT | GREENVILLE | SC | 29615 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| 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 | MERRILL LYNCH | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 11269 | AddressLine1Txt |
| City | COLUMBIA | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVEST ADVISORY | ServiceTypeTxt |
| Compensation | $57,404 | 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 | $4,431,031 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $264,306 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,695,337 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,695,337 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $70,430 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,624,907 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $231,245 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $231,245 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,563 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,563 | TotalTaxAmt |
| Distributable Before Adj | $228,682 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $228,682 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $228,682 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $617,114 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $617,114 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $228,682 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,251,509 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $238,939 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $453,619 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $229,366 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $139,463 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,312,896 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $617,114 | QualifyingDistributionsAmt |
| Applied To Current Year | $228,682 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $388,432 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,701,328 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,251,509 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,449,819 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $238,939 | ExcessFromYear4Amt |
| Excess From Year3 | $453,619 | ExcessFromYear3Amt |
| Excess From Year2 | $229,366 | ExcessFromYear2Amt |
| Excess From Year1 | $139,463 | ExcessFromYear1Amt |
| Excess From Current Year | $388,432 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CO SCANSOURCE CHARITABLE FDTN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 LOGUE COURT | AddressLine1Txt |
| City | GREENVILLE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29615 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8642864973 | RecipientPhoneNum |
| Form And Info And Materials | INFORMATION ON APPLYING FOR GRANTS IS AVAILABLE AT SCANSOURCE.COM/EN/ABOUT/SCANSOURCE-CHARITABLE- FOUNDATION. APPLICANTS CAN APPLY ONLINE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THE GRANT SUBMISSION WINDOW IS OPEN MARCH 1 THROUGH SEPTEMBER 30 EACH YEAR. | SubmissionDeadlinesTxt |
| Restrictions On Awards | 501(C)(3) ORGANIZATIONS CAN REQUEST FUNDING FOR SPECIFIC NEEDS. FUNDS SHOULD BE USED TO SUPPORT THE NEED; EVENTS TO RAISE FUNDS FOR THE NEED WILL NOT BE CONSIDERED. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (95 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A CHILD'S HAVEN | |||||||
| 20 MARTIN DRIVE | GREENVILLE | SC | 29617 | N/A | PC | TECHNOLOGY FOR CLASSROOMS | $4,000 |
| ADAPTIVE PICKLEBALL | |||||||
| 111 PINEWOOD DRIVE | GREER | SC | 29651 | N/A | PC | PROJECT 500 AND THERAPY PLAY DAYS | $6,500 |
| ANDERSON INTERFAITH MINISTRIES INC | |||||||
| PO BOX 1136 | ANDERSON | SC | 29622 | N/A | PC | AIM PROGRAMMING | $9,500 |
| ARIZONA FRIENDS OF FOSTER CHILDREN | |||||||
| 360 E CORONADO ROAD | PHOENIX | AZ | 85004 | N/A | PC | CHILDHOOD AND NORMALCY ACTIVITIES | $10,000 |
| AUGUSTINE LITERACY PROJECT | |||||||
| 2435 EAST NORTH STREET | GREENVILLE | SC | 29615 | N/A | PC | TRAINING CLASSES/PROGRAMS | $10,000 |
| BIGGER VISION OF ATHENS | |||||||
| 95 NORTH AVENUE | ATHENS | GA | 30601 | N/A | PC | EMERGENCY SHELTER PROGRAM | $3,000 |
| BLUE STAR MOTHERS OF AMERICA | |||||||
| PO BOX 2364 | LEXINGTON | SC | 29072 | N/A | PC | CARE PACKAGES FOR TROOPS | $1,000 |
| BON SECOURS ST FRANCIS FOUNDATION | |||||||
| 1 ST FRANCIS DRIVE | GREENVILLE | SC | 29601 | N/A | PC | MOBILE MAMMOGRAPHY COACH | $10,000 |
| BOOTPRINT INC | |||||||
| 15 GRAND AVENUE | GREENVILLE | SC | 296072113 | N/A | PC | BAGS FOR THE BRAVE PROJECT | $7,000 |
| BREAKTHROUGH ATLANTA | |||||||
| 4075 PACES FERRY ROAD NW | ATLANTA | GA | 30327 | N/A | PC | EDUCATIONAL PROGRAMMING | $3,000 |
| BUILD CAROLINA | |||||||
| 411 UNIVERSITY RIDGE STE | GREENVILLE | SC | 29601 | N/A | PC | CAROLINA CODE SCHOOL SCHOLARSHIPS | $13,900 |
| CALVARY HOME FOR CHILDREN | |||||||
| 110 CALVARY HOME CIRCLE | ANDERSON | SC | 29621 | N/A | PC | NURTURING FOR SUCCESS PROGRAM | $2,500 |
| CAMP HAPPY DAYS | |||||||
| 933 DUPONT ROAD STE B | CHARLESTON | SC | 29407 | N/A | PC | FAMILY ASSISTANCE | $9,500 |
| CAMP NOT-A-WHEEZE | |||||||
| 2689 E MICHELLE WAY | GILBERT | AZ | 85234 | N/A | PC | 2024 CAMP FUNDING | $5,000 |
| CENTER FOR DEVELOPMENTAL SVCS | |||||||
| 29 N ACADEMY STREET | GREENVILLE | SC | 29601 | N/A | PC | CHILD SAFETY AND SECURITY | $2,500 |
| CHILD ADVOCATES OF PLACER COUNTY | |||||||
| 1430 BLUE OAKS BLVD | ROSEVILLE | CA | 95747 | N/A | PC | COMMUNITY ASSISTANCE | $2,000 |
| CHILDREN'S ATTENTION HOME INC | |||||||
| PO BOX 2912 | ROCK HILL | SC | 29732 | N/A | PC | CHILDREN IN FOSTER CARE | $2,500 |
| CHILDREN'S CANCER PARTNERS | |||||||
| 900 S PINE STREET STE F | SPARTANBURG | SC | 29302 | N/A | PC | CHILDHOOD CANCER SAFETY NET | $5,000 |
| CHRISTMAS SHOES | |||||||
| 411 SWEETWATER RD | GREER | SC | 29650 | N/A | PC | CHRISTMAS SHOES MINISTRY | $7,000 |
| CLARITY | |||||||
| 29 NORTH ACADEMY STREET | GREENVILLE | SC | 29601 | N/A | PC | FILL THE GAP AND TECHNOLOGY PROJECTS | $16,000 |
| CONVERSE UNIVERSITY | |||||||
| 580 E MAIN STREET | SPARTANBURG | SC | 29302 | N/A | PC | VALKYRIE SUPPLY PROJECT | $2,060 |
| CORBIN'S LEGACY | |||||||
| 8542 E JUNE STREET | MESA | AZ | 85207 | N/A | PC | FAMILY FOOD AND MEDICAL FAIRS | $5,000 |
| DOREEN KATZ MEMORIAL CANCER FDTN | |||||||
| 16748 E SMOKY HILL ROAD | CENTENNIAL | CO | 80015 | N/A | PC | K-12 CONTINUATION PROGRAM | $2,000 |
| EASTSIDE FAMILY YMCA | |||||||
| 1250 TAYLORS ROAD | TAYLORS | SC | 29687 | N/A | PC | I-CAN BIKE CAMP | $2,500 |
| FOOTHILLS ALLIANCE | |||||||
| 216 EAST CALHOUN STREET | ANDERSON | SC | 29621 | N/A | PC | CHILD ADVOCACY CENTER | $5,000 |
| FRIENDS OF MOMENTUM BIKE CLUBS | |||||||
| PO BOX 16191 | GREENVILLE | SC | 29606 | N/A | PC | MIDDLE SCHOOL BIKE CLUBS | $3,500 |
| FRONT PORCH HOUSING | |||||||
| 1433 CLEVELAND STREET | GREENVILLE | SC | 29607 | N/A | PC | SUPPORTIVE SERVICE FUNDING | $2,460 |
| GEORGIA JUSTICE PROJECT | |||||||
| 438 ELMWOOD AVENUE SE | ATLANTA | GA | 30312 | N/A | PC | LEGAL AND SOCIAL SERVICES | $1,000 |
| GIFT OF ADOPTION FUND | |||||||
| 1200 SHERMER ROAD | NORTHBROOK | IL | 60062 | N/A | PC | ADOPTION ASSISTANCE | $5,000 |
| GIRLS ON THE RUN | |||||||
| 269 S CHURCH STREET 309 | SPARTANBURG | SC | 29306 | N/A | PC | PROGRAM SUPPORT | $7,000 |
| GIRLUP GVL | |||||||
| 203 E EARLE STREET | GREENVILLE | SC | 29609 | N/A | PC | SUMMER INTERNSHIP PROGRAM | $5,000 |
| GIVING THE BASICS | |||||||
| 927 S 7TH STREET | KANSAS CITY | KS | 66105 | N/A | PC | HYGIENE PRODUCTS FOR STUDENTS | $10,000 |
| GOVERNOR'S SCHOOL FOR THE ARTS FDTN | |||||||
| 15 UNIVERSITY STREET | GREENVILLE | SC | 29601 | N/A | PC | MEAL PLAN ASSISTANCE | $2,000 |
| GREENVILLE ARENA DISTRICT | |||||||
| 650 NORTH ACADEMY STREET | GREENVILLE | SC | 29601 | N/A | GOV | SENSORY SUITE | $20,000 |
| GREENVILLE CENTER FOR CREATIVE ARTS | |||||||
| PO BOX 2206 | GREENVILLE | SC | 29602 | N/A | PC | COMMUNITY OUTREACH | $2,500 |
| GREENVILLE LITERACY ASSOCIATION | |||||||
| 225 S PLEASANTBURG DRIVE | GREENVILLE | SC | 29607 | N/A | PC | ESL FOR ALL: BRIDGING CULTURES | $2,500 |
| GREENVILLE SYMPHONY ORCHESTRA | |||||||
| 200 S MAIN STREET | GREENVILLE | SC | 29601 | N/A | PC | ELEMENTARY EDUCATION | $2,500 |
| GREENVILLE TECH FOUNDATION | |||||||
| 556 PERRY AVE STE B 110 | GREENVILLE | SC | 29611 | N/A | PC | COMMUNITY OUTREACH | $5,000 |
| HABITAT FOR HUMANITY OF GREENVILLE | |||||||
| PO BOX 1206 | GREENVILLE | SC | 296021206 | N/A | PC | ADDRESSING AFFORDABLE HOUSING CRISIS | $5,000 |
| HISPANIC ALLIANCE | |||||||
| PO BOX 17934 | GREENVILLE | SC | 29606 | N/A | PC | HISPANIC YOUTH PROGRAM | $5,000 |
| HOMELESS ENGAGEMENT LIFT PTSHIP | |||||||
| 610 E BELL 2-555 | PHOENIX | AZ | 85029 | N/A | PC | HELPSNACKZ PROGRAM | $2,500 |
| HOMES OF HOPE | |||||||
| 3 DUNEAN STREET | GREENVILLE | SC | 29611 | N/A | PC | HOLIDAY PORCH DROP | $5,000 |
| HORIZONS ATLANTA | |||||||
| 505 TENTH ST NW STE 3217 | ATLANTA | GA | 30318 | N/A | PC | INSTRUCTORS - TECH COLLEGE | $2,000 |
| IMPACT FOUNDRY | |||||||
| 2030 W EL CAMINO AVE | SACRAMENTO | CA | 95833 | N/A | PC | FRESHER FOOD INITIATIVE | $5,000 |
| IN THE GAP | |||||||
| 319 WOODLAND DRIVE | SENECA | SC | 296784435 | N/A | PC | CHILD FEEDING PROGRAM | $5,000 |
| JASMINE ROAD INC | |||||||
| PO BOX 25452 | GREENVILLE | SC | 29616 | N/A | PC | FOR BASIC NEEDS TO SUPPORT HEALING | $5,000 |
| JUNIOR ACHIEVEMENT OF GEORGIA | |||||||
| 275 NORTHSIDE DRIVE | ATLANTA | GA | 30341 | N/A | PC | 3DE FOR JUNIOR ACHIEVEMENT | $3,000 |
| JUST SAY SOMETHING | |||||||
| 850 S PLEASANTBURG DRIVE | GREENVILLE | SC | 29607 | N/A | PC | STRENGTHENING FAMILIES PROGRAM | $6,300 |
| LAKES AND BRIDGES CHARTER SCHOOL | |||||||
| 1600 EAST MAIN STREET | EASLEY | SC | 29640 | N/A | PC | LEAP PROGRAM | $2,500 |
| LAWRENCEVILLE COOPERATIVE MINISTRY | |||||||
| 52 GWINNETT DRIVE | LAWRENCEVILLE | GA | 30046 | N/A | PC | SUCCESS "FULL" STUDENTS PROGRAM | $5,000 |
| LEOSANTA | |||||||
| 304 N CHURCH STREET | GREENVILLE | SC | 29601 | N/A | PC | COMMUNITY OUTREACH | $2,000 |
| LOAVES & FISHES | |||||||
| 25 WOODS LAKE RD STE 810 | GREENVILLE | SC | 29607 | N/A | PC | COMMUNITY OUTREACH | $7,500 |
| MAKE-A-WISH FOUNDATION OF SC INC | |||||||
| 225 S PLEASANTBURG DRIVE | GREENVILLE | SC | 29607 | N/A | PC | WISH FULFILLMENT | $7,500 |
| MAUI STRONG (HAWAI'I COMM FDTN) | |||||||
| 827 FORT STREET MALL | HONOLULU | HI | 96813 | N/A | PC | MAUI STRONG FUND | $4,875 |
| MILL VILLAGE FARMS | |||||||
| 2801 PELHAM ROAD | GREENVILLE | SC | 29615 | N/A | PC | COMMUNITY OUTREACH | $100,000 |
| MULTIPLYING GOOD | |||||||
| 304 MAXIMUS COURT | MYRTLE BEACH | SC | 29588 | N/A | PC | STUDENT IN ACTION PROGRAM | $2,500 |
| PMAC | |||||||
| 1215 BUNCOMBE ROAD | GREENVILLE | SC | 29607 | N/A | PC | BUS FOR PMAC AND PMAC ACTIVITIES | $14,500 |
| PREDESTINED TEEN OUTREACH | |||||||
| 111 HILLCREST DRIVE | EASLEY | SC | 29640 | N/A | PC | "I CAN" TEEN LEADERSHIP PROGRAM | $10,000 |
| PROJECT HOST | |||||||
| 525 S ACADEMY STREET | GREENVILLE | SC | 29602 | N/A | PC | SOUP KITCHEN SUPPORT | $2,500 |
| PUBLIC EDUCATION PARTNERS | |||||||
| 225 S PLEASANTBURG DRIVE | GREENVILLE | SC | 29607 | N/A | PC | SUMMER READING OUTREACH | $6,000 |
| PUBLIC EDUCATION PARTNERS | |||||||
| 225 S PLEASANTBURG DRIVE | GREENVILLE | SC | 29607 | N/A | PC | PARENT ENGAGEMENT PARTNERS UNIV. | $3,000 |
| ROPER MOUNTAIN SCIENCE CENTER | |||||||
| 402 ROPER MOUNTAIN ROAD | GREENVILLE | SC | 29615 | N/A | PC | 4TH AND 5TH GRADE LABS | $8,500 |
| RUTH'S GLEANINGS - FOODSHARE | |||||||
| PO BOX 5088 | SPARTANBURG | SC | 29307 | N/A | PC | WAREHOUSE RELOCATION AND EQUIPMENT | $11,395 |
| SC GOVERNOR'S SCHOOL FOR SCIENCE | |||||||
| 401 RAILROAD AVENUE | HARTSVILLE | SC | 29550 | N/A | PC | STEM SUMMER CAMPS | $5,500 |
| SC HUNTERS FOR THE HUNGRY | |||||||
| 980 SUNNY ACRES ROAD | PACOLET | SC | 29734 | N/A | PC | BACKPACK SNACK KITS | $2,000 |
| SC NEW PLAY FESTIVAL | |||||||
| PO BOX 1205 | GREENVILLE | SC | 29602 | N/A | PC | COMMUNITY OUTREACH | $2,500 |
| SC SCHOOL FOR THE DEAF AND BLIND | |||||||
| 355 CEDAR SPRINGS ROAD | SPARTANBURG | SC | 29302 | N/A | PC | ENCODING SUCCESS PROGRAM | $5,000 |
| SCOTTSDALE ARTS | |||||||
| 7380 EAST SECOND STREET | SCOTTSDALE | AZ | 85251 | N/A | PC | EDUCATION & DEVELOPMENT PROGRAM | $2,500 |
| SELAH GREY FOUNDATION | |||||||
| 50 DIRECTORS DRIVE | GREENVILLE | SC | 29615 | N/A | PC | EMBRACEABLE FUTURES PROGRAM | $10,000 |
| SER FAMILIA | |||||||
| 1000 COBB PLACE BLVD | KENNESAW | GA | 30144 | N/A | PC | SERVANTS FOR SIGHT PROGRAM | $2,500 |
| SOJOURNER CENTER | |||||||
| PO BOX 20156 | PHOENIX | AZ | 85036 | N/A | PC | YOUTH DEVELOPMENT AND EDUCATION | $5,000 |
| SWITCH | |||||||
| PO BOX 5394 | GREENVILLE | SC | 29606 | N/A | PC | RESTORATION PROGRAM AND SWITCH 2.0 | $20,000 |
| TAYLORS FREE MEDICAL CLINIC | |||||||
| 400 W MAIN STREET | TAYLORS | SC | 29687 | N/A | PC | HEALTHCARE SOLUTIONS FOR UNINSURED | $5,000 |
| THE FAMILY EFFECT | |||||||
| 1400 CLEVELAND STREET | GREENVILLE | SC | 29607 | N/A | PC | RECOVERY SCHOLARSHIP | $5,000 |
| THE HOMELESS PERIOD PROJECT | |||||||
| 413 WILTON STREET | GREENVILLE | SC | 29609 | N/A | PC | NO GIRL LEFT BEHIND PROGRAM | $2,500 |
| THE SALVATION ARMY | |||||||
| PO BOX 1237 | GREENVILLE | SC | 29602 | N/A | PC | 3D PRINTING CLUB | $2,100 |
| TRAVELERS REST UNITED METHODIST | |||||||
| 19 SOUTH MAIN STREET | TRAVELERS REST | SC | 29690 | N/A | PC | BACKPACK MINISTRY | $3,000 |
| TRI-COUNTY TECH FOUNDATION | |||||||
| 7990 HIGHWAY 76 | PENDLETON | SC | 29670 | N/A | PC | MEN OF COLOR PROGRAM | $3,000 |
| TURKISH PHILANTHROPY FUNDS | |||||||
| 1460 BROADWAY | NEW YORK | NY | 10036 | N/A | PC | TURKEY EARTHQUAKE RELIEF | $3,160 |
| TWILIGHT WISH FOUNDATION | |||||||
| 2370 YORK ROAD | JAMISON | PA | 18929 | N/A | PC | WISH CELEBRATION FOR SENIORS | $2,500 |
| UNITED MINISTRIES | |||||||
| 606 PENDLETON STREET | GREENVILLE | SC | 29601 | N/A | PC | HOUSING AND INTEGRATED SUPPORT | $10,000 |
| UPCOUNTRY HISTORY MUSEUM | |||||||
| 540 BUNCOMBE STREET | GREENVILLE | SC | 29601 | N/A | PC | COMMUNITY OUTREACH | $2,500 |
| WARRIOR WOD FOUNDATION | |||||||
| 4176 HOME TOWN LANE | RAVENEL | SC | 294703332 | N/A | PC | EXERCISE AS RX FOR VETERAN RECOVERY | $5,000 |
| YMCA JUDSON COMMUNITY CENTER | |||||||
| 2ND EIGHTH STREET | GREENVILLE | SC | 29611 | N/A | PC | PROGRAM SUPPORT | $5,500 |
| YOUTHBASE | |||||||
| 103 S TEXAS AVENUE | GREENVILLE | SC | 29611 | N/A | PC | INTERVENTION PROGRAMS | $2,500 |
| BEAVER RIDGE ELEMENTARY | |||||||
| 1978 BEAVER RUIN ROAD | NORCROSS | GA | 30071 | N/A | PC | OUTER OFFICE FUNDING GRANT | $1,635 |
| CAREER TECH CTE FOUNDATION | |||||||
| 1030 APOLLO WAY STE 200 | SANTA ROSA | CA | 95407 | N/A | PC | OUTER OFFICE FUNDING GRANT | $3,500 |
| CHILD CRISIS | |||||||
| 817 N COUNTRY CLUB DRIVE | MESA | AZ | 85201 | N/A | PC | OUTER OFFICE FUNDING GRANT | $3,500 |
| CHILDREN'S RECEIVING HOME | |||||||
| 3555 AUBURN BOULEVARD | SACRAMENTO | CA | 95821 | N/A | PC | OUTER OFFICE FUNDING GRANT | $1,000 |
| CITY UNION MISSION | |||||||
| 1100 EAST 11TH STREET | KANSAS CITY | MO | 64106 | N/A | PC | OUTER OFFICE FUNDING GRANT | $500 |
| DRAVET SYNDROME FOUNDATION | |||||||
| PO BOX 3026 | CHERRY HILL | NJ | 08034 | N/A | PC | OUTER OFFICE FUNDING GRANT | $1,000 |
| FELLOWSHIP SQUARE | |||||||
| 11260 ROGER BACON DRIVE | RESTON | VA | 20190 | N/A | PC | OUTER OFFICE FUNDING GRANT | $500 |
| GIVING THE BASICS | |||||||
| 927 S 7TH STREET | KANSAS CITY | KS | 66105 | N/A | PC | OUTER OFFICE FUNDING GRANT | $500 |
| KOSAIR FOR KIDS | |||||||
| 982 EASTERN PARKWAY BLD 1 | LOUISVILLE | KY | 40217 | N/A | PC | OUTER OFFICE FUNDING GRANT | $1,000 |
| NORTON HEALTHCARE FOUNDATION | |||||||
| PO BOX 950183 | LOUISVILLE | KY | 40295 | N/A | PC | OUTER OFFICE FUNDING GRANT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $566,885 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $130,827 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $119,049 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $249,893 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $249,893 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Payroll ContributionPayrollContributionInd | Person ContributionPersonContributionInd | Business Name Line2ContributorBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| SCANSOURCE EMPLOYEE DONATIONS | ||||||||
| 1 | 6 LOGUE CT | GREENVILLE | SC | 29615 | $69,729 | Yes (X) | ||
| SCANSOURCE (COMPANY MATCH) | ||||||||
| 2 | 6 LOGUE CT | GREENVILLE | SC | 29615 | $58,239 | Yes (X) | ||
| INTERNATIONAL TECHNOLOGIES & SYSTEMS | ||||||||
| 3 | 10721 WALKER STREET | CYPRESS | CA | 90630 | $56,000 | Yes (X) | CORP | |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $15,186 | Amt |
| Net Investment Income | $7,593 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,593 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | ML204 CORPORATE BONDS | BondNm |
| EOY Book Value | $105,927 | EOYBookValueAmt |
| EOYFMV | $105,927 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | ML205 EQUITIES | StockNm |
| EOY Book Value | $1,968,144 | EOYBookValueAmt |
| EOYFMV | $1,968,144 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ML 204 CASH | FMV | ||
| ML 204 GOVT SECURITIES | FMV | ||
| ML 204 CORPORATE BONDS | FMV | ||
| ML 204 MUTUAL FUNDS | FMV | $105,651 | $105,651 |
| ML 204 EST ACCRUED INTEREST | FMV | $2,184 | $2,184 |
| ML 205 CASH | FMV | ||
| ML 205 EQUITIES | FMV | ||
| ML 206 CASH | FMV | ||
| ML 206 MUTUAL FUNDS | FMV | $1,530,900 | $1,530,900 |
| ML 206 ALTERNATIVE INVESTMENT | FMV | $497,059 | $497,059 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| COMMUNITY PROJECTS (LOCAL) | $28,268 | $28,268 | |
| OUTER OFFICE PROJECTS | $9,957 | $9,957 | |
| STATE FILINGS/REGISTRATIONS | $3,254 | $3,254 | |
| SOFTWARE | $770 | $770 | |
| BANK SERVICE CHARGES | $275 | $60 | $215 |
| DUES & SUBSCRIPTIONS | $135 | $135 | |
| OFFICE EXPENSES | $120 | $120 | |
| POSTAGE | $72 | $72 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY SETTLEMENT | Desc |
| Revenue And Expenses Per Books | $17 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $17 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NONDIVIDEND DISTRIBUTIONS | $3,725 |
| UNREALIZED GAIN ON INVESTMENTS | $156,537 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $57,404 | Amt |
| Net Investment Income | $57,404 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $328 | Amt |
| Net Investment Income | $328 | NetInvestmentIncomeAmt |