BETA

HARRY H GIBSON FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
HARRY H GIBSON FAMILY FOUNDATION (EIN 20-5338528)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-10
IRS object ID
202221309349103107
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-10T13:04:31-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN570925346PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HALLIDAY SCHWARTZ & COBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1824 EAST MAIN STREETAddressLine1Txt
CitySPARTANBURGCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29302ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN205338528EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HARRY H GIBSON FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHARRBusinessNameControlTxt
Phone8645821611PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1724AddressLine1Txt
CitySPARTANBURGCityNm
State AbbreviationSCStateAbbreviationCd
ZIP293041724ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCOLONIAL TRUST COMPANYPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone8645821611PhoneNum
Signature2022-05-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCOLONIALPersonFirstNm
Person LastTRUST COMPANYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonQUINCY S HALLIDAY IVPreparerPersonNm
PTINP01837437PTIN
Phone8645830886PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,140,958FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,450InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,218InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$29,615DividendsRevAndExpnssAmt
Dividends Net Invst Incm$28,218DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$3GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$3GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss$3NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$298,023NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$421,459GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$298,023CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$329,091TotalRevAndExpnssAmt
Total Net Invst Incm$327,462TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$13,438CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$13,438CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,234AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,234AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$64TaxesRevAndExpnssAmt
Taxes Net Invst Incm$64TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$16,736TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$16,736TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$203,600ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$203,600ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$220,336TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$16,736TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$203,600TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$108,755ExcessRevenueOverExpensesAmt
Net Investment Income$310,726NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$7,750SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$61,291SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$61,291SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$766,014CorporateStockBOYAmt
Corporate Stock EOY$821,228CorporateStockEOYAmt
Corporate Stock EOYFMV$1,936,673CorporateStockEOYFMVAmt
Corporate Bonds BOY$60,179CorporateBondsBOYAmt
Corporate Bonds EOY$60,179CorporateBondsEOYAmt
Corporate Bonds EOYFMV$60,994CorporateBondsEOYFMVAmt
Invst Land Cost Or Other Basis$127,950InvstLandCostOrOtherBasisAmt
Land Bldg Investments BOY$127,950LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$127,950LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$82,000LandBldgInvestmentsEOYFMVAmt
Total Assets BOY$961,893TotalAssetsBOYAmt
Total Assets EOY$1,070,648TotalAssetsEOYAmt
Total Assets EOYFMV$2,140,958TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$961,893RetainedEarningBOYAmt
Retained Earning EOY$1,070,648RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$961,893TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,070,648TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$961,893TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,070,648TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$961,893TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$108,755ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,070,648SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,070,648TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (30 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ABBOTT LABORATORIESP2021-05-202021-09-17$3,177$2,946$231$231
CHEVRON CORPP2020-03-232021-02-05$6,408$4,021$2,387$2,387
ZOETIS INCP2021-05-202021-09-17$4,973$4,384$589$589
ACCENTUREP2012-05-172021-09-17$8,394$1,473$6,921$6,921
ALPHABETP2015-09-152021-09-17$14,089$3,339$10,750$10,750
AMAZON.COMP2016-11-162021-09-17$17,341$3,736$13,605$13,605
BAXTERP2015-02-062021-05-20$20,759$9,808$10,951$10,951
COSTCOP2013-04-292021-09-17$31,219$9,234$21,985$21,985
DIGITAL REALTYP2019-06-282021-09-17$24,332$19,468$4,864$4,864
DISNEY WALTP2012-08-232021-09-17$11,768$3,192$8,576$8,576
HOME DEPOTP2015-02-062021-09-17$17,317$6,524$10,793$10,793
ISHARES TR ISHARES BIOTECHP2013-01-162021-09-17$4,299$1,207$3,092$3,092
MEDTRONICP2015-01-272021-05-20$31,699$18,400$13,299$13,299
NIKEP2012-06-292021-09-17$39,271$6,055$33,216$33,216
SCHWAB CHARLESP2019-06-262021-09-17$2,807$1,590$1,217$1,217
SPDR GOLDP2011-12-272021-12-03$171$211-$40-$40
UNION PACIFICP2013-06-282021-09-17$5,030$1,942$3,088$3,088
UNITED HEALTHP2013-10-252021-09-17$10,487$1,701$8,786$8,786
WASTE MANAGEMENTP2015-02-062021-09-17$7,639$2,615$5,024$5,024
AIR PRODUCTSP2009-02-172021-09-17$10,239$1,902$8,337$8,337
APPLEP2009-01-202021-02-05$78,108$1,558$76,550$76,550
DUKE ENERGYP2008-10-302021-09-17$11,145$5,356$5,789$5,789
JOHNSON & JOHNSONP2008-10-302021-09-17$4,107$1,505$2,602$2,602
JP MORGANP2009-05-182021-09-17$11,641$2,903$8,738$8,738
MICROSOFTP2008-10-302021-09-17$15,020$1,131$13,889$13,889
ORACLEP2010-12-072021-09-17$8,687$2,915$5,772$5,772
PEPSICOP2008-10-302021-09-17$3,864$1,406$2,458$2,458
VERIZONP2010-12-072021-02-05$2,766$1,652$1,114$1,114
VISAP2010-12-072021-09-17$13,814$1,262$12,552$12,552
STEELPATH FUNDSP2021-12-13$888$888$888
FieldValueIRS element (for citing)
Capital Gain Net Income$298,023CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,319InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,319SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,319TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$375EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$375TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$2EsPenaltyAmt
Tax Due$3,946TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateSCOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCOLONIAL TRUSTIndividualWithBooksNm
Phone8645823356PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 1724AddressLine1Txt
CitySPARTANBURGCityNm
State AbbreviationSCStateAbbreviationCd
ZIP293041724ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOAN B GIBSON
305 ESSEX RIDGE COURTSPARTANBURGSC29307TRUSTEE0.00$0$0$0
HARRY H GIBSON JR
1217 PRESTON DRIVESHERMANTX75092TRUSTEE0.00$0$0$0
COLONIAL TRUST COMPANY
P O BOX 1724SPARTANBURGSC29304TRUSTEE3.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,916,440AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$60,423AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$82,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,058,863TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,058,863AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$30,883CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,027,980NetVlNoncharitableAssetsAmt
Minimum Investment Return$101,399MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$101,399MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,319TaxBasedOnInvestmentIncomeAmt
Total Tax$4,319TotalTaxAmt
Distributable Before Adj$97,080DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$97,080DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$97,080DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$203,600ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$203,600QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$97,080DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$126,039ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$128,857ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$134,616ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$129,333ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$133,343ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$652,188TotalExcessDistributionCyovAmt
Qualifying Distributions$203,600QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$97,080AppliedToCurrentYearAmt
Remaining Distri From Corpus$106,520RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$758,708TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$126,039ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$632,669ExcessDistriCyovToNextYrAmt
Excess From Year4$128,857ExcessFromYear4Amt
Excess From Year3$134,616ExcessFromYear3Amt
Excess From Year2$129,333ExcessFromYear2Amt
Excess From Year1$133,343ExcessFromYear1Amt
Excess From Current Year$106,520ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (61 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACTION INTERNATIONAL MINISTRIES
5502 232ND ST SWMOUNTLAKE TERRACEWA98043NONEPCCHARITABLE$2,000
ALZHEIMERS ASSOCIATION
901 SOUTH PINE STREETSPARTANBURGSC29302NONEPCCHARITABLE$500
AMERICAN RED CROSS
104 GARNER RDSPARTANBURGSC29303NONEPCCHARITABLE$500
AUSTIN COLLEGE
900 N GRAND AVESHERMANTX75090NONEPCCHARITABLE$2,000
BALLET SPARTANBURG
200 E ST JOHN STSPARTANBURGSC29306NONEPCCHARITABLE$1,000
BIBLE STUDY FELLOWSHIP
19001 HUEBNER ROADSAN ANTONIOTX78258NONEPCCHARITABLE$1,500
BOY SCOUTS OF AMERICA
420 S CHURCH STSPARTANBURGSC29306NONEPCCHARITABLE$2,000
BOYS & GIRLS CLUBS OF THE UPSTATE
901 SOUTH PINE STREETSPARTANBURGSC29302NONEPCCHARITABLE$1,000
CAROLINA PREGNANCY CENTER
PO BOX 5364SPARTANBURGSC29304NONEPCCHARITABLE$1,000
CHAPMAN CULTURAL CENTER
200 E ST JOHN STSPARTANBURGSC29306NONEPCCHARITABLE$1,000
CHARLES LEA CENTER
195 BURDETTE STREETSPARTANBURGSC29307NONEPCCHARITABLE$1,000
CHILDREN'S ADVOCACY CENTER OF SPARTANBURG
100 WASHINGTON PLACESPARTANBURGSC29302NONEPCCHARITABLE$1,000
CLEMSON UNIVERSITY FOUNDATION
PO BOX 1889CLEMSONSC29633NONEPCCHARITABLE$10,000
CRU
100 LAKE HART DRIVEORLANDOFL32832NONEPCCHARITABLE$4,000
DOWN SYNDROME ASSOCIATION
88 VILLA RDGREENVILLESC29615NONEPCCHARITABLE$1,000
EAST 7TH BAPTIST CHURCH
205 E 7TH STNEW YORKNY10009NONEPCCHARITABLE$3,000
EAST-WEST MINISTRIES INTERNATIONAL
2001 W PLANO PARKWAYPLANOTX75075NONEPCCHARITABLE$4,000
ETV ENDOWMENT OF SC
401 E KENNEDY STSPARTANBURGSC29302NONEPCCHARITABLE$1,000
FIRST BAPTIST NORTH SPARTANBURG
8740 ASHEVILLE HWYSPARTANBURGSC29316NONEPCCHARITABLE$1,000
FIRST PRESBYTERIAN CHURCH
393 EAST MAIN STREETSPARTANBURGSC29302NONEPCCHARITABLE$10,500
FRIENDS OF SC HUMANITIES
2711 MIDDLEBURG DRCOLUMBIASC29204NONEPCCHARITABLE$1,000
GIRL SCOUTS OF SC
349-A EAST BLACKSTOCK ROADSPARTANBURGSC29301NONEPCCHARITABLE$1,000
GRAYSON GRAND CENTRAL STATION
110 S THROCKMORTON STSHERMANTX75090NONEPCCHARITABLE$2,000
HALTER
P O BOX 1403SPARTANBURGSC29304NONEPCCHARITABLE$1,000
HABITAT FOR HUMANITY
2270 SOUTH PINE STREETSPARTANBURGSC29302NONEPCCHARITABLE$5,500
HATCHER GARDEN & WOODLAND PRESERVE
832 JOHN B WHITE SR BLVDSPARTANBURGSC29306NONEPCCHARITABLE$1,000
HOPE CENTER FOR CHILDREN
PO BOX 1731SPARTANBURGSC29304NONEPCCHARITABLE$1,000
HOUSE OF ELI
123 S RICKETTS STSHERMANTX75092NONEPCCHARITABLE$2,000
JESUS FILM PROJECT
100 LAKE HART DRIVEORLANDOFL32832NONEPCCHARITABLE$3,000
KAREN HORSEY MINISTRY
100 LAKE HART DRIVEORLANDOFL32832NONEPCCHARITABLE$500
KIDS ACROSS AMERICA FOUNDATION
PO BOX 930BRANSONMO65615NONEPCCHARITABLE$2,000
KNIGHTS' QUEST MINISTRIESINC
7500 POINT REYES DRFORT WORTHTX76137NONEPCCHARITABLE$2,000
LIVING WATERS INTERNATIONAL
4001 GREENBRIAR DRSTAFFORDTX77477NONEPCCHARITABLE$1,000
MEALS ON WHEELS OF TEXOMA
4114 AIRPORT DRDENISONTX75020NONEPCCHARITABLE$3,000
MIRACLE HILL MINISTRIES
PO BOX 2546GREENVILLESC29602NONEPCCHARITABLE$3,000
MISSION DIGNITY
PO BOX 819109DALLASTX75381NONEPCCHARITABLE$2,000
MOBILE MEALS
419 EAST MAIN STREETSPARTANBURGSC29302NONEPCCHARITABLE$36,500
OKLAHOMA BAPTIST HOMES FOR CHILDREN
3800 NORTH MAY AVENUEOKLAHOMA CITYOK73112NONEPCCHARITABLE$3,000
PARACLETE MISSION GROUP
PO BOX 912576DENVERCO80291NONEPCCHARITABLE$2,000
SALVATION ARMY
40 FOSTER STREETSPARTANBURGSC29301NONEPCCHARITABLE$4,000
SALVATION ARMY GRAYSON COUNTY
5700 TEXOMA PKWYSHERMANTX75090NONEPCCHARITABLE$3,000
SAMARITAN'S PURSE
PO BOX 3000BOONENC28607NONEPCCHARITABLE$500
SCBEST
PO BOX 3351SPARTANBURGSC29304NONEPCCHARITABLE$1,000
SMILE TRAIN
PO BOX 96231WASHINGTONDC20090NONEPCCHARITABLE$500
SPARTANBURG AREA CONSERVANCY
100 E MAIN STSPARTANBURGSC29306NONEPCCHARITABLE$500
SPARTANBURG COMMUNITY COLLEGE FOUNDATION
107 COMMUNITY COLLEGE DRIVESPARTANBURGSC29303NONEPCCHARITABLE$1,000
SPARTANBURG COUNTY FOUNDATION
424 EAST KENNEDY STREETSPARTANBURGSC29302NONEPCCHARITABLE$10,000
SPARTANBURG METHODIST COLLEGE ANNUAL FUND
1000 POWELL MILL RDSPARTANBURGSC29301NONEPCCHARITABLE$1,000
SPARTANBURG SOUP KITCHEN
136 S FOREST STSPARTANBURGSC29306NONEPCCHARITABLE$3,500
SPECIAL OLYMPICS OF SC
109 OAK PARK DRIRMOSC29063NONEPCCHARITABLE$1,000
SPIHN
899 S PINE STSPARTANBURGSC29302NONEPCCHARITABLE$1,000
ST LUKE'S FREE MEDICAL CLINIC
162 SOUTH 39SPARTANBURGSC29302NONEPCCHARITABLE$1,000
TEXOMA CHRISTIAN SCHOOL
3500 W HOUSTON STSHERMANTX75092NONEPCCHARITABLE$6,000
TOTAL MINISTRIES
420 UNION STREETSPARTANBURGSC29306NONEPCCHARITABLE$4,000
TRUE OPTIONS PREGNANCY CENTER
105 WEST PECANSHERMANTX75090NONEPCCHARITABLE$2,000
UNITED WAY OF THE PIEDMONT
203 EAST MAIN STREETSPARTANBURGSC29319NONEPCCHARITABLE$10,000
UNIVERSITY OF SC UPSTATE
800 UNIVERSITY WAYSPARTANBURGSC29303NONEPCCHARITABLE$1,000
USC UPSTATE FOUNDATION
800 UNIVERSITY WAYSPARTANBURGSC29303NONEPCCHARITABLE$1,000
WOMEN GIVING FOR SPARTANBURG
PO BOX 2646SPARTANBURGSC29304NONEPCCHARITABLE$1,100
YOUNG LIFE INTERNATIONAL
PO BOX 70065PRESCOTTAZ86304NONEPCCHARITABLE$2,000
YOUNG LIFE
2320 E NORTH STGREENVILLESC29607NONEPCCHARITABLE$27,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$203,600TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,450ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$29,615ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$3ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$298,023ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$329,091ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$329,091TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEECategoryTxt
Amt$3,234Amt
Net Investment Income$3,234NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
10,000 AT&T$10,429$10,514
50,000 MORGAN STANLEY$49,750$50,480

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (62 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
100 ACCENTURE$5,892$41,455
135 AIR PRODUCTS$6,418$41,075
20 ALPHABET$13,354$57,940
15 AMAZON$15,667$50,015
1,350 APPLE INC$6,988$239,719
232 APPLIED MATERIALS$11,613$36,507
200 CISCO SYSTEMS$7,552$12,674
250 COMCAST CORP$6,919$12,583
65 COSTCO WHOLESALE$7,061$36,901
135 WALT DISTNEY CO$6,630$20,910
361 DUKE ENERGY CORP$16,089$37,869
75 GOLDMAN SACHS - COMMON$10,989$28,691
250 GOLDMAN SACHS - PREFERRED$6,238$6,613
90 HOME DEPOT$9,786$37,351
342 VANGUARD MIDCAP$45,458$87,080
198 ISHARES BIOTECHNOLOGY$9,562$30,219
270 JP MORGAN CHASE$10,626$42,755
220 JOHNSON & JOHNSON$12,039$34,214
100 LILLY ELI & COMPANY$7,076$27,622
350 MICROSOFT$7,919$117,712
250 MORGAN STANLEY - PREFERRED$6,566$7,050
180 NIKE$3,961$30,001
400 ORACLE$10,721$34,884
225 PEPSICO$12,654$39,085
150 PROCTER & GAMBLE$9,473$24,537
250 SPDR GOLD$40,628$42,740
75 STRYKER$11,692$20,057
125 UNION PACIFIC$12,803$31,491
100 UNITEDHEALTH GROUP$9,946$50,214
425 VERIZON COMMUNICATIONS$14,562$22,083
135 VISA INC$2,621$29,256
75 WAL-MART STORES$7,265$10,852
200 WASTE MANAGEMENT$10,461$33,380
1,000 PNC FINL SERVS GROUP - PREFERRED$27,663$25,740
135 SHS DIGITAL REALTY$15,928$23,877
360 SCHWAB CHARLES$14,313$30,276
250 TJX COS$12,196$18,980
475 TRUIST FINL CORP$14,944$27,811
500 ISHARES FLOATING BASKET$25,472$25,365
1,200 ISHARES MSCI INTL$30,305$47,256
2,170 ISHARES 0-5 YEAR INVESTMENT GRADE$110,528$110,779
100 AMERICAN WATER WORKS$14,401$18,886
100 CHEVRON$5,584$11,735
28 PALO ALTO NETWORKS$4,703$15,589
35 PAYPAL HOLDINGS$6,150$6,600
73 VMWARE$10,411$8,459
350 STORE CAP$6,495$12,040
50 EATON CORP$6,061$8,641
100 SENSATA TECHNOLOGIES$5,337$6,169
190 ABBOTT LABORATORIES$22,390$26,740
100 BEST BUY CO INC$11,473$10,160
75 BLACKSTONE INC$5,292$9,704
150 BORG WARNER INC$6,454$6,761
50 CME GROUP INC$9,529$11,423
25 CINTAS CORP$8,604$11,079
100 DR HORTON INC$7,989$10,845
75 HERSHEY COMPANY$11,081$14,510
25 LOCKHEED MARTIN CORP$8,442$8,885
50 STANLEY BLACK & DECKER INC$8,900$9,431
120 ZOETIS INC$21,045$29,284
250 MEDICAL PROPERTIES TRUST INC$5,464$5,908
100 WP CAREY INC$6,845$8,205

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXCategoryTxt
Amt$64Amt
Net Investment Income$64NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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