UNITED BANK UPSTATE SC FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
UNITED BANK UPSTATE SC FOUNDATION (EIN 47-1729488)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-31
IRS object ID
202221519349100042
Schema version
2021v4.1
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)
Return2022-05-31T13:53:57-07:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN464485916PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GREYROCK ACCOUNTING LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1135 S MAIN ST STE 600AddressLine1Txt
CityGREENVILLECityNm
State AbbreviationSCStateAbbreviationCd
ZIP29601ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN471729488EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNITED BANK UPSTATE SC FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUNITBusinessNameControlTxt
Phone8648485129PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11111 WEST POINSETT STREETAddressLine1Txt
CityGREERCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29650ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOY KAMEESPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone8648485129PhoneNum
Signature2022-04-28SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOYPersonFirstNm
Person LastKAMEESPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonElizabeth CampbellPreparerPersonNm
PTINP01508351PTIN
Phone8644120225PhoneNum
Preparation2022-05-31PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
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$34,728FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$10,476ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$10,476TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$1,800AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,800AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$0OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$0TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$40OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$40OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,840TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,840TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$27,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$27,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$28,840TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$28,840TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$18,364ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$55,592CashBOYAmt
Cash EOY$34,728CashEOYAmt
Cash EOYFMV$34,728CashEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$55,592TotalAssetsBOYAmt
Total Assets EOY$34,728TotalAssetsEOYAmt
Total Assets EOYFMV$34,728TotalAssetsEOYFMVAmt
Accounts Payable BOY$12,500AccountsPayableBOYAmt
Accounts Payable EOY$10,000AccountsPayableEOYAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$12,500TotalLiabilitiesBOYAmt
Total Liabilities EOY$10,000TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$43,092RetainedEarningBOYAmt
Retained Earning EOY$24,728RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$43,092TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$24,728TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$55,592TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$34,728TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$43,092TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$18,364ExcessRevenueOverExpensesAmt
Subtotal$24,728SubtotalAmt
Tot Net Ast Or Fund Balances EOY$24,728TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$0TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateSCOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJOY KAMEESIndividualWithBooksNm
Phone8648485129PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11111 WEST POINSETT STREETAddressLine1Txt
CityGREERCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29650ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOY KAMEES
1111 WEST POINSETT STREETGREERSC29650CHAIRMAN0.10$0$0$0
JIM BOYD
1111 WEST POINSETT STREETGREERSC29650DIRECTOR0.10$0$0$0
CRAIG ROBINSON
1111 WEST POINSETT STREETGREERSC29650DIRECTOR0.10$0$0$0
APRIL STAGGS
1111 WEST POINSETT STREETGREERSC29650DIRECTOR0.10$0$0$0
MINDI CALVERT
1111 WEST POINSETT STREETGREERSC29650DIRECTOR0.10$0$0$0
RICK POWER
1111 WEST POINSETT STREETGREERSC29650DIRECTOR0.10$0$0$0
NOLITA DAVIS
1111 WEST POINSETT STREETGREERSC29650DIRECTOR0.10$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

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$47,537AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$47,537TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$47,537AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$713CashDeemedCharitableAmt
Net Vl Noncharitable Assets$46,824NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,341MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,341MinimumInvestmentReturnAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$2,341DistributableBeforeAdjAmt
Distributable Before Ded$2,341DistributableBeforeDedAmt
Distributable As Adjusted$2,341DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$28,840ExpensesAndContributionsAmt
Qualifying Distributions$28,840QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,341DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$32,859ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$38,224ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$15,859ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$50,781ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$37,049ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$174,772TotalExcessDistributionCyovAmt
Qualifying Distributions$28,840QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,341AppliedToCurrentYearAmt
Remaining Distri From Corpus$26,499RemainingDistriFromCorpusAmt
Total Corpus$201,271TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$32,859ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$168,412ExcessDistriCyovToNextYrAmt
Excess From Year4$38,224ExcessFromYear4Amt
Excess From Year3$15,859ExcessFromYear3Amt
Excess From Year2$50,781ExcessFromYear2Amt
Excess From Year1$37,049ExcessFromYear1Amt
Excess From Current Year$26,499ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJOY KAMEESRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1601 NORTH MAIN STREETAddressLine1Txt
CityGREERCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29650ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8648485129RecipientPhoneNum
Form And Info And MaterialsNO SPECIFIC FORM REQUIREDFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Piedmont Women's Center
1143 Grove RoadGreerSC29605PCTO FURTHER THE PURPOSE OF THE CHARITABLE ORGANIZATION$2,000
Center for Developmental Services
29 N Academy StGreenvilleSC29601PCTO FURTHER THE PURPOSE OF THE CHARITABLE ORGANIZATION$1,000
Daily Bread Ministries Inc
PO Box 2344GreerSC29652PCTO FURTHER THE PURPOSE OF THE CHARITABLE ORGANIZATION$3,000
Fostering Great Ideas
321 PIMLICO RDGreenvilleSC29607PCTO FURTHER THE PURPOSE OF THE CHARITABLE ORGANIZATION$2,000
Greer Christian Learning Center
PO Box 2013GreerSC29652PCTO FURTHER THE PURPOSE OF THE CHARITABLE ORGANIZATION$2,000
Safe Harbor
429 N Main StGreenvilleSC29601PCTO FURTHER THE PURPOSE OF THE CHARITABLE ORGANIZATION$2,000
United Ministries
606 Pendleton StGreenvilleSC29601PCTO FURTHER THE PURPOSE OF THE CHARITABLE ORGANIZATION$1,000
Greer Relief
PO Box 1303GreerSC29652PCTO FURTHER THE PURPOSE OF THE CHARITABLE ORGANIZATION$3,000
Generations
PO Box 80009SimpsonvilleSC29680PCTO FURTHER THE PURPOSE OF THE CHARITABLE ORGANIZATION$1,000
Harvest Hope Food Bank
2818 White Horse RoadGreenvilleSC29611PCTO FURTHER THE PURPOSE OF THE CHARITABLE ORGANIZATION$3,000
Taylors Free Medical
400 W Main StTaylorsSC29687PCTO FURTHER THE PURPOSE OF THE CHARITABLE ORGANIZATION$3,000
CREATIVE ADVANCEMENT
PO BOX 2474GreerSC29652PCTO FURTHER THE PURPOSE OF THE CHARITABLE ORGANIZATION$2,000
COMMUNITIEDS IN SCHOOLS
PO Box 10308GREENVILLESC29603PCTO FURTHER THE PURPOSE OF THE CHARITABLE ORGANIZATION$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$27,000TotalGrantOrContriPdDurYrAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferenceEXPLANATION CONCERNING PART VII-A, LINE 8BFormAndLineReferenceDesc
Medium ExplanationNO LONGER REQUIRED TO BE FILED WITH SC ATTORNEY GENERAL OFFICE.MediumExplanationTxt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescADMIN EXPENSESDesc
Revenue And Expenses Per Books$40RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$40DisbursementsCharitablePrpsAmt

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