THE BYERLY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
THE BYERLY FOUNDATION (EIN 57-0324909)
Tax period
2018-10-01 to 2019-09-30
Filed
2020-07-31
IRS object ID
202042139349100004
Schema version
2018v3.3
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)
Return2020-07-31T11:06:51-05:00ReturnTs
Tax Period End2019-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Ln Ste 212AddressLine1Txt
CityLake SuccessCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN570324909EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Byerly FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% The Byerly FoundationInCareOfNm
Business Name ControlBYERBusinessNameControlTxt
Phone8433832400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 1925AddressLine1Txt
CityHartsvilleCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29551ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD A PUFFERPersonNm
Person Titleexec dirPersonTitleTxt
Phone8433832400PhoneNum
Signature2020-07-28SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address174.197.137.196IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id06391520202135000000FederalOriginalSubmissionId
Federal Original Submission Id2020-07-31FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdE732C495C0394C507F801DB0962DE402F1C1296FAtSubmissionCreationDeviceId
At Submission Filing Device IdD2746C13DFDED97F2954BEA0DC7B7E2EDF81EBF0AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-11-19 02:30:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$22,474,275FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,650InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,650InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$511,745DividendsRevAndExpnssAmt
Dividends Net Invst Incm$511,745DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$30,314NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,445,009GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$30,314CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$57,922OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$57,922OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$601,631TotalRevAndExpnssAmt
Total Net Invst Incm$601,631TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$62,056CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$62,056CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$310OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$310OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$6,093PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl$6,093PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,530AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,530AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$28,423OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$27,033OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,390OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$600TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$5,710DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$0DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss$20,753OccupancyRevAndExpnssAmt
Occupancy Dsbrs Chrtbl$20,753OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$2,025TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$2,025TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$1,501PrintingAndPubRevAndExpnssAmt
Printing And Pub Dsbrs Chrtbl$1,501PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$64,098OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$65OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$64,033OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$193,099TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$28,628TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$158,161TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$840,767ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$840,767ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,033,866TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$28,628TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$998,928TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$432,235ExcessRevenueOverExpensesAmt
Net Investment Income$573,003NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$683,143SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$238,057SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$238,057SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl$1,400,000OtherNtsAndLoansRcvblAmt
Other Nts And Loans Rcvbl BOY$1,200,000OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$1,400,000OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$1,400,000OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$18,223,008CorporateStockBOYAmt
Corporate Stock EOY$18,038,034CorporateStockEOYAmt
Corporate Stock EOYFMV$20,735,318CorporateStockEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$358,838LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$255,455LandBldgEquipAccumDeprecAmt
Land BOY$109,093LandBOYAmt
Land EOY$103,383LandEOYAmt
Land EOYFMV$100,900LandEOYFMVAmt
Total Assets BOY$20,215,244TotalAssetsBOYAmt
Total Assets EOY$19,779,474TotalAssetsEOYAmt
Total Assets EOYFMV$22,474,275TotalAssetsEOYFMVAmt
Grants Payable BOY$61,107GrantsPayableBOYAmt
Grants Payable EOY$61,107GrantsPayableEOYAmt
Other Liabilities BOY$1,935OtherLiabilitiesBOYAmt
Total Liabilities BOY$63,042TotalLiabilitiesBOYAmt
Total Liabilities EOY$61,107TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$20,152,202RetainedEarningBOYAmt
Retained Earning EOY$19,718,367RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$20,152,202TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$19,718,367TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$20,215,244TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$19,779,474TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$20,152,202TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$432,235ExcessRevenueOverExpensesAmt
Subtotal$19,719,967SubtotalAmt
Other Decreases$1,600OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$19,718,367TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$1,445,009GrossSalesPriceAmt
Cost Or Other Basis$1,414,695CostOrOtherBasisAmt
Gain Or Loss$30,314GainOrLossAmt
Gains Minus Excess Or Losses$30,314GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$30,314CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,019,177AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$21,931,059NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.046472DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,101,621AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$20,780,558NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.053012DistributionYr2Rt
Adjusted Qlfy Distri Yr3$809,790AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$20,051,035NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.040386DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,275,502AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$21,577,912NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.059111DistributionYr4Rt
Adjusted Qlfy Distri Yr5$890,114AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$22,214,898NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.040068DistributionYr5Rt
Total Distribution0.239049TotalDistributionRt
Average Distribution0.04781AverageDistributionRt
Net Vl Noncharitable Assets$21,494,237NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,027,639AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$5,730NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,033,369AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$998,928QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$11,460InvestmentIncomeExciseTaxAmt
Subtotal$11,460SubtotalAmt
Tax Based On Investment Income$11,460TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$19,020EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$19,020TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$7,560OverpaymentAmt
Applied To ES Tax$7,560AppliedToESTaxAmt

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 GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website Addresswww.byerlyfoundation.orgWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1The Byerly FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8433832400PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1101 North Second StreetAddressLine1Txt
CityHartsvilleCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29550ZIPCd
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 PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
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 (13 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Bob Brown
PO Box 1925HartsvilleSC29551Trustee, Chair1.0$0$0$0
Orville Dyce
PO Box 1925HartsvilleSC29551Trustee1.0$0$0$0
Susan Henderson
PO Box 1925HartsvilleSC29551Sec, Trustee1.0$0$0$0
Rainey Knight
PO Box 1925HartsvilleSC29551Trustee1.0$0$0$0
Nancy McGee
PO Box 1925HartsvilleSC29551Trustee1.0$0$0$0
Bill Perry
PO Box 1925HartsvilleSC29551Trustee1.0$0$0$0
Richard A Puffer
PO Box 1925HartsvilleSC29551Executive Dir40.0$62,056$0$0
Jerome Reyes
PO Box 1925HartsvilleSC29551Trustee1.0$0$0$0
Roger Schrum
PO Box 1925HartsvilleSC29551Trustee1.0$0$0$0
Chris Shirley
PO Box 1925HartsvilleSC29551Trustee1.0$0$0$0
Linda Weatherford
PO Box 1925HartsvilleSC29551Trustee1.0$0$0$0
Lex West
PO Box 1925HartsvilleSC29551Trustee, Treas1.0$0$0$0
Pat Youngblood
PO Box 1925HartsvilleSC29551Trustee1.0$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1HARTSVILLE COMMUNITY DEVELOPMENT- THE FDN WILL SPONSOR FREE EDUCATIONAL EVENTS AND PUBLIC DISCUSSIONS TO ADDRESS COMMUNITY ISSUES & PROMOTE SOCIAL WELFARE IN HARTSVILLE.Description1Txt
Expenses1$1,848Expenses1Amt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$20,195,286AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$226,274AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,400,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$21,821,560TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$21,821,560AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$327,323CashDeemedCharitableAmt
Net Vl Noncharitable Assets$21,494,237NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,074,712MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,074,712MinimumInvestmentReturnAmt
Tax Based On Investment Income$11,460TaxBasedOnInvestmentIncomeAmt
Total Tax$11,460TotalTaxAmt
Distributable Before Adj$1,063,252DistributableBeforeAdjAmt
Distributable Before Ded$1,063,252DistributableBeforeDedAmt
Distributable As Adjusted$1,063,252DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$998,928ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$998,928QualifyingDistributionsAmt
Adjusted Qualifying Distri$998,928AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,063,252DistributableAsAdjustedAmt
Undistributed Income PY$909,199UndistributedIncomePYAmt
Prior Year12016PriorYear1Yr
Prior Year22015PriorYear2Yr
Prior Year32014PriorYear3Yr
Qualifying Distributions$998,928QualifyingDistributionsAmt
Applied To Year1$909,199AppliedToYear1Amt
Applied To Current Year$89,729AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$973,523UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient Personapplications to richard pufferRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1byerly foundation po 1925AddressLine1Txt
CityhartsvilleCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29551ZIPCd
FieldValueIRS element (for citing)
Recipient Email Addressbyerlyfdn@yahoo.comRecipientEmailAddressTxt
Form And Info And MaterialsINDIVIDUAL GRANT LETTER TO THE FOUNDATION ANSWERING QUESTIONS AS TO HOW THE PROJECTS WILL MAKE HARTSVILLE, SC A BETTER COMMUNITY. NAME OF PROJECT ELIGIBILITY PROOF, LIST OF BOARD MEMBERS REQUEST FOR FUNDING CONTACT INFORMATION FOR GRANT RESPONSE, AMOUNT OF MONEY REQUESTED, HISTORY OF SUCCESS FOR OTHER PROJECTS. SPECIFIC ANTICIPATED IMPACT ON THE GREATER HARTSVILLE, SOUTH CAROLINA AREA.FormAndInfoAndMaterialsTxt
Submission DeadlinesIN FYE 2018 THE DATE WAS JUNE 15. ANTICIPATE SAME FOR 2019SubmissionDeadlinesTxt
Restrictions On AwardsALL PROJECTS HAVE TO IMPACT HARTSVILLE, SOUTH CAROLINARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ANGEL FLIGHT SOARS INC
2000 AIRPORT RD STE 227ATLANTAGA30341N/APCto help with flights for patients from the greater Hartsville, SC, area as well as other outreach Projects$5,500
ANGEL FLIGHT SOARS INC
2000 AIRPORT RD STE 227ATLANTAGA30341N/APCto help with flights for patients from the greater Hartsville, South Carolina$5,000
BOYS AND GIRLS CLUBS OF THE PEE DEE AREA INC
PO BOX 93FLORENCESC29503N/APCpartial funding of the BE GREAT Academy at the Hartsville site$36,250
CAROLINAS KIDS INC
PO BOX 28HARTSVILLESC29551N/APCGeneral & Unrestricted$43,300
CAROLINAS KIDS INC
PO BOX 28HARTSVILLESC29551N/APCfor the weekend feed program and food pantry program in the Hartsville Schools$43,300
CHILD AND FAMILY RESOURCE FOUNDATION
718 S 4TH STHARTSVILLESC29550N/APCimplementing the West Hartsville effort to build resilience, opportunities and aspirations for children at the school$100,000
CITY OF HARTSVILLE
PO DRAWER 2497HARTSVILLESC29551N/AGOVfor the fire extinguisher training materials that will be used by the Fire Department$13,084
COKER UNIVERSITY
300 E COLLEGE AVEHARTSVILLESC29550N/APCTo help support the construction of a Viewing Platform that will be accessible to all at Kalmia Gardens$75,000
CYPRESS ADVENTURES
PO BOX 405HARTSVILLESC29551N/APCGeneral & Unrestricted$100,000
CYPRESS ADVENTURES
PO BOX 405HARTSVILLESC29551N/APCYouth Leadership Development Program$50,000
DARLINGTON COUNTY COUNCIL ON AGING
402 PEARL STDARLINGTONSC29532N/APCto help fund a vehicle that will be used to transport meals, as well as other needs of the Council, in serving clients$30,000
DARLINGTON COUNTY DISABILITIES AND SPECIAL NEEDS B
201 N DAMASCUS CHURCH RDHARTSVILLESC29550N/AGOVto assist with completion of the emergency preparedness program$30,000
FREE MEDICAL CLINIC OF DARLINGTON COUNTY
203 GROVE STDARLINGTONSC29532N/APCGeneral & Unrestricted$10,000
FREE MEDICAL CLINIC OF DARLINGTON COUNTY
203 GROVE STDARLINGTONSC29532N/APCfor the partial cost of a new, full-time Physician's Assistant to expand the clinic hours at both the Hartsville and Darlington locations$15,938
GIRL SCOUTS OF EASTERN SOUTH CAROLINA
7257 CROSS COUNTY RDN CHARLESTONSC29418N/APCto help pay for renovation of the Girl Scout Hut at 120 Ferndale Lane in Hartsville, SC$13,900
Hartsville High
701 LEWELLYN AVEHartsvilleSC29550N/AGOVto purchase of three automated external defibrillators for the Athletic programs$7,500
Hartsville High
701 LEWELLYN AVEHartsvilleSC29550N/AGOVsupport of purchasing band instruments for the Red Regime Project$30,000
HARVEST HOPE FOOD BANK
2220 SHOP RDCOLUMBIASC29201N/APCto support local feeding programs in Hartsville, South Carolina through the Pee Dee Branch$27,695
PEE DEE COALITION AGAINST DOMESTIC AND SEXUAL ASSA
PO BOX 1351FLORENCESC29503N/APCChild Abuse Prevention and Services with concentration on Parent Education and the Prevent Child Abuse Pee Dee Talking about Touching program$8,800
SOUTH CAROLINA GOVERNORS SCHOOL FOR SCI & MATH FOU
1122 LADY ST STE 700COLUMBIASC29201N/APCThis grant will be used to help purchase a STEAM bus that will bring GSSM programs to elementary schools in Hartsville, Darlington County and around the State of South Carolina$125,000
TRENT HILL CENTER FOR CHILDREN & FAMILIES
121 N 5TH STHARTSVILLESC29550N/APCto help in renovating space at the Center for increased mental-health services$50,500
YOUNG MENS CHRISTIAN ASSOCIATION OF THE UPPER PEE
111 E CAROLINA AVEHARTSVILLESC29550N/APCthe Livestrong Program$10,000
YOUNG MENS CHRISTIAN ASSOCIATION OF THE UPPER PEE
111 E CAROLINA AVEHARTSVILLESC29550N/APCLivestrong Cancer Support/Cancer Recovery program second year$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$840,767TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,650ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$511,745ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$30,314ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
CLASS ACTION LAWSUIT PROCEEDS01$161
INTEREST INCOME FROM NOTE14$57,761

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$601,631ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$601,631TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryGeneral ConsultationsCategoryTxt
Amt$1,530Amt
Net Investment Income$1,530NetInvestmentIncomeAmt

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp

FieldValueIRS element (for citing)
PersonJerome ReyesPersonNm
Short Explanation* resigned from foundation in FY 2019ShortExplanationTxt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (10 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmt
BUILDING1997-09-30$94,916$94,916SL25
BLDG IMPS2000-09-30$106,904$49,339SLA39$2,741
BLDG IMPS2000-10-18$41,678$19,240SL39$1,069
BLDG IMPS2000-11-14$2,257$1,071SL39$58
BLDG IMPS2005-08-30$5,630$4,924SL15$375
BLDG IMPS2013-08-31$14,650$7,452SL10$1,467
BLDG IMPS2016-09-30$25,278$25,278SL10
LAND1997-09-30$20,000L
COMPUTER EQUIPMENT2011-10-14$1,399$1,399SL5
MACHINERY & EQUIP2011-10-14$46,126$46,126SL5

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TEACH FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1214 N 5TH STAddressLine1Txt
CityHARTSVILLECityNm
State AbbreviationSCStateAbbreviationCd
ZIP29550ZIPCd
FieldValueIRS element (for citing)
Grant2018-05-18GrantDt
Grant$25,099GrantAmt
Purpose Of GrantTO SUPPORT THE BOOKMOBILE PROJECT TARGETING SUMMER READING LOSSPurposeOfGrantTxt
Expended By Grantee$25,099ExpendedByGranteeAmt
Any Diversion By GranteeNOAnyDiversionByGranteeTxt
Dates Of Reports By Grantee10/25/18, 2/11/19DatesOfReportsByGranteeTxt
Results Of VerificationNONE NECESSARYResultsOfVerificationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
VANGUARD INTERMEDIATE TERM INV$632,206$656,157
VANGUARD LONG TERM INVESTMENT$507,775$534,691
VANGUARD SHORT-TERM CORPORATE$954,230$962,174
VANGUARD TOT INTL BOND IX ADMI$1,704,882$1,842,083
VANGUARD TOTAL BOND MARKET IND$2,072,456$2,153,477
VANGUARD TOTAL INTERNATIONAL S$4,941,234$5,334,831
VANGUARD TOTAL STOCK MARKET IN$7,225,251$9,251,905

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (10 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtEOYFMVEOYFMVAmtBook ValueBookValueAmt
BUILDING$94,916$94,916$92,900
BLDG IMPS$106,904$52,080$54,824
BLDG IMPS$41,678$20,309$21,369
BLDG IMPS$2,257$1,129$1,128
BLDG IMPS$5,630$5,299$331
BLDG IMPS$14,650$8,919$5,731
BLDG IMPS$25,278$25,278
LAND$20,000$8,000$20,000
COMPUTER EQUIPMENT$1,399$1,399
MACHINERY & EQUIP$46,126$46,126

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSTMENTDesc
Amt$1,600Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$44,900$44,900
Bank Charges$65$65
Foundation Dues & Memberships$8,914$8,914
Indemnification Insurance$4,446$4,446
Office Supplies$892$892
Payroll Processing Fees$2,058$2,058
Postage/Delivery Service$587$587
Property insurance$1,843$1,843
Website Hosting/Support$393$393

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
Class Action Lawsuit Proceeds$161$161
Interest Income from Note$57,761$57,761

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp

Borrower Name BorrowerNameGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HARTSVILLE PUBLIC DEVELOPMENT CORPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Loan Original$1,200,000LoanOriginalAmt
Balance Due$1,400,000BalanceDueAmt
Note2018-03NoteDt
Loan Maturity2023-07LoanMaturityDt
Repayment TermsPRINCIPAL DUE AT MATURITY, INTEREST MONTHLYRepaymentTermsTxt
Interest3.8082InterestRt
Security Provided BorrowerMORTGAGESecurityProvidedBorrowerTxt
Loan PurposeTO PURCHASE PARCELS OF LAND IN HARTSVILLE, SCLoanPurposeTxt
Lender ConsiderationCASHLenderConsiderationDesc
Consideration FMV$1,400,000ConsiderationFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Investment Management Services$27,033$27,033
COMMUNITY DEV SYMPOSIUM SRVCS$1,250$1,250
ADVERTISING SERVICES$90$90
Website Development$50$50

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Estimated Tax for 2019CategoryTxt
Amt$600Amt

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