HARRY H GIBSON FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HARRY H GIBSON FAMILY FOUNDATION (EIN 20-5338528)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-13
- IRS object ID
- 202101339349101985
- Schema version
- 2020v4.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-13T12:25:30-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | COLONIAL | PersonFirstNm |
| Person Last | TRUST COMPANY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRUCE W SCHWARTZ | PreparerPersonNm |
| PTIN | P00362100 | PTIN |
| Phone | 8645830886 | PhoneNum |
| Preparation | 2021-05-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $1,945,583 | 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 | $1,816 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,771 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $31,567 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,177 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $3 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $3 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $3 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $18,886 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $385,070 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,886 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $410 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $52,682 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $51,837 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,216 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,216 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $67 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $67 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,483 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,483 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $222,433 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $222,433 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $237,916 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,483 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $222,433 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$185,234 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $36,354 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $54,999 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,750 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,750 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $903,999 | CorporateStockBOYAmt |
| Corporate Stock EOY | $766,014 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,794,093 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $60,179 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $60,179 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $61,740 | 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 | $1,147,127 | TotalAssetsBOYAmt |
| Total Assets EOY | $961,893 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,945,583 | 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 | $1,147,127 | RetainedEarningBOYAmt |
| Retained Earning EOY | $961,893 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,147,127 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $961,893 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,147,127 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $961,893 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,147,127 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$185,234 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $961,893 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $961,893 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ISHARES TRUST | P | 2020-03-19 | 2020-12-04 | $23,290 | $16,038 | $7,252 | $7,252 |
| ROYAL CARIBBEAN CRUISES | P | 2019-11-12 | 2020-05-13 | $7,485 | $25,087 | -$17,602 | -$17,602 |
| CHECK POINT | P | 2017-11-28 | 2020-03-26 | $4,838 | $5,233 | -$395 | -$395 |
| CONSTELLATION BRANDS | P | 2018-06-13 | 2020-03-23 | $3,775 | $8,050 | -$4,275 | -$4,275 |
| DOMINION ENERGY | P | 2016-11-08 | 2020-09-09 | $28,040 | $26,236 | $1,804 | $1,804 |
| EAST WEST BANCORP | P | 2017-11-28 | 2020-03-23 | $5,389 | $11,841 | -$6,452 | -$6,452 |
| HALLIBURTON CO | P | 2016-12-29 | 2020-03-23 | $2,463 | $25,561 | -$23,098 | -$23,098 |
| INVESCO OPPENHEIMER | P | 2020-03-27 | $4,884 | $16,122 | -$11,238 | -$11,238 | |
| ISHARES MSCI | P | 2017-11-28 | 2020-03-25 | $26,295 | $35,158 | -$8,863 | -$8,863 |
| ISHARES TRUST | P | 2016-12-29 | 2020-04-08 | $84,486 | $83,833 | $653 | $653 |
| S & P GLOBAL | P | 2017-11-28 | 2020-03-23 | $9,703 | $8,283 | $1,420 | $1,420 |
| SPDR GOLD TR | P | 2011-12-27 | 2020-12-04 | $161 | $164 | -$3 | -$3 |
| UNITED HEALTH GROUP | P | 2013-10-25 | 2020-03-25 | $6,103 | $1,701 | $4,402 | $4,402 |
| APPLE | P | 2009-01-20 | 2020-12-04 | $43,997 | $1,133 | $42,864 | $42,864 |
| EXXON MOBIL | P | 2009-01-20 | 2020-03-23 | $8,565 | $20,806 | -$12,241 | -$12,241 |
| ISHARES CORE MID-CAP | P | 2008-10-30 | 2020-04-08 | $48,414 | $17,730 | $30,684 | $30,684 |
| ISHARES CORE SMALL-CAP | P | 2008-10-30 | 2020-03-18 | $31,554 | $14,648 | $16,906 | $16,906 |
| ISHARES TRUST MSCI | P | 2010-08-16 | 2020-03-25 | $18,859 | $22,499 | -$3,640 | -$3,640 |
| SCHLUMBERGER | P | 2009-01-20 | 2020-03-23 | $4,117 | $14,128 | -$10,011 | -$10,011 |
| UNITED TECHNOLOGIES | P | 2009-02-17 | 2020-03-23 | $18,497 | $11,448 | $7,049 | $7,049 |
| VISA | P | 2010-12-07 | 2020-03-25 | $4,155 | $485 | $3,670 | $3,670 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,886 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $505 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $505 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $505 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $880 | 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 | $880 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $375 | OverpaymentAmt |
| Applied To ES Tax | $375 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | $1,665,360 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $71,830 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $82,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,819,190 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,819,190 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,288 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,791,902 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $89,595 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $89,595 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $505 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $505 | TotalTaxAmt |
| Distributable Before Adj | $89,090 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $89,090 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $89,090 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $222,433 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $222,433 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $222,433 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $89,090 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $127,425 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $126,039 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $128,857 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $134,616 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $129,333 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $646,270 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $222,433 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $89,090 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $133,343 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $779,613 | 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 | $127,425 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $652,188 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $126,039 | ExcessFromYear4Amt |
| Excess From Year3 | $128,857 | ExcessFromYear3Amt |
| Excess From Year2 | $134,616 | ExcessFromYear2Amt |
| Excess From Year1 | $129,333 | ExcessFromYear1Amt |
| Excess From Current Year | $133,343 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (53 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACTION INTERNATIONAL MINISTRIES | |||||||
| 5502 232ND ST SW | MOUNTLAKE TERRACE | WA | 98043 | NONE | PC | CHARITABLE | $1,500 |
| BALLET SPARTANBURG | |||||||
| 200 E ST JOHN ST | SPARTANBURG | SC | 29306 | NONE | PC | CHARITABLE | $1,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 420 S CHURCH ST | SPARTANBURG | SC | 29306 | NONE | PC | CHARITABLE | $2,000 |
| BOYS & GIRLS CLUBS OF THE UPSTATE | |||||||
| 901 SOUTH PINE STREET | SPARTANBURG | SC | 29302 | NONE | PC | CHARITABLE | $5,000 |
| CAROLINA PREGNANCY CENTER | |||||||
| PO BOX 5364 | SPARTANBURG | SC | 29304 | NONE | PC | CHARITABLE | $500 |
| CHAPMAN CULTURAL CENTER | |||||||
| 200 E ST JOHN ST | SPARTANBURG | SC | 29306 | NONE | PC | CHARITABLE | $500 |
| CHARLES LEA CENTER | |||||||
| 195 BURDETTE STREET | SPARTANBURG | SC | 29307 | NONE | PC | CHARITABLE | $1,000 |
| CHILDREN'S ADVOCACY CENTER OF SPARTANBURG | |||||||
| 100 WASHINGTON PLACE | SPARTANBURG | SC | 29302 | NONE | PC | CHARITABLE | $1,000 |
| CLEMSON UNIVERSITY FOUNDATION | |||||||
| PO BOX 1889 | CLEMSON | SC | 29633 | NONE | PC | CHARITABLE | $15,000 |
| CONVERSE COLLEGE | |||||||
| 580 E MAIN STREET | SPARTANBURG | SC | 29302 | NONE | PC | CHARITABLE | $500 |
| CROSS KEYS MINISTRIES | |||||||
| 1035 MAIN ST | FOREST PARK | GA | 30297 | NONE | PC | CHARITABLE | $2,000 |
| CRU | |||||||
| 100 LAKE HART DRIVE | ORLANDO | FL | 32832 | NONE | PC | CHARITABLE | $1,000 |
| EAST-WEST MINISTRIES INTERNATIONAL | |||||||
| 2001 W PLANO PARKWAY | PLANO | TX | 75075 | NONE | PC | CHARITABLE | $5,500 |
| ETV ENDOWMENT OF SC | |||||||
| 401 E KENNEDY ST | SPARTANBURG | SC | 29302 | NONE | PC | CHARITABLE | $1,000 |
| FIRST BAPTIST CHURCH | |||||||
| 250 E MAIN ST | SPARTANBURG | SC | 29306 | NONE | PC | CHARITABLE | $10,000 |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 393 EAST MAIN STREET | SPARTANBURG | SC | 29302 | NONE | PC | CHARITABLE | $12,000 |
| FOUR RIVERS OUTREACH | |||||||
| 210 S RUSK STREET | SHERMAN | TX | 75090 | NONE | PC | CHARITABLE | $3,000 |
| GIRL SCOUTS OF SC | |||||||
| 349-A EAST BLACKSTOCK ROAD | SPARTANBURG | SC | 29301 | NONE | PC | CHARITABLE | $1,000 |
| GRAFFITI COMMUNITY MINISTRIES | |||||||
| 205 E 7TH ST | NEW YORK | NY | 10009 | NONE | PC | CHARITABLE | $4,000 |
| GRAYSON GRAND CENTRAL STATION | |||||||
| 110 S THROCKMORTON ST | SHERMAN | TX | 75090 | NONE | PC | CHARITABLE | $1,500 |
| HALTER | |||||||
| P O BOX 1403 | SPARTANBURG | SC | 29304 | NONE | PC | CHARITABLE | $500 |
| HABITAT FOR HUMANITY | |||||||
| 2270 SOUTH PINE STREET | SPARTANBURG | SC | 29302 | NONE | PC | CHARITABLE | $5,000 |
| HATCHER GARDEN & WOODLAND PRESERVE | |||||||
| 832 JOHN B WHITE SR BLVD | SPARTANBURG | SC | 29306 | NONE | PC | CHARITABLE | $2,500 |
| HOPE CENTER FOR CHILDREN | |||||||
| PO BOX 1731 | SPARTANBURG | SC | 29304 | NONE | PC | CHARITABLE | $1,000 |
| JESUS FILM PROJECT | |||||||
| 100 LAKE HART DRIVE | ORLANDO | FL | 32832 | NONE | PC | CHARITABLE | $2,000 |
| KIDS ACROSS AMERICA FOUNDATION | |||||||
| PO BOX 930 | BRANSON | MO | 65615 | NONE | PC | CHARITABLE | $4,000 |
| KNIGHTS' QUEST MINISTRIESINC | |||||||
| 7500 POINT REYES DR | FORT WORTH | TX | 76137 | NONE | PC | CHARITABLE | $1,000 |
| LIVING HOPE PRESBYTERIAN CHURCH | |||||||
| 3318 HILLCREST DRIVE | GREER | SC | 29651 | NONE | PC | CHARITABLE | $500 |
| MEALS ON WHEELS OF TEXOMA | |||||||
| 4114 AIRPORT DR | DENISON | TX | 75020 | NONE | PC | CHARITABLE | $3,000 |
| MIRACLE HILL MINISTRIES | |||||||
| PO BOX 2546 | GREENVILLE | SC | 29602 | NONE | PC | CHARITABLE | $3,000 |
| MOBILE MEALS | |||||||
| 419 EAST MAIN STREET | SPARTANBURG | SC | 29302 | NONE | PC | CHARITABLE | $30,500 |
| MORNINGSIDE BAPTIST CHURCH | |||||||
| 897 S PINE ST | SPARTANBURG | SC | 29302 | NONE | PC | CHARITABLE | $1,000 |
| OKLAHOMA BAPTIST HOMES FOR CHILDREN | |||||||
| 3800 NORTH MAY AVENUE | OKLAHOMA CITY | OK | 73112 | NONE | PC | CHARITABLE | $2,000 |
| SALVATION ARMY | |||||||
| 40 FOSTER STREET | SPARTANBURG | SC | 29301 | NONE | PC | CHARITABLE | $6,000 |
| SAMARITAN'S PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | NONE | PC | CHARITABLE | $1,000 |
| SCBEST | |||||||
| PO BOX 3351 | SPARTANBURG | SC | 29304 | NONE | PC | CHARITABLE | $2,000 |
| SMILE TRAIN | |||||||
| PO BOX 96231 | WASHINGTON | DC | 20090 | NONE | PC | CHARITABLE | $500 |
| SOUTH CAROLINA HUMANITIES | |||||||
| 2711 MIDDLEBURG DR STE 203 | COLUMBIA | SC | 29204 | NONE | PC | CHARITABLE | $1,000 |
| SPARTANBURG COUNTY FOUNDATION | |||||||
| 424 EAST KENNEDY STREET | SPARTANBURG | SC | 29302 | NONE | PC | CHARITABLE | $6,000 |
| SPARTANBURG SOUP KITCHEN | |||||||
| 136 S FOREST ST | SPARTANBURG | SC | 29306 | NONE | PC | CHARITABLE | $4,000 |
| SPARTNBURG INTERFAITH HOSPITALITY NETWORK | |||||||
| 899 S PINE ST | SPARTANBURG | SC | 29302 | NONE | PC | CHARITABLE | $3,000 |
| ST LUKE'S FREE MEDICAL CLINIC | |||||||
| 162 SOUTH 39 | SPARTANBURG | SC | 29302 | NONE | PC | CHARITABLE | $3,000 |
| TEXOMA CHRISTIAN SCHOOL | |||||||
| 3500 W HOUSTON ST | SHERMAN | TX | 75092 | NONE | PC | CHARITABLE | $8,000 |
| THE SHEPHERD'S CENTER | |||||||
| 393 EAST MAIN STREET | SPARTANBURG | SC | 29302 | NONE | PC | CHARITABLE | $6,000 |
| THOMAS E HANNAH FAMILY YMCA | |||||||
| 151 RIBAULT ST 200 | SPARTANBURG | SC | 29302 | NONE | PC | CHARITABLE | $8,333 |
| TOTAL MINISTRIES | |||||||
| 420 UNION STREET | SPARTANBURG | SC | 29306 | NONE | PC | CHARITABLE | $8,000 |
| TRUE OPTIONS PREGNANCY CENTER | |||||||
| 105 WEST PECAN | SHERMAN | TX | 75090 | NONE | PC | CHARITABLE | $2,000 |
| TYGER RIVER CHAPEL FOUNDATION | |||||||
| PO BOX 171954 | SPARTANBURG | SC | 29301 | NONE | PC | CHARITABLE | $5,000 |
| UNITED WAY OF THE PIEDMONT | |||||||
| 203 EAST MAIN STREET | SPARTANBURG | SC | 29319 | NONE | PC | CHARITABLE | $5,000 |
| USC UPSTATE FOUNDATION | |||||||
| 800 UNIVERSITY WAY | SPARTANBURG | SC | 29303 | NONE | PC | CHARITABLE | $500 |
| WOMEN GIVING FOR SPARTANBURG | |||||||
| PO BOX 2646 | SPARTANBURG | SC | 29304 | NONE | PC | CHARITABLE | $1,100 |
| YOUNG LIFE INTERNATIONAL | |||||||
| PO BOX 70065 | PRESCOTT | AZ | 86304 | NONE | PC | CHARITABLE | $2,000 |
| YOUNG LIFE | |||||||
| 2320 E NORTH ST | GREENVILLE | SC | 29607 | NONE | PC | CHARITABLE | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $222,433 | 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 | $1,816 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,567 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $3 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $18,886 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $410 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $52,682 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $52,682 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | FEDERAL INCOME TAX REFUND | RelationshipStatementTxt |
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 | $3,200 | Amt |
| Net Investment Income | $3,200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 10,000 AT&T | $10,429 | $10,969 |
| 50,000 MORGAN STANLEY | $49,750 | $50,771 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (49 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 125 ACCENTURE | $7,365 | $32,651 |
| 175 AIR PRODUCTS | $8,319 | $47,813 |
| 25 ALPHABET | $16,693 | $43,816 |
| 20 AMAZON | $19,403 | $65,138 |
| 1,900 APPLE INC | $8,546 | $252,111 |
| 232 APPLIED MATERIALS | $11,613 | $20,021 |
| 250 BAXTER | $9,823 | $20,060 |
| 200 CISCO SYSTEMS | $7,552 | $8,950 |
| 250 COMCAST CORP | $6,919 | $13,100 |
| 150 COSTCO WHOLESALE | $16,296 | $56,517 |
| 200 WALT DISTNEY CO | $10,382 | $36,236 |
| 476 DUKE ENERGY CORP | $21,445 | $43,583 |
| 75 GOLDMAN SACHS - COMMON | $10,989 | $19,778 |
| 250 GOLDMAN SACHS - PREFERRED | $6,238 | $6,833 |
| 150 HOME DEPOT | $16,309 | $39,843 |
| 342 ISHARES MIDCAP | $45,458 | $72,528 |
| 223 ISHARES BIOTECHNOLOGY | $10,769 | $33,782 |
| 350 JP MORGAN CHASE | $13,529 | $44,475 |
| 225 JOHNSON & JOHNSON | $13,543 | $35,411 |
| 100 LILLY ELI & COMPANY | $7,076 | $16,884 |
| 250 MEDTRONIC | $18,125 | $29,285 |
| 400 MICROSOFT | $9,050 | $88,968 |
| 250 MORGAN STANLEY - PREFERRED | $6,566 | $7,175 |
| 450 NIKE | $10,016 | $63,662 |
| 500 ORACLE | $13,636 | $32,345 |
| 250 PEPSICO | $14,060 | $37,075 |
| 150 PROCTER & GAMBLE | $9,473 | $20,871 |
| 250 SPDR GOLD | $40,628 | $44,590 |
| 75 STRYKER | $11,692 | $18,378 |
| 150 UNION PACIFIC | $14,303 | $31,233 |
| 125 UNITEDHEALTH GROUP | $11,647 | $43,835 |
| 475 VERIZON COMMUNICATIONS | $16,213 | $27,906 |
| 200 VISA INC | $3,882 | $43,746 |
| 75 WAL-MART STORES | $7,265 | $10,811 |
| 250 WASTE MANAGEMENT | $13,077 | $29,483 |
| 1,000 PNC FINL SERVS GROUP - PREFERRED | $27,663 | $26,780 |
| 300 SHS DIGITAL REALTY | $35,396 | $41,853 |
| 400 SCHWAB CHARLES | $15,903 | $21,216 |
| 250 TJX COS | $12,196 | $17,073 |
| 475 TRUIST FINL CORP | $14,944 | $22,767 |
| 500 ISHARES FLOATING BASKET | $25,472 | $25,360 |
| 1,200 ISHARES MSCI INTL | $30,305 | $42,792 |
| 1,670 ISHARES 0-5 YEAR INVESTMENT GRADE | $84,470 | $87,207 |
| 100 AMERICAN WATER WORKS | $14,401 | $15,347 |
| 172 CHEVRON | $9,605 | $14,525 |
| 28 PALO ALTO NETWORKS | $4,703 | $9,951 |
| 35 PAYPAL HOLDINGS | $6,150 | $8,197 |
| 73 VMWARE | $10,411 | $10,239 |
| 350 STORE CAP | $6,495 | $11,893 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Revenue And Expenses Per Books | $410 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $410 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $67 | Amt |
| Net Investment Income | $67 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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