GLORY FOUNDATION TR: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- GLORY FOUNDATION TR (EIN 25-6865644)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-08
- IRS object ID
- 202321289349101417
- Schema version
- 2022v5.0
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-08T11:00:33-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134008324 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 GRANT STREET | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256865644 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GLORY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GREE | BusinessNameControlTxt |
| Phone | 4122368857 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1407 WATEREE TRAIL | AddressLine1Txt |
| City | HARTSVILLE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29550 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CURTIS T LEE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4122368857 | PhoneNum |
| Signature | 2023-04-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | 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 | SHAWN P HANLON | PreparerPersonNm |
| PTIN | P00965923 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2023-04-03 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $801,073 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $500 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $19,402 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,314 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$42,377 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $543,388 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | -$22,475 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $19,314 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $7,948 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,769 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,179 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,080 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $376 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $1,285 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,285 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,313 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,145 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,464 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $46,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $46,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $58,813 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,145 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $50,964 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$81,288 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,169 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1,722 | CashEOYAmt |
| Cash EOYFMV | $1,722 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $52,999 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $36,466 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $36,466 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $829,634 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $763,182 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $762,885 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $882,633 | TotalAssetsBOYAmt |
| Total Assets EOY | $801,370 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $801,073 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $882,633 | CapitalStockBOYAmt |
| Capital Stock EOY | $801,370 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $882,633 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $801,370 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $882,633 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $801,370 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $882,633 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$81,288 | ExcessRevenueOverExpensesAmt |
| Other Increases | $164 | OtherIncreasesAmt |
| Subtotal | $801,509 | SubtotalAmt |
| Other Decreases | $139 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $801,370 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (62 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1342.482 BNYM INTL SMALL CAP-Y | 2021-06-01 | 2022-01-27 | $18,580 | $22,500 | -$3,920 | -$3,920 | |
| 461.184 BNYM INTL SMALL CAP-Y | 2015-11-16 | 2022-01-27 | $6,383 | $6,000 | $383 | $383 | |
| 860.277 BNYM MIDCAP INDEX FUND, INC.-I | 2012-07-03 | 2022-05-10 | $25,765 | $24,413 | $1,352 | $1,352 | |
| 1693.958 BNY MELLON MID CAP STK FD CL M | 2022-05-10 | 2022-05-31 | $31,626 | $30,000 | $1,626 | $1,626 | |
| 1975.647 BNY MELLON MID CAP STK FD CL M | 2017-09-12 | 2022-05-31 | $36,885 | $32,175 | $4,710 | $4,710 | |
| 126.214 BNYM SEL MGR S/C VAL-Y | 2021-06-01 | 2022-05-31 | $2,964 | $3,900 | -$936 | -$936 | |
| 152.947 BNYM SEL MGR S/C VAL-Y | 2021-12-22 | 2022-05-31 | $3,591 | $4,013 | -$422 | -$422 | |
| 231.912 BNYM SEL MGR S/C VAL-Y | 2013-12-31 | 2022-05-31 | $5,445 | $5,821 | -$376 | -$376 | |
| 232.859 BNYM OPPORT SM CAP-Y | 2021-06-01 | 2022-05-31 | $7,237 | $9,000 | -$1,763 | -$1,763 | |
| 73.758 BNYM OPPORT SM CAP-Y | 2021-12-10 | 2022-05-31 | $2,292 | $2,554 | -$262 | -$262 | |
| 517.369 BNYM OPPORT SM CAP-Y | 2013-12-11 | 2022-05-31 | $16,080 | $15,271 | $809 | $809 | |
| 380. ISHARES MSCI EAFE SMALL CAP | 2022-01-27 | 2022-05-31 | $23,621 | $25,399 | -$1,778 | -$1,778 | |
| 991.169 VIRTUS EMERGING MKTS OPPOR-I | 2021-06-01 | 2022-05-31 | $8,554 | $14,015 | -$5,461 | -$5,461 | |
| 603.913 VIRTUS EMERGING MKTS OPPOR-I | 2021-12-22 | 2022-05-31 | $5,212 | $6,009 | -$797 | -$797 | |
| 1578.578 VIRTUS EMERGING MKTS OPPOR-I | 2012-11-14 | 2022-05-31 | $13,623 | $16,170 | -$2,547 | -$2,547 | |
| 605.381 G Q G PART EMERG MKTS EQ-INST | 2022-05-31 | 2022-10-07 | $8,100 | $9,111 | -$1,011 | -$1,011 | |
| 12.338 BNY MELLON HIGH YIELD-I | 2021-12-02 | 2022-10-07 | $62 | $74 | -$12 | -$12 | |
| 2423.306 BNY MELLON HIGH YIELD-I | 2010-11-16 | 2022-10-07 | $12,238 | $14,823 | -$2,585 | -$2,585 | |
| 740.394 BNYM FLTNG RT INC-Y | 2017-09-12 | 2022-10-07 | $7,900 | $8,929 | -$1,029 | -$1,029 | |
| 431.77 DFA EMERG MKTS CORE EQUITY | 2020-10-12 | 2022-10-07 | $8,100 | $11,587 | -$3,487 | -$3,487 | |
| 326.271 FIDELITY ADV INTL SM CAP-Z | 2022-05-31 | 2022-10-07 | $7,700 | $9,478 | -$1,778 | -$1,778 | |
| 40. ISHARES CORE MSCI EAFE ETF | 2021-01-27 | 2022-10-07 | $2,145 | $2,781 | -$636 | -$636 | |
| 3602.509 BNY MELLON BOND FD CL M | 2022-05-31 | 2022-10-19 | $37,898 | $40,000 | -$2,102 | -$2,102 | |
| 10737.495 BNY MELLON BOND FD CL M | 2005-10-14 | 2022-10-19 | $112,958 | $141,871 | -$28,913 | -$28,913 | |
| 521.538 BNYM SEL MGR S/C VAL-Y | 2014-12-31 | 2022-10-19 | $11,077 | $11,179 | -$102 | -$102 | |
| 763.937 BNYM SELECT MGR S/C GRW-Y | 2013-11-05 | 2022-10-19 | $16,570 | $19,809 | -$3,239 | -$3,239 | |
| 2496.946 BNY MELLON HIGH YIELD-I | 2015-12-16 | 2022-10-19 | $12,510 | $14,684 | -$2,174 | -$2,174 | |
| 327.6 BNYM RESEARCH GROWTH-Y | 2019-01-10 | 2022-10-19 | $4,000 | $4,426 | -$426 | -$426 | |
| 2119.186 BNYM FLTNG RT INC-Y | 2017-09-12 | 2022-10-19 | $22,569 | $24,071 | -$1,502 | -$1,502 | |
| 350. ISHARES 1-3 YEAR TREASURY BOND ETF | 2022-05-31 | 2022-10-19 | $28,272 | $28,845 | -$573 | -$573 | |
| 3321.033 TCW EMERGING MARKETS INCOME FUND-I | 2020-10-12 | 2022-10-19 | $18,531 | $26,857 | -$8,326 | -$8,326 | |
| CAPITAL GAIN DIVIDENDS | $24,900 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,900 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,900 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,900 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,900 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,900 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,900 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,900 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,900 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,900 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,900 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,900 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,900 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,900 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,900 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,900 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,900 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,900 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,900 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,900 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,900 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,900 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,900 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,900 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,900 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,900 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,900 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,900 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,900 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,900 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,900 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$42,377 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $197 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $197 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $197 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,952 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,952 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,755 | OverpaymentAmt |
| Applied To ES Tax | $200 | AppliedToESTaxAmt |
| Refund | $1,555 | RefundAmt |
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 | PA | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BNY MELLON NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4122368857 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 185 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152300185 | 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 |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CURTIS T LEE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1407 WATEREE TRAIL | AddressLine1Txt |
| City | HARTSVILLE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29950 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $828,313 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $37,450 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $865,763 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $865,763 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,986 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $852,777 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $42,639 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $42,639 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $197 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $197 | TotalTaxAmt |
| Distributable Before Adj | $42,442 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $42,442 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $42,442 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $50,964 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $50,964 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $42,442 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,447 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $8,124 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,616 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,578 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,367 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $25,132 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $50,964 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $42,442 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,522 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $33,654 | 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 | $2,447 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $31,207 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,124 | ExcessFromYear4Amt |
| Excess From Year3 | $3,616 | ExcessFromYear3Amt |
| Excess From Year2 | $7,578 | ExcessFromYear2Amt |
| Excess From Year1 | $3,367 | ExcessFromYear1Amt |
| Excess From Current Year | $8,522 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ROOTS AND WINGS INC | |||||||
| 513 SEASAGE DRIVE | DELRAY BEACH | FL | 334836619 | NONE | PC | GENERAL OPERATING | $7,500 |
| UNIVERSITY OF PITTSBURGH | |||||||
| 116 ATWOOD STREET SUITE 201 | PITTSBURGH | PA | 152133402 | NONE | PC | GENERAL OPERATING | $5,000 |
| HARTSVILLE FIRST PRESBYTERIAN CHURCH | |||||||
| 213 WEST HOME AVENUE | HARTSVILLE | SC | 29550 | NONE | PC | GENERAL OPERATING | $7,500 |
| FRIENDS OF PROJECT LITERACY | |||||||
| 123 MAIN STREET | Watertown | MA | 02472 | NONE | PC | GENERAL OPERATING | $2,000 |
| THE COMMUNITY FOUNDATION | |||||||
| 1123 SPRUCE ST | BOULDER | CO | 803024001 | NONE | PC | GENERAL OPERATING | $8,500 |
| UNDYING HOPE INTERNATIONAL INC | |||||||
| 17119 RED OAK DR | HOUSTON | TX | 770902600 | NONE | PC | GENERAL OPERATING | $5,000 |
| THE RAPE FOUNDATION | |||||||
| 1223 WILSHIRE BLVD 410 | SANTA MONICA | CA | 904035406 | NONE | PC | GENERAL OPERATING | $8,000 |
| THE QUEENS MEDICAL CENTER | |||||||
| 1301 PUNCHBOWL ST | HONOLULU | HI | 968132402 | NONE | PC | GENERAL OPERATING | $1,000 |
| ATLANTIC COMMUNITY HS GIRLS LACROSSE | |||||||
| 1901 NW 2ND AVENUE | DELRAY BEACH | FL | 33444 | NONE | PC | GENERAL OPERATING | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $46,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,402 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$42,377 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$22,975 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$22,975 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (27 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 05589K400 BNYM FLTNG RT INC-Y | |||
| 921075297 VAN ECK CM COMMODITY | AT COST | $7,000 | $6,445 |
| 05587N703 BNY MELLON DYNAMIC V | AT COST | $31,220 | $39,471 |
| 05587N737 BNYM OPPORT SM CAP-Y | |||
| 05587K865 BNYM SELECT MGR S/C | |||
| 05588E850 BNY MELLON HIGH YIEL | |||
| 05588Q507 BNYM RESEARCH GROWTH | AT COST | $23,435 | $20,972 |
| 05569M509 BNY MELLON MID CAP S | |||
| 46432F842 ISHARES CORE MSCI EA | AT COST | $105,753 | $102,322 |
| 92828W361 VIRTUS EMERGING MKTS | |||
| 05587K832 BNYM US EQUITY FUND- | AT COST | $33,753 | $33,258 |
| 87234N765 TCW EMERGING MARKETS | |||
| 464287200 ISHARES S&P 500 INDE | AT COST | $172,096 | $176,737 |
| 05588F709 BNYM GLBL RL EST SEC | AT COST | $10,935 | $7,959 |
| 05569M475 BNY MELLON FOCUSED E | AT COST | $36,183 | $35,055 |
| 05569M830 BNY MELLON BOND FD C | |||
| 09661F701 BNYM INTL SMALL CAP- | |||
| 05587K824 BNYM SEL MGR S/C VAL | |||
| 05588M100 BNYM MIDCAP INDEX FU | |||
| 233203421 DFA EMERG MKTS CORE | AT COST | $32,492 | $34,536 |
| 464287804 ISHARES TR S & P SMA | AT COST | $30,446 | $30,285 |
| 00771X419 G Q G PART EMERG MKT | AT COST | $33,889 | $30,368 |
| 05569M806 BNY MELLON SMALL CAP | AT COST | $43,600 | $43,435 |
| 31618H283 FIDELITY ADV INTL SM | AT COST | $14,522 | $13,437 |
| 464287507 ISHARES TR S&P MIDCA | AT COST | $78,277 | $79,824 |
| 64128R608 NEUBERGER BERMAN LON | AT COST | $24,500 | $23,432 |
| 00766Y513 CHAMPLAIN MID CAP FU | AT COST | $85,081 | $85,349 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PY RETURN OF CAPITAL ADJ | $51 |
| ROC ADJ ON CY SALES | $88 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER NON-ALLOCABLE EXPENSE - | Desc |
| Revenue And Expenses Per Books | $1,285 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,285 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING ADJ | Desc |
| Amt | $164 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $7,948 | Amt |
| Net Investment Income | $4,769 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,179 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $315 | $315 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $752 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,952 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $61 | $61 | $0 |
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