SCANSOURCE CHARITABLE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SCANSOURCE CHARITABLE FOUNDATION (EIN 57-1002959)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-06-29
- IRS object ID
- 202211809349100311
- Schema version
- 2021v4.2
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-06-29T10:44:23-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 RIDGEFIELD COURT | AddressLine1Txt |
| City | ASHEVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 571002959 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCANSOURCE CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCAN | BusinessNameControlTxt |
| Phone | 8642864603 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 LOGUE CT | AddressLine1Txt |
| City | GREENVILLE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29615 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VIRGINIA CEBE | PersonNm |
| Person Title | BOARD MEMBER | PersonTitleTxt |
| Phone | 8642864603 | PhoneNum |
| Signature | 2022-06-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | VIRGINIA | PersonFirstNm |
| Person Last | CEBE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 571002959 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMY BIBBY | PreparerPersonNm |
| PTIN | P00445891 | PTIN |
| Phone | 8282542254 | PhoneNum |
| Preparation | 2022-06-29 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,519,707 | 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 | $166,287 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $134,272 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $134,272 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $258,720 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $850,222 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $258,720 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $559,279 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $392,992 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $68,050 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $68,050 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $60,273 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $22,142 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $38,131 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $128,323 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $90,192 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $38,131 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $446,716 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $446,716 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $575,039 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $90,192 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $484,847 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$15,760 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $302,800 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $103,728 | CashBOYAmt |
| Cash EOY | $263,028 | CashEOYAmt |
| Cash EOYFMV | $263,028 | CashEOYFMVAmt |
| Other Investments BOY | $5,010,352 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,256,679 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,256,679 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,114,080 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,519,707 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,519,707 | 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 | $5,114,080 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,519,707 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,114,080 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,519,707 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,114,080 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,519,707 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,114,080 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$15,760 | ExcessRevenueOverExpensesAmt |
| Other Increases | $421,387 | OtherIncreasesAmt |
| Subtotal | $5,519,707 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,519,707 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2021-01-01 | 2021-12-31 | $795,725 | $591,502 | $204,223 | $204,223 | |
| CAPITAL GAINS DIVIDENDS | $54,497 | $54,497 | $54,497 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $258,720 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $204,223 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,209 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,209 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,209 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,908 | 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 | $2,908 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,301 | 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 |
| 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 | WWW.SCANSOURCE.ORG | WebsiteAddressTxt |
| Individual With Books | SHELLEY WINDSOR | IndividualWithBooksNm |
| Phone | 8643298288 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 LOGUE COURT | AddressLine1Txt |
| City | GREENVILLE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29615 | 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 (13 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 |
|---|---|---|---|---|---|---|---|---|
| CAMILO FRANCO | ||||||||
| 6 LOGUE CT | GREENVILLE | SC | 29615 | PRESIDENT | 8.00 | $0 | $0 | $0 |
| JOSLYN ROZEMA | ||||||||
| 6 LOGUE CT | GREENVILLE | SC | 29615 | VICE PRESIDENT | 6.00 | $0 | $0 | $0 |
| JILL KREMER | ||||||||
| 6 LOGUE CT | GREENVILLE | SC | 29615 | SECRETARY | 4.00 | $0 | $0 | $0 |
| JENICA BRYANT | ||||||||
| 6 LOGUE CT | GREENVILLE | SC | 29615 | TREASURER | 4.00 | $0 | $0 | $0 |
| HASSIE DEMUTH | ||||||||
| 6 LOGUE CT | GREENVILLE | SC | 29615 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| ABIGAIL DORMAN | ||||||||
| 6 LOGUE CT | GREENVILLE | SC | 29615 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| JOEL DOUGLASS | ||||||||
| 6 LOGUE CT | GREENVILLE | SC | 29615 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| TARISSA KNEZEVICH | ||||||||
| 6 LOGUE CT | GREENVILLE | SC | 29615 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| FRANCISCO MENDEZ | ||||||||
| 6 LOGUE CT | GREENVILLE | SC | 29615 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| SAVANNAH SEEGARS | ||||||||
| 6 LOGUE CT | GREENVILLE | SC | 29615 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| SHELLEY WINDSOR | ||||||||
| 6 LOGUE CT | GREENVILLE | SC | 29615 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| MEGAN WEAVER | ||||||||
| 6 LOGUE CT | GREENVILLE | SC | 29615 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| VIRGINIA CEBE | ||||||||
| 6 LOGUE CT | GREENVILLE | SC | 29615 | EXECUTIVE DIRECTOR | 20.00 | $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 | $5,075,166 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $197,734 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,272,900 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,272,900 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $79,094 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,193,806 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $259,690 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $259,690 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,209 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,209 | TotalTaxAmt |
| Distributable Before Adj | $255,481 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $255,481 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $255,481 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $484,847 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $484,847 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $255,481 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $318,324 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $841,206 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,251,509 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $238,939 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $453,619 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,103,597 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $484,847 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $255,481 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $229,366 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,332,963 | 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 | $318,324 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,014,639 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $841,206 | ExcessFromYear4Amt |
| Excess From Year3 | $1,251,509 | ExcessFromYear3Amt |
| Excess From Year2 | $238,939 | ExcessFromYear2Amt |
| Excess From Year1 | $453,619 | ExcessFromYear1Amt |
| Excess From Current Year | $229,366 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOEL DOUGLASS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 LOGUE COURT | AddressLine1Txt |
| City | GREENVILLE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29615 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8642864550 | RecipientPhoneNum |
| Form And Info And Materials | SCANSOURCE CHARITABLE FOUNDATION REQUEST FOR FUNDING - INCLUDE ADDITIONAL INFO AS NEEDED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE NEED MUST BE FOR AN AREA IN WHICH A SCANSOURCE OFFICE IS LOCATED | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 864PRIDE | ||||||||
| 30 POINTE CIR | GREENVILLE | SC | 29615 | NONE | PC | COMMUNITY OUTREACH | $15,000 | |
| ANGEL FLIGHT SOARS INC | ||||||||
| 2000 AIRPORT ROAD SUITE 227 ATLANTA | ATLANTA | GA | 30341 | NONE | PC | FAMILY ASSISTANCE | $10,000 | GA 30341 |
| CALVARY HOME FOR CHILDREN | ||||||||
| 110 CALVARY HOME CIR | ANDERSON | SC | 29621 | NONE | PC | COMMUNITY OUTREACH | $19,331 | |
| CENTER FOR DEVELOPMENTAL SERVICES | ||||||||
| 29 N ACADEMY ST | GREENVILLE | SC | 29601 | NONE | PC | COMMUNITY OUTREACH | $5,000 | |
| CHILDREN'S CANCER PARTNERS OF THE CAROLINAS | ||||||||
| 900 S PINE STREET SUITE F | SPARTANBURG | SC | 29302 | NONE | PC | FAMILY ASSISTANCE | $5,000 | |
| CHILDREN'S MUSEUM OF THE UPSTATE | ||||||||
| 300 COLLEGE STREET | GREENVILLE | SC | 29601 | NONE | PC | COMMUNITY OUTREACH | $5,000 | |
| CHRISTMAS SHOES | ||||||||
| 411 SWEETWATER ROAD | GREER | SC | 29650 | NONE | PC | COMMUNITY OUTREACH | $5,000 | |
| CLARITY | ||||||||
| 29 N ACADEMY STREET | GREENVILLE | SC | 29601 | NONE | PC | EDUCATIONAL ASSISTANCE | $14,135 | |
| CREATIVE ADVANCEMENT CENTERS | ||||||||
| 131 SUNNY RAY DRIVE DUNCAN | DUNCAN | SC | 29334 | NONE | PC | EDUCATIONAL ASSISTANCE | $5,000 | |
| DUNBAR CHILD DEVELOPMENT CENTER | ||||||||
| 200 MORGAN ST | GREER | SC | 29651 | NONE | PC | EDUCATIONAL ASSISTANCE | $17,157 | |
| FIRST IMPRESSION OF SC | ||||||||
| 15 GRAND AVE | GREENVILLE | SC | 29607 | NONE | PC | COMMUNITY OUTREACH | $5,000 | |
| FRIENDS OF MOMENTUM BIKE CLUB | ||||||||
| 225 SOUTH PLEASANTBURG DRIVE SUITE | GREENVILLE | SC | 29607 | NONE | PC | COMMUNITY OUTREACH | $5,000 | E3 |
| GIRLS ON THE RUN UPSTATE | ||||||||
| PO BOX 170773 | SPARTANBURG | SC | 29301 | NONE | PC | COMMUNITY OUTREACH | $3,000 | |
| GIRLUP GVL | ||||||||
| 2121 ANDERSON RD | GREENVILLE | SC | 29611 | NONE | PC | COMMUNITY OUTREACH | $5,000 | |
| GREENVILLE CENTER FOR CREATIVE ARTS | ||||||||
| 101 ABNEY ST | GREENVILLE | SC | 29611 | NONE | PC | COMMUNITY OUTREACH | $5,000 | |
| GREENVILLE COUNTY HUMAN RELATIONS COMMISSION | ||||||||
| 301 UNIVERSITY RIDGE 1600 | GREENVILLE | SC | 29601 | NONE | GOV | COMMUNITY OUTREACH | $10,000 | |
| GREENVILLE TECH FOUNDATION | ||||||||
| 556 PERRY AVE SUITE B 110 | GREENVILLE | SC | 29611 | NONE | PC | EDUCATIONAL ASSISTANCE | $10,000 | |
| GREER RELIEF AND RESOURCES AGENCY | ||||||||
| 202 VICTORIA ST | GREER | SC | 29651 | NONE | PC | FAMILY ASSISTANCE | $1,000 | |
| HABITAT FOR HUMANITY OF GREENVILLE COUNTY | ||||||||
| PO BOX 1206 | GREENVILLE | SC | 29615 | NONE | POF | FAMILY ASSISTANCE | $10,000 | |
| HISPANIC ALLIANCE | ||||||||
| 225 S PLEASANTBURG DR | GREENVILLE | SC | 29607 | NONE | PC | COMMUNITY OUTREACH | $5,000 | |
| HOPE CENTER FOR CHILDREN | ||||||||
| 202 HUDSON L BARKSDALE BOULEVARD | SPARTANBURG | SC | 29306 | NONE | PC | COMMUNITY OUTREACH | $7,500 | |
| JASMINE ROAD INC | ||||||||
| PO BOX 25452 | GREENVILLE | SC | 29609 | NONE | PC | COMMUNITY OUTREACH | $10,000 | |
| LOAVES & FISHES | ||||||||
| 648 GRIFFITH RD B | CHARLOTTE | NC | 28217 | NONE | PC | FAMILY ASSISTANCE | $5,000 | |
| MAKE-A-WISH SOUTH CAROLINA | ||||||||
| 225 S PLEASANTBURG DR C17 | GREENVILLE | SC | 29607 | NONE | PC | FAMILY ASSISTANCE | $7,500 | |
| MENTAL FITNESS INC | ||||||||
| 250 S CHURCH STREET UNIT 402 | SPARTANBURG | SC | 29306 | NONE | PC | COMMUNITY OUTREACH | $2,500 | |
| MEYER CENTER | ||||||||
| 1132 RUTHERFORD RD | GREENVILLE | SC | 29609 | NONE | PC | EDUCATIONAL ASSISTANCE | $25,000 | |
| MILL COMMUNITY MINISITRIES | ||||||||
| 1186 PENDLETON ST | GREENVILLE | SC | 29611 | NONE | PC | COMMUNITY OUTREACH | $100,000 | |
| NEW MIND HEALTH AND CARE INC | ||||||||
| 709 DUNBAR ST | GREENVILLE | SC | 29601 | NONE | PC | COMMUNITY OUTREACH | $5,000 | |
| PENDLETON PLACE | ||||||||
| 1133 PENDLETON ST | GREENVILLE | SC | 29601 | NONE | PC | FAMILY ASSISTANCE | $8,920 | |
| PREDESTINED TEEN OUTREACH | ||||||||
| 111 HILLCREST DR STE C | EASLEY | SC | 29640 | NONE | PC | COMMUNITY OUTREACH | $12,500 | |
| PRISMA HEALTH | ||||||||
| 701 GROVE RD | GREENVILLE | SC | 29605 | NONE | PC | FAMILY ASSISTANCE | $21,973 | |
| PUBLIC EDUCATION PARTNERS | ||||||||
| 225 S PLEASANTBURG DR SUITE E6 | GREENVILLE | SC | 29607 | NONE | PC | EDUCATIONAL ASSISTANCE | $10,000 | |
| SAFE HARBOR INC | ||||||||
| 429 N MAIN ST | GREENVILLE | SC | 29601 | NONE | PC | FAMILY ASSISTANCE | $5,000 | |
| SC CHILDREN'S THEATRE | ||||||||
| 153 AUGUSTA ST | GREENVILLE | SC | 29601 | NONE | PC | COMMUNITY OUTREACH | $3,000 | |
| SOUTH CAROLINA HUNTERS FOR THE HUNGRY | ||||||||
| 980 SUNNY ACRES RD | PACOLET | SC | 29734 | NONE | PC | FAMILY ASSISTANCE | $5,000 | |
| SPECIALIZED ALT FOR FAMILIES & YOUTH-SC | ||||||||
| 4925 LACROSS ROAD SUITE 111 | NOTH CHARLESTON | SC | 29406 | NONE | PC | COMMUNITY OUTREACH | $1,000 | |
| STRIDES | ||||||||
| 109 NEW PERRY RD | GREENVILLE | SC | 29617 | NONE | PC | EDUCATIONAL ASSISTANCE | $2,000 | |
| THE FAMILY EFFECT | ||||||||
| 1400 CLEVELAND ST | GREENVILLE | SC | 29607 | NONE | PC | FAMILY ASSISTANCE | $14,000 | |
| UNITED MINISTRIES | ||||||||
| 606 PENDLETON ST | GREENVILLE | SC | 29601 | NONE | PC | FELLOSHIPS | $6,200 | |
| UNITED WAY OF GREENVILLE COUNTY | ||||||||
| 105 EDINBURGH CT 2529 | GREENVILLE | SC | 29607 | NONE | PC | COMMUNITY OUTREACH | $10,000 | |
| UPSTATE CIRCLE OF FRIENDS | ||||||||
| 29 RIDGEWAY DR | GREENVILLE | SC | 29605 | NONE | PC | FAMILY ASSISTANCE | $10,000 | |
| YMCA JUDSON COMMUNITY CENTER | ||||||||
| 2 EIGTH ST | GREENVILLE | SC | 29611 | NONE | PC | COMMUNITY OUTREACH | $5,000 | |
| YOUTHBASE | ||||||||
| 103 S TEXAS AVE | GREENVILLE | SC | 29611 | NONE | PC | COMMUNITY OUTREACH | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $446,716 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $134,272 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $258,720 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $392,992 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $392,992 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Payroll ContributionPayrollContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| SCANSOURCE PR MATCH | |||||||
| 1 | 6 LOGUE COURT | GREENVILLE | SC | 29615 | $43,006 | Yes (X) | |
| SCANSOURCE EMPLOYEES - PR WH | |||||||
| 2 | 6 LOGUE COURT | GREENVILLE | SC | 29615 | $43,006 | Yes (X) | |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MERRILL LYNCH #726-04204 - CASH HOLDING FUNDS | FMV | $6,588 | $6,588 |
| MERRILL LYNCH #726-04204 - GOVERNMENT SECURITIES | FMV | $210,944 | $210,944 |
| MERRILL LYNCH #726-04204 - CORPORATE BONDS | FMV | $147,043 | $147,043 |
| MERRILL LYNCH #726-04204 - MUTUAL FUNDS/CEF/UIT | FMV | $119,140 | $119,140 |
| MERRILL LYNCH #726-04204 - ESTIMATED ACCRUED INTEREST | FMV | $1,578 | $1,578 |
| MERRILL LYNCH #726-04205 - CASH HOLDING FUNDS | FMV | $50,644 | $50,644 |
| MERRILL LYNCH #726-04205 - EQUITIES | FMV | $2,498,588 | $2,498,588 |
| MERRILL LYNCH #726-04206 - CASH HOLDING FUNDS | FMV | $86,988 | $86,988 |
| MERRILL LYNCH #726-04206 - MUTUAL FUNDS/CEF/UIT | FMV | $2,135,166 | $2,135,166 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| STATE REGISTRATION FEES | $50 | $0 | $0 | $50 |
| BANK SERVICE CHARGES | $279 | $279 | $0 | $0 |
| OFFICE SUPPLIES | $21,863 | $21,863 | $0 | $0 |
| COAT PROJECT | $18,459 | $0 | $0 | $18,459 |
| OTHER PROGRAM EXPENSES | $12,747 | $0 | $0 | $12,747 |
| STAFF DEVELOPMENT | $5,612 | $0 | $0 | $5,612 |
| MISCELLANEOUS | $1,263 | $0 | $0 | $1,263 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSSES | Desc |
| Amt | $421,387 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $68,050 | Amt |
| Net Investment Income | $68,050 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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