SHADYDALE CHARITABLE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SHADYDALE CHARITABLE FOUNDATION (EIN 58-6407211)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-09
- IRS object ID
- 202103139349100405
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-09T07:16:24-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
| Disaster Relief | RETURN EXTENDED TO 11/15/2021 | DisasterReliefTxt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 580662558 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HANCOCK ASKEW & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 RIVERVIEW DR | AddressLine1Txt |
| City | SAVANNAH | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31404 | 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 | 586407211 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SHADYDALE CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHAD | BusinessNameControlTxt |
| Phone | 4042102254 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 426 LOVINGGOOD LANDING DR | AddressLine1Txt |
| City | WOODSTOCK | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30189 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TYE D SMITH | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2021-10-22 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TYE | PersonFirstNm |
| Person Last | SMITH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J WILLIAM GRIFFIN | PreparerPersonNm |
| PTIN | P00733087 | PTIN |
| Phone | 9122348243 | PhoneNum |
| Preparation | 2021-10-22 | PreparationDt |
| 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) |
|---|---|---|
| Special Condition | RETURN EXTENDED TO 11/15/2021 | SpecialConditionDesc |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,624,024 | 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 |
| Dividends Rev And Expnss | $47,663 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,663 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $26,092 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $311,545 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $26,092 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $73,755 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $73,755 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,225 | AccountingFeesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $9,817 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,817 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $12,042 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,817 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $155,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $155,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $167,042 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,817 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $155,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$93,287 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $63,938 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $499,124 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $349,743 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $207,785 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,069,351 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,036,606 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,840,393 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $440,630 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $540,177 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $575,846 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,009,105 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,926,526 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,624,024 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,009,105 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,926,526 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,009,105 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,926,526 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,009,105 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,926,526 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,009,105 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$93,287 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,708 | OtherIncreasesAmt |
| Subtotal | $1,926,526 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,926,526 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 25000 SH U.S TREASURY BILLS | D | 2019-09-10 | 2020-01-30 | $24,826 | $24,826 | ||
| 290 SH RAYTHEON TECHNOLOGIES | D | 2015-12-28 | 2020-09-29 | $16,841 | $11,124 | $5,717 | $5,717 |
| 25000 SH U.S TREASURY BILLS | D | 2019-09-10 | 2020-03-26 | $24,763 | $24,763 | ||
| 315 SH BROWN FOREMAN CORP CLASS B | D | 2015-12-28 | 2020-12-18 | $24,783 | $15,961 | $8,822 | $8,822 |
| 155 SH EXPEDIA GROUP INC | P | 2017-04-13 | 2020-03-30 | $8,552 | $19,986 | -$11,434 | -$11,434 |
| 250 SH GENUINE PARTS CO | D | 2015-12-28 | 2020-12-18 | $24,250 | $21,500 | $2,750 | $2,750 |
| 300 SH INTEL CORP | P | 2016-10-19 | 2020-09-29 | $15,357 | $10,800 | $4,557 | $4,557 |
| 275 SH LYONDELLBASELL INDUSTRIES NV | D | 2015-12-28 | 2020-12-18 | $25,010 | $23,882 | $1,128 | $1,128 |
| 25000 SH AMERICAN EXPRESS CD | D | 2015-12-28 | 2020-04-29 | $24,888 | $24,725 | $163 | $163 |
| 50 SH AMERIPRISE FINANCIAL INC | D | 2015-12-28 | 2020-12-18 | $9,349 | $5,350 | $3,999 | $3,999 |
| 25000 SH BANK OF AMERICA CD | D | 2015-12-28 | 2020-08-10 | $25,000 | $25,000 | ||
| 290 SH CARRIER GLOBAL CORP | D | 2015-12-28 | 2020-09-29 | $8,793 | $11,124 | -$2,331 | -$2,331 |
| 197 SH FORTIVE CORP | D | 2015-12-28 | 2020-03-30 | $10,265 | $8,317 | $1,948 | $1,948 |
| 25000 SH GOLDMAN SACHS BK CD | D | 2015-12-28 | 2020-08-06 | $25,000 | $25,030 | -$30 | -$30 |
| 200 SH INTEL CORP | D | 2015-12-28 | 2020-09-29 | $10,238 | $5,660 | $4,578 | $4,578 |
| 145 SH OTIS WORLDWIDE | D | 2015-12-28 | 2020-09-29 | $9,006 | $2,781 | $6,225 | $6,225 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $26,092 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $889 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $889 | SubtotalAmt |
| Tax Based On Investment Income | $889 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $19 | EsPenaltyAmt |
| Overpayment | $92 | OverpaymentAmt |
| Applied To ES Tax | $92 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTH STATE WEALTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9126296694 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1030 | AddressLine1Txt |
| City | COLUMBIA | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TYE D SMITH | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 426 LOVINGGOOD LANDING DR | AddressLine1Txt |
| City | WOODSTOCK | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30189 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 000.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,799,828 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $794,056 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,593,884 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,593,884 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $38,908 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,554,976 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $127,749 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $127,749 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $889 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $889 | TotalTaxAmt |
| Distributable Before Adj | $126,860 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $126,860 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $126,860 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $155,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $155,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $155,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $126,860 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $14,842 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $100,044 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $9,200 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $124,086 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $155,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $126,860 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $28,140 | RemainingDistriFromCorpusAmt |
| Total Corpus | $152,226 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $14,842 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $137,384 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $100,044 | ExcessFromYear4Amt |
| Excess From Year2 | $9,200 | ExcessFromYear2Amt |
| Excess From Current Year | $28,140 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| CHARLESTON AREA THERAPEUTIC RIDING | |||||
| PO BOX 146 | JOHNS ISLAND | SC | 29457 | ASSISTANCE TO DISABLED INDIVIDUALS | $15,000 |
| ETOWAH HIGH SCHOOL FOUNDATION | |||||
| 655 PUTNAM FORD DRIVE | WOODSTOCK | GA | 30189 | EDUCATION ASSISTANCE | $5,000 |
| THE TWINKLE FOUNDATION INC | |||||
| 194 SANDERING COURT | KIAWAH ISLAND | SC | 29455 | CANCER RESEARCH | $10,000 |
| UNIVERSITY OF GEORGIA FOUNDATION | |||||
| PO BOX 1472 | ATHENS | GA | 30603 | EDUCATION ASSISTANCE | $25,000 |
| WORMSLOE FOUNDATION | |||||
| 22 W BRYAN STREET PMB 3 | SAVANNAH | GA | 31401 | ENVIRONMENTAL ASSISTANCE | $5,000 |
| WOUNDED WARRIOR PROJECT | |||||
| PO BOX 758516 | TOPEKA | KS | 66675 | VETERAN ASSISTANCE | $10,000 |
| THE NATURE CONSERVANCY OF SC | |||||
| 801 GERVAIS STREET SUITE | COLUMBIA | SC | 29201 | ENVIRONMENTAL ASSISTANCE | $20,000 |
| BENEDICTINE MILITARY SCHOOL | |||||
| 6502 SEAWRIGHT DR | SAVANNAH | GA | 31406 | EDUCATION ASSISTANCE | $10,000 |
| DARLINGTON SCHOOL | |||||
| 1014 CAVE SPRING RD SW | ROME | GA | 30161 | EDUCATION ASSISTANCE | $10,000 |
| BRANDON HALL SCHOOL | |||||
| 1701 BRANDON HALL DR | ATLANTA | GA | 30350 | EDUCATION ASSISTANCE | $10,000 |
| CHEROKEE FAMILY VIOLENCE CENTER | |||||
| PO BOX 489 | CANTON | GA | 30169 | ASSISTANCE WITH ENHANCING SAFETY OF | $10,000 |
| CHEROKEE CO ANIMAL SHELTER | |||||
| 1015 UNIVETER ROAD | CANTON | GA | 30115 | ASSISTANCE WITH CARING FOR/SAVING AN | $15,000 |
| NEWBERRY COLLEGE | |||||
| 2100 COLLEGE STREET | NEWBERRY | SC | 29108 | EDUCATIONAL ASSISTANCE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $155,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,663 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $26,092 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $73,755 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $73,755 | 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 | 8 | LineNumberTxt |
| Relationship Statement | THESE ARE GAINS (LOSSES) FROM THE SALE OF SECURITIES. THE ONLY ASSETS MAINTAINED BY THE TRUST FOR THE FOUNDATION CONSIST OF CASH AND SECURITIES. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | CategoryTxt |
| Amt | $2,225 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | 25000 SH U.S TREASURY BILLS | AssetDesc |
| Acquired | 2019-09 | AcquiredDt |
| How Acquired | DONATION | HowAcquiredTxt |
| Sold | 2020-07 | SoldDt |
| Gross Sales Price | $24,624 | GrossSalesPriceAmt |
| Basis | $24,624 | BasisAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (9 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES BARCLAY TIPS BOND ETF | $67,841 | $76,590 |
| ISHARES BARCLAY TIPS BOND ETF | $22,632 | $25,530 |
| ISHARES SHORT-TERM CORPORATE BOND ET | $104,460 | $110,340 |
| VANGUARD INTERMEDIATE-TERM CORPORATE | $60,361 | $67,026 |
| VANGUARD INTERMEDIATE-TERM CORPORATE | $17,391 | $19,428 |
| VANGUARD SHORT TERM BOND ETF | $99,450 | $103,625 |
| VANGUARD SHORT TERM CORP BOND ETF | $68,495 | $72,844 |
| VANGUARD INTERMEDIATE-TERM CORPORATE | $49,837 | $50,513 |
| VANGUARD SHORT TERM CORP BOND ETF | $49,710 | $49,950 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (60 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOT LABORATORIES - 240 SH | $9,924 | $26,278 |
| ALIBABA - 250 SH | $20,533 | $58,183 |
| AMEICAN EXPRESS - 300 SH | $20,919 | $36,273 |
| AMERIPRISE - 50 SH | ||
| AMGEN - 60 SH | $11,372 | $13,795 |
| ANTHEM INC - 70 SH | $10,248 | $22,476 |
| APPLE INC - 560 SH | $12,704 | $74,306 |
| APPLE INC - 240 SH | $6,416 | $31,846 |
| AUTOMATIC DATA PROCESSING, INC (ADP) | $27,778 | $57,265 |
| BANK AMER CORP - 1000 SH | $17,110 | $30,310 |
| BERKSHIRE HATHAWAY B - 250 SH | $33,257 | $57,968 |
| BROWN - FORMAN CORP CLASS B - 160 SH | $8,107 | $12,709 |
| BROWN FORMAN CORP CLASS B - 175 SH | $5,145 | $13,900 |
| CARMAX - 500 SH | $26,405 | $47,230 |
| CHEVRON CORPORATION - 192 SH | $17,320 | $16,214 |
| CISCO - 550 SH | $14,987 | $24,613 |
| COCA-COLA CO - 500 SH | $21,710 | $27,420 |
| CONOCOPHILLIPS - 305 SH | $14,448 | $12,197 |
| COSTCO WHSL CORP NEW - 225 SH | $36,299 | $84,776 |
| CURTISS WRIGHT CORP - 250 SH | $17,212 | $29,088 |
| CVS HEALTH CORP - 400 SH | $39,424 | $27,320 |
| DANAHER CORPORATION - 395 SH | $28,500 | $87,745 |
| DISNEY WALT CO NEW - 300 SH | $32,178 | $54,354 |
| DUKE ENERGY - 140 SH | $10,070 | $12,818 |
| EXPEDIA INC - 155 SH | ||
| FISERV - 205 SH | $18,979 | $23,381 |
| FISERV INC - 350 SH | $3,318 | $39,811 |
| FORD MOTOR CO DEL - 1500 SH | $21,375 | $13,185 |
| FORTIVE - 197 SH | ||
| GENERAL DYNAMICS CORP - 175 SH | $24,365 | $26,044 |
| GENUINE PARTS CO - 250 SH | ||
| HCA - 300 SH | $20,487 | $49,338 |
| HOME DEPOT - 45 SH | $44 | $11,953 |
| HOME DEPOT - 55 SH | $6,955 | $14,609 |
| INTEL - 200 SH | ||
| INTEL - 300 SH | ||
| INTUIT - 200 SH | $19,516 | $75,970 |
| ISHARES S&P PREFERRED STOCK ETF - 25 | $9,636 | $9,772 |
| ISHARES S&P PREFERRED STOCK ETF - 62 | $24,137 | $23,924 |
| JOHNSON AND JOHNSON - 280 SH | $28,896 | $44,066 |
| JPMORGAN CHASE - 350 SH | $23,128 | $44,474 |
| LYONDELLBASELL - 275 SH | ||
| MEDTRONIC PLC - 250 SH | $19,310 | $29,285 |
| MERCK & CO INC - 275 SH | $14,523 | $22,495 |
| MORGAN STANLEY - 50 SH | $864 | $3,427 |
| MURPHY USA INC. - 500 SH | $30,975 | $65,435 |
| NOVO-NORDISK - 750 SH | $43,635 | $52,388 |
| ORACLE - 150 SH | $6,096 | $9,704 |
| PEPSICO INC - 250 SH | $25,117 | $37,075 |
| PHILIPS 66 - 154 SH | $12,742 | $10,771 |
| PROCTOR AND GAMBLE - 50 SH | $4,154 | $6,957 |
| PROCTOR AND GAMBLE - 220 SH | $17,538 | $30,611 |
| SOUTH STATE BANK - 400 SH | $29,260 | $28,920 |
| STRYKER - 265 SH | $24,891 | $64,936 |
| TJX COMPANIES - 1020 SH | $36,098 | $69,656 |
| UNION PAC CORP - 300 SH | $23,502 | $62,466 |
| UNITED TECHNOLOGIES CORP - 290 SH | ||
| BROADCOM INC - 68 SH | $24,976 | $29,774 |
| HARRIS TECHNOLOGIES - 170 SH | $29,950 | $32,133 |
| BARRICK GOLD CORP- 2140 SH | $50,073 | $48,749 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| MANAGEMENT FEES | $6,051 | $6,051 |
| BANK FEES | $3,746 | $3,746 |
| OTHER FEES | $20 | $20 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS OF INVESTMENTS HELD AT YEAR END | Desc |
| Amt | $10,708 | Amt |
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