JOYFUL BLESSINGS FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JOYFUL BLESSINGS FOUNDATION (EIN 46-1358883)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202403199349102740
- 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 Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T14:23:42-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 571060705 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRADSHAW GORDON & CLINKSCALES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 630 E WASHINGTON ST STE B | AddressLine1Txt |
| City | GREENVILLE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 296012963 | 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 | 461358883 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOYFUL BLESSINGS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOYF | BusinessNameControlTxt |
| Phone | 2145636120 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3690 CONSERVATION TRAIL | AddressLine1Txt |
| City | THE VILLAGES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32163 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN A THOMPSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2145636120 | PhoneNum |
| Signature | 2024-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN GRAHAM | PreparerPersonNm |
| PTIN | P00955566 | PTIN |
| Phone | 8642330590 | PhoneNum |
| Preparation | 2024-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,347,137 | 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 | $7,697 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $10,442 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,442 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $144,631 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $144,631 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $242,414 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,115,808 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $242,414 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $405,184 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $397,487 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,100 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $66,320 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $66,320 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $66,320 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $51 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $51 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,644 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,047 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $74,115 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $71,418 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $66,320 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $453,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $453,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $527,215 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $71,418 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $519,420 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$122,031 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $326,069 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $209,699 | CashBOYAmt |
| Cash EOY | $161,595 | CashEOYAmt |
| Cash EOYFMV | $161,599 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $439,835 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $298,359 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $298,359 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,389,651 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,276,797 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,146,894 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $239,774 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $420,843 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $420,014 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,135,657 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,168,686 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,320,271 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,414,616 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,326,280 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,347,137 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $6,414,616 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,326,280 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,414,616 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,326,280 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,414,616 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,326,280 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,414,616 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$122,031 | ExcessRevenueOverExpensesAmt |
| Other Increases | $33,695 | OtherIncreasesAmt |
| Subtotal | $6,326,280 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,326,280 | 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 |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - ST | P | $526,838 | $521,498 | $5,340 | $5,340 |
| PUBLICLY TRADED SECURITIES - LT | P | $1,581,281 | $1,326,784 | $254,497 | $254,497 |
| CLASS ACTION SETTLEMENT | P | $557 | $557 | $557 | |
| INVESTCO DB COMMODITY K-1 | P | $3,656 | -$3,656 | -$3,656 | |
| INVESTCO DB COMMODITY K-1 | P | $21,456 | -$21,456 | -$21,456 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $242,414 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,684 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,532 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,532 | SubtotalAmt |
| Tax Based On Investment Income | $4,532 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,520 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,181 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,701 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $64 | EsPenaltyAmt |
| Tax Due | $1,895 | 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 | TX | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | JOHN A THOMPSON | IndividualWithBooksNm |
| Phone | 2145636120 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3690 CONSERVATION TRAIL | AddressLine1Txt |
| City | THE VILLAGES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32163 | 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 (10 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 | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN A THOMPSON | |||||||||||||
| 3690 CONSERVATION TRAIL | THE VILLAGES | FL | 32163 | PRESIDENT | 5.00 | $0 | $0 | $0 | |||||
| CHRISTINA H THOMPSON | |||||||||||||
| 3690 CONSERVATION TRAIL | THE VILLAGE | FL | 32163 | DIRECTOR | 1.00 | $0 | $0 | $0 | |||||
| SCOTT S HAMRICK | |||||||||||||
| 2559 WASHINGTON DR | GILBERTSVILLE | PA | 19525 | DIRECTOR | 1.00 | $0 | $0 | $0 | |||||
| KRISTA HAMRICK | |||||||||||||
| 2559 WASHINGTON DR | GILBERTSVILLE | PA | 19525 | DIRECTOR | 1.00 | $0 | $0 | $0 | |||||
| GRAYSON HAMRICK | |||||||||||||
| 2559 WASHINGTON DR | GILBERTSVILLE | PA | 19525 | DIRECTOR | 1.00 | $0 | $0 | $0 | |||||
| ASHER HAMRICK | |||||||||||||
| 2559 WASHINGTON DR | GILBERTSVILLE | PA | 19525 | DIRECTOR | 1.00 | $0 | $0 | $0 | |||||
| DAVID THOMPSON | |||||||||||||
| 136 LANNEAU DR | GREENVILLE | SC | 29605 | DIRECTOR | 1.00 | $0 | $0 | $0 | |||||
| PAIGE P THOMPSON | |||||||||||||
| 136 LANNEAU DR | GREENVILLE | SC | 29605 | DIRECTOR | 1.00 | $0 | $0 | $0 | |||||
| ELIZABETH J THOMPSON | |||||||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | WILDGANSSTRASSE 41 | ST POLTEN | ST POLTEN | AU | 3100 | ||||
| BERND GALLNER | |||||||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | WILDGANSSTRASSE 41 | ST POLTEN | ST POLTEN | AU | 3100 | ||||
| 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 | $8,325,723 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $554,746 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,880,469 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $8,880,469 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $133,207 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,747,262 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $437,363 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $437,363 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,532 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,532 | TotalTaxAmt |
| Distributable Before Adj | $432,831 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $432,831 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $432,831 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $519,420 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $519,420 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $432,831 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $51,534 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $63,917 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $115,451 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $519,420 | QualifyingDistributionsAmt |
| Applied To Current Year | $432,831 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $86,589 | RemainingDistriFromCorpusAmt |
| Total Corpus | $202,040 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $202,040 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $51,534 | ExcessFromYear3Amt |
| Excess From Year2 | $63,917 | ExcessFromYear2Amt |
| Excess From Current Year | $86,589 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN A THOMPSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ANIMAL PROTECTION SOCEITY | ||||||||
| OF DURHAM | 2117 E CLUB BLVD | DURHAM | NC | 27704 | PC | GENERAL SUPPORT | $3,000 | |
| BARTON CENTER MEMORIAL FOUNDATION | ||||||||
| 14300 DETROIT AVE STE 110 | LAKEWOOD | OH | 44107 | PC | GENERAL SUPPORT | $10,000 | ||
| BEYOND THE WALL | ||||||||
| 509 W BERCHMAN ST | FRUITLAND PARK | FL | 34731 | PC | GENERAL SUPPORT | $10,000 | ||
| BUNCOMBE STREET METHODIST CHURCH | ||||||||
| 200 BUNCOMBE STREET | GREENVILLE | SC | 29606 | PC | GENERAL SUPPORT | $10,000 | ||
| CADENCE INTERNATIONAL | ||||||||
| PO BOX 1268 | ENGLEWOOD | CO | 80150 | PC | GENERAL SUPPORT | $2,500 | ||
| CANINE HEALING PROJECT | ||||||||
| 1320 HAMPTON AVE EXT | GREENVILLE | SC | 29601 | PC | GENERAL SUPPORT | $10,000 | SUITE 8 | |
| CAPITOL MINISTRIES | ||||||||
| PO BOX 222222 | SANTA CLARITA | CA | 91322 | PC | GENERAL SUPPORT | $2,500 | ||
| CASE WESTER RESERVE BASKETBALL | ||||||||
| 2138 ADELBERT RD | CLEVELAND | OH | 44106 | PC | GENERAL SUPPORT | $5,000 | ||
| CHRIST CHURCH ESPISCOPAL PRESCHOOL | ||||||||
| 245 CAVALIER DR | GREENVILLE | SC | 29607 | PC | GENERAL SUPPORT | $5,000 | ||
| COMMUNITY FOUNDATION | ||||||||
| 630 EAST WASHINGTON ST | GREENVILLE | SC | 29601 | PC | GENERAL SUPPORT | $10,000 | SUITE A | |
| FEDOR MANOR | ||||||||
| 12400 MADISON AVE | LAKEWOOD | OH | 44107 | PC | GENERAL SUPPORT | $8,000 | ||
| FRIENDSHIP DIVE RESCUE | ||||||||
| 423 W HIGH ST | PHOENIXVILLE | PA | 19460 | PC | GENERAL SUPPORT | $15,000 | ||
| GROWING WILDFLOWERS | ||||||||
| 228 SCENIC DRIVE | HAMBURG | PA | 19526 | PC | GENERAL SUPPORT | $5,000 | ||
| HAPPY 2 BE HOME | ||||||||
| 2211 SWAMP PIKE | GILBERTSVILLE | PA | 19525 | PC | GENERAL SUPPORT | $5,000 | ||
| JDRF INTERNATIONAL | ||||||||
| 200 VESEY STREET | NEW YORK | NY | 10281 | PC | GENERAL SUPPORT | $10,000 | 28TH FLOOR | |
| JUNIOR ACHIEVEMENT GREENSBORO | ||||||||
| 2711 MIDDLEBURG DRIVE | COLUMBIA | SC | 29204 | PC | GENERAL SUPPORT | $5,000 | SUITE 301 | |
| LAKE PANASOFTKEE UNITED METHODIST | ||||||||
| CHURCH | 589 N C 470 | LAKE PANASOFTKEE | FL | 33538 | PC | GENERAL SUPPORT | $23,000 | |
| LAZARUS MEDICAL CLINIC | ||||||||
| 210 WONDERS ST | WILDWOOD | FL | 34785 | PC | GENERAL SUPPORT | $10,000 | ||
| LUTHERAN WEST HIGH SCHOOL | ||||||||
| 3850 LINDEN ROAD | ROCKY RIVER | OH | 44116 | PC | GENERAL SUPPORT | $15,000 | ||
| NEW COVENANT UNITED METHODIST | ||||||||
| 3470 WOODRIDGE DR | THE VILLAGES | FL | 32162 | PC | GENERAL SUPPORT | $161,100 | ||
| NEW HANOVER UNITED METHODIST | ||||||||
| 2211 SWAMP PIKE | GIBERTSVILLE | PA | 19525 | PC | GENERAL SUPPORT | $25,000 | ||
| NEW RIDGE FELLOWSHIP | ||||||||
| 2211 SWAMP PIKE | GILBERTSVILLE | PA | 19525 | PC | GENERAL SUPPORT | $1,000 | ||
| OU FOUNDATION | ||||||||
| 100 W TIMBERDELL ROAD | NORMAN | OK | 73019 | PC | GENERAL SUPPORT | $20,000 | ||
| PEACE CENTER FOUNDATION | ||||||||
| 101 WEST BROAD ST | GREENVILLE | SC | 29601 | PC | GENERAL SUPPORT | $10,000 | ||
| ROLLING REVIVAL RELIEF | ||||||||
| 1208 BALLISTA AVENUE | LA PUENTE | CA | 91744 | PC | GENERAL SUPPORT | $5,000 | ||
| SAMARITANS PURSE | ||||||||
| 41 WEST ST | BOSTON | MA | 02111 | PC | GENERAL SUPPORT | $55,500 | 4TH FLOOR | |
| SAVING GRACE AMINALS FOR ADOPTIONS | ||||||||
| 13400 OLD CREEDMOOR RD | WAKE FOREST | NC | 275878543 | PC | GENERAL SUPPORT | $3,000 | ||
| TELFORD DIVING RESCUE UNIT | ||||||||
| 2349 SHELLY ROAD | HARLEYSVILLE | PA | 19438 | PC | GENERAL SUPPORT | $1,000 | ||
| URBAN PROMISE INTERNATIONAL | ||||||||
| 3700 RUDDEROW ST | PENNSAUKEN | NJ | 08110 | PC | GENERAL SUPPORT | $2,500 | ||
| UWEZA AID FOUNDATION | ||||||||
| PO BOX 2849 | NEW YORK | NY | 10163 | PC | GENERAL SUPPORT | $5,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $453,100 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,442 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $144,631 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $242,414 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $397,487 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $397,487 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DAVID AND PAIGE THOMPSON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 136 LANNEAU DR | AddressLine1Txt |
| City | GREENVILLE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 296051710 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | CategoryTxt |
| Amt | $2,100 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $420,843 | EOYBookValueAmt |
| EOYFMV | $420,014 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| U.S. LARGE CAP | $1,653,265 | $3,571,489 |
| U.S. MID CAP | $804,484 | $1,178,671 |
| U.S. SMALL CAP | $662,297 | $854,814 |
| INTERNATIONAL DEVELOPED | $855,904 | $1,149,834 |
| EMERGING MARKETS | $300,847 | $392,086 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HEDGE FUNDS | AT COST | $1,003,435 | $1,055,470 |
| COMMODITIES | AT COST | $165,251 | $199,682 |
| PRIVATE EQUITY | AT COST | $65,119 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJ TO COST BASIS | Desc |
| Amt | $33,695 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $53,820 | $53,820 | $53,820 |
| ADVISORY FEE | $12,500 | $12,500 | $12,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX PAID | $5,047 | $5,047 |
| SECTION 4940 EXCISE TAX | $597 |
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