HARRY H GIBSON FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HARRY H GIBSON FAMILY FOUNDATION (EIN 20-5338528)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-04
- IRS object ID
- 202533089349100623
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-04T10:03:43-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 570925346 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HALLIDAY SCHWARTZ & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 824 EAST MAIN STREET | AddressLine1Txt |
| City | SPARTANBURG | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29302 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205338528 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARRY H GIBSON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARR | BusinessNameControlTxt |
| Phone | 8645821611 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1724 | AddressLine1Txt |
| City | SPARTANBURG | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 293041724 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COLONIAL TRUST COMPANY | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8645821611 | PhoneNum |
| Signature | 2025-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | QUINCY S HALLIDAY IV | PreparerPersonNm |
| PTIN | P01837437 | PTIN |
| Phone | 8645830886 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,773,585 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $34,288 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,285 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $23,195 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $164,601 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $23,195 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $57,483 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $57,480 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,251 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,251 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $206 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $206 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,457 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,457 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $167,359 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $167,359 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $179,816 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,457 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $167,359 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$122,333 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $45,023 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $59,154 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $52,065 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $52,065 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $929,353 | CorporateStockBOYAmt |
| Corporate Stock EOY | $814,109 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,639,520 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $127,950 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $127,950 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $127,950 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $82,000 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,116,457 | TotalAssetsBOYAmt |
| Total Assets EOY | $994,124 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,773,585 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,116,457 | RetainedEarningBOYAmt |
| Retained Earning EOY | $994,124 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,116,457 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $994,124 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,116,457 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $994,124 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,116,457 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$122,333 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $994,124 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $994,124 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BORG WARNER INC | P | 2023-07-25 | 2024-07-16 | $2,563 | $3,470 | -$907 | -$907 |
| DIAGEO ADR REP | P | 2023-07-25 | 2024-07-16 | $12,887 | $17,844 | -$4,957 | -$4,957 |
| DISNEY WALT CO COM | P | 2023-07-25 | 2024-07-16 | $1,480 | $1,290 | $190 | $190 |
| NIKE INC CLASS B | P | 2023-07-25 | 2024-07-16 | $13,475 | $20,136 | -$6,661 | -$6,661 |
| NVIDIA CORPORATION COM | P | 2023-07-25 | 2024-07-15 | $5,113 | $1,845 | $3,268 | $3,268 |
| PAYPAL HLDGS INC | P | 2023-07-25 | 2024-02-07 | $6,370 | $7,346 | -$976 | -$976 |
| SENSATA TECHNOLOGIESHOLDING PL | P | 2023-07-25 | 2024-07-16 | $6,297 | $6,387 | -$90 | -$90 |
| BORG WARNER INC | P | 2021-02-05 | 2024-07-16 | $5,741 | $6,321 | -$580 | -$580 |
| CISCO SYSTEMS INC | P | 2017-11-28 | 2024-07-15 | $4,736 | $3,776 | $960 | $960 |
| COSTCO WHOLESALE CORP | P | 2013-04-29 | 2024-07-15 | $4,250 | $543 | $3,707 | $3,707 |
| DISNEY WALT CO COM | P | 2012-08-23 | 2024-07-16 | $13,224 | $6,630 | $6,594 | $6,594 |
| EATON CORP | P | 2021-02-05 | 2024-07-16 | $11,630 | $4,243 | $7,387 | $7,387 |
| ELI LILLY & CO COM | P | 2016-03-28 | 2024-07-15 | $5,712 | $425 | $5,287 | $5,287 |
| INVESCO EXCH | P | 2022-11-01 | 2024-06-14 | $26,349 | $25,412 | $937 | $937 |
| PAYPAL HLDGS INC | P | 2020-09-17 | 2024-02-07 | $2,230 | $6,149 | -$3,919 | -$3,919 |
| SCHWAB CHARLES CORP COM | P | 2019-06-26 | 2024-07-16 | $6,857 | $3,976 | $2,881 | $2,881 |
| SENSATA TECHNOLOGIESHOLDING PL | P | 2021-02-05 | 2024-07-16 | $4,198 | $5,337 | -$1,139 | -$1,139 |
| TRUIST FINL COM | P | 2012-07-31 | 2024-07-16 | $17,929 | $13,371 | $4,558 | $4,558 |
| APPLE | P | 2009-01-20 | 2024-07-15 | $4,690 | $57 | $4,633 | $4,633 |
| KENVUE | P | 2008-10-30 | 2024-07-16 | $585 | $240 | $345 | $345 |
| VERIZON COMMUNICATIONS INC, | P | 2010-12-07 | 2024-07-16 | $8,285 | $6,608 | $1,677 | $1,677 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $23,195 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $626 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $626 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $626 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $34 | EsPenaltyAmt |
| Tax Due | $660 | TaxDueAmt |
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 | N/A | WebsiteAddressTxt |
| Individual With Books | COLONIAL TRUST | IndividualWithBooksNm |
| Phone | 8645823356 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1724 | AddressLine1Txt |
| City | SPARTANBURG | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 293041724 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| JOAN B GIBSON | ||||||||
| 305 ESSEX RIDGE COURT | SPARTANBURG | SC | 29307 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| HARRY H GIBSON JR | ||||||||
| 1217 PRESTON DRIVE | SHERMAN | TX | 75092 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| COLONIAL TRUST COMPANY | ||||||||
| P O BOX 1724 | SPARTANBURG | SC | 29304 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $1,617,493 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $62,002 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $82,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,761,495 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,761,495 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,422 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,735,073 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $86,754 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $86,754 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $626 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $626 | TotalTaxAmt |
| Distributable Before Adj | $86,128 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $86,128 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $86,128 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $167,359 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $167,359 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $86,128 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $129,333 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $133,343 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $106,520 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $149,526 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $104,451 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $623,173 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $167,359 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $86,128 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $81,231 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $704,404 | 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 | $129,333 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $575,071 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $133,343 | ExcessFromYear4Amt |
| Excess From Year3 | $106,520 | ExcessFromYear3Amt |
| Excess From Year2 | $149,526 | ExcessFromYear2Amt |
| Excess From Year1 | $104,451 | ExcessFromYear1Amt |
| Excess From Current Year | $81,231 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||
| 104 GARNER RD | SPARTANBURG | SC | 29303 | NONE | PC | CHARITABLE | $4,000 |
| AUSTIN COLLEGE | |||||||
| 900 N GRAND AVE | SHERMAN | TX | 75090 | NONE | PC | CHARITABLE | $2,000 |
| BURDEN SHARE | |||||||
| PO BOX 368 | SHERMAN | TX | 75091 | NONE | PC | CHARITABLE | $3,000 |
| CHAPMAN CULTURAL CENTER | |||||||
| 200 E ST JOHN ST | SPARTANBURG | SC | 29306 | NONE | PC | CHARITABLE | $1,250 |
| CHILD & FAMILY GUIDANCE CENTER | |||||||
| 8915 HARRY HINES BLVD | DALLAS | TX | 75235 | NONE | PC | CHARITABLE | $1,000 |
| CRU | |||||||
| 100 LAKE HART DRIVE | ORLANDO | FL | 32832 | NONE | PC | CHARITABLE | $2,500 |
| EAST WEST MINISTRIES | |||||||
| 2001 W PLANO PKWY 3000 | PLANO | TX | 75075 | NONE | PC | CHARITABLE | $3,000 |
| ETV ENDOWMENT SC | |||||||
| 401 E KENNEDY ST B1 | SPARTANBURG | SC | 29302 | NONE | PC | CHARITABLE | $1,000 |
| FIRST BAPTIST CHURCH | |||||||
| 250 E MAIN ST | SPARTANBURG | SC | 29306 | NONE | PC | CHARITABLE | $1,000 |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 393 EAST MAIN STREET | SPARTANBURG | SC | 29302 | NONE | PC | CHARITABLE | $4,000 |
| FOUR RIVERS OUTREACH | |||||||
| 210 S RUSK ST | SHERMAN | TX | 75090 | NONE | PC | CHARITABLE | $3,000 |
| GRAYSON GRAND CENTRAL STATION | |||||||
| 619 E HOUSTON ST | SHERMAN | TX | 75090 | NONE | PC | CHARITABLE | $3,000 |
| HABITAT FOR HUMANITY | |||||||
| 2270 SOUTH PINE STREET | SPARTANBURG | SC | 29302 | NONE | PC | CHARITABLE | $9,000 |
| HALTER | |||||||
| PO BOX 1403 | SPARTANBURG | SC | 29304 | NONE | PC | CHARITABLE | $1,009 |
| HATCHER GARDEN & WOODLAND PRESERVE | |||||||
| 832 JOHN B WHITE SR BLVD | SPARTANBURG | SC | 29306 | NONE | PC | CHARITABLE | $500 |
| HOPE CTR FOR CHILDREN | |||||||
| P BOX 1371 | SPARTANBURG | SC | 29304 | NONE | PC | CHARITABLE | $1,000 |
| HOUSE OF ELI | |||||||
| 123 S RICKETTS ST | SHERMAN | TX | 75092 | NONE | PC | CHARITABLE | $500 |
| JESUS FILM PROJECT | |||||||
| 100 LAKE HART DRIVE | ORLANDO | FL | 32832 | NONE | PC | CHARITABLE | $500 |
| JUMP START | |||||||
| 870 JUMPSTART DRIVE | WELLFORD | SC | 29385 | NONE | PC | CHARITABLE | $1,000 |
| KIDS ACROSS AMERICA FOUNDATION | |||||||
| PO BOX 930 | BRANSON | MO | 65615 | NONE | PC | CHARITABLE | $3,000 |
| MEALS ON WHEELS OF TEXOMA | |||||||
| 4114 AIRPORT DR | DENISON | TX | 75020 | NONE | PC | CHARITABLE | $3,000 |
| MIRACLE HILL MINISTRIES | |||||||
| PO BOX 2546 | GREENVILLE | SC | 29602 | NONE | PC | CHARITABLE | $2,000 |
| MOBILE MEALS | |||||||
| 419 EAST MAIN STREET | SPARTANBURG | SC | 29302 | NONE | PC | CHARITABLE | $27,000 |
| NEW BRAUNFELS CHRISTIAN ACADEMY | |||||||
| 220 FM1863 | NEW BRAUNFELS | TX | 78132 | NONE | PC | CHARITABLE | $4,000 |
| PARACLETE MISSION GROUP | |||||||
| PO BOX 912576 | DENVER | CO | 80291 | NONE | PC | CHARITABLE | $3,000 |
| SALVATION ARMY | |||||||
| 40 FOSTER STREET | SPARTANBURG | SC | 29301 | NONE | PC | CHARITABLE | $6,000 |
| SAMARITAN'S PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | NONE | PC | CHARITABLE | $3,000 |
| SMILE TRAIN | |||||||
| PO BOX 96231 | WASHINGTON | DC | 20090 | NONE | PC | CHARITABLE | $500 |
| SOUTHPARK CHURCH | |||||||
| 3151 APEX DR SUITE 100 | CHARLOTTE | NC | 28211 | NONE | PC | CHARITABLE | $1,000 |
| SPARTANBURG COUNTY FOUNDATION | |||||||
| 424 E KENNEDY ST | SPARTANBURG | SC | 29302 | NONE | PC | CHARITABLE | $5,000 |
| SPARTANBURG PHILHARMONIC | |||||||
| 200 E ST JOHN ST | SPARTANBURG | SC | 29306 | NONE | PC | CHARITABLE | $7,000 |
| SPARTANBURG SOUP KITCHEN | |||||||
| 136 S FOREST ST | SPARTANBURG | SC | 29306 | NONE | PC | CHARITABLE | $4,000 |
| ST LUKE'S FREE MEDICAL CLINIC | |||||||
| 162 SOUTH 39 | SPARTANBURG | SC | 29302 | NONE | PC | CHARITABLE | $2,000 |
| TEXOMA CHRISTIAN SCHOOL | |||||||
| 3500 W HOUSTON ST | SHERMAN | TX | 75092 | NONE | PC | CHARITABLE | $8,000 |
| TEXOMA FAMILY SHELTER | |||||||
| 331 W MORTON ST | DENISON | TX | 75020 | NONE | PC | CHARITABLE | $2,000 |
| TOTAL MINISTRIES | |||||||
| 420 UNION STREET | SPARTANBURG | SC | 29306 | NONE | PC | CHARITABLE | $6,000 |
| TRUE OPTIONS PREGNANCY CENTER | |||||||
| 105 WEST PECAN | SHERMAN | TX | 75090 | NONE | PC | CHARITABLE | $4,000 |
| UNITED WAY OF THE PIEDMONT | |||||||
| 203 EAST MAIN STREET | SPARTANBURG | SC | 29319 | NONE | PC | CHARITABLE | $5,000 |
| WESTMINISTER PRESBYTERIAN CHURCH | |||||||
| 309 FERNWOOD DR | SPARTANBURG | SC | 29307 | NONE | PC | CHARITABLE | $500 |
| WOMEN GIVING FOR SPARTANBURG | |||||||
| PO BOX 2646 | SPARTANBURG | SC | 29304 | NONE | PC | CHARITABLE | $1,100 |
| YOUNG LIFE INTERNATIONAL | |||||||
| PO BOX 70065 | PRESCOTT | AZ | 86304 | NONE | PC | CHARITABLE | $28,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $167,359 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,288 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $23,195 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $57,483 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $57,483 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (68 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1 DUKE ENERGY CORP | $43 | $107 |
| 1 ISHARES BIOTECHNOLOGY | $48 | $132 |
| 3 CAMECO CORP COM | $101 | $154 |
| 2 WP CAREY INC | $134 | $109 |
| 89 VISA INC | $1,728 | $28,128 |
| 23 COSTCO WHOLESALE | $2,499 | $21,074 |
| 65 AIR PRODUCTS | $3,090 | $18,853 |
| 40 LILLY ELI & COMPANY | $2,830 | $30,880 |
| 136 ORACLE | $3,453 | $22,663 |
| 35 UNITEDHEALTH GROUP | $3,756 | $17,705 |
| 70 ACCENTURE | $4,124 | $24,625 |
| 86 WASTE MANAGEMENT | $4,498 | $17,354 |
| 650 APPLE INC | $4,948 | $157,765 |
| 225 MICROSOFT | $5,091 | $94,838 |
| 100 CHEVRON | $5,584 | $14,484 |
| 100 PEPSICO | $5,624 | $15,206 |
| 100 PROCTER & GAMBLE | $6,134 | $16,765 |
| 195 ALPHABET | $6,510 | $36,914 |
| 250 MORGAN STANLEY - PREFERRED | $6,566 | $6,275 |
| 135 APPLIED MATERIALS | $6,758 | $21,955 |
| 250 COMCAST CORP | $6,919 | $9,383 |
| 75 WAL-MART STORES | $7,265 | $20,329 |
| 67 HOME DEPOT | $7,285 | $26,062 |
| 75 STRYKER | $7,639 | $17,642 |
| 195 JP MORGAN CHASE | $7,722 | $46,743 |
| 129 JOHNSON & JOHNSON | $7,765 | $18,656 |
| 54 GOLDMAN SACHS - COMMON | $7,912 | $30,921 |
| 25 CINTAS CORP | $8,604 | $18,270 |
| 30 PUBLIC STORAGE COM | $9,455 | $8,983 |
| 50 ZOETIS INC | $9,514 | $8,146 |
| 250 HALLIBURTO CO COM | $9,680 | $6,798 |
| 125 BLACKSTONE INC | $10,199 | $21,553 |
| 37 EATON CORP | $6,343 | $12,279 |
| 100 PHILLIPS 66 | $10,805 | $11,393 |
| 182 AMAZON | $10,857 | $39,929 |
| 100 UNION PACIFIC | $10,861 | $22,804 |
| 75 HERSHEY COMPANY | $11,081 | $12,701 |
| 60 TRANE TECHNOLOGIES | $11,696 | $22,161 |
| 185 REALTY INCOME CORP | $11,708 | $9,881 |
| 346 BROOKFIELD ASSET MANAGEMENT LTD CLASS | $11,841 | $18,750 |
| 250 TJX COS | $12,195 | $30,203 |
| 200 COCA-COLA | $12,451 | $12,452 |
| 96 PALO ALTO NETWORKS | $12,737 | $34,936 |
| 100 EOG RESOURCES INC | $12,836 | $12,258 |
| 50 FEDEX CORP | $12,999 | $14,067 |
| 230 SCHWAB CHARLES | $9,145 | $17,022 |
| 61 STERIS PLC | $14,138 | $12,539 |
| 203 NEXTERA ENERGY INC | $14,194 | $14,553 |
| 229 CISCO SYSTEMS | $10,707 | $13,557 |
| 225 VERIZON COMMUNICATIONS | $7,954 | $8,998 |
| 42 BERKSHIRE HATHAWAY | $14,625 | $19,038 |
| 77 ECOLAB | $14,668 | $18,043 |
| 175 AMERICAN ELEC PWR CO INC | $14,695 | $16,140 |
| 125 BOOKING HOLDING INC | $14,759 | $24,842 |
| 50 META PLATFORMS INC CLASS A COMMON | $14,785 | $29,276 |
| 111 WALT DISTNEY CO | $8,340 | $10,801 |
| 222 EDWARDS LIFESCIENCES CORP | $16,782 | $16,435 |
| 46 LOCKHEED MARTIN CORP | $17,933 | $22,353 |
| 95 CME GROUP INC | $18,141 | $22,062 |
| 98 TEXAS INSTRUMENTS INC | $18,291 | $18,376 |
| 450 NVIDIA CORPORATION | $20,754 | $60,431 |
| 1,250 INVESCO EXCH TRD SLF IDX FD TR BULSHS 2026 CB | $23,191 | $24,288 |
| 950 ISHARES MSCI INTL | $23,991 | $35,264 |
| 1,250 INVESCO EXCH TRD SLF IDX FD TR BULSHS 2025 CB | $24,856 | $25,813 |
| 125 ISHARES CORE S&P MID-CAP | $30,418 | $38,944 |
| 625 ISHARES TR FLTG RATE NT ETF | $31,823 | $31,800 |
| 1,995 ISHARES 0-5 YEAR INVESTMENT GRADE | $101,676 | $99,231 |
| 1441 INVESCO EXCH TRD SLF IDX FD TR BULETSHS 2029 | $26,355 | $26,428 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $206 | Amt |
| Net Investment Income | $206 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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