THE ARRAS FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE ARRAS FOUNDATION (EIN 57-0355295)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201923189349102062
- Schema version
- 2018v3.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T11:45:17-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 580673524 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOORE STEPHENS TILLER LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1960 SATELLITE BLVD SUITE 3600 | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30097 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 570355295 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J MARION SIMS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JMAR | BusinessNameControlTxt |
| Phone | 8032868772 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 818 | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29720 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN W DEVENNY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8032868772 | PhoneNum |
| Signature | 2019-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY W HAYES | PreparerPersonNm |
| PTIN | P00054246 | PTIN |
| Phone | 7709958800 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.87.242.57 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-13 | IPDt |
| IP Tm | 12:21:37 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7B60ABD84EB948B91D1F735C456B62EA5CC8B2D5 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $67,180,110 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $166,923 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $3,414,628 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,414,628 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,856,290 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $73,877,656 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,856,290 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $15,437,841 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,270,918 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $240,536 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $24,054 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $216,482 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $501,675 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $50,168 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $451,508 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $173,094 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $17,309 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $170,155 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $62,920 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $23,517 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $44,224 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $592,498 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $436,738 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $155,761 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $176,266 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,451 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $35,086 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $28,253 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $2,825 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $120,848 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $12,085 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $108,855 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $48,687 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,761 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $46,926 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $202,385 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,541 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $205,200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,147,162 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $581,449 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,434,197 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,512,455 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,603,907 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,659,617 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $581,449 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,038,104 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,778,224 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,689,469 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,878,416 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,618,670 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,618,670 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $47,277,603 | CorporateStockBOYAmt |
| Corporate Stock EOY | $46,182,324 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $46,182,324 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $23,798,592 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $16,756,270 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $16,756,270 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,778,526 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $155,840 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $791,813 | LandBOYAmt |
| Land EOY | $1,622,686 | LandEOYAmt |
| Land EOYFMV | $1,622,686 | LandEOYFMVAmt |
| Other Assets BOY | $75,743 | OtherAssetsBOYAmt |
| Other Assets EOY | $160 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $160 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $74,822,167 | TotalAssetsBOYAmt |
| Total Assets EOY | $67,180,110 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $67,180,110 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $133,430 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $83,768 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,213,579 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,122,127 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $204,673 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $192,558 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,551,682 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,398,453 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $73,270,485 | UnrestrictedBOYAmt |
| Unrestricted EOY | $65,781,657 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $73,270,485 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $65,781,657 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $74,822,167 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $67,180,110 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $73,270,485 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,778,224 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,490 | OtherIncreasesAmt |
| Subtotal | $85,052,199 | SubtotalAmt |
| Other Decreases | $19,270,542 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $65,781,657 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| INVESTMENT PORTFOLIO | $72,801,354 | $62,021,366 | $10,779,988 | $10,779,988 |
| COST BASIS ADJUSTMENT ON SALE OF ALTERNATIVE INVESTMENT UNITS | $1,076,302 | $1,076,302 | $1,076,302 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,856,290 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,642,683 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $69,967,572 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.037770 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,596,684 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $64,289,476 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040390 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,606,600 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $67,600,721 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.038559 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,763,907 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $70,564,789 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.039168 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,682,075 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $66,650,304 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.040241 | DistributionYr5Rt |
| Total Distribution | 0.196128 | TotalDistributionRt |
| Average Distribution | 0.039226 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $72,199,896 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,832,113 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $146,895 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,979,008 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,661,087 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $146,895 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $146,895 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $146,895 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $125,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $30,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $155,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $823 | EsPenaltyAmt |
| Overpayment | $7,282 | OverpaymentAmt |
| Applied To ES Tax | $7,282 | 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 | WWW.JMSIMS.ORG | WebsiteAddressTxt |
| Individual With Books | SUSAN W DEVENNY PRESIDENT | IndividualWithBooksNm |
| Phone | 8032868772 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 NORTH WHITE STREET | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29720 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (12 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT K FOLKS | ||||||||
| 800 NORTH WHITE STREET PO BOX 818 | LANCASTER | SC | 29720 | CHAIR | 6.00 | $7,450 | $0 | $0 |
| JODIE C PLYLER | ||||||||
| 800 NORTH WHITE STREET PO BOX 818 | LANCASTER | SC | 29720 | VICE CHAIR | 4.00 | $5,100 | $0 | $0 |
| HUBERT F MOBLEY | ||||||||
| 800 NORTH WHITE STREET PO BOX 818 | LANCASTER | SC | 29720 | TREASURER | 4.00 | $4,400 | $0 | $0 |
| MARVIN L STARKS | ||||||||
| 800 NORTH WHITE STREET PO BOX 818 | LANCASTER | SC | 29720 | SECRETARY | 4.00 | $1,400 | $0 | $0 |
| SUSAN W DEVENNY | ||||||||
| 800 NORTH WHITE STREET PO BOX 818 | LANCASTER | SC | 29720 | PRESIDENT & CEO | 45.00 | $195,686 | $27,113 | $0 |
| RICHARD A BAND | ||||||||
| 800 NORTH WHITE STREET PO BOX 818 | LANCASTER | SC | 29720 | TRUSTEE | 4.00 | $3,250 | $0 | $0 |
| LISA T BRIDGES | ||||||||
| 800 NORTH WHITE STREET PO BOX 818 | LANCASTER | SC | 29720 | TRUSTEE | 4.00 | $4,400 | $0 | $0 |
| T MICHAEL CLANCEY | ||||||||
| 800 NORTH WHITE STREET PO BOX 818 | LANCASTER | SC | 29720 | TRUSTEE | 4.00 | $3,350 | $0 | $0 |
| DON T GARDNER | ||||||||
| 800 NORTH WHITE STREET PO BOX 818 | LANCASTER | SC | 29720 | TRUSTEE | 4.00 | $3,250 | $0 | $0 |
| VIVIAN A GRAY | ||||||||
| 800 NORTH WHITE STREET PO BOX 818 | LANCASTER | SC | 29720 | TRUSTEE | 4.00 | $4,000 | $0 | $0 |
| SHERRI C GREGORY | ||||||||
| 800 NORTH WHITE STREET PO BOX 818 | LANCASTER | SC | 29720 | TRUSTEE | 4.00 | $3,650 | $0 | $0 |
| TIMOTHY H HALLMAN | ||||||||
| 800 NORTH WHITE STREET PO BOX 818 | LANCASTER | SC | 29720 | TRUSTEE | 4.00 | $4,600 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| PAMELA Y TEMPLE | ||||||||
| 800 NORTH WHITE STREET PO BOX 818 | LANCASTER | SC | 29720 | PROGRAM OFFICER | 40.00 | $112,579 | $0 | $0 |
| DONNA V ORTEGA | ||||||||
| 800 NORTH WHITE STREET PO BOX 818 | LANCASTER | SC | 29720 | COMMUNITY INVESTMENT | 40.00 | $85,232 | $9,223 | $0 |
| HOLLY FURR | ||||||||
| 800 NORTH WHITE STREET PO BOX 818 | LANCASTER | SC | 29720 | PROGRAM OFFICER | 40.00 | $62,287 | $13,386 | $0 |
| CYNTHIA L CURTIS | ||||||||
| 800 NORTH WHITE STREET PO BOX 818 | LANCASTER | SC | 29720 | COMMUNITY INVESTMENT | 40.00 | $56,346 | $17,592 | $0 |
| KAREN W ORMAND | ||||||||
| 800 NORTH WHITE STREET PO BOX 818 | LANCASTER | SC | 29720 | EXEC. ASST. & GRANTS | 40.00 | $53,833 | $15,272 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADVOCACY & COMMUNICATION SOLUTIONS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1277 WEST 104TH STREET | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | PUBLIC RELATIONS | ServiceTypeTxt |
| Compensation | $77,913 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $70,119,983 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,093,377 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $86,027 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $73,299,387 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $73,299,387 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,099,491 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $72,199,896 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,609,995 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,609,995 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $146,895 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $146,895 | TotalTaxAmt |
| Distributable Before Adj | $3,463,100 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,463,100 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,463,100 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,038,104 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $622,983 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $3,661,087 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $146,895 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,514,192 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,463,100 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,720,982 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,661,087 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,720,982 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,940,105 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,522,995 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SUSAN W DEVENNY PRESIDENT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 NORTH WHITE STREET PO BOX 818 | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29720 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8032868772 | RecipientPhoneNum |
| Form And Info And Materials | AVAILABLE AT HTTP://WWW.JMSIMS.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | AVAILABLE AT HTTP://WWW.JMSIMS.ORG | SubmissionDeadlinesTxt |
| Restrictions On Awards | AVAILABLE AT HTTP://WWW.JMSIMS.ORG | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN NATIONAL RED CROSS AND ITS CONSTITUENT CHAPTERS AND BRANCHES | ||||||||
| 200 PIEDMONT BLVD | ROCK HILL | SC | 29732 | NONE | PC | (RESPONSIVE GRANT) AMERICAN RED CROSS - DISASTER CYCLE SERVICES | $12,500 | |
| CATAWBA RIVERKEEPER FOUNDATION INC | ||||||||
| 715 N CHURCH ST SUITE 120 | CHARLOTTE | NC | 28202 | NONE | PC | (RESPONSIVE GRANT) WATER ASSESSMENT TOGETHER WITH EDUCATION AND RECREATION (WATER) PROGRAM | $10,000 | |
| CHESTER COUNTY LITERACY COUNCIL | ||||||||
| 109 ELLA STREET | CHESTER | SC | 29706 | NONE | PC | (RESPONSIVE GRANT) PROPER NUTRITION | $37,500 | |
| CHESTER COUNTY SCHOOL DISTRICT | ||||||||
| 411 SUNSET AVE | CHESTER | SC | 29706 | NONE | PC | TO SUPPORT VARIOUS NEEDS OF THE SCHOOLS IN THE DISTRICT'S SCHOOL SYSTEM | $7,888 | |
| CHRISTIAN SERVICES INC | ||||||||
| 1227 GREAT FALLS HIGHWAY | LANCASTER | SC | 29720 | NONE | PC | (HEALTHY COMMUNITY GRANT) TEFAP FOOD PANTRY | $40,000 | |
| COLUMBUS PARKER TRACK CLUB | ||||||||
| PO BOX 145 | LANCASTER | SC | 29721 | NONE | PC | (RESPONSIVE GRANT) COLUMBUS PARKER TRACK YOUTH PROGRAM | $20,000 | |
| COMMUNITIES IN SCHOOLS OF LANCASTER COUNTY | ||||||||
| PO BOX 3241 | LANCASTER | SC | 29721 | NONE | PC | (RESPONSIVE GRANT) YOUTHBUILD LANCASTER CRISIS-ASSISTANCE OUTREACH | $50,024 | |
| EDUCATIONAL FOUNDATION OF USC LANCASTER | ||||||||
| PO BOX 889 | LANCASTER | SC | 29721 | NONE | PC | TO SUPPORT VARIOUS NEEDS OF THE FOUNDATION | $11,612 | |
| FAITH HOPE & VICTORY CHRISTIAN CHURCH | ||||||||
| 202 SOUTH GREGORY ST PO BOX 2787 | LANCASTER | SC | 29721 | NONE | PC | (RESPONSIVE GRANT) THE COMMUNITY POWERHOUSE LANCASTER HIGH SCHOOL PROJECT | $63,812 | |
| FORT LAWN COMMUNITY CENTER INC | ||||||||
| PO BOX 103 | FORT LAWN | SC | 29714 | NONE | PC | (COMMUNITY DEVELOPMENT AND PARTNERSHIP GRANT) ORTON HEART & SOUL - TOWN OF FORT LAWN | $50,000 | |
| FOUNDATION FOR THE CAROLINAS | ||||||||
| 217 SOUTH TRYON STREET | CHARLOTTE | NC | 28202 | NONE | PC | (STRATEGIC INITIATIVE) LANCASTER COUNTY COMMUNITY FOUNDATION "QUALITY OF LIFE CHALLENGE MATCH" | $10,000 | |
| FURMAN UNIVERSITY | ||||||||
| 3300 POINSETT HIGHWAY | GREENVILLE | SC | 29613 | NONE | PC | (STRATEGIC INITIATIVE) COLLEGE ADVISING CORPS | $40,000 | |
| GOOD SAMARITAN MEDICAL CLINIC | ||||||||
| 139 CHURCH ST | CHESTER | SC | 297062904 | NONE | PC | (RESPONSIVE GRANT) FREE CLINIC SERVICES FOR RESIDENTS OF THE SERVICE AREA, WHO CANNOT PAY OUT OF POCKET AND WHO HAVE NO HEALTH INSURANCE OF ANY KIND | $28,413 | |
| HABITAT FOR HUMANITY | ||||||||
| POST OFFICE BOX 1441 | LANCASTER | SC | 29721 | NONE | PC | (RESPONSIVE GRANT) CRITICAL HOME REPAIR | $10,000 | |
| HOPE IN LANCASTER INC | ||||||||
| 2008 PAGELAND HIGHWAY PO BOX 166 | LANCASTER | SC | 297210166 | NONE | PC | (RESPONSIVE GRANT) HOPE IS REQUESTING FUNDING FOR TWO PROGRAMS FRESH AND HEALTHY FOOD INITIATIVE AND FINANCIAL RESOURCES AND REFERRALS/BOUNCE BACK PROGRAM | $303,301 | |
| HORSE N AROUND THERAPEUTIC RIDING CENTER | ||||||||
| 2593 N ROCKY RIVER RD | LANCASTER | SC | 29720 | NONE | PC | (RESPONSIVE GRANT TO PROVIDE EQUINE THERAPY SPONSORSHIPS TO CHILDREN WITH SPECIAL NEEDS WHO LIVE IN LANCASTER, CHESTER, AND FORT LAWN COUNTIES. | $200 | |
| HOUSING AUTHORITY OF LANCASTER COUNTY INC | ||||||||
| PO BOX 1235 | LANCASTER | SC | 29721 | NONE | GOV | (RESPONSIVE GRANT) MAP TO SUCCESS FAMILY LITERACY PROGRAM | $82,340 | |
| KERSHAW AREA RESOURCE EXCHANGE (KARE) | ||||||||
| 208 E MARION STREET PO BOX 364 | KERSHAW | SC | 29067 | NONE | PC | (RESPONSIVE GRANT) BOUNCE BACK TO SUSTAINABILITY | $128,301 | |
| KERSHAW COMMUNITY PARK COUNCIL INC | ||||||||
| PO BOX 83 | KERSHAW | SC | 29067 | NONE | PC | (RESPONSIVE GRANT) COMMUNITY PLAYGROUND BUILD | $175,000 | |
| KEYSTONE SUBSTANCE ABUSE SERVICES | ||||||||
| 199 S HERLONG AVENUE | ROCK HILL | SC | 29732 | NONE | PC | MELODY MITCHELL, MATH/SCIENCE1486.09 | $45,000 | |
| LANCASTER COUNTY COUNCIL OF THE ARTS | ||||||||
| 201 W GAY STREET PO BOX 613 | LANCASTER | SC | 29720 | NONE | PC | (RESPONSIVE GRANT) CREATIVE SMARTS - BUILDING A FOUNDATION THROUGH THE ARTS | $71,896 | |
| LANCASTER COUNTY LITERACY COUNCIL | ||||||||
| 610 EAST MEETING STREET | LANCASTER | SC | 29720 | NONE | PC | (RESPONSIVE GRANT) LANCASTER COUNTY CAREER SUPPORT PROGRAM | $13,757 | |
| LANCASTER COUNTY SCHOOL DISTRICT - DISCOVERY SCHOOL | ||||||||
| 302 W DUNLAP ST | LANCASTER | SC | 29720 | NONE | PC | (HORIZON GRANT) STUDENT ACCESS TO CURRENT PERIODICALS DISCOVERY SCHOOL LINDA E. ROBERTS, MLIS | $436 | |
| LANCASTER COUNTY SCHOOL DISTRICT | ||||||||
| 300 S CATAWBA STREET | LANCASTER | SC | 29720 | NONE | PC | TO SUPPORT VARIOUS NEEDS OF THE SCHOOLS IN THE DISTRICT'S SCHOOL SYSTEM | $80,662 | |
| LANCASTER FATHERHOOD PROJECT | ||||||||
| 105 S WYLIE ST | LANCASTER | SC | 29720 | NONE | PC | (RESPONSIVE GRANT) RE-ENGAGING LOW-INCOME FATHERS THROUGH HEALTH HEALTH ACCESS AND RESPONSIBLE FATHERHOOD | $190,070 | |
| MOOKIES PLACE | ||||||||
| 101 NORTH YORK STREET | LANCASTER | SC | 29720 | NONE | PC | (DISCRETIONARY GRANT) "UPFIT OF FIRE ALARM AND SECURITY SYSTEM" | $6,000 | |
| ROCK HILL ALLIANCE FOR THE MENTALLY ILL | ||||||||
| PO BOX 3626 | ROCK HILL | SC | 29732 | NONE | PC | (RESPONSIVE GRANT) LANCASTER EXPANSION | $10,000 | |
| THE CHILDRENS COUNCIL | ||||||||
| PO BOX 171 | LANCASTER | SC | 29721 | NONE | PC | (RESPONSIVE GRANT) YOUNG PEOPLE IN CHARGE - YOUTH PHILANTHROPY PROJECT | $6,495 | |
| TOWN OF KERSHAW | ||||||||
| 113 SOUTH HAMPTON STREET POST | KERSHAW | SC | 29067 | NONE | GOV | (COMMUNITY DEVELOPMENT & PARTNERSHIP) ORTON HEART & SOUL | $50,000 | OFFICE BOX 145 |
| UNIVERSITY OF SOUTH CAROLINA LANCASTER | ||||||||
| 476 HUBBARD DRIVE | LANCASTER | SC | 29720 | NONE | PC | TO SUPPORT VARIOUS NEEDS OF THE UNIVERSITY | $3,700 | |
| UPPER PALMETTO YMCA | ||||||||
| 151 SOUTH OAKLAND AVENUE | ROCK HILL | SC | 29732 | NONE | PC | (RESPONSIVE GRANT) PROJECT ACCESS | $45,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,603,907 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHESTER COUNTY SCHOOL DISTRICT | |||||||
| 411 SUNSET AVE | CHESTER | SC | 29706 | NONE | PC | TO SUPPORT VARIOUS NEEDS OF THE SCHOOLS IN THE DISTRICT'S SCHOOL SYSTEM | $1,490 |
| EDUCATIONAL FOUNDATION OF USC LANCASTER | |||||||
| PO BOX 889 | LANCASTER | SC | 29721 | NONE | PC | TO SUPPORT VARIOUS NEEDS OF THE FOUNDATION | $500 |
| GRASP | |||||||
| 802 DEARBORN STREET P O BOX 424 | GREAT FALLS | SC | 29055 | NONE | PC | (HEALTHY COMMUNITY GRANT" "GENERAL OPERATIONS" | $107,000 |
| HOPE IN LANCASTER INC | |||||||
| 2008 PAGELAND HIGHWAY PO BOX 166 | LANCASTER | SC | 297210166 | NONE | PC | (RESPONSIVE GRANT) HOPE IS REQUESTING FUNDING FOR TWO PROGRAMS FRESH AND HEALTHY FOOD INITIATIVE AND FINANCIAL RESOURCES AND REFERRALS/BOUNCE BACK PROGRAM | $390,000 |
| LANCASTER COUNTY SCHOOL DISTRICT | |||||||
| 300 S CATAWBA STREET | LANCASTER | SC | 29720 | NONE | PC | TO SUPPORT VARIOUS NEEDS OF THE SCHOOLS IN THE DISTRICT'S SCHOOL SYSTEM | $67,178 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $566,168 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,414,628 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,856,290 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $15,270,918 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,270,918 | TotalIncomeProducingActyAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| SPRINGLAND INC | ||||||
| 1 | 456 COLONIAL AVE | LANCASTER | SC | 29720 | $121,923 | Yes (X) |
| KIMBRELL'S INVESTMENT COMPANY INC | ||||||
| 2 | PO BOX 11117 | CHARLOTTE | NC | 28220 | $45,000 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | LAND, 104 EAST SPRINGS STREET, LANCASTER, SC 29720 | $121,923 | 2018-12-11 |
| 2 | LAND & BLDG,, 106 S. MAIN ST. & W. DUNLAP ST., LANCASTER, SC 29720 | $45,000 | 2018-03-16 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING FEES (AUDIT & TAX) | $31,148 | $15,574 | $20,489 |
| ACCOUNTING FEES (MONTHLY FINANCIALS) | $31,772 | $7,943 | $23,735 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD INTER-TERM INVEST-GR ADM (VRDX) | $3,343,224 | $3,343,224 |
| VANGUARD SHORT-TERM INVEST-GR ADM (VFSUX) | $3,317,138 | $3,317,138 |
| VANGUARD TOTAL BOND MKT INDEX INST (VBTIX) | $10,095,908 | $10,095,908 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD INTERNATIONAL GROWTH ADM (VWILX) | $4,341,157 | $4,341,157 |
| VANGUARD INTERNATIONAL VALUE FUND (VTRIX) | $4,585,388 | $4,585,388 |
| VANGUARD PRIMECAP FUND ADMIRAL (VPMAX) | $7,142,174 | $7,142,174 |
| VANGUARD TOT INTL STOCK IX INST VTSNX) | $9,106,776 | $9,106,776 |
| VANGUARD TOTAL STOCK MKT IDX INST (VITSX) | $14,169,878 | $14,169,878 |
| VANGUARD WINDSOR FUND ADMIRAL (VWNEX) | $6,836,951 | $6,836,951 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INVESTMENT INCOME | $75,583 | $0 | $0 |
| SECURITY DEPOSITS | $160 | $160 | $160 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED DEPRECIATION IN THE INVESTMENT PORTFOLIO | $18,007,767 |
| BOOK/TAX ADJUSTMENT FOR REALIZED K-1 INCOME | $186,473 |
| BOOK/TAX COST BASIS ADJUSTMENT ON SALE OF ALTERNATIVE INVESTMENT UNITS | $1,076,302 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE/POSTAGE EXPENSE | $37,748 | $3,775 | $33,866 |
| INSURANCE | $23,291 | $2,329 | $20,962 |
| DUES & SUBSCRIPTIONS | $8,486 | $849 | $7,637 |
| MISC/OTHER | $1,268 | $127 | $1,141 |
| NFP ASSOCIATION/ORGANIZATIONAL DUES & MEMBERSHIPS | $6,730 | $0 | $6,730 |
| PROGRAM & GRANT EVALUATION & RESEARCH, INTERNS, ETC. | $35,398 | $0 | $53,731 |
| TRAINING & DEVELOPMENT | $14,611 | $1,461 | $13,150 |
| COMMUNICATIONS/COMMUNITY DEVELOPMENT/PUBLIC RELATIONS | $27,939 | $0 | $21,069 |
| "GIVE LOCAL LANCASTER" PROGRAM | $26,083 | $0 | $26,083 |
| ORTON/COMMUNITY PARTNERSHIPS" PROGRAM | $17,495 | $0 | $17,495 |
| "COLLEGE ADVISING CORPS" PROGRAM | $3,336 | $0 | $3,336 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED FEDERAL NII EXCISE TAX | Desc |
| Amt | $3,490 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| FEDERAL NII EXCISE TAX LIABILITY | $15,219 | $21,978 |
| DEFERRED FEDERAL NII EXCISE TAX LIABILITY | $189,454 | $170,580 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STRATEGIC PLANNING - INVESTMENTS | $21,500 | $21,500 | $0 |
| INVESTMENT CONSULTANT/CUSTODIAL/MANAGEMENT FEES | $413,516 | $413,490 | $26 |
| TECHNOLOGY SERVICES | $3,245 | $325 | $2,921 |
| RETIREMENT PLAN & PAYROLL SERVICE FEES | $4,334 | $433 | $3,901 |
| ENGINEERING | $9,900 | $990 | $8,910 |
| CONTRACT SERVICES | $54,715 | $0 | $54,715 |
| STRATEGIC PLANNING - GRANTS AND PROGRAMS | $85,288 | $0 | $85,288 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $44,507 | $4,451 | $35,086 |
| FEDERAL NII EXCISE TAX | $131,759 | $0 | $0 |
Comments