THE WILLIAMS BRICE EDWARDS CHARITABLE TRUST: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE WILLIAMS BRICE EDWARDS CHARITABLE TRUST (EIN 57-6105891)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2025-01-21
- IRS object ID
- 202520219349100407
- Schema version
- 2023v6.0
- 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
- Gain Loss Sale Other Assets Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-01-21T09:45:27-08:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 570957419 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Hobbs Group PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1704 Laurel Street | AddressLine1Txt |
| City | Columbia | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29201 | 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 | 576105891 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WILLIAMS BRICE EDWARDS CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 8034687477 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 BROAD STREET | AddressLine1Txt |
| City | SUMTER | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29150 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANK EDWARDS | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Signature | 2025-01-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 | Will Stevens CPA | PreparerPersonNm |
| PTIN | P01208094 | PTIN |
| Phone | 8037990555 | PhoneNum |
| 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 | $97,304,956 | 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 | $195,807 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $195,807 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $195,807 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,574,812 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,574,812 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,574,812 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,079,775 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,347,354 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,079,775 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $58,246 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $14,541 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $14,541 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,864,935 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,864,935 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,828,865 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $293,743 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $293,743 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $293,743 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $2,500 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,500 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $2,500 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $31,092 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $31,092 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $31,092 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $326,040 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $326,040 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $326,040 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $653,375 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $653,375 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $653,375 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,539,523 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,539,523 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,192,898 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $653,375 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $653,375 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,539,523 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$327,963 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,211,560 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,175,490 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $147,868 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $209,690 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $209,690 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $54,600 | AcctRcvblAmt |
| Acct Rcvbl BOY | $183,750 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $54,600 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $54,600 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $53,093,171 | CorporateStockBOYAmt |
| Corporate Stock EOY | $52,627,657 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $92,426,008 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $2,085,285 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,154,225 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,614,658 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $55,510,074 | TotalAssetsBOYAmt |
| Total Assets EOY | $55,046,172 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $97,304,956 | TotalAssetsEOYFMVAmt |
| Deferred Revenue BOY | $135,939 | DeferredRevenueBOYAmt |
| Total Liabilities BOY | $135,939 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $55,374,135 | CapitalStockBOYAmt |
| Capital Stock EOY | $55,046,172 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $55,374,135 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $55,046,172 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $55,510,074 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $55,046,172 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $55,374,135 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$327,963 | ExcessRevenueOverExpensesAmt |
| Subtotal | $55,046,172 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $55,046,172 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,079,775 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $58,246 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $58,541 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $58,541 | SubtotalAmt |
| Tax Based On Investment Income | $58,541 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $31,340 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $56,340 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,578 | EsPenaltyAmt |
| Tax Due | $3,779 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 | false | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK O EDWARDS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8034687477 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 BROAD STREET | AddressLine1Txt |
| City | SUMTER | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29150 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
|---|---|---|---|---|---|---|
| FLORENCE M ERVIN | ||||||
| 5 BROAD STREET | SUMTER | SC | 29150 | TRUSTEE | 1.00 | $0 |
| FRANK O EDWARDS | ||||||
| 5 BROAD STREET | SUMTER | SC | 29150 | TRUSTEE | 10.00 | $0 |
| LAUREN E BRENNAN | ||||||
| 5 BROAD STREET | SUMTER | SC | 29150 | TRUSTEE | 1.00 | $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 | WILSON MACEWEN & CO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 BROAD STREET | AddressLine1Txt |
| City | SUMTER | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29150 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ACCOUNTING | ServiceTypeTxt |
| Compensation | $275,000 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CITY OF SUMTER | Description1Txt |
| Expenses1 | $1,000,000 | Expenses1Amt |
| Description2 | SUMTER COUNTY MUSEUM FOUNDATION | Description2Txt |
| Expenses2 | $700,000 | Expenses2Amt |
| Description3 | USC SUMTER | Description3Txt |
| Expenses3 | $500,000 | Expenses3Amt |
| Description4 | YMCA | Description4Txt |
| Expenses4 | $350,000 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $90,814,889 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $313,522 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $91,128,411 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $91,128,411 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,366,926 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $89,761,485 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,488,074 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,488,074 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $58,541 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $58,541 | TotalTaxAmt |
| Distributable Before Adj | $4,429,533 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $4,429,533 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,429,533 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,539,523 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $4,539,523 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,429,533 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $57,015 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $75,144 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $40,325 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $172,484 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,539,523 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,429,533 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $109,990 | RemainingDistriFromCorpusAmt |
| Total Corpus | $282,474 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $282,474 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $57,015 | ExcessFromYear3Amt |
| Excess From Year2 | $75,144 | ExcessFromYear2Amt |
| Excess From Year1 | $40,325 | ExcessFromYear1Amt |
| Excess From Current Year | $109,990 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FRANK O EDWARDS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 BROAD STREET | AddressLine1Txt |
| City | SUMTER | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29150 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8037735407 | RecipientPhoneNum |
| Form And Info And Materials | NO REQUIRED FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | ORGANIZATIONS OPERATING IN SUMTER COUNTY, SC | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SUMTER COUNTY MUSEUM | |||||||
| PO BOX 1456 | SUMTER | SC | 29151 | None | PC | SCULPTURE, AIR CONDITIONER, OPERATIONS | $700,000 |
| USC-SUMTER | |||||||
| 1600 HAMPTON STREET | COLUMBIA | SC | 29208 | None | PC | MATCHING SCHOLORSHIPS, GYM | $500,000 |
| MIDLANDS FATHERHOOD COALITION | |||||||
| 687 N GUIGNARD DRIVE | SUMTER | SC | 29150 | None | PC | SPECIAL PROJECT | $10,000 |
| AMERICAN RED CROSS | |||||||
| 200 MILLER ROAD | SUMTER | SC | 29150 | None | PC | SPECIAL PROJECT | $50,000 |
| YOUNG LIFE | |||||||
| PO BOX 1141 | SUMTER | SC | 29151 | None | PC | SPECIAL PROJECT | $25,000 |
| DAVIDSON COLLEGE | |||||||
| 405 N MAIN STREET | DAVIDSON | NC | 28035 | None | PC | OPERATIONS | $2,500 |
| CITY OF SUMTER | |||||||
| PO BOX 1449 | SUMTER | SC | 29151 | None | GOV | OPERA HOUSE, VARIOUS CITY PROJECTS | $1,000,000 |
| MORRIS COLLEGE | |||||||
| 100 WEST COLLEGE STREET | SUMTER | SC | 29150 | None | PC | SCHOLARSHIP FUNDS | $100,000 |
| JUNIOR ACHIEVEMENT | |||||||
| 2711 MIDDLEBURG DRIVE | COLUMBIA | SC | 29204 | None | PC | SPECIAL PROJECT | $10,000 |
| SUMTER LITTLE THEATRE | |||||||
| 14 MOOD AVE | SUMTER | SC | 29150 | None | PC | CURTAINS & LIGHTING | $25,000 |
| WILSON HALL | |||||||
| 520 WILSON HALL ROAD | SUMTER | SC | 29150 | None | PC | OPERATIONS | $200,000 |
| CENTRAL CAROLINA COMMUNITY FOUNDATI | |||||||
| 2142 BOYCE STREET | COLUMBIA | SC | 29201 | None | PC | SPECIAL PROJECTS & MAIN STREET PRESERVATION PROJECT | $50,000 |
| SUMTER CHRISTAIN CHARITIES | |||||||
| 110 S PURDY STREET | SUMTER | SC | 29151 | None | PC | SPECIAL PROJECT | $25,000 |
| SUMTER COUNTY | |||||||
| 13 EAST CANAL STREET | SUMTER | SC | 29150 | None | GOV | IMPROVEMENT TO PATRIOT PARK | $300,000 |
| SUMTER PREGNANCY CENTER | |||||||
| 21 BARNETTE DRIVE | SUMTER | SC | 29150 | None | PC | SPECIAL PROJECT | $2,500 |
| SUMTER GALLERY OF ART | |||||||
| 200 HASEL STREET | SUMTER | SC | 29150 | None | PC | SPECIAL PROJECT | $75,000 |
| SUMTER ROTARY CLUB | |||||||
| 5 PATHFINDER DRIVE | SUMTER | SC | 29150 | None | PC | ROTARY CENTENNIAL PLAZA RENOVATIONS | $25,000 |
| THOMAS SUMTER EDUCATIONAL FOUNDATIO | |||||||
| 5265 CAMDEN HIGHWAY | REMBERT | SC | 29128 | None | PC | SPECIAL PROJECT | $45,000 |
| YMCA | |||||||
| 246 CHURCH STREET | SUMTER | SC | 29150 | None | PC | OPERATIONS | $350,000 |
| SOUTH CAROLINA ETV | |||||||
| 1041 GEORGE ROGERS BLVD | COLUMBIA | SC | 29201 | None | PC | BOBBY RICHARDSON PROJECT | $81,523 |
| REFORMED UNIVERSITY FELLOWSHIP | |||||||
| PO BOX 890004 | CHARLOTTE | NC | 28289 | None | PC | DONOR PROCESSING | $2,500 |
| HABITAT FOR HUMANITY | |||||||
| 812 S GUIGNARD DRIVE | SUMTER | SC | 29150 | None | PC | OPERATIONS | $130,000 |
| UNITED MINISTRIES | |||||||
| PO BOX 1017 | SUMTER | SC | 29151 | None | PC | OPERATIONS | $100,000 |
| USC-COLUMBIA | |||||||
| 1600 HAMPTON STREET SUITE 736 | COLUMBIA | SC | 29208 | None | PC | OPERATIONS | $200,000 |
| CAMP COLE | |||||||
| 1571 CROSSING CREEK ROAD | EASTOVER | SC | 29044 | None | PC | OPERATIONS | $250,000 |
| PALMETTO CONSERVATION FOUNDATION | |||||||
| 722 KING STREET | COLUMBIA | SC | 29205 | None | PC | OPERATIONS | $10,000 |
| SUMTER CEMETARY | |||||||
| 700 W OAKLAND AVE | SUMTER | SC | 29151 | None | PC | OPERATIONS | $50,000 |
| SPARTANBURG METHODIST COLLEGE | |||||||
| 1750 POWELL MILL ROAD | SPARTANBURG | SC | 29301 | None | PC | OPERATIONS | $25,000 |
| MUSC HOLLINGS CANCER CENTER | |||||||
| 86 JONATHAN LUCAS STREET | CHARLESTON | SC | 29425 | None | PC | OPERATIONS | $100,000 |
| ALSTON WIKES SOCIETY | |||||||
| 3519 MEDICAL DRIVE | COLUMBIA | SC | 29203 | None | PC | OPERATIONS | $40,000 |
| TEMPLE SINAI | |||||||
| 13 CHURCH STREET | SUMTER | SC | 29150 | None | PC | OPERATIONS | $50,000 |
| ACKERMAN LEGACY FOUNDATION | |||||||
| PO BOX 1713 | SUMTER | SC | 29151 | None | PC | OPERATIONS | $5,000 |
| MANNING AVENUE FREE STUDIO | |||||||
| 241 MANNING AVE | SUMTER | SC | 29150 | None | PC | OPERATIONS | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,539,523 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $195,807 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,574,812 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,541 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,079,775 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,864,935 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,864,935 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| AUDIT FEES | $18,743 | $18,743 | $18,743 | $0 |
| CPA FEES | $275,000 | $275,000 | $275,000 | $0 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | CHARLES SCHWAB LT D | AssetDesc |
| Acquired | 2020-01 | AcquiredDt |
| How Acquired | Purchase | HowAcquiredTxt |
| Sold | 2023-12 | SoldDt |
| Gross Sales Price | $535,641 | GrossSalesPriceAmt |
| Basis | $467,460 | BasisAmt |
| Basis Method | Cost | BasisMethodTxt |
| Total Net | $68,181 | TotalNetAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CLOSELY HELD SECURITIES | $670,384 | $670,384 | $334,929 |
| E & M PARTNERSHIP | $1,401,896 | $1,483,841 | $4,279,729 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ADVISORY FEES | $279,469 | $279,469 | $279,469 |
| CUSTODIAL FEES | $8,000 | $8,000 | $8,000 |
| DUES & SUBSCRIPTIONS | $500 | $500 | $500 |
| INSURANCE | $2,690 | $2,690 | $2,690 |
| PERFORMANCE FEES | $29,082 | $29,082 | $29,082 |
| Rental Expenses | $4,000 | $4,000 | $4,000 |
| SAFTEY DEPOSIT BOX | $110 | $110 | $110 |
| UTILITIES | $1,560 | $1,560 | $1,560 |
| WEBSITE DESIGN | $377 | $377 | $377 |
| WIRE CHARGES | $252 | $252 | $252 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $14,541 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $14,541 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY COMMITTEE FEES | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $2,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,500 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FEDERAL TAX | $23,907 | $23,907 | $23,907 |
| FOREIGN TAX | $7,185 | $7,185 | $7,185 |