THE JIM PARKE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE JIM PARKE FOUNDATION (EIN 06-1603828)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-01
- IRS object ID
- 202540919349100439
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-01T16:36:32-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 570381582 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELLIOTT DAVIS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 EAST MOREHEAD STREET SUITE 700 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061603828 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JIM PARKE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O MARILYN J PARKE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JIMP | BusinessNameControlTxt |
| Phone | 2564533991 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 WATERSIDE DRIVE | AddressLine1Txt |
| City | SENECA | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29672 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARILYN J PARKE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2564533991 | PhoneNum |
| Signature | 2025-03-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JANICE A RATICA | PreparerPersonNm |
| PTIN | P00358837 | PTIN |
| Phone | 7043338881 | PhoneNum |
| Preparation | 2025-03-31 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $6,851,869 | 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 | $19,162 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,791 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $176,428 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $176,428 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $551,091 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,811,498 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $551,091 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $746,681 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $741,310 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,550 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,550 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $53,015 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $53,015 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $383 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $383 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $64,498 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $58,948 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,550 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $877,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $877,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $941,998 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $58,948 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $883,050 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$195,317 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $682,362 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $163,427 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $184,810 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $184,810 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $367,926 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $322,778 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $308,144 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,311,982 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,268,084 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,830,587 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $130,401 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $137,319 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $134,170 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,552,900 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,412,142 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,394,158 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,526,636 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,325,133 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,851,869 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,526,636 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,325,133 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,526,636 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,325,133 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,526,636 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,325,133 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,526,636 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$195,317 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,331,319 | SubtotalAmt |
| Other Decreases | $6,186 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,325,133 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| ML #2992 ST | P | $1,776,701 | $1,696,765 | $79,936 | $79,936 |
| ML #2992 LT | P | $3,856,703 | $3,385,694 | $471,009 | $471,009 |
| ML #2993 ST | P | $18,192 | $18,280 | -$88 | -$88 |
| ML #2993 LT | P | $154,892 | $159,668 | -$4,776 | -$4,776 |
| CAPITAL GAINS DIVIDENDS | P | $5,010 | $5,010 | $5,010 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $551,091 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,485 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,485 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,485 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $130 | EsPenaltyAmt |
| Tax Due | $9,615 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2564533991 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 WATERSIDE DRIVE | AddressLine1Txt |
| City | SENECA | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29672 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| MARILYN JO PARKE | ||||||||
| 425 WATERSIDE DRIVE | SENECA | SC | 29672 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DACIA FUHRMAN GONZALES | ||||||||
| 425 WATERSIDE DRIVE | SENECA | SC | 29672 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,699,464 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $200,036 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,899,500 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,899,500 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $103,493 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,796,007 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $339,800 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $339,800 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,485 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,485 | TotalTaxAmt |
| Distributable Before Adj | $330,315 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $330,315 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $330,315 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $883,050 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $883,050 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $330,315 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $50,525 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $77,449 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $184,113 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $392,500 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $48,249 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $752,836 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $883,050 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $330,315 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $552,735 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,305,571 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $50,525 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,255,046 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $77,449 | ExcessFromYear4Amt |
| Excess From Year3 | $184,113 | ExcessFromYear3Amt |
| Excess From Year2 | $392,500 | ExcessFromYear2Amt |
| Excess From Year1 | $48,249 | ExcessFromYear1Amt |
| Excess From Current Year | $552,735 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARILYN JO PARKE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOY SCOUTS OF AMERICA BLUE RIDGE COUNCIL | |||||||
| 1 PARK PLAZA | GREENVILLE | SC | 29607 | NONE | PC | SUPPORT SCOUTING PROGRAMS | $10,000 |
| BUILDON | |||||||
| 1111 SUMMER STREET SUITE 602A | STAMFORD | CT | 06905 | NONE | PC | SUPPORT STUDENT SERVICE LEARNING PROGRAMS | $100,000 |
| CAROLINA DAY SCHOOL | |||||||
| 1345 HENDERSONVILLE ROAD | ASHEVILLE | NC | 28803 | NONE | PC | EDUCATIONAL SUPPORT | $50,000 |
| EPISCOPAL HIGH SCHOOL | |||||||
| 4650 BISSONNET | BELLAIRE | TX | 77401 | NONE | PC | EDUCATIONAL SUPPORT | $50,000 |
| FORT PECK FINE ARTS COUNCIL | |||||||
| PO BOX 973 | GLASGOW | MT | 59230 | NONE | PC | SUPPORT OPERATION OF THE FORT PECK THEATRE | $25,000 |
| LICOLN ELEMENTARY PTSA | |||||||
| 1664 LINCOLN ROAD | LELAND | NC | 28451 | NONE | PC | GENERAL SUPPORT | $5,000 |
| OCONEE MEMORIAL HOSPITAL FOUNDATION | |||||||
| 298 MEMORIAL DR | SENECA | SC | 29672 | NONE | PC | SUPPORT OF THE HOSPICE CRIPPEN ENDOWMENT | $200,000 |
| SUSAN G KOMEN | |||||||
| 3770 NOEL ROAD SUITE 801889 | DALLAS | TX | 75380 | NONE | PC | SUPPORT BREAST CANCER RESEARCH | $27,500 |
| GRACE'S CLOSET | |||||||
| PO BOX 126 | WALHALLA | SC | 29691 | NONE | PC | GENERAL SUPPORT | $10,000 |
| VALLEY COUNTY COMMUNITY POOL | |||||||
| 319 3RD STREET S | GLASGOW | MT | 59230 | NONE | PC | VALLEY COUNTY POOL CAMPAIGN | $150,000 |
| YMCA | |||||||
| 370 MEMORIAL DRIVE | SENECA | SC | 29672 | NONE | PC | GENERAL SUPPORT | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $877,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,162 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $176,428 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $551,091 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $746,681 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $746,681 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $11,100 | Amt |
| Net Investment Income | $5,550 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,550 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MERRILL LYNCH #2993 CORP BONDS | BondNm |
| EOY Book Value | $137,319 | EOYBookValueAmt |
| EOYFMV | $134,170 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERRILL LYNCH #2992 EQUITY | StockNm |
| EOY Book Value | $4,268,084 | EOYBookValueAmt |
| EOYFMV | $4,830,587 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $322,778 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $308,144 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MERRILL LYNCH #2992 MUTUAL FUNDS | AT COST | $1,188,140 | $1,179,081 |
| MERRILL LYNCH #2993 MUTUAL FUNDS | AT COST | $224,002 | $215,077 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FUND BALANCE ADJ - NO TAX EFFECT | Desc |
| Amt | $6,186 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $53,015 | Amt |
| Net Investment Income | $53,015 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $383 | Amt |
| Net Investment Income | $383 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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