SELF FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SELF FOUNDATION (EIN 57-0400594)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201933189349101313
- 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
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T12:18:26-08:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 570924695 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Kirksey Company | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1227 | AddressLine1Txt |
| City | Greenwood | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 296481227 | 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 | 570400594 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SELF FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SELF | BusinessNameControlTxt |
| Phone | 8649414028 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1227 | AddressLine1Txt |
| City | GREENWOOD | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29648 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | William M Self Jr | PersonNm |
| Person Title | Tte, Trs | PersonTitleTxt |
| Signature | 2019-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joyce P Boone | PreparerPersonNm |
| PTIN | P01293292 | PTIN |
| Phone | 8649414028 | PhoneNum |
| 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 | $26,466,417 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $661,143 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $661,143 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $661,143 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$800,054 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,138,051 | GrossSalesPriceAmt |
| Total Rev And Expnss | -$138,911 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $661,143 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $661,143 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $172,216 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $172,216 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $119,147 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $119,147 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $28,007 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $28,007 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,791 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $15,791 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $384,148 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $384,148 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $3,169 | InterestRevAndExpnssAmt |
| Interest Dsbrs Chrtbl | $3,169 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $88,857 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $18,693 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $16,176 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $16,176 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $10,099 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $10,099 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $5,994 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $5,994 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $47,599 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $47,599 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $891,203 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $384,148 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $436,891 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,121,785 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,121,785 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,012,988 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $384,148 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,558,676 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,151,899 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $276,995 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $661,143 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $20,794 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $900,784 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $900,784 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $907,699 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,417,091 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,366,088 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $14,563,103 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,901,422 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,326,517 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,263,260 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $776,291 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $755,973 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $10,702,873 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,172,098 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,117,055 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $28,457,729 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,167,686 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,466,417 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $415,313 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $15,792 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $415,313 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,792 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $26,250,641 | UnrestrictedBOYAmt |
| Unrestricted EOY | $22,539,111 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $1,791,775 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $1,612,783 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $28,042,416 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,151,894 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,457,729 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,167,686 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $28,042,416 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,151,899 | ExcessRevenueOverExpensesAmt |
| Subtotal | $25,890,517 | SubtotalAmt |
| Other Decreases | $1,738,623 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $24,151,894 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| UBS SALES OF INVESTMENTS | P | 2018-01-15 | 2018-11-30 | $3,405,547 | $4,518,437 | -$1,112,890 | -$1,112,890 |
| UBS SALES OF INVESTMENTS | P | 2012-01-09 | 2018-03-30 | $6,732,504 | $6,419,668 | $312,836 | $312,836 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$800,054 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,112,890 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,459,231 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $30,986,873 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04709 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,612,162 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $29,556,064 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05455 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,663,300 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $32,001,772 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05198 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,544,007 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $33,139,793 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04659 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,525,163 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $31,732,540 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04806 | DistributionYr5Rt |
| Total Distribution | 0.248267 | TotalDistributionRt |
| Average Distribution | 0.049653 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $30,770,295 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,527,837 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,770 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,530,607 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,558,676 | 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 | $2,770 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,770 | SubtotalAmt |
| Tax Based On Investment Income | $2,770 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $47,399 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $47,399 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $44,629 | OverpaymentAmt |
| Applied To ES Tax | $2,800 | AppliedToESTaxAmt |
| Refund | $41,829 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | SC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.selffoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM M SELF JR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8649419119 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 518 | AddressLine1Txt |
| City | Greenwood | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29648 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| Frank J Wideman III | ||||||||
| Route 1 Box 50 | Bradley | SC | 29819 | President | 40.00 | $172,216 | $6,889 | $4,200 |
| Welborn Adams | ||||||||
| PO Box 1227 | Greenwood | SC | 296481227 | Trustee | 0.00 | $0 | ||
| Furman C Self | ||||||||
| P O Box 1227 | Greenwood | SC | 29648 | Trustee | 0.00 | $0 | ||
| WM Self | ||||||||
| PO Box 1227 | Greenwood | SC | 296481227 | Chairman | 0.00 | $0 | ||
| Sally E Self | ||||||||
| PO Box 1227 | Greenwood | SC | 29648 | Sec., Trustee | 0.00 | $0 | ||
| JC Self III | ||||||||
| PO Box 1227 | Greenwood | SC | 296481227 | Vice Chair, Tte | 0.00 | $0 | ||
| Cade Brennan Jackson | ||||||||
| PO Box 1227 | Greenwood | SC | 296491227 | Trustee | 0.00 | $0 | ||
| Helen Virginia Harley | ||||||||
| PO Box 1227 | Greenwood | SC | 296481227 | Trustee | 0.00 | $0 | ||
| Reverend Ankoma D Anderson | ||||||||
| Main Street | Greenwood | SC | 29646 | Trustee | 0.00 | $0 | ||
| William M Self Jr | ||||||||
| PO Box 1227 | Greenwood | SC | 296481227 | Tte, Trs | 0.00 | $0 | ||
| Virginia Self Goldsmith | ||||||||
| PO Box 1227 | Greenwood | SC | 296481227 | Trustee | 0.00 | $0 | ||
| Mary Andrews Self Whittington | ||||||||
| PO Box 1227 | Greenwood | SC | 296481227 | Trustee | 0.00 | $0 | ||
| Laurie Self Pulver | ||||||||
| PO Box 1227 | Greenwood | SC | 296481227 | Trustee | 0.00 | $0 | ||
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mamie W Nicholson | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 Maxwell Avenue | AddressLine1Txt |
| City | Greenwood | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29646 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Program Officer | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $86,880 | CompensationAmt |
| Employee Benefits | $3,498 | EmployeeBenefitsAmt |
| Expense Account | $2,400 | ExpenseAccountAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3280 Peachtree Rd NE | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Advisory | ServiceTypeTxt |
| Compensation | $384,148 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $31,238,878 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $31,238,878 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $31,238,878 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $468,583 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $30,770,295 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,538,515 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,538,515 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,770 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,770 | TotalTaxAmt |
| Distributable Before Adj | $1,535,745 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $3,800 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,539,545 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,539,545 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,558,676 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,558,676 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,770 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,555,906 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,539,545 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $373,356 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,558,676 | QualifyingDistributionsAmt |
| Applied To Year1 | $373,356 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,185,320 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $354,225 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | The Self Family Foundation | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | The Federal Building Main Street | AddressLine1Txt |
| City | Greenwood | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29646 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8649532441 | RecipientPhoneNum |
| Form And Info And Materials | See Program Guidelines and Application Procedures at www.selffoundation.org/grantmaking/apply | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | See Above | SubmissionDeadlinesTxt |
| Restrictions On Awards | Grants are limited to Greenwood, SC and surrounding counties. No grants are made to individuals and all applicants must have the financial ability to maintain their program. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | See Statement 12 | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | See Statement 12 | AddressLine1Txt |
| City | Greenwood | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29646 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | None | RecipientRelationshipTxt |
| Recipient Foundation Status | 501c3 | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | See Stmt 10 | GrantOrContributionPurposeTxt |
| Amt | $1,121,785 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,121,785 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | See Statement 12 | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | See Statement 12 | AddressLine1Txt |
| City | Greenwood | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29646 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | None | RecipientRelationshipTxt |
| Recipient Foundation Status | 501c3 | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | See Stmt 10 | GrantOrContributionPurposeTxt |
| Amt | $1,612,783 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,612,783 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $661,143 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$800,054 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$138,911 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$138,911 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $15,791 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $15,791 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Computer Support & Supplies | $23,533 | $23,533 |
| Convening | $6,012 | $6,012 |
| Dues & Subscriptions | $3,531 | $3,531 |
| Misc. Office Supplies | $1,233 | $1,233 |
| Miscellaneous Expenses | $414 | $414 |
| Office Equipment & Leases | $3,784 | $3,784 |
| Postage | $11 | $11 |
| Telephone | $8,087 | $8,087 |
| Workmens Compensation Insurance | $994 | $994 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | UBS Investment Fees | CategoryTxt |
| Amt | $384,148 | Amt |
| Net Investment Income | $384,148 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Excise Taxes | $70,164 | |
| Payroll Taxes | $18,693 | $18,693 |
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