DICK HORNE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- DICK HORNE FOUNDATION (EIN 23-7015996)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-07-25
- IRS object ID
- 202412079349100501
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Expln Of Non Filing With AG Stmt
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-25T08:36:45-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920971496 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RHINEHART & SUMMERS CPAS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 584 | AddressLine1Txt |
| City | ORANGEBURG | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 291160584 | 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 | 237015996 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DICK HORNE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DICK | BusinessNameControlTxt |
| Phone | 8035342096 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 306 | AddressLine1Txt |
| City | ORANGEBURG | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29116 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BERNICE TRIBBLE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8035342096 | PhoneNum |
| Signature | 2024-07-17 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BERNICE | PersonFirstNm |
| Person Last | TRIBBLE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HEATHER D RHINEHART | PreparerPersonNm |
| PTIN | P00985721 | PTIN |
| Phone | 8035366866 | PhoneNum |
| Preparation | 2024-07-17 | 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 | $5,916,383 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $190 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $190 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $219,980 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $219,980 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $270,376 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $275,615 | GrossSalesPriceAmt |
| Total Rev And Expnss | $490,546 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $220,170 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $90,220 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $10,920 | OthEmplSlrsWgsRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,082 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $520 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,562 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,656 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,413 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,243 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $2,400 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $600 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $1,800 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $10,148 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,537 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,611 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,800 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $451 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,349 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $123,226 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,521 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,565 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $391,956 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $391,956 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $515,182 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,521 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $408,521 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$24,636 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $214,649 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $600 | CashBOYAmt |
| Cash EOY | $600 | CashEOYAmt |
| Cash EOYFMV | $600 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $52,361 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $32,564 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $32,564 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $2,800 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $3,200 | PrepaidExpensesEOYAmt |
| Corporate Stock BOY | $523,417 | CorporateStockBOYAmt |
| Corporate Stock EOY | $518,178 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,481,999 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,565,375 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,565,375 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,401,220 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $11,427 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,427 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $2,144,553 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,119,917 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,916,383 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,144,553 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,119,917 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,144,553 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,119,917 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,144,553 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,119,917 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,144,553 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$24,636 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,119,917 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,119,917 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,984 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,984 | SubtotalAmt |
| Tax Based On Investment Income | $2,984 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,200 | TotalPaymentsAndCreditsAmt |
| Overpayment | $216 | OverpaymentAmt |
| Applied To ES Tax | $216 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| 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 | NA | WebsiteAddressTxt |
| Individual With Books | ASHLEY BRYAN | IndividualWithBooksNm |
| Phone | 8035342096 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 306 | AddressLine1Txt |
| City | ORANGEBURG | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29116 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| BERNICE TRIBBLE | ||||||||
| 598 PIKE BLVD | ORANGEBURG | SC | 29115 | TRUSTEE | 000.00 | $30,000 | $0 | $0 |
| W LOUIS GRIFFITH | ||||||||
| 312 N MEADOW DRIVE | MANNING | SC | 29115 | TRUSTEE | 000.00 | $30,000 | $0 | $0 |
| CINDY BRODIE | ||||||||
| 1818 MARLEE DRIVE | ORANGEBURG | SC | 29118 | TRUSTEE | 000.00 | $30,220 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
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 | $6,022,333 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,540 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,035,873 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,035,873 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $90,538 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,945,335 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $297,267 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $297,267 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,984 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,984 | TotalTaxAmt |
| Distributable Before Adj | $294,283 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $294,283 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $294,283 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $408,521 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $408,521 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $294,283 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $42,444 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $75,369 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $139,210 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $107,359 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,805 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $367,187 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $408,521 | QualifyingDistributionsAmt |
| Applied To Current Year | $294,283 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $114,238 | RemainingDistriFromCorpusAmt |
| Total Corpus | $481,425 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $42,444 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $438,981 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $75,369 | ExcessFromYear4Amt |
| Excess From Year3 | $139,210 | ExcessFromYear3Amt |
| Excess From Year2 | $107,359 | ExcessFromYear2Amt |
| Excess From Year1 | $2,805 | ExcessFromYear1Amt |
| Excess From Current Year | $114,238 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CINDY BRODIE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 306 | AddressLine1Txt |
| City | ORANGEBURG | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8035342096 | RecipientPhoneNum |
| Form And Info And Materials | APPLICANTS FOR SCHOLARSHIP ASSISTANCE WILL PROVIDE WRITTEN REQUEST FOR SCHOLARSHIP ASSISTANCE, GIVING NAME ADDRESS, INFORMATION RELATING TO INCOME AND RESOURCES AVAILABLE TO APPLICANT, EDUCATIONAL BACKGROUND, AND PURPOSE FOR WHICH GRANT IS REQUESTED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS MAY BE SUBMITTED AT ANY TIME. APPLICATIONS WILL BE VOTED UPON BY THE THREE TRUSTEES WIT | SubmissionDeadlinesTxt |
| Restrictions On Awards | IN AWARDING GRANTS, TRUSTEES ARE RESTRICTED BY TRUST IND- ENTURE TO ASSISTANCE TO PERSONS RESIDING WITHIN THE TRADING AREA CUSTOMARILY HERETOFORE SERVED BY HORNE MOTORS FORMERLY OF ORANGEBURG, SC. THIS AREA IS PRESENTLY DESIGNATED AS ORANGEBURG AND CALHOUN COUNTIES ONLY. TRUSTEES ARE ALSO RESTRICTED TO SELECTING INDIVIDUALS FOR EDUCATIONAL OR SCHOLARSHIP ASSISTANCE ON BASIS OF NEED, CHARACTER AND ABILITY. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (61 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALDERSGATE SPECIAL NEEDS MINISTRY | ||||||||
| 4908 COLONIAL DRIVE | COLUMBIA | SC | 29203 | UNRELATED | PAID | SUPPORT SPECIAL NEEDS CHILDREN | $3,000 | |
| AUBURN UNIVERSITY | ||||||||
| 23 SAMFORD HALL | AUBURN | AL | 36849 | UNRELATED | PAID | STUDENT SCHOLARSHIP | $2,000 | |
| CALHOUN ACADEMY | ||||||||
| 81 ACADEMY ROAD | ST MATTHEWS | SC | 29135 | UNRELATED | PAID | CLASSROOM ENRICHMENT PROJECTS | $2,987 | |
| CALHOUN COUNTY PUBLIC SCHOOLS | ||||||||
| 125 HERLONG AVENUE | ST MATTHEWS | SC | 29135 | UNRELATED | PAID | CLASSROOM ENRICHMENT PROJECT | $6,878 | |
| CAMP HAPPY DAYS | ||||||||
| 1622 ASHLEY HALL ROAD | CHARLESTON SC | SC | 29407 | UNRELATED | PAID | SUMMER CAMP FOR CHILDREN | $10,000 | |
| CAROLINA UNIVERSITY | ||||||||
| 420 SOUTH BROAD STREET | WINSTONSALEM | NC | 27101 | UNRELATED | PAID | STUDENT SCHOLARSHIP | $500 | |
| CITY OF ORANGEBURG | ||||||||
| PO DRAWER 1321 | ORANGEBURG | SC | 29116 | UNRELATED | PAID | CITY COMMUNITY PROJECTS | $32,000 | |
| CLAFIN UNIVERSITY | ||||||||
| 400 MAGNOLIA STREET | ORANGEBURG | SC | 29115 | UNRELATED | PAID | STUDENTS SCHOLARSHIP ASST | $6,750 | |
| CLEMSON UNIVERSITY | ||||||||
| 105 SIKES HALL | CLEMSON | SC | 29634 | UNRELATED | PAID | STUDENTS SCHOLARSHIP ASST | $13,750 | |
| COLLEGE OF CHARLESTON | ||||||||
| 66 GEORGE ST | CHARLESTON | SC | 29424 | UNRELATED | PAID | STUDENTS SCHOLARSHIP ASST | $2,000 | |
| CONGAREE LAND TRUST | ||||||||
| PO BOX 5232 | COLUMBIA | SC | 29250 | UNRELATED | PAID | LAND PRESERVATION | $3,000 | |
| DORA | ||||||||
| 152 MARKET STREET | ORANGEBURG | SC | 29115 | UNRELATED | PAID | COMMUNITY PROJECTS | $10,000 | |
| EDISTO HABITAT FOR HUMANITY | ||||||||
| 260 JOHN C CALHOUN DRIVE | ORANGEBURG | SC | 29115 | UNRELATED | PAID | CARPENTER CLUB | $1,200 | |
| ELLOREE HERITAGE MUSEUM | ||||||||
| 2714 CLEVELAND STREET | ELLOREE | SC | 29047 | UNRELATED | PAID | FACILITY IMPROVEMENTS | $5,000 | |
| ELLOREE MIDWAY ATHLETIC ASSOCIATION | ||||||||
| 1339 MIDWAY ROAD | ELLOREE | SC | 29047 | UNRELATED | PAID | BASEBALL FIELD & FACILITIES | $10,000 | |
| FAYETTEVILLE STATE UNIVERSITY | ||||||||
| 1200 MURCHISON ROAD | FAYETTEVILLE | NC | 28301 | UNRELATED | PAID | STUDENT SCHOLARSHIP | $2,000 | |
| FELLOWSHIP OF CHRISTIAN | ||||||||
| PO BOX 7001 | ORANGEBURG | SC | 29117 | UNRELATED | PAID | OPERATIONS OF ORGANIZATION | $7,000 | |
| GARDNER WEBB UNIVERSITY | ||||||||
| 110 S MAIN ST | BOILING SPRINGS | NC | 28017 | UNRELATED | PAID | STUDENT SCHOLARSHIP | $500 | |
| HIGH SCHOOL FOR HEALTH PROFESSIONS | ||||||||
| 130 HOWARD HILL DRIVE | ORANGEBURG | SC | 29118 | UNRELATED | PAID | CLASSROOM ENRICHMENT | $2,996 | |
| HOLLY HILL ACADEMY | ||||||||
| 142 BUNCH FORD ROAD | HOLLY HILL | SC | 29059 | UNRELATED | PAID | CLASSROOM ENRICHMENT PROJECTS | $3,000 | |
| HORRY GEORETOWN TECHNICAL COLLEGE | ||||||||
| 2050 US-501 | CONWAY | SC | 29526 | UNRELATED | PAID | STUDENT SCHOLARSHIP | $500 | |
| JACKSONVILLE UNIVERSITY | ||||||||
| 2800 UNIVERSITY BLVD N | JACKSONVILLE | FL | 32211 | UNRELATED | PAID | STUDENT SCHOLARSHIP ASSISTANCE | $500 | |
| LANDER UNIVERSITY | ||||||||
| 320 STANLEY AVENUE | GREENWOOD | SC | 29649 | UNRELATED | PAID | STUDENTS SCHOLARSHIP ASSISTANCE | $2,750 | |
| LIMESTONE COLLEGE | ||||||||
| 1115 COLLEGE DRIVE | GAFFNEY | SC | 29340 | UNRELATED | PAID | STUDENT SCHOLARSHIP | $1,250 | |
| OBURG BOYS & GIRLS CLUB | ||||||||
| PO BOX 2783 | ORANGEBURG | SC | 29116 | UNRELATED | PAID | OPERATING EXPENSES | $10,000 | |
| OBURG CO COUNCIL ON AGING | ||||||||
| PO BOX 1301 | ORANGEBURG | SC | 29116 | UNRELATED | PAID | MEALS ON WHEELS | $10,000 | |
| OBURG FINE ARTS CENTER | ||||||||
| PO BOX 2106 | ORANGEBURG | SC | 29116 | UNRELATED | PAID | ASSISTANCE WITH OPERATING EXPENSES | $15,000 | |
| OC TECHNICAL COLLEGE | ||||||||
| 3250 ST MATTHEWS RD | ORANGEBURG | SC | 29118 | UNRELATED | PAID | STUDENTS SCHOLARSHIP ASST | $4,920 | |
| ORANGEBURG CALHOUN FREE MEDICAL | ||||||||
| PO BOX 505 | ORANGEBURG | SC | 29115 | UNRELATED | PAID | PROVIDE MEDICAL CARE TO LOW-INCOME | $7,000 | |
| ORANGEBURG COMMUNITY OF CHARACTER | ||||||||
| PO BOX 593 | ORANGEBURG | SC | 29116 | UNRELATED | PAID | COMMUNITY SERVICES | $6,000 | |
| ORANGEBURG PREP | ||||||||
| 2651 NORTH ROAD | ORANGEBURG | SC | 29118 | UNRELATED | PAID | CLASSROOM ENRICHMENT PROJECTS | $3,630 | |
| ORANGEBURG SCHOOL DISTRICTS | ||||||||
| 578 ELLIS AVE | ORANGEBURG | SC | 29115 | UNRELATED | PAID | SCHOOL PROGRAMS | $25,705 | |
| ORANGEBURG TOUCHDOWN CLUB | ||||||||
| PO BOX 2369 | ORANGEBURG | SC | 29116 | UNRELATED | PAID | SPONSORSHIP | $660 | |
| POST 4 - AMERICAN LEGION | ||||||||
| PO BOX 1511 | ORANGEBURG | SC | 29116 | UNRELATED | PAID | GIRLS STATE 2023 & BASEBALL PROGRAM | $6,480 | |
| PRESBYTERIAN COLLEGE | ||||||||
| 503 S BROAD ST | CLINTON | SC | 29325 | UNRELATED | PAID | STUDENT SCHOLARSHIP | $1,250 | |
| SC STATE UNIVERSITY | ||||||||
| 300 COLLEGE STREET | ORANGEBURG | SC | 29117 | UNRELATED | PAID | STUDENTS SCHOLARSHIP ASST | $3,500 | |
| SHEPHERD MINISTRY | ||||||||
| 1178 FIVE CHOP ROAD | ORANGEBURG | SC | 29115 | UNRELATED | PAID | DONATION | $5,000 | |
| SOUTHERN WESLEYAN UNIVERSITY | ||||||||
| 907 WESLEYAN DRIVE | CENTRAL | SC | 29630 | UNRELATED | PAID | STUDENT SCHOLARSHIPS | $1,250 | |
| ST LOUIS UNIVERSITY | ||||||||
| 1 N GRAND BLVD | ST LOUIS | MO | 63103 | UNRELATED | PAID | STUDENT SCHOLARSHIP ASSISTANCE | $500 | |
| THE SAMARITAN HOUSE | ||||||||
| 1580 MIDDLETON STREET | ORANGEBURG | SC | 29115 | UNRELATED | PAID | OPERATING EXPENSES | $20,000 | |
| TOWN OF BOWMAN | ||||||||
| 131 POPLAR STREET | BOWMAN | SC | 29018 | UNRELATED | PAID | CHILDREN'S PARK | $10,000 | |
| UNIV OF SOUTH CAROLINA | ||||||||
| 1714 COLLEGE STREET | COLUMBIA | SC | 29208 | UNRELATED | PAID | STUDENTS SCHOLARSHIP ASST | $23,000 | |
| USC - BEAUFORT | ||||||||
| 1 UNIVERSITY BLVD | BLUFFTON | SC | 29909 | UNRELATED | PAID | STUDENT SCHOLARSHIPS | $2,500 | |
| USC - AIKEN | ||||||||
| 471 UNIVERSITY PARKWAY | AIKEN | SC | 29801 | UNRELATED | PAID | STUDENTS SCHOLARSHIP ASST | $5,750 | |
| USC - UPSTATE | ||||||||
| 800 UNIVERSITY WAY | SPARTANBURG | SC | 29303 | UNRELATED | PAID | STUDENTS SCHOLARSHIP ASST | $5,750 | |
| WINTHROP UNIVERSITY | ||||||||
| 119 TILLMAN HALL | ROCKHILL | SC | 29733 | UNRELATED | PAID | STUDENTS SCHOLARSHIP ASST | $2,750 | |
| TOWN OF CAMERON | ||||||||
| 204 BOYCE LAWTON DRIVE | CAMERON | SC | 290309512 | UNRELATED | PAID | TENNIS COURT UPGRADE | $10,000 | |
| CITY OF ORANGEBURG PARKS | ||||||||
| 367 GREEN STREET | ORANGEBURG | SC | 29115 | UNRELATED | PAID | BUSTER SMITH SCULPTURE | $52,500 | |
| ORANGEBURG COUNTY 4H CLUB | ||||||||
| 1550 HENLEY STREET | ORANGEBURG | SC | 29115 | UNRELATED | PAID | CLEMSON EXTENSION SERVICE | $1,500 | SUITE 200 |
| EDISTO ELEMENTARY SCHOOL | ||||||||
| 136 WOODOLIVE STREET | ORANGEBURG | SC | 29115 | UNRELATED | PAID | NATIONAL BETA CLUB CONVENTION | $2,000 | |
| INTO THE MOUTHES OF BABES | ||||||||
| 1721 ST MATTHEWS ROAD NE | ORANGEBURG | SC | 29115 | UNRELATED | PAID | OPERATING EXPENSES | $3,000 | |
| MY FIRST BOOKS SC | ||||||||
| 4500 FORT JACKSON BLVD | COLUMBIA | SC | 29209 | UNRELATED | PAID | DONATION | $3,000 | SUITE 150 |
| ORANGEBURG COUNTY FAIR | ||||||||
| 350 MAGNOLIA STREET | ORANGEBURG | SC | 29115 | UNRELATED | PAID | CAPITAL IMPROVEMENTS | $2,500 | |
| ORANGEBURG COUNTY LIBRARY | ||||||||
| 1645 RUSSELL STREET | ORANGEBURG | SC | 29115 | UNRELATED | PAID | PROGRAMMING | $2,500 | |
| ORANGEBURG PART-TIME PLAYERS | ||||||||
| 1141 RUSSELL STREET | ORANGEBURG | SC | 29115 | UNRELATED | PAID | CAPITAL IMPROVEMENTS | $10,000 | |
| ORANGEBURG WILKINSON HIGH SCHOOL | ||||||||
| 601 BRUIN DRIVE | ORANGEBURG | SC | 29118 | UNRELATED | PAID | SPECIAL OLYMPICS | $1,000 | |
| SPECIAL OLYMPICS SOUTH CAROLINA | ||||||||
| 204 PALMETTO PARK BLVD | LEXINGTON | SC | 29072 | UNRELATED | PAID | SPECIAL OLYMPICS | $1,000 | |
| CHARLESTON SOUTHERN UNIVERSITY | ||||||||
| 9200 UNIVERSITY BLVD | NORTH CHARLESTON | SC | 29406 | UNRELATED | PAID | STUDENT SCHOLARSHIP | $750 | |
| CLINTON COLLEGE | ||||||||
| 1029 CRAWFORD ROAD | ROCK HILL | SC | 29730 | UNRELATED | PAID | STUDENT SCHOLARSHIP | $500 | |
| FAYETTEVILLE TECHNICAL COMMUNITY | ||||||||
| 2201 HULL ROAD | FAYETTEVILLE | NC | 28303 | UNRELATED | PAID | STUDENT SCHOLARSHIP | $750 | |
| TECHNICAL COLLEGE OF THE LOW COUNTR | ||||||||
| 921 RIBAUT ROAD | BEAUFORT | SC | 29902 | UNRELATED | PAID | STUDENT SCHOLARSHIP | $750 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $391,956 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $190 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $219,980 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $270,376 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $220,170 | ExclusionAmt |
| Related Or Exempt Function Incm | $270,376 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $490,546 | 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 | PROFESSIONAL FEES | CategoryTxt |
| Amt | $2,082 | Amt |
| Net Investment Income | $520 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,562 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt |
|---|---|---|---|---|---|
| COMPUTER | 2005-07-31 | $1,223 | $1,223 | 200DB | 5.0000 |
| PRINTER | 2005-09-01 | $514 | $514 | 200DB | 5.0000 |
| OFFICE EQUIPMENT | 2005-08-01 | $1,711 | $1,711 | 200DB | 5.0000 |
| FILES | 2005-07-01 | $425 | $425 | 200DB | 7.0000 |
| COMPUTER | 2009-07-01 | $1,026 | $1,026 | 200DB | 5.0000 |
| COPIER | 2013-10-04 | $5,350 | $5,350 | 200DB | 7.0000 |
| COMPUTER | 2014-03-12 | $1,179 | $1,179 | 200DB | 5.0000 |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE FOUNDATION DOES NOT SOLICIT OR RECEIVE DONATIONS FROM OUTSIDE PARTIES THEREFORE ARE NOT REQUIRED TO FILE 990-PF WITH THE SECRETARY OF STATE. | ExplanationTxt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | JOHNSON & JOHNSON | AssetDesc |
| Acquired | 2006-07 | AcquiredDt |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2023-12 | SoldDt |
| Gross Sales Price | $275,615 | GrossSalesPriceAmt |
| Basis | $5,239 | BasisAmt |
| Total Net | $270,376 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 5092 - BOND FUND OF AMERICA | $68,687 | $58,511 |
| 15419 - INTERMEDIATE BOND FUND | $207,983 | $193,503 |
| 16272 - AMERICAN HIGH INC TRUST | $205,494 | $154,587 |
| 426875 - FRANKLIN INCOME CLASS A | $1,083,211 | $994,619 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (23 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1000 - EDGEWELL PERSONAL CARE | $1,678 | $36,630 |
| 1000 - ENERGIZER HLDS NEW | $717 | $31,680 |
| 12000 - COCA COLA | $52,062 | $707,160 |
| 1300 - GENERAL ELECTRIC | $49,269 | $24,851 |
| 1538 - CORTEVA | $3,494 | $73,701 |
| 1538 - DOW INC | $6,824 | $84,344 |
| 1643 - AT&T CORP | $32,502 | $27,570 |
| 1700 - MICROSOFT CORP | $50,665 | $639,268 |
| 2 - VISTEON CORP | $214 | $250 |
| 2200 - KELLOGG COMPANY | $37,061 | $123,002 |
| 2400 - INTERNATIONAL BUSINESS MACHIN | $61,872 | $392,520 |
| 2552 - WESTROCK | $22,259 | $105,959 |
| 2600 - FORD MTR CO DEL | $7,356 | $31,694 |
| 2605 - DUKE ENERGY | $45,920 | $252,789 |
| 425 - INGEVITY CORP | $2,514 | $20,069 |
| 4615 - DOWDUPONT | $10,014 | $118,318 |
| 4800 - EXXON MOBIL CORP | $31,940 | $479,904 |
| 506 - EASTMAN CHEMICAL | $6,687 | $45,449 |
| 597 - WELLS FARGO | $55,911 | $29,384 |
| 6 - WABTEC | $1,014 | $761 |
| 623 - AMERICAN ELECTRIC POWER INC | $14,642 | $50,600 |
| 720 CHEMOURS | $1,089 | $22,709 |
| 7550 - JOHNSON & JOHNSON | $22,474 | $1,183,387 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OFFICE EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $11,427 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $11,427 | AccumulatedDepreciationAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| OFFICE SUPPLIES | $1,114 | $279 | $835 |
| DUES & SUBSCRIPTIONS | $660 | $165 | $495 |
| PRIZES & AWARDS | $1,000 | $1,000 | |
| BANK CHARGES | $26 | $7 | $19 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $333 | $333 | |
| TAXES & LICENSES | $4,323 | $1,080 | $3,243 |
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