MARY BLACK FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MARY BLACK FOUNDATION INC (EIN 57-0843135)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201923199349104167
- 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
- Depreciation Schedule
- Expln Of Non Filing With AG Stmt
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T16:07:53-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560574444 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 METROPOLITAN AVE STE 900 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28204 | 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 | 570843135 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY BLACK FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARY | BusinessNameControlTxt |
| Phone | 8645739500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 349 EAST MAIN STREET NO 100 | AddressLine1Txt |
| City | SPARTANBURG | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29302 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MOLLY TALBOT-METZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8645739500 | PhoneNum |
| Signature | 2019-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMANDA ADAMS | PreparerPersonNm |
| PTIN | P00748038 | PTIN |
| Phone | 7043771678 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.168.122.91 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-14 | IPDt |
| IP Tm | 13:56:41 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0B670C8C210F0245D71F1F8B052AA4E3CE9649D0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $74,073,929 | 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 | $1,360,082 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,781 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,781 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $329,806 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $159,183 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $177,001 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $177,001 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $48,125 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $600,743 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $24,529,786 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,861,685 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,766,432 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,332,098 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,105,397 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $255,757 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,674 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $248,084 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $391,066 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $11,732 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $380,447 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $190,976 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $5,729 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $197,459 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,485 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $29 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $927 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $24,430 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $14,560 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $11,261 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $519,559 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $348,459 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $14,051 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $19,885 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $112,922 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $188,034 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $110,467 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $167,237 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $92,059 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $69,926 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $64,863 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $6,157 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $61,241 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $14,280 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $89 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $15,074 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,623,059 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $32,900 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,711,235 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,460,631 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $742,777 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,709,705 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,719,717 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,495,620 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,180,348 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $742,777 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,205,325 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,848,250 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,362,620 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $213,578 | CashBOYAmt |
| Cash EOY | $454,884 | CashEOYAmt |
| Cash EOYFMV | $454,884 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $101 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $101 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $101 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $145,486 | AcctRcvblAmt |
| Acct Rcvbl BOY | $51,896 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $145,486 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $145,486 | AcctRcvblEOYFMVAmt |
| Grants Receivable BOY | $184,366 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $77,221 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $77,221 | GrantsReceivableEOYFMVAmt |
| Prepaid Expenses BOY | $87,698 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $162,174 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $162,174 | PrepaidExpensesEOYFMVAmt |
| Invst Land Cost Or Other Basis | $3,431,588 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $1,147,105 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $2,359,164 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $2,284,483 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,264,729 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $79,148,456 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $70,397,115 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $70,397,115 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,658,212 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,316,545 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,430,664 | LandBOYAmt |
| Land EOY | $2,341,667 | LandEOYAmt |
| Land EOYFMV | $1,321,915 | LandEOYFMVAmt |
| Other Assets BOY | $353,587 | OtherAssetsBOYAmt |
| Other Assets EOY | $250,304 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $250,304 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $84,829,510 | TotalAssetsBOYAmt |
| Total Assets EOY | $76,113,435 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $74,073,929 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $307,421 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $215,634 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,344,145 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,611,461 | GrantsPayableEOYAmt |
| Deferred Revenue BOY | $13,138 | DeferredRevenueBOYAmt |
| Other Liabilities BOY | $55,110 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $36,190 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,719,814 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,863,285 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $82,109,696 | UnrestrictedBOYAmt |
| Unrestricted EOY | $73,250,150 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $82,109,696 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $73,250,150 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $84,829,510 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $76,113,435 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $82,109,696 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,848,250 | ExcessRevenueOverExpensesAmt |
| Other Increases | $134,278 | OtherIncreasesAmt |
| Subtotal | $80,395,724 | SubtotalAmt |
| Other Decreases | $7,145,574 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $73,250,150 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY-TRADED SECURITIES | $11,144,421 | $11,832,812 | -$688,391 | -$688,391 | |
| FROM SCHEDULE K-1S | $2,059,327 | $2,059,327 | $2,059,327 | P | |
| FROM COMMON TRUST FUNDS | $3,251,084 | $3,481,803 | -$230,719 | -$230,719 | P |
| SALE OF PARTNERSHIP INTEREST - AHIF NON-US EQUITY | $8,074,954 | $9,227,755 | -$1,152,801 | -$1,152,801 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$12,584 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,762,589 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $80,231,142 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.059361 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,162,401 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $70,214,894 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.059281 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,366,003 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $73,213,878 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.059634 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,795,925 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $74,292,410 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.064555 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,572,844 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $72,543,110 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049251 | DistributionYr5Rt |
| Total Distribution | 0.292082 | TotalDistributionRt |
| Average Distribution | 0.058416 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $77,174,903 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,508,249 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $13,626 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,521,875 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,224,295 | 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 | $13,626 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,626 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,626 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $93,587 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $22,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $116,087 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $102,461 | OverpaymentAmt |
| Applied To ES Tax | $30,000 | AppliedToESTaxAmt |
| Refund | $72,461 | 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 | Yes (1) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | 0 | 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 | MARYBLACKFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIM STRAVOLO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8645739500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 349 EAST MAIN STREET NO 100 | AddressLine1Txt |
| City | SPARTANBURG | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29302 | 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 (13 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 |
|---|---|---|---|---|---|---|---|---|
| MOLLY TALBOT-METZ | ||||||||
| 349 EAST MAIN STREET SUITE 100 | SPARTANBURG | SC | 29302 | PRESIDENT/CEO | 37.50 | $148,624 | $12,348 | $1,500 |
| KATHERINE DUNLEAVY | ||||||||
| 349 EAST MAIN STREET SUITE 100 | SPARTANBURG | SC | 29302 | PRESIDENT/CEO (RETIRED) | 37.50 | $107,133 | $7,971 | $1,323 |
| A TONY FISHER | ||||||||
| 349 EAST MAIN STREET SUITE 100 | SPARTANBURG | SC | 29302 | CHAIR | 1.00 | $0 | $0 | $0 |
| ETHAN BURROUGHS | ||||||||
| 349 EAST MAIN STREET SUITE 100 | SPARTANBURG | SC | 29302 | VICE-CHAIR | 1.00 | $0 | $0 | $0 |
| NORMAN CHAPMAN | ||||||||
| 349 EAST MAIN STREET SUITE 100 | SPARTANBURG | SC | 29302 | TREASURER | 2.00 | $0 | $0 | $0 |
| HOPE BLACKLEY | ||||||||
| 349 EAST MAIN STREET SUITE 100 | SPARTANBURG | SC | 29302 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KAREN CALHOUN | ||||||||
| 349 EAST MAIN STREET SUITE 100 | SPARTANBURG | SC | 29302 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ANNA CONVERSE | ||||||||
| 349 EAST MAIN STREET SUITE 100 | SPARTANBURG | SC | 29302 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KEN COUCH | ||||||||
| 349 EAST MAIN STREET SUITE 100 | SPARTANBURG | SC | 29302 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CARLOS JOHNSON | ||||||||
| 349 EAST MAIN STREET SUITE 100 | SPARTANBURG | SC | 29302 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DR NAYEF SAMHAT | ||||||||
| 349 EAST MAIN STREET SUITE 100 | SPARTANBURG | SC | 29302 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BETSY TETER | ||||||||
| 349 EAST MAIN STREET SUITE 100 | SPARTANBURG | SC | 29302 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| GREGORY WADE | ||||||||
| 349 EAST MAIN STREET SUITE 100 | SPARTANBURG | SC | 29302 | TRUSTEE | 1.00 | $0 | $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 |
|---|---|---|---|---|---|---|---|---|
| KIMBERLY STRAVOLO | ||||||||
| 349 EAST MAIN STREET SUITE 100 | SPARTANBURG | SC | 29302 | VP/CFO | 37.50 | $105,328 | $8,415 | $591 |
| NATALIA SWANSON | ||||||||
| 349 EAST MAIN STREET SUITE 100 | SPARTANBURG | SC | 29302 | PROGRAM DIRECTOR HE/ | 37.50 | $70,762 | $5,959 | $2,237 |
| KEISHA GRAY | ||||||||
| 349 EAST MAIN STREET SUITE 100 | SPARTANBURG | SC | 29302 | PROGRAM DIRECTOR ECD | 37.50 | $70,879 | $5,959 | $1,279 |
| POLLY PADGETT | ||||||||
| 349 EAST MAIN STREET SUITE 100 | SPARTANBURG | SC | 29302 | DIRECTOR, TPP GRANT | 37.50 | $69,285 | $5,737 | $139 |
| AMY PAGE | ||||||||
| 349 EAST MAIN STREET SUITE 100 | SPARTANBURG | SC | 29302 | GRANTS MANAGER | 37.50 | $62,735 | $5,270 | $894 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 1 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| AON HEWITT CONSULTING | |||||
| 200 EAST RANDOLPH STREET | CHICAGO | IL | 60601 | INVESTMENT CONSULTING | $120,000 |
| UNIVERSITY OF SOUTH CAROLINA | |||||
| 1600 HAMPTON STREET RM 612 | COLUMBIA | SC | 29208 | PROJECT EVALUATION AND DATA COLLECTION | $90,249 |
| IT PROS | |||||
| PO BOX 160426 | BOILING SPRINGS | SC | 29316 | IT CONSULTING | $53,999 |
| 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 | $76,671,141 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $413,714 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,265,300 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $78,350,155 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $78,350,155 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,175,252 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $77,174,903 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,858,745 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,858,745 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,626 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $10,337 | IncomeTaxAmt |
| Total Tax | $23,963 | TotalTaxAmt |
| Distributable Before Adj | $3,834,782 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $209,381 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,044,163 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,044,163 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,205,325 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $18,970 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $5,224,295 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $13,626 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,210,669 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,044,163 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $1,059,569 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $937,586 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $497,490 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $649,066 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,143,711 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,224,295 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,044,163 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,180,132 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,323,843 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,323,843 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,059,569 | ExcessFromYear4Amt |
| Excess From Year3 | $937,586 | ExcessFromYear3Amt |
| Excess From Year2 | $497,490 | ExcessFromYear2Amt |
| Excess From Year1 | $649,066 | ExcessFromYear1Amt |
| Excess From Current Year | $1,180,132 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARY BLACK FOUNDATION INC | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 349 EAST MAIN STREET | AddressLine1Txt |
| City | SPARTANBURG | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29302 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8645739500 | RecipientPhoneNum |
| Form And Info And Materials | SEE HTTP://WWW.MARYBLACKFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE HTTP://WWW.MARYBLACKFOUNDATION.ORG | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE HTTP://WWW.MARYBLACKFOUNDATION.ORG | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (101 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ADULT LEARNING CENTER | ||||||||
| 145 NORTH CHURCH STREET 82 | SPARTANBURG | SC | 29306 | N/A | PC | ALC OPERATING SUPPORT | $30,000 | |
| ALLIANCE FOR A HEALTHIER GENERATION | ||||||||
| C/O CLINTON FOUNDATION 1633 | NEW YORK | NY | 10019 | N/A | PC | ALLIANCE FOR A HEALTHIER GENERATION TA SUPPORT | $16,000 | BROADWAY 5TH FLOOR |
| ANGELS CHARGE MINISTRY | ||||||||
| 95 ASHLEY ST | SPARTANBURG | SC | 29307 | N/A | PC | COMMUNITY FORUM | $500 | |
| ANGELS CHARGE MINISTRY | ||||||||
| 95 ASHLEY ST | SPARTANBURG | SC | 29307 | N/A | PC | PROGRAMS SUPPORT FOR ANGELS CHARGE MINISTRY | $7,500 | |
| ARCADIA ELEMENTARY SCHOOL | ||||||||
| 375 SPRING STREET | SPARTANBURG | SC | 29301 | N/A | GOV | HEALTHY SCHOOLS INITIATIVE RFP | $39,000 | |
| BETHLEHEM CENTER | ||||||||
| PO BOX 3501 | SPARTANBURG | SC | 29304 | N/A | PC | INNOVATION LAB AND FINANCIAL LITERACY PROGRAMS | $10,000 | |
| BIG BROTHERS BIG SISTERS OF THE UPSTATE | ||||||||
| 161 EAST KENNEDY STREET | SPARTANBURG | SC | 29306 | N/A | PC | TRUSTEE RECOGNITION | $5,000 | |
| BIG BROTHERS BIG SISTERS OF THE UPSTATE | ||||||||
| 161 EAST KENNEDY STREET | SPARTANBURG | SC | 29306 | N/A | PC | BIGS IN BLUE & FIRST RESPONDER MENTORING | $10,000 | |
| BIRTHMATTERS | ||||||||
| 701 SAXON AVE | SPARTANBURG | SC | 29304 | N/A | PC | 2018 KEY PARTNER FUNDING | $29,125 | |
| BIRTHMATTERS | ||||||||
| 701 SAXON AVE | SPARTANBURG | SC | 29304 | N/A | PC | 2018 KEY PARTNER FUNDING | $29,125 | |
| BIRTHMATTERS | ||||||||
| 701 SAXON AVE | SPARTANBURG | SC | 29304 | N/A | PC | 2018 KEY PARTNER FUNDING | $29,125 | |
| BIRTHMATTERS | ||||||||
| 701 SAXON AVE | SPARTANBURG | SC | 29304 | N/A | PC | 2018 KEY PARTNER FUNDING | $29,125 | |
| BOILING SPRINGS INTERMEDIATE SCHOOL | ||||||||
| 20055 HANGING ROCK ROAD | BOILING SPRINGS | SC | 29316 | N/A | GOV | HEALTHY SCHOOLS INITIATIVE RFP | $39,000 | |
| CAMPBELLO GRAMLING SCHOOL | ||||||||
| 250 FAGAN AVE | CAMPOBELLO | SC | 29322 | N/A | GOV | HEALTHY SCHOOLS INITIATIVE RFP | $39,000 | |
| CHAPMAN CULTURAL CENTER | ||||||||
| 200 EAST SAINT JOHN STREET | SPARTANBURG | SC | 29306 | N/A | PC | TRUSTEE RECOGNITION - TONY FISHER | $5,000 | |
| CHAPMAN CULTURAL CENTER | ||||||||
| 200 EAST SAINT JOHN STREET | SPARTANBURG | SC | 29306 | N/A | PC | CREATIVITY - THE MISSING PIECE | $30,000 | |
| CHAPMAN CULTURAL CENTER | ||||||||
| 200 EAST SAINT JOHN STREET | SPARTANBURG | SC | 29306 | N/A | PC | CREATIVITY - THE MISSING PIECE | $30,000 | |
| CHILDREN'S ADVOCACY CENTER OF SPARTANBURG | ||||||||
| 100 WASHINGTON PLACE | SPARTANBURG | SC | 29302 | N/A | PC | COMMITTEE RECOGNITION | $1,000 | |
| CHILDREN'S CANCER PARTNERS OF THE CAROLINAS | ||||||||
| 364 S PINE STREET SUITE A-110 | SPARTANBURG | SC | 29302 | N/A | PC | ACCESS TO CANCER CARE FOR SPARTANBURG COUNTY CHILDREN | $15,000 | |
| CHILDREN'S MUSEUM OF THE UPSTATE INC | ||||||||
| 300 COLLEGE ST | GREENVILLE | SC | 29601 | N/A | PC | EARLY CHILDHOOD PROGRAMMING | $31,000 | |
| CHILDREN'S MUSEUM OF THE UPSTATE INC | ||||||||
| 300 COLLEGE ST | SPARTANBURG | SC | 29301 | N/A | PC | EARLY CHILDHOOD PROGRAMMING | $31,000 | |
| CHILDREN'S MUSEUM OF THE UPSTATE INC | ||||||||
| 300 COLLEGE ST | GREENVILLE | SC | 29601 | N/A | PC | PALMETTO BASICS COMMUNICATION CAMPAIGN | $25,000 | |
| CHILDREN'S TRUST FUND OF SOUTH CAROLINA | ||||||||
| 1330 LADY STREET | COLUMBIA | SC | 29201 | N/A | GOV | HFI TRAINING AND IMPLEMENTATION SUPPORT | $18,325 | |
| CITY OF INMAN | ||||||||
| 20 SOUTH MAIN STREET | INMAN | SC | 29349 | N/A | GOV | INCREASING ACTIVE LIVING AT LEROY C. MATHIS PARK THROUGH INSTALLATION OF EXERCISE EQUIPMENT | $63,000 | |
| CITY OF SPARTANBURG | ||||||||
| 145 WEST BROAD STREET | SPARTANBURG | SC | 29306 | N/A | GOV | WALK AND ROLL EVENT | $500 | |
| COUNCIL ON FOUNDATIONS | ||||||||
| PO BOX 75674 | BALTIMORE | MD | 21275 | N/A | PC | 2018 INCLUSIVE ECONOMIC DEVELOPMENT | $1,000 | |
| GIRLS ON THE RUN OF SPARTANBURG | ||||||||
| 170 CAMELOT DR C | SPARTANBURG | SC | 29301 | N/A | PC | PROGRAM EXPANSION AND ENGAGEMENT INITIATIVE | $20,000 | |
| HEALTHY SMILES OF SPARTANBURG INC | ||||||||
| PO BOX 1441 | SPARTANBURG | SC | 29304 | N/A | PC | COMMITTEE RECOGNITION GRANT | $500 | |
| HEALTHY SMILES OF SPARTANBURG INC | ||||||||
| PO BOX 1441 | SPARTANBURG | SC | 29304 | N/A | PC | HEALTHY SMILES OF SPARTANBURG FREE PEDIATRIC DENTAL CLINICS | $30,000 | |
| HOPE CENTER FOR CHILDREN | ||||||||
| PO BOX 1731 | SPARTANBURG | SC | 29304 | N/A | PC | INTENSIVE PARENT EDUCATION AND SUPPORT | $38,500 | |
| HOPE CENTER FOR CHILDREN | ||||||||
| PO BOX 1731 | SPARTANBURG | SC | 29304 | N/A | PC | HEALTHY FAMILIES INITIATIVE CONVENER | $25,500 | |
| HOPE CENTER FOR CHILDREN | ||||||||
| PO BOX 1731 | SPARTANBURG | SC | 29304 | N/A | PC | HEALTHY FAMILIES INITIATIVE CONVENER | $25,500 | |
| HOPE CENTER FOR CHILDREN | ||||||||
| PO BOX 1731 | SPARTANBURG | SC | 29304 | N/A | PC | HFI - TRIPLE P IMPLEMENTATION | $5,000 | |
| HOPE CENTER FOR CHILDREN | ||||||||
| PO BOX 1731 | SPARTANBURG | SC | 29304 | N/A | PC | HEALTHY FAMILIES INITIATIVE CONVENER | $25,500 | |
| HOPE CENTER FOR CHILDREN | ||||||||
| PO BOX 1731 | SPARTANBURG | SC | 29304 | N/A | PC | HEALTHY FAMILIES INITIATIVE CONVENER | $25,500 | |
| HOPE CENTER FOR CHILDREN | ||||||||
| PO BOX 1731 | SPARTANBURG | SC | 29304 | N/A | PC | INTENSIVE PARENT EDUCATION AND SUPPORT | $38,500 | |
| HUB CITY FARMERS' MARKET | ||||||||
| 298 MAGNOLIA ST | SPARTANBURG | SC | 29306 | N/A | PC | 2018 KEY PARTNER FUNDING | $23,025 | |
| HUB CITY FARMERS' MARKET | ||||||||
| 298 MAGNOLIA ST | SPARTANBURG | SC | 29306 | N/A | PC | 2018 KEY PARTNER FUNDING | $23,025 | |
| HUB CITY FARMERS' MARKET | ||||||||
| 298 MAGNOLIA ST | SPARTANBURG | SC | 29306 | N/A | PC | 2018 KEY PARTNER FUNDING | $23,025 | |
| HUB CITY FARMERS' MARKET | ||||||||
| 298 MAGNOLIA ST | SPARTANBURG | SC | 29306 | N/A | PC | 2018 KEY PARTNER FUNDING | $23,025 | |
| IMPACT AMERICA | ||||||||
| 225 S PLEASANTBURG DR | GREENVILLE | SC | 29607 | N/A | PC | FOCUSFIRST: A HIGH-TECH VISION CARE INITIATIVE | $28,125 | |
| INSTITUTE FOR CHILD SUCCESS | ||||||||
| 613 E MCBEE AVE | GREENVILLE | SC | 29601 | N/A | PC | CONTINUATION OF EARLY CHILDHOOD DEVELOPMENT POLICIES FOR SYSTEMS-LEVEL CHANGE | $23,750 | |
| INSTITUTE FOR CHILD SUCCESS | ||||||||
| 613 E MCBEE AVE | GREENVILLE | SC | 29601 | N/A | PC | 2018 KEY PARTNER FUNDING | $23,750 | |
| INSTITUTE FOR CHILD SUCCESS | ||||||||
| 613 E MCBEE AVE | GREENVILLE | SC | 29601 | N/A | PC | 2018 KEY PARTNER FUNDING | $23,750 | |
| INSTITUTE FOR CHILD SUCCESS | ||||||||
| 613 E MCBEE AVE | GREENVILLE | SC | 29601 | N/A | PC | 2018 KEY PARTNER FUNDING | $23,750 | |
| INSTITUTE FOR CHILD SUCCESS | ||||||||
| 613 E MCBEE AVE | GREENVILLE | SC | 29601 | N/A | PC | CONTINUATION OF EARLY CHILDHOOD DEVELOPMENT POLICIES FOR SYSTEMS-LEVEL CHANGE | $23,750 | |
| INSTITUTE FOR CHILD SUCCESS | ||||||||
| 613 E MCBEE AVE | GREENVILLE | SC | 29601 | N/A | PC | 2018 KEY PARTNER FUNDING | $23,750 | |
| LONE OAK ELEMENTARY | ||||||||
| 7314 LONE OAK RD | SPARTANBURG | SC | 29303 | N/A | GOV | HEALTHY SCHOOLS INITIATIVE RFP | $39,000 | |
| MEETING STREET SCHOOLS | ||||||||
| 201 E BROAD STREET SUITE 110 | SPARTANBURG | SC | 29306 | N/A | GOV | HEALTHY FAMILIES INITIATIVE TRIPLE P IMPLEMENTATION | $5,000 | |
| MEETING STREET SCHOOLS | ||||||||
| 201 E BROAD STREET SUITE 110 | SPARTANBURG | SC | 29306 | N/A | GOV | THE SIGHTS OF A BRIGHTER FUTURE | $2,100 | |
| MIDDLE TYGER COMMUNITY CENTER | ||||||||
| 84 GROCE ROAD | LYMAN | SC | 29365 | N/A | PC | HEALTHY FAMILIES INITIATIVE TRIPLE P IMPLEMENTATION | $31,250 | |
| MIDDLE TYGER COMMUNITY CENTER | ||||||||
| 84 GROCE ROAD | LYMAN | SC | 29365 | N/A | PC | HEALTHY FAMILIES INITIATIVE TRIPLE P IMPLEMENTATION | $5,000 | |
| MIDDLE TYGER COMMUNITY CENTER | ||||||||
| 84 GROCE ROAD | LYMAN | SC | 29365 | N/A | PC | MULTI-GENERATIONAL SUPPORT FOR VULNERABLE CHILDREN AND FAMILIES | $31,250 | |
| MIDDLE TYGER COMMUNITY CENTER | ||||||||
| 84 GROCE ROAD | LYMAN | SC | 29365 | N/A | PC | MULTI-GENERATIONAL SUPPORT FOR VULNERABLE CHILDREN AND FAMILIES | $56,250 | |
| MIDDLE TYGER COMMUNITY CENTER | ||||||||
| 84 GROCE ROAD | LYMAN | SC | 29365 | N/A | PC | MULTI-GENERATIONAL SUPPORT FOR VULNERABLE CHILDREN AND FAMILIES | $56,250 | |
| NORTHSIDE DEVELOPMENT GROUP | ||||||||
| PO BOX 3362 | SPARTANBURG | SC | 29303 | N/A | PC | MONARCH JR'S | $1,350 | |
| OP EARLE ELEMENTARY SCHOOL | ||||||||
| 100 REDLAND ROAD | LANDRUM | SC | 29356 | N/A | GOV | HEALTHY SCHOOLS INITIATIVE RFP | $39,000 | |
| OAKLAND ELEMENTARY | ||||||||
| 151 MUD CREEK ROAD | INMAN | SC | 29349 | N/A | GOV | HEALTHY SCHOOLS INITIATIVE RFP | $39,000 | |
| PARTNERS FOR ACTIVE LIVING | ||||||||
| PO BOX 6728 | SPARTANBURG | SC | 29304 | N/A | PC | 2018 KEY PARTNER FUNDING | $39,312 | |
| PARTNERS FOR ACTIVE LIVING | ||||||||
| PO BOX 6728 | SPARTANBURG | SC | 29304 | N/A | PC | BIKES FOR TYKES | $2,500 | |
| PARTNERS FOR ACTIVE LIVING | ||||||||
| PO BOX 6728 | SPARTANBURG | SC | 29304 | N/A | PC | HEALTHY SCHOOLS INITIATIVE RFP | $32,500 | |
| PARTNERS FOR ACTIVE LIVING | ||||||||
| PO BOX 6728 | SPARTANBURG | SC | 29304 | N/A | PC | 2018 KEY PARTNER FUNDING | $39,312 | |
| PARTNERS FOR ACTIVE LIVING | ||||||||
| PO BOX 6728 | SPARTANBURG | SC | 29304 | N/A | PC | 2018 KEY PARTNER FUNDING | $39,313 | |
| PARTNERS FOR ACTIVE LIVING | ||||||||
| PO BOX 6728 | SPARTANBURG | SC | 29304 | N/A | PC | 2018 KEY PARTNER FUNDING | $39,313 | |
| RP DAWKINS MIDDLE SCHOOL | ||||||||
| 1300 E BLACKSTOCK RD | MOORE | SC | 29369 | N/A | GOV | HEALTHY SCHOOLS INITIATIVE RFP | $39,000 | |
| REACH OUT AND READ- SOUTH CAROLINA | ||||||||
| 18 PLOTT DR | SYLVA | NC | 28779 | N/A | PC | REACH OUT AND READ - SPARTANBURG COUNTY INITIATIVE | $39,900 | |
| ROCKERFELLER PHILANTHROPY ADVISORS | ||||||||
| 6 WEST 48TH STREET 10TH FLOOR | NEW YORK | NY | 10036 | N/A | PC | LISTEN FOR GOOD: UPSTATE FAMILY RESOURCE CENTER | $7,500 | |
| SOUTH CAROLINA AQUARIUM | ||||||||
| 100 AQUARIUM WHARF | CHARLESTON | SC | 29401 | N/A | PC | ROVERS EDUCATION OUTREACH PROGRAM FOR EARLY LEARNERS | $8,400 | |
| SOUTH CAROLINA EAT SMART MOVE MORE COALITION | ||||||||
| 2711 MIDDLEBURG DRIVE SUITE 301 | COLUMBIA | SC | 29204 | N/A | PC | LEADERSHIP SUMMIT FOR HEALTHY COMMUNITIES | $1,500 | |
| SPARTANBURG ALLIANCE FOR THE MENTALLY ILL | ||||||||
| 187 WEST BROAD STREET | SPARTANBURG | SC | 29306 | N/A | PC | BUILDING CAPACITY TO HELP INDIVIDUALS AND FAMILIES WITH ILLNESS | $10,000 | |
| SPARTANBURG COUNTY FIRST STEPS | ||||||||
| 900 SOUTH PINE STREET | SPARTANBURG | SC | 29302 | N/A | PC | 2018 KEY PARTNER FUNDING | $31,125 | |
| SPARTANBURG COUNTY FIRST STEPS | ||||||||
| 900 SOUTH PINE STREET | SPARTANBURG | SC | 29302 | N/A | PC | 2018 KEY PARTNER FUNDING | $31,125 | |
| SPARTANBURG COUNTY FIRST STEPS | ||||||||
| 900 SOUTH PINE STREET | SPARTANBURG | SC | 29302 | N/A | PC | 2018 KEY PARTNER FUNDING | $31,125 | |
| SPARTANBURG COUNTY FIRST STEPS | ||||||||
| 900 SOUTH PINE STREET | SPARTANBURG | SC | 29302 | N/A | PC | 2018 KEY PARTNER FUNDING | $31,125 | |
| SPARTANBURG COUNTY SCHOOL DISTRICT ONE | ||||||||
| 121 WHEELER STREET | CAMPOBELLO | SC | 29322 | N/A | GOV | 5TH ANNUAL "COLOR US ONE:FUN RUN" | $500 | |
| SPARTANBURG COUNTY SCHOOL DISTRICT THREE | ||||||||
| PO BOX 267 | GLENDALE | SC | 29346 | N/A | GOV | HEALTHY SCHOOLS INITIATIVE RFP | $39,000 | |
| SPARTANBURG COUNTY SCHOOL DISTRICT THREE | ||||||||
| PO BOX 267 | GLENDALE | SC | 29346 | N/A | GOV | BHS AVID IMPLEMENTATION | $40,000 | |
| SPARTANBURG INTERFAITH HOSPITALITY NETWORK | ||||||||
| 899 S PINE STREET | SPARTANBURG | SC | 29302 | N/A | PC | HEALTHY FAMILIES INITIATIVE TRIPLE P IMPLEMENTATION | $5,000 | |
| SPARTANBURG LIONS FOUNDATION | ||||||||
| PO BOX 647 | SPARTANBURG | SC | 29304 | N/A | PC | SPARTANBURG LIONS FOUNDATION EARLY VISION SCREENING PROGRAM | $7,150 | |
| SPARTANBURG METHODIST COLLEGE | ||||||||
| 1000 POWELL MILL RD | SPARTANBURG | SC | 29301 | N/A | PC | GET FIT, BE ACTIVE | $8,600 | |
| SPARTANBURG REGIONAL FOUNDATION | ||||||||
| 101 E WOOD STREET | SPARTANBURG | SC | 29303 | N/A | PC | SENIOR WELLNESS PROGRAM | $30,000 | |
| SPARTANBURG SCHOOL DISTRICT THREE | ||||||||
| PO BOX 267 | GLENDALE | SC | 29346 | N/A | GOV | HEALTHY FAMILIES INITIATIVE TRIPLE P IMPLEMENTATION | $5,000 | |
| SPARTANBURG SCHOOL DISTRICT TWO | ||||||||
| 3231 OLD FURNACE ROAD | CHESNEE | SC | 29323 | N/A | GOV | HEALTHY FAMILIES INITIATIVE TRIPLE P IMPLEMENTATION | $5,000 | |
| SPARTANBURG URBAN MISSIONS | ||||||||
| 147 CHAPEL STREET | SPARTANBURG | SC | 29303 | N/A | PC | FOODSHARE SC - SPARTANBURG HUB | $15,000 | |
| THE SOUTH CAROLINA SCHOOL FOR THE DEAF AND THE BLIND FOUNDATION | ||||||||
| 355 CEDAR SPRINGS RD | SPARTANBURG | SC | 29302 | N/A | PC | TRUSTEE RECOGNITION | $5,000 | |
| THE SPARTANBURG COUNTY FOUNDATION | ||||||||
| 424 EAST KENNEDY STREET | SPARTANBURG | SC | 29302 | N/A | PC | TRUSTEE RECOGNITION | $5,000 | |
| THE SPARTANBURG COUNTY FOUNDATION | ||||||||
| 424 EAST KENNEDY STREET | SPARTANBURG | SC | 29302 | N/A | PC | NORTHSIDE NEIGHBORHOOD FUND | $200,000 | |
| TOWN OF LYMAN SC | ||||||||
| 81 GROCE ROAD | LYMAN | SC | 29365 | N/A | GOV | TOWN OF LYMAN ALL-INCLUSIVE CHILDREN'S PLAYGROUND PARK | $100,000 | |
| UNITED WAY OF THE PIEDMONT | ||||||||
| PO BOX 5624 | SPARTANBURG | SC | 29304 | N/A | PC | COMMITTEE RECOGNITION | $1,000 | |
| UNIVERSITY OF CALIFORNIA SAN DIEGO | ||||||||
| 9500 GILMAN DRIVE MC 0631 | SAN DIEGO | CA | 92093 | N/A | GOV | 2019 ACTIVE LIVING CONFERENCE | $5,000 | |
| UNIVERSITY OF SOUTH CAROLINA UPSTATE FOUNDATION | ||||||||
| 800 UNIVERSITY WAY | SPARTANBURG | SC | 29303 | N/A | PC | CAPACITY BUILDING REQUEST FOR THE CHILD PROTECTION TRAINING CENTER | $35,000 | |
| UNIVERSITY OF SOUTH CAROLINA UPSTATE FOUNDATION | ||||||||
| 800 UNIVERSITY WAY | SPARTANBURG | SC | 29303 | N/A | PC | 2018 BRIGHTER FUTURE CONFERENCE | $5,000 | |
| UPSTATE AFFILIATE ORGANIZATION DBA GREENVILLE HEALTH SYSTEM | ||||||||
| 701 GROVE ROAD | GREENVILLE | SC | 29605 | N/A | PC | HEALTHY FAMILIES - TRIPLE IMPLEMENTATION | $5,000 | |
| UPSTATE FAMILY RESOURCE CENTER | ||||||||
| 1850 OLD FURNACE ROAD | BOILING SPRINGS | SC | 29316 | N/A | PC | PASOS SPARTANBURG: A BRIDGE TO CHILD HEALTH FOR LATINO FAMILIES | $74,820 | |
| UPSTATE FAMILY RESOURCE CENTER | ||||||||
| 1850 OLD FURNACE ROAD | BOILING SPRINGS | SC | 29316 | N/A | PC | PASOS SPARTANBURG: A BRIDGE TO CHILD HEALTH FOR LATINO FAMILIES | $31,000 | |
| UPSTATE FAMILY RESOURCE CENTER | ||||||||
| 1850 FURNACE ROAD | BOILING SPRINGS | SC | 29316 | N/A | PC | HEALTHY FAMILIES INITIATIVE TRIPLE P IMPLEMENTATION | $5,000 | |
| UPSTATE FATHERHOOD COALITION | ||||||||
| 300 UNION STREET SUITE E | SPARTANBURG | SC | 29306 | N/A | PC | HEALTHY FAMILIES INITIATIVE TRIPLE P IMPLEMENTATION | $5,000 | |
| UPSTATE WARRIOR SOLUTION | ||||||||
| PO BOX 27242 | GREENVILLE | SC | 29617 | N/A | PC | COMMUNITY INTERVENTIONS FOR JUSTICE-INVOLVED VETERANS | $25,000 | |
| WOFFORD COLLEGE | ||||||||
| 429 NORTH CHURCH STREET | SPARTANBURG | SC | 29303 | N/A | PC | 2019 ETHICS BOWL | $500 | |
| WOODLAND HEIGHTS ELEMENTARY | ||||||||
| 1216 JOHN B WHITE SR BLVD | SPARTANBURG | SC | 29306 | N/A | GOV | HEALTHY SCHOOLS INITIATIVE RFP | $39,000 | |
| YMCA OF GREATER SPARTANBURG | ||||||||
| 151 RIBAULT ST | SPARTANBURG | SC | 29302 | N/A | PC | YOUTH DEVELOPMENT PAVILION | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,495,620 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| GIRLS ON THE RUN OF SPARTANBURG | ||||||||
| 170 CAMELOT DR C | SPARTANBURG | SC | 29301 | N/A | PC | PROGRAM EXPANSION AND ENGAGEMENT INITIATIVE | $25,000 | |
| ALLIANCE FOR A HEALTHIER GENERATION | ||||||||
| C/O CLINTON FOUNDATION 1633 | NEW YORK | NY | 10019 | N/A | PC | ALLIANCE FOR A HEALTHIER GENERATION TA SUPPORT | $16,000 | BROADWAY 5TH FLOOR |
| SPARTANBURG URBAN MISSIONS | ||||||||
| 147 CHAPEL STREET | SPARTANBURG | SC | 29303 | N/A | PC | FOODSHARE SC - SPARTANBURG HUB | $15,000 | |
| PARTNERS FOR ACTIVE LIVING | ||||||||
| PO BOX 6728 | SPARTANBURG | SC | 29304 | N/A | PC | KEY PARTNER FUNDING | $182,250 | |
| PARTNERS FOR ACTIVE LIVING | ||||||||
| PO BOX 6728 | SPARTANBURG | SC | 29304 | N/A | PC | URBAN TRAILS SYSTEM | $1,000,000 | |
| HUB CITY FARMERS' MARKET | ||||||||
| 298 MAGNOLIA ST | SPARTANBURG | SC | 29306 | N/A | PC | KEY PARTNER FUNDING | $87,650 | |
| HOPE CENTER FOR CHILDREN | ||||||||
| PO BOX 1731 | SPARTANBURG | SC | 29304 | N/A | PC | INTENSIVE PARENT EDUCATION AND SUPPORT | $146,000 | |
| UPSTATE FAMILY RESOURCE CENTER | ||||||||
| 1850 OLD FURNACE ROAD | BOILING SPRINGS | SC | 29316 | N/A | PC | PASOS IN SPARTANBURG | $138,565 | |
| REACH OUT AND READ- SOUTH CAROLINA | ||||||||
| 18 PLOTT DR | SYLVA | NC | 28779 | N/A | PC | SPARTANBURG COUNTY INITIATIVE | $40,900 | |
| SPARTANBURG COUNTY FIRST STEPS | ||||||||
| 900 SOUTH PINE STREET | SPARTANBURG | SC | 29302 | N/A | PC | KEY PARTNER FUNDING | $156,500 | |
| INSTITUTE FOR CHILD SUCCESS | ||||||||
| 613 E MCBEE AVE | GREENVILLE | SC | 29601 | N/A | PC | KEY PARTNER FUNDING | $142,500 | |
| BIRTHMATTERS | ||||||||
| 701 SAXON AVE | SPARTANBURG | SC | 29304 | N/A | PC | KEY PARTNER FUNDING | $119,730 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,070,095 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,781 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $329,806 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $48,125 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $20,690 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,832,877 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $65,484 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $535,259 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| PROGRAM LOAN INTEREST | $6,910 |
| REBATES AND REFUNDS | $1,208 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $86,174 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,748,848 | ExclusionAmt |
| Related Or Exempt Function Incm | $8,118 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,843,140 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 11A | INTEREST INCOME EARNED ON PROGRAM RELATED INVESTMENT (LOAN) |
| 11B | REFUNDS AND REBATES EARNED IN THE COURSE OF OPERATIONS |
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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| SC CHILDREN'S TRUST | ||||||
| 1 | 1330 LADY STREET STE 310 | COLUMBIA | SC | 29201 | $260,320 | Yes (X) |
| DEPARTMENT OF HEALTH AND HUMAN SERVICES | ||||||
| 2 | 1101 WOOTTON PARKWAY | ROCKVILLE | MD | 20852 | $1,028,152 | Yes (X) |
| GEORGIA STATE UNIVERSITY | ||||||
| 3 | PO BOX 3992 | ATLANTA | GA | 303022992 | $40,974 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT AND TAX COMPLIANCE SERVICES | CategoryTxt |
| Amt | $24,430 | Amt |
| Net Investment Income | $14,560 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,261 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (6 entries)
| PropertyPropertyDesc | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | RtRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Computation MethodComputationMethodTxt |
|---|---|---|---|---|---|---|
| BUILDING - 349 E. MAIN STREET | $950,206 | $328,613 | 0.000000000000 | $23,755 | $0 | |
| BUILDING RENOVATION | $4,691,373 | $1,380,027 | 0.000000000000 | $117,272 | $0 | |
| BUILDING RENOVATION - TENANT SPACE | $273,617 | $70,577 | 0.000000000000 | $6,840 | $0 | |
| TENANT IMPROVEMENTS | $286,599 | $273,604 | 0.000000000000 | $6,237 | $0 | |
| EQUIPMENT, FURNITURE AND FIXTURES | $348,079 | $222,795 | 0.000000000000 | $33,930 | $0 | |
| LAND | $544,635 | $0 | $0 | L |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE SC ATTORNEY GENERAL'S OFFICE NO LONGER REQUESTS A COPY OF FORM 990-PF ON AN ANNUAL BASIS. THE ATTORNEY GENERAL'S OFFICE RESERVES THE RIGHT TO REQUEST THE FORM AS NEEDED. THE FOUNDATION WILL COMPLY WITH ANY REQUESTS MADE AS NEEDED. | ExplanationTxt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LAND | $272,318 | $0 | $272,318 | $100,000 |
| BUILDING AND IMPROVEMENTS | $3,100,898 | $1,103,462 | $1,997,436 | $1,150,000 |
| EQUIPMENT, FURNITURE, AND FIXTURES | $58,372 | $43,643 | $14,729 | $14,729 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (19 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AON LIQ. ALTERNATIVES FUND | FMV | $2,463,715 | $2,463,715 |
| ARTWORK | AT COST | $4,709 | $4,709 |
| GOLDMAN SACHS HEDGE FUND | FMV | $2,751,612 | $2,751,612 |
| MACQUARIE INFRASTRUCTURE PARTNERS II AIV, LP | FMV | $1,513,452 | $1,513,452 |
| MACQUARIE INFRASTRUCTURE PARTNERS II INTERNATIONAL, LP | FMV | $2,051,332 | $2,051,332 |
| STATE STREET US TREASURY INFLATION PROTECTED SECURITIES (TIPS) | FMV | $3,061,173 | $3,061,173 |
| STATE STREET US TOTAL MARKETS INDEX NON-LENDING COMMON TRUST FUND | FMV | $17,349,841 | $17,349,841 |
| TRUMBULL PROPERTY FUND LP | FMV | $5,722,730 | $5,722,730 |
| CREDIT OPPORTUNITIES FUND | FMV | $6,812,568 | $6,812,568 |
| CORE PLUS BOND FUND | FMV | $7,140,192 | $7,140,192 |
| STATE STREET MSCI ACWI EX USA INDEX FUND | FMV | $13,135,543 | $13,135,543 |
| STATE STREET MSCI CANADA SMALL CAP INDEX FUND | FMV | $136,281 | $136,281 |
| STATE STREET MSCI EAFE SMALL CAP INDEX FUND | FMV | $1,494,448 | $1,494,448 |
| STATE STREET MSCI EMERGING MARKETS SMALL CAP FUND | FMV | $430,962 | $430,962 |
| LANDMARK REAL ESTATE PARTNERS | FMV | $342,626 | $342,626 |
| RUBIK HOLDINGS LTD | FMV | $1,459,229 | $1,459,229 |
| STATE STREET MSCI EMERGING MARKETS INDEX NON-LENDING COMMON TRUST FUND | FMV | $1,400,700 | $1,400,700 |
| AON PRIVATE CREDIT OPPORTUNITIES FUND, LLC | FMV | $742,457 | $742,457 |
| PIMCO AAA | FMV | $2,383,545 | $2,383,545 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LAND | $272,317 | $0 | $272,317 | $100,000 |
| BUILDING AND IMPROVEMENTS | $3,100,897 | $1,103,462 | $1,997,435 | $1,150,000 |
| EQUIPMENT, FURNITURE, AND FIXTURES | $284,998 | $213,083 | $71,915 | $71,915 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GENERAL GOVERNANCE AND COUNSEL | CategoryTxt |
| Legal Fees | $1,485 | LegalFeesAmt |
| Net Investment Income | $29 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $927 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PROGRAM RELATED INVESTMENTS - LOAN RECEIVABLES | $316,548 | $107,167 | $107,167 |
| PROGRAM RELATED INVESTMENT - TIY 2013 LLC | $12,039 | $12,039 | $12,039 |
| PROGRAM RELATED INVESTMENT - TIY 2014 LLC | $12,500 | $12,500 | $12,500 |
| PROGRAM RELATED INVESTMENT - TIY VENTURES S 2015 LLC | $12,500 | $12,500 | $12,500 |
| DEFERRED TAX ASSET | $106,098 | $106,098 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED DECLINE IN VALUE OF INVESTMENTS | Desc |
| Amt | $7,145,574 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TECHNOLOGY | $53,497 | $5,299 | $40,755 |
| MEALS | $1,255 | $0 | $1,244 |
| INSURANCE | $24,088 | $5,430 | $18,263 |
| DOCUMENT STORAGE | $2,972 | $990 | $2,016 |
| SUPPLIES | $15,486 | $1,278 | $12,984 |
| COMMUNICATIONS | $25,086 | $18,503 | $6,092 |
| POSTAGE | $1,175 | $118 | $1,058 |
| GRANT RELATED EXPENSES | $1,487,028 | $0 | $1,617,310 |
| TELEPHONE | $7,180 | $718 | $6,796 |
| OTHER ADMINISTRATIVE EXPENSES | $5,292 | $564 | $4,717 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INCOME FROM SCHEDULE K-1S | $1,853,567 | $1,759,522 | $1,853,567 |
| PROGRAM LOAN INTEREST | $6,910 | $6,910 | $6,910 |
| REBATES AND REFUNDS | $1,208 | $1,208 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN DEFERRED FEDERAL EXCISE TAX | Desc |
| Amt | $134,278 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| EXCISE TAX PAYABLE | $15,000 | $30,000 |
| TENANT DEPOSITS | $6,190 | $6,190 |
| PUBLIC SAFETY FUND LIABILITY | $5,740 | $0 |
| DEFERRED TAX LIABILITY | $28,180 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSES | $486,815 | $329,766 | $0 |
| OTHER PROFESSIONAL FEES | $10,310 | $189 | $10,121 |
| PROPERTY MANAGEMENT | $22,434 | $18,504 | $3,930 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $19,885 | $0 | $0 |
| FOREIGN TAXES | $0 | $112,922 | $0 |
Comments