HARRY H GIBSON FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HARRY H GIBSON FAMILY FOUNDATION (EIN 20-5338528)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2025-04-29
- IRS object ID
- 202531199349100508
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-29T07:25:26-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 570925346 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HALLIDAY SCHWARTZ & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 824 EAST MAIN STREET | AddressLine1Txt |
| City | SPARTANBURG | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29302 | 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 | 205338528 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARRY H GIBSON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARR | BusinessNameControlTxt |
| Phone | 8645821611 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1724 | AddressLine1Txt |
| City | SPARTANBURG | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 293041724 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COLONIAL TRUST COMPANY | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8645821611 | PhoneNum |
| Signature | 2025-04-28 | 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 | QUINCY S HALLIDAY IV | PreparerPersonNm |
| PTIN | P01837437 | PTIN |
| Phone | 8645830886 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $1,666,444 | 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 | $708 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $708 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $33,801 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,794 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $301,479 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $678,486 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $301,479 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $335,988 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $335,981 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $11,551 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $11,551 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,625 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,625 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $147 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $147 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,323 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,323 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $180,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $180,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $195,823 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,323 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $180,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $140,165 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $320,658 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $18,549 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $59,154 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $59,154 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $779,910 | CorporateStockBOYAmt |
| Corporate Stock EOY | $929,353 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,525,290 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $49,883 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $127,950 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $127,950 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $127,950 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $82,000 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $976,292 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,116,457 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,666,444 | 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 | $976,292 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,116,457 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $976,292 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,116,457 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $976,292 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,116,457 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $976,292 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $140,165 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,116,457 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,116,457 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (42 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ABBOTT LABORATORIES ABT | P | 2023-07-25 | 2023-12-19 | $16,742 | $17,530 | -$788 | -$788 |
| AMERICAN WATER WORKSCOMPANY INC | P | 2023-07-25 | 2023-08-04 | $14,215 | $14,789 | -$574 | -$574 |
| ISHARES CORE S&P MID-CAP ETF | P | 2023-03-13 | 2023-07-25 | $33,967 | $30,418 | $3,549 | $3,549 |
| LULULEMON ATHLETICA INC COM | P | 2022-11-01 | 2023-07-25 | $9,519 | $8,412 | $1,107 | $1,107 |
| MASTEC INC COM USDO | P | 2023-07-25 | 2023-11-02 | $49 | $117 | -$68 | -$68 |
| NET LEASE OFFICE PROPERTIES COM | P | 2023-11-06 | 2023-11-06 | $2 | $2 | $0 | $0 |
| VANGUARD MID CAP INDEX FUND | P | 2022-02-07 | 2023-01-04 | $4,116 | $4,720 | -$604 | -$604 |
| ACCENTURE PLC, ACN | P | 2012-05-17 | 2023-07-25 | $9,550 | $1,768 | $7,782 | $7,782 |
| ALPHABET INC CAP STKCL | P | 2015-09-15 | 2023-07-25 | $22,096 | $6,009 | $16,087 | $16,087 |
| AMAZON.COM INC | P | 2017-11-28 | 2023-07-25 | $12,016 | $3,876 | $8,140 | $8,140 |
| APPLIED MATERIALS INC | P | 2018-04-27 | 2023-07-25 | $6,620 | $2,353 | $4,267 | $4,267 |
| CME GROUP INC COM | P | 2021-02-05 | 2023-01-04 | $8,497 | $9,529 | -$1,032 | -$1,032 |
| COSTCO WHOLESALE CORP | P | 2013-04-29 | 2023-07-25 | $12,462 | $2,390 | $10,072 | $10,072 |
| DIGITAL REALTY TRUSTING DLR | P | 2019-06-28 | 2023-04-12 | $13,029 | $15,778 | -$2,749 | -$2,749 |
| ELI LIILY AND CO, LLY | P | 2016-03-28 | 2023-07-25 | $13,288 | $2,052 | $11,236 | $11,236 |
| GOLDMAN SACHS GROUP INC | P | 2013-03-23 | 2023-07-25 | $7,482 | $3,077 | $4,405 | $4,405 |
| HOME DEPOT INC HD | P | 2015-02-06 | 2023-07-25 | $7,489 | $2,501 | $4,988 | $4,988 |
| ISHARES TR ISHARES BIOTESC | P | 2020-04-08 | 2023-01-04 | $25,539 | $9,514 | $16,025 | $16,025 |
| ISHARES 0-5 YEAR INVESTMENT GRADE CORPOR | P | 2020-04-08 | 2023-01-04 | $8,390 | $8,852 | -$462 | -$462 |
| ORACLE CORP, ORCL | P | 2011-12-28 | 2023-07-25 | $13,482 | $2,895 | $10,587 | $10,587 |
| PHINIA INC COMMON STOCK | P | 2021-02-05 | 2023-07-10 | $844 | $939 | -$95 | -$95 |
| SPDR GOLD TR GOLD SHS | P | 2011-12-27 | 2023-07-25 | $36,531 | $30,538 | $5,993 | $5,993 |
| STORE CAP CORP COM | P | 2020-04-14 | 2023-02-03 | $11,288 | $6,216 | $5,072 | $5,072 |
| STRYKER CORPORATION COM | P | 2017-11-28 | 2023-07-25 | $7,562 | $4,053 | $3,509 | $3,509 |
| UNITEDHEALTH GROUP INC, | P | 2015-02-06 | 2023-07-25 | $20,446 | $4,293 | $16,153 | $16,153 |
| VANGUARD MID CAP INDEX FUND | P | 2022-02-07 | 2023-03-13 | $61,305 | $70,801 | -$9,496 | -$9,496 |
| WASTE MANAGEMENT INC | P | 2015-02-06 | 2023-07-25 | $15,255 | $4,655 | $10,600 | $10,600 |
| WP CAREY INC COM | P | 2021-02-05 | 2023-07-25 | $7,104 | $6,598 | $506 | $506 |
| AIR PRODUCTS AND CHEMICALS | P | 2009-02-17 | 2023-07-25 | $21,428 | $3,328 | $18,100 | $18,100 |
| APPLE INC, AAPPL | P | 2009-01-20 | 2023-07-23 | $68,029 | $992 | $67,037 | $67,037 |
| DUKE ENERGY CORP NEWCOM | P | 2009-02-17 | 2023-07-25 | $34,322 | $16,045 | $18,277 | $18,277 |
| GOLDMAN SACHS GROUP INC | P | 2016-03-28 | 2023-09-14 | $6,250 | $6,238 | $12 | $12 |
| JOHNSON & JOHNSON COM | P | 2008-10-30 | 2023-07-25 | $7,229 | $2,528 | $4,701 | $4,701 |
| JP MORGAN CHASE & CO | P | 2010-12-07 | 2023-07-25 | $7,855 | $1,980 | $5,875 | $5,875 |
| KENVUE INC COM | P | 2008-10-30 | 2023-08-24 | $3 | $1 | $2 | $2 |
| MICROSOFT CORP MSFT | P | 2008-10-30 | 2023-07-25 | $26,346 | $1,697 | $24,649 | $24,649 |
| MORGAN STANLEY MTN | P | 2013-01-16 | 2023-01-31 | $50,000 | $50,000 | $0 | $0 |
| ORACLE CORP, ORCL | P | 2010-12-07 | 2023-07-25 | $14,783 | $3,644 | $11,139 | $11,139 |
| PEPSICO INC PEP | P | 2008-10-30 | 2023-07-25 | $19,173 | $5,624 | $13,549 | $13,549 |
| PROCTER AND GAMBLE CO | P | 2008-05-01 | 2023-07-25 | $7,678 | $3,339 | $4,339 | $4,339 |
| VISA INC | P | 2010-12-07 | 2023-07-25 | $7,435 | $602 | $6,833 | $6,833 |
| ISHARES TR MSCI INTLQUALTY | P | 2020-03-25 | 2023-07-25 | $9,070 | $6,314 | $2,756 | $2,756 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $301,479 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,457 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,457 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,457 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,230 | 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 | $2,230 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,227 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | SC | 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 |
| Individual With Books | COLONIAL TRUST | IndividualWithBooksNm |
| Phone | 8645823356 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1724 | AddressLine1Txt |
| City | SPARTANBURG | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 293041724 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOAN B GIBSON | ||||||||
| 305 ESSEX RIDGE COURT | SPARTANBURG | SC | 29307 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| HARRY H GIBSON JR | ||||||||
| 1217 PRESTON DRIVE | SHERMAN | TX | 75092 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| COLONIAL TRUST COMPANY | ||||||||
| P O BOX 1724 | SPARTANBURG | SC | 29304 | TRUSTEE | 3.00 | $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 | $1,465,438 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $87,194 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $82,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,634,632 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,634,632 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,519 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,610,113 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $80,506 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $80,506 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,457 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,457 | TotalTaxAmt |
| Distributable Before Adj | $76,049 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $76,049 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $76,049 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $180,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $180,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $76,049 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $134,616 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $129,333 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $133,343 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $106,520 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $149,526 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $653,338 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $180,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $76,049 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $104,451 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $757,789 | 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 | $134,616 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $623,173 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $129,333 | ExcessFromYear4Amt |
| Excess From Year3 | $133,343 | ExcessFromYear3Amt |
| Excess From Year2 | $106,520 | ExcessFromYear2Amt |
| Excess From Year1 | $149,526 | ExcessFromYear1Amt |
| Excess From Current Year | $104,451 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||
| 104 GARNER RD | SPARTANBURG | SC | 29303 | NONE | PC | CHARITABLE | $1,000 |
| BOYS & GIRLS CLUBS OF THE UPSTATE | |||||||
| 901 SOUTH PINE STREET | SPARTANBURG | SC | 29302 | NONE | PC | CHARITABLE | $5,000 |
| BURDEN SHARE | |||||||
| PO BOX 368 | SHERMAN | TX | 75091 | NONE | PC | CHARITABLE | $3,000 |
| CHAPMAN CULTURAL CENTER | |||||||
| 200 E ST JOHN ST | SPARTANBURG | SC | 29306 | NONE | PC | CHARITABLE | $1,000 |
| CHARLES LEA CENTER | |||||||
| 195 BURDETTE STREET | SPARTANBURG | SC | 29307 | NONE | PC | CHARITABLE | $4,000 |
| CRU | |||||||
| 100 LAKE HART DRIVE | ORLANDO | FL | 32832 | NONE | PC | CHARITABLE | $3,000 |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 393 EAST MAIN STREET | SPARTANBURG | SC | 29302 | NONE | PC | CHARITABLE | $5,500 |
| FOUR RIVERS OUTREACH | |||||||
| 210 S RUSK ST | SHERMAN | TX | 75090 | NONE | PC | CHARITABLE | $4,000 |
| FRIENDS OF SC HUMANITIES | |||||||
| 2711 MIDDLEBURG DR | COLUMBIA | SC | 29204 | NONE | PC | CHARITABLE | $1,000 |
| GRAFFITI COMMUNITY MINISTRIES | |||||||
| 205 E 7TH ST | NEW YORK | NY | 10009 | NONE | PC | CHARITABLE | $3,000 |
| GRAYSON GRAND CENTRAL STATION | |||||||
| 110 S THROCKMORTON ST | SHERMAN | TX | 75090 | NONE | PC | CHARITABLE | $3,500 |
| HABITAT FOR HUMANITY | |||||||
| 2270 SOUTH PINE STREET | SPARTANBURG | SC | 29302 | NONE | PC | CHARITABLE | $3,000 |
| HATCHER GARDEN & WOODLAND PRESERVE | |||||||
| 832 JOHN B WHITE SR BLVD | SPARTANBURG | SC | 29306 | NONE | PC | CHARITABLE | $500 |
| HOUSE OF ELI | |||||||
| 123 S RICKETTS ST | SHERMAN | TX | 75092 | NONE | PC | CHARITABLE | $3,500 |
| JESUS FILM PROJECT | |||||||
| 100 LAKE HART DRIVE | ORLANDO | FL | 32832 | NONE | PC | CHARITABLE | $1,000 |
| JUMP START | |||||||
| 870 JUMPSTART DRIVE | WELLFORD | SC | 29385 | NONE | PC | CHARITABLE | $5,000 |
| KAREN HORSEY MINISTRY | |||||||
| 100 LAKE HART DRIVE | ORLANDO | FL | 32832 | NONE | PC | CHARITABLE | $500 |
| KIDS ACROSS AMERICA FOUNDATION | |||||||
| PO BOX 930 | BRANSON | MO | 65615 | NONE | PC | CHARITABLE | $2,500 |
| MEALS ON WHEELS OF TEXOMA | |||||||
| 4114 AIRPORT DR | DENISON | TX | 75020 | NONE | PC | CHARITABLE | $4,000 |
| MIRACLE HILL MINISTRIES | |||||||
| PO BOX 2546 | GREENVILLE | SC | 29602 | NONE | PC | CHARITABLE | $8,000 |
| MISSION DIGNITY | |||||||
| PO BOX 819109 | DALLAS | TX | 75381 | NONE | PC | CHARITABLE | $4,000 |
| MOBILE MEALS | |||||||
| 419 EAST MAIN STREET | SPARTANBURG | SC | 29302 | NONE | PC | CHARITABLE | $29,500 |
| OKLAHOMA BAPTIST HOMES FOR CHILDREN | |||||||
| 3800 NORTH MAY AVENUE | OKLAHOMA CITY | OK | 73112 | NONE | PC | CHARITABLE | $2,500 |
| PARACLETE MISSION GROUP | |||||||
| PO BOX 912576 | DENVER | CO | 80291 | NONE | PC | CHARITABLE | $1,000 |
| SALVATION ARMY | |||||||
| 40 FOSTER STREET | SPARTANBURG | SC | 29301 | NONE | PC | CHARITABLE | $7,000 |
| SAMARITAN'S PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | NONE | PC | CHARITABLE | $4,000 |
| SKYLN DRIVE PRESBYTERIAN CHURCH | |||||||
| 1801 SKYLYN DRIVE | SPARTANBURG | SC | 29307 | NONE | PC | CHARITABLE | $1,000 |
| SMILE TRAIN | |||||||
| PO BOX 96231 | WASHINGTON | DC | 20090 | NONE | PC | CHARITABLE | $500 |
| SPARTANBURG PHILHARMONIC | |||||||
| 200 E ST JOHN ST | SPARTANBURG | SC | 29306 | NONE | PC | CHARITABLE | $3,000 |
| SPARTANBURG SOUP KITCHEN | |||||||
| 136 S FOREST ST | SPARTANBURG | SC | 29306 | NONE | PC | CHARITABLE | $3,000 |
| ST JUDES CHILDRENS RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | PC | CHARITABLE | $500 |
| ST LUKE'S FREE MEDICAL CLINIC | |||||||
| 162 SOUTH 39 | SPARTANBURG | SC | 29302 | NONE | PC | CHARITABLE | $1,000 |
| TEXOMA CHRISTIAN SCHOOL | |||||||
| 3500 W HOUSTON ST | SHERMAN | TX | 75092 | NONE | PC | CHARITABLE | $8,000 |
| TOTAL MINISTRIES | |||||||
| 420 UNION STREET | SPARTANBURG | SC | 29306 | NONE | PC | CHARITABLE | $5,000 |
| TRUE OPTIONS PREGNANCY CENTER | |||||||
| 105 WEST PECAN | SHERMAN | TX | 75090 | NONE | PC | CHARITABLE | $2,500 |
| UNITED WAY OF THE PIEDMONT | |||||||
| 203 EAST MAIN STREET | SPARTANBURG | SC | 29319 | NONE | PC | CHARITABLE | $10,000 |
| UNIVERSITY OF SC UPSTATE | |||||||
| 800 UNIVERSITY WAY | SPARTANBURG | SC | 29303 | NONE | PC | CHARITABLE | $1,000 |
| WESTMINISTER PRESBYTERIAN CHURCH | |||||||
| 309 FERNWOOD DR | SPARTANBURG | SC | 29307 | NONE | PC | CHARITABLE | $5,000 |
| YOUNG LIFE INTERNATIONAL | |||||||
| PO BOX 70065 | PRESCOTT | AZ | 86304 | NONE | PC | CHARITABLE | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $180,500 | 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 | $708 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,801 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $301,479 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $335,988 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $335,988 | 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 FEE | CategoryTxt |
| Amt | $3,625 | Amt |
| Net Investment Income | $3,625 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (75 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 70 ACCENTURE | $4,124 | $24,564 |
| 65 AIR PRODUCTS | $3,090 | $17,797 |
| 195 ALPHABET | $6,510 | $27,240 |
| 182 AMAZON | $10,857 | $27,653 |
| 650 APPLE INC | $5,004 | $125,145 |
| 135 APPLIED MATERIALS | $6,758 | $21,879 |
| 329 CISCO SYSTEMS | $14,483 | $16,621 |
| 250 COMCAST CORP | $6,919 | $10,963 |
| 28 COSTCO WHOLESALE | $3,042 | $18,482 |
| 247 WALT DISTNEY CO | $16,260 | $22,302 |
| 1 DUKE ENERGY CORP | $43 | $97 |
| 54 GOLDMAN SACHS - COMMON | $7,912 | $20,832 |
| 67 HOME DEPOT | $7,285 | $23,219 |
| 1 ISHARES BIOTECHNOLOGY | $48 | $136 |
| 195 JP MORGAN CHASE | $7,722 | $33,170 |
| 129 JOHNSON & JOHNSON | $7,765 | $20,219 |
| 46 LILLY ELI & COMPANY | $3,255 | $26,814 |
| 225 MICROSOFT | $5,091 | $84,609 |
| 250 MORGAN STANLEY - PREFERRED | $6,566 | $6,190 |
| 136 ORACLE | $3,453 | $14,338 |
| 100 PEPSICO | $5,624 | $16,984 |
| 100 PROCTER & GAMBLE | $6,134 | $14,654 |
| 75 STRYKER | $7,639 | $14,674 |
| 100 UNION PACIFIC | $10,861 | $24,562 |
| 35 UNITEDHEALTH GROUP | $3,756 | $18,426 |
| 425 VERIZON COMMUNICATIONS | $14,561 | $16,022 |
| 89 VISA INC | $1,728 | $23,171 |
| 75 WAL-MART STORES | $7,265 | $11,824 |
| 86 WASTE MANAGEMENT | $4,498 | $15,403 |
| 330 SCHWAB CHARLES | $13,120 | $22,704 |
| 250 TJX COS | $12,196 | $23,453 |
| 425 TRUIST FINL CORP | $13,371 | $15,691 |
| 950 ISHARES MSCI INTL | $23,991 | $35,682 |
| 1,995 ISHARES 0-5 YEAR INVESTMENT GRADE | $101,675 | $98,154 |
| 100 CHEVRON | $5,584 | $14,916 |
| 96 PALO ALTO NETWORKS | $12,737 | $28,308 |
| 135 PAYPAL HOLDINGS | $13,495 | $8,290 |
| 72 EATON CORP | $10,586 | $17,339 |
| 250 SENSATA TECHNOLOGIES | $11,724 | $9,393 |
| 125 BLACKSTONE INC | $10,354 | $16,365 |
| 243 BORG WARNER INC | $9,791 | $8,712 |
| 95 CME GROUP INC | $18,141 | $20,007 |
| 25 CINTAS CORP | $8,604 | $15,067 |
| 75 HERSHEY COMPANY | $11,081 | $13,983 |
| 46 LOCKHEED MARTIN CORP | $17,933 | $20,849 |
| 2 WP CAREY INC | $136 | $129 |
| 1,250 INVESCO EXCH TRD SLF IDX FD TR BULSHS 2026 CB | $23,191 | $24,125 |
| 1,250 INVESCO EXCH TRD SLF IDX FD TR BULSHS 2025 CB | $24,856 | $25,569 |
| 1,250 INVESCO EXCH TRD SLF IDX FD TR BULSHS 2024 CB | $25,412 | $26,106 |
| 625 ISHARES TR FLTG RATE NT ETF | $31,823 | $31,638 |
| 175 AMERICAN ELEC PWR CO INC | $14,695 | $14,214 |
| 125 ISHARES CORE S&P MID-CAP | $30,418 | $34,644 |
| 61 STERIS PLC | $14,162 | $13,411 |
| 60 TRANE TECHNOLOGIES | $11,696 | $14,634 |
| 42 BERKSHIRE HATHAWAY | $14,625 | $14,980 |
| 125 BOOKING HOLDING INC | $14,759 | $17,736 |
| 346 BROOKFIELD ASSET MANAGEMENT LTD CLASS | $11,841 | $13,899 |
| 3 CAMECO CORP COM | $101 | $129 |
| 200 COCA-COLA | $12,451 | $11,786 |
| 100 DIAGEO ADR | $17,844 | $14,566 |
| 100 EOG RESOURCES INC | $12,836 | $12,095 |
| 77 ECOLAB | $14,668 | $15,273 |
| 222 EDWARDS LIFESCIENCES CORP | $16,781 | $16,928 |
| 50 META PLATFORMS INC CLASS A COMMON | $14,785 | $17,698 |
| 50 FEDEX CORP | $12,999 | $12,649 |
| 250 HALLIBURTO CO COM | $9,680 | $9,038 |
| 32 KENVUE INC COM | $240 | $689 |
| 203 NEXTERA ENERGY INC | $14,194 | $12,330 |
| 186 NIKE INC CLASS B | $20,136 | $20,194 |
| 49 NVIDIA CORPORATION | $22,599 | $24,266 |
| 100 PHILLIPS 66 | $10,805 | $13,314 |
| 98 TEXAS INSTRUMENTS INC | $18,291 | $16,705 |
| 50 ZOETIS INC | $9,514 | $9,869 |
| 30 PUBLIC STORAGE COM | $9,455 | $9,150 |
| 185 REALTY INCOME CORP | $11,724 | $10,623 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $147 | Amt |
| Net Investment Income | $147 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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