DICK HORNE FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
DICK HORNE FOUNDATION (EIN 23-7015996)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-08
IRS object ID
201811289349100326
Schema version
2017v2.3
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-08T12:01:43-04:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN570706294PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BRODIE SUMMERS & WILKES CPAS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 584AddressLine1Txt
CityORANGEBURGCityNm
State AbbreviationSCStateAbbreviationCd
ZIP291160584ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237015996EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DICK HORNE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDICKBusinessNameControlTxt
Phone8035342096PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 306AddressLine1Txt
CityORANGEBURGCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29116ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBERNICE TRIBBLEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8035342096PhoneNum
Signature2018-05-04SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHEATHER D RHINEHARTPreparerPersonNm
PTINP00985721PTIN
Phone8035366866PhoneNum
Preparation2018-05-04PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,841,160FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,637InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,637InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$222,092DividendsRevAndExpnssAmt
Dividends Net Invst Incm$222,092DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$152,640NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$349,166GrossSalesPriceAmt
Total Rev And Expnss$376,369TotalRevAndExpnssAmt
Total Net Invst Incm$223,729TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$77,400CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$19,350CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$58,050CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$13,918OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$3,480OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$10,438OthEmplSlrsWgsDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,955AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$489AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,466AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$4,755TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,507TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$2,248TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$337DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$337DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$2,400OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$600OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$1,800OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$10,649TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$2,662TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$7,987TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$4,824OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$956OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$3,868OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$116,238TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$30,381TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$85,857TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$349,402ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$349,402ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$465,640TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$30,381TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$435,259TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$89,271ExcessRevenueOverExpensesAmt
Net Investment Income$193,348NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$600CashBOYAmt
Cash EOY$600CashEOYAmt
Cash EOYFMV$600CashEOYFMVAmt
Sav And Temp Cash Invst BOY$48,005SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$154,213SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$154,213SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$233PrepaidExpensesBOYAmt
Prepaid Expenses EOY$467PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$467PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$3,266,817CorporateStockBOYAmt
Corporate Stock EOY$3,071,440CorporateStockEOYAmt
Corporate Stock EOYFMV$6,685,880CorporateStockEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$11,427LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$10,653LandBldgEquipAccumDeprecAmt
Land BOY$1,110LandBOYAmt
Land EOY$774LandEOYAmt
Total Assets BOY$3,316,765TotalAssetsBOYAmt
Total Assets EOY$3,227,494TotalAssetsEOYAmt
Total Assets EOYFMV$6,841,160TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$3,316,765UnrestrictedBOYAmt
Unrestricted EOY$3,227,494UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$3,316,765TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,227,494TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,316,765TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,227,494TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,316,765TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$89,271ExcessRevenueOverExpensesAmt
Subtotal$3,227,494SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,227,494TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$362,387AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$6,362,745NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.056955DistributionYr1Rt
Adjusted Qlfy Distri Yr2$355,879AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$6,526,727NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.054526DistributionYr2Rt
Adjusted Qlfy Distri Yr3$374,249AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$6,857,102NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.054578DistributionYr3Rt
Adjusted Qlfy Distri Yr4$322,373AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$6,562,614NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.049123DistributionYr4Rt
Adjusted Qlfy Distri Yr5$280,481AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$6,135,822NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.045712DistributionYr5Rt
Total Distribution0.260894TotalDistributionRt
Average Distribution0.052179AverageDistributionRt
Net Vl Noncharitable Assets$6,655,749NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$347,290AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,933NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$349,223AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$435,259QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,933InvestmentIncomeExciseTaxAmt
Subtotal$1,933SubtotalAmt
Tax Based On Investment Income$1,933TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,400EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,400TotalPaymentsAndCreditsAmt
Overpayment$467OverpaymentAmt
Applied To ES Tax$467AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateSCOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressNAWebsiteAddressTxt
Individual With BooksCINDY BRODIEIndividualWithBooksNm
Phone8035342096PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 306AddressLine1Txt
CityORANGEBURGCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29116ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BERNICE TRIBBLE
598 PIKE BLVDORANGEBURGSC29115TRUSTEE000.00$25,800$0$0
W LOUIS GRIFFITH
312 N MEADOW DRIVEMANNINGSC29115TRUSTEE000.00$25,800$0$0
MARION JACKSON SMITH
111 DANTZLER STREETST MATTHEWSSC29135TRUSTEE000.00$25,800$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$6,654,338AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$101,709AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,059FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,757,106TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$6,757,106AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$101,357CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,655,749NetVlNoncharitableAssetsAmt
Minimum Investment Return$332,787MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$332,787MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,933TaxBasedOnInvestmentIncomeAmt
Total Tax$1,933TotalTaxAmt
Distributable Before Adj$330,854DistributableBeforeAdjAmt
Distributable Before Ded$330,854DistributableBeforeDedAmt
Distributable As Adjusted$330,854DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$435,259ExpensesAndContributionsAmt
Qualifying Distributions$435,259QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,933PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$433,326AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$330,854DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$24,548ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$24,548TotalExcessDistributionCyovAmt
Qualifying Distributions$435,259QualifyingDistributionsAmt
Applied To Current Year$330,854AppliedToCurrentYearAmt
Remaining Distri From Corpus$104,405RemainingDistriFromCorpusAmt
Total Corpus$128,953TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$128,953ExcessDistriCyovToNextYrAmt
Excess From Year1$24,548ExcessFromYear1Amt
Excess From Current Year$104,405ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCINDY BRODIERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 306AddressLine1Txt
CityORANGEBURGCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29116ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8035342096RecipientPhoneNum
Form And Info And MaterialsAPPLICANTS FOR SCHOLARSHIP ASSISTANCE WILL PROVIDE WRITTEN REQUEST FOR SCHOLARSHIP ASSISTANCE, GIVING NAME ADDRESS, INFORMATION RELATING TO INCOME AND RESOURCES AVAILABLE TO APPLICANT, EDUCATIONAL BACKGROUND, AND PURPOSE FOR WHICH GRANT IS REQUESTED.FormAndInfoAndMaterialsTxt
Submission DeadlinesAPPLICATIONS MAY BE SUBMITTED AT ANY TIME. APPLICATIONS WILL BE VOTED UPON BY THE THREE TRUSTEES WITSubmissionDeadlinesTxt
Restrictions On AwardsIN AWARDING GRANTS, TRUSTEES ARE RESTRICTED BY TRUST IND- ENTURE TO ASSISTANCE TO PERSONS RESIDING WITHIN THE TRADING AREA CUSTOMARILY HERETOFORE SERVED BY HORNE MOTORS FORMERLY OF ORANGEBURG, SC. THIS AREA IS PRESENTLY DESIGNATED AS ORANGEBURG AND CALHOUN COUNTIES ONLY. TRUSTEES ARE ALSO RESTRICTED TO SELECTING INDIVIDUALS FOR EDUCATIONAL OR SCHOLARSHIP ASSISTANCE ON BASIS OF NEED, CHARACTER AND ABILITY.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (63 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ALDERSGATE SPECIAL NEEDS MINISTRY
4908 COLONIAL DRIVECOLUMBIASC29203UNRELATEDPAIDSUPPORT SPECIAL NEEDS CHILDREN$7,000
AMERICAN AUXILLARY LEGION UNIT 4
509 CEDAR LANEORANGEBURGSC29115UNRELATEDPAIDPALMETTO GIRLS STATE$2,310
BENEDICT COLLEGE
1600 HARDEN STREETCOLUMBIASC29204UNRELATEDPAIDSTUDENTS SCHOLARSHIP ASST$2,000
CALHOUN ACADEMY
81 ACADEMY ROADST MATTHEWSSC29135UNRELATEDPAIDCLASSROOM ENRICHMENT PROJECTS$3,000
CALHOUN COUNTY HIGH SCHOOL
150 SAINTS AVEST MATTHEWSSC29135UNRELATEDPAIDNATIONAL CHERRING COMPETITION$2,500
CALHOUN COUNTY MUSEUM
313 BUTLER STREETST MATTHEWSSC29135UNRELATEDPAIDLOCAL HISTORY MUSEUM$1,000
CALHOUN COUNTY PUBLIC SCHOOLS
125 HERLONG AVENUEST MATTHEWSSC29135UNRELATEDPAIDCLASSROOM ENRICHMENT PROJECT$6,000
CAMP HAPPY DAYS
1622 ASHLEY HALL ROADCHARLESTON SCSC29407UNRELATEDPAIDSUMMER CAMP FOR CHILDREN$8,500
CHARLESTON SOUTHERN UNIVS
9200 UNIVERSITY BLVDCHARLESTONSC29406UNRELATEDPAIDSTUDENT SCHOLARSHIPS$1,000
CHILD EVANGELISM FELLOWSHIP
500 ST ANDREWS ROADCOLUMBIASC29210UNRELATEDPAIDCYIA SUMMER PROGRAM$1,000
CITY OF ORANGEBURG
PO DRAWER 1321ORANGEBURGSC29116UNRELATEDPAIDCITY COMMUNITY PROJECTS$32,000
CLAFIN UNIVERSITY
400 MAGNOLIA STREETORANGEBURGSC29115UNRELATEDPAIDSTUDENTS SCHOLARSHIP ASST$41,500
CLEMSON UNIVERSITY
105 SIKES HALLCLEMSONSC29634UNRELATEDPAIDSTUDENTS SCHOLARSHIP ASST$9,000
COASTAL CAROLINA UNIV
PO BOX 261954CONWAYSC29528UNRELATEDPAIDSTUDENTS SCHOLARSHIP ASST$3,500
COLLEGE OF CHARLESTON
66 GEORGE STCHARLESTONSC29424UNRELATEDPAIDSTUDENTS SCHOLARSHIP ASST$3,500
COLUMBIA COLLEGE
1301 COLUMBIA COLLEGE DRCOLUMBIASC29203UNRELATEDPAIDSTUDENT SCHOLARSHIP ASSISTANCE$2,000
DORA
152 MARKET STREETORANGEBURGSC29115UNRELATEDPAIDCOMMUNITY PROJECTS$10,000
EDISTO HABITAT FOR HUMANITY
260 JOHN C CALHOUN DRIVEORANGEBURGSC29115UNRELATEDPAIDCARPENTER CLUB$400
EDISTO HIGH SCHOOL
500 R M FOSTER ROADCORDOVASC29039UNRELATEDPAIDFBLA$1,500
ELLOREE HERITAGE MUSEUM
2714 CLEVELAND STREETELLOREESC29047UNRELATEDPAIDFACILITY IMPROVEMENTS$5,000
ENVISION EXPERIENCE
1919 GALLOWS ROADVIENNAVA22182UNRELATEDPAIDNATIONAL YOUTH LEADERSHIP FORUM$500SUITE 700
FELLOWSHIP OF CHRISTIAN
PO BOX 7001ORANGEBURGSC29117UNRELATEDPAIDOPERATIONS OF ORGANIZATION$12,000
FELTON LABORTAORY CHARTER SCHOOL
300 COLLEGE AVENUEORANGEBURGSC29115UNRELATEDPAIDCLASSROOM ENRICHMENT PROJECT$1,000
FRANCIS MARION UNIV
PO BOX 100547FLORENCESC29501UNRELATEDPAIDSTUDENTS SCHOLARSHIP ASST$1,500
HIGH SCHOOL FOR HEALTH PROFESSIONS
130 HOWARD HILL DRIVEORANGEBURGSC29118UNRELATEDPAIDHOSA LEADERSHIP CONFERENCE$1,000
HORRY-GEORGETOWN TECHNICAL COLLEGE
2050 US-501CONWAYSC29526UNRELATEDPAIDSTUDENT SCHOLARSHIP ASSISTANCE$500
JACKSONVILLE UNIVERSITY
2800 UNIVERSITY BLVD NJACKSONVILLEFL32211UNRELATEDPAIDSTUDENT SCHOLARSHIP ASSISTANCE$500
LANDER UNIVERSITY
320 STANLEY AVENUEGREENWOODSC29649UNRELATEDPAIDSTUDENTS SCHOLARSHIP ASSISTANCE$1,500
LEES-MCRAE COLLEGE
191 MAIN STREET WBANNER ELKNC28604UNRELATEDPAIDSTUDENT SCHOLARSHIP ASSISTANCE$500
MIDLANDS TECHNICAL COLLEGE
316 S BELTLINE BLVDCOLUMBIASC29205UNRELATEDPAIDSTUDENTS SCHOLARSHIP ASSISTANCE$500
NAACP YOUTH COUNCIL
110 LINDA LANEORANGEBURGSC29115UNRELATEDPAIDNATIONAL COMPETITION$2,400
NEWBERRY COLLEGE
2100 COLLEGE STREETNEWBERRYSC29108UNRELATEDPAIDSTUDENTS SCHOLARSHIP ASSISTANCE$2,000
NORTH CAROLINA A&T STATE UNIVERSITY
1601 E MARKET STGREENSBORONC27411UNRELATEDPAIDSTUDENT SCHOLARSHIP ASSISTANCE$1,000
OBURG BOYS & GIRLS CLUB
PO BOX 2783ORANGEBURGSC29116UNRELATEDPAIDOPERATING EXPENSES$15,000
OBURG CO COUNCIL ON AGING
PO BOX 1301ORANGEBURGSC29116UNRELATEDPAIDMEALS ON WHEELS$5,000
OBURG CO LIBRARY
PO BOX 1367ORANGEBURGSC29116UNRELATEDPAIDSUMMER READING PROGRAM$1,500
OBURG FINE ARTS CENTER
PO BOX 2106ORANGEBURGSC29116UNRELATEDPAIDASSISTANCE WITH OPERATING EXPENSES$32,900
OC TECHNICAL COLLEGE
3250 ST MATTHEWS RDORANGEBURGSC29118UNRELATEDPAIDSTUDENTS SCHOLARSHIP ASST$3,822
ORANGEBURG CALHOUN FREE MEDICAL
PO BOX 505ORANGEBURGSC29115UNRELATEDPAIDPROVIDE MEDICAL CARE TO LOW-INCOME$7,000
ORANGEBURG CHRISTIAN ACADEMY
1842 JOE S JEFFORDS HWYORANGEBURGSC29115UNRELATEDPAIDCLASSROOM ENRICHMENT$3,000
ORANGEBURG COMMUNITY OF CHARACTER
PO BOX 593ORANGEBURGSC29116UNRELATEDPAIDCOMMUNITY SERVICES$3,500
ORANGEBURG COUNTY FAIR
350 MAGNOLIA STREETORANGEBURGSC29115UNRELATEDPAIDCAPITAL IMPROVEMENTS$5,000
ORANGEBURG PREP
2651 NORTH ROADORANGEBURGSC29118UNRELATEDPAIDCLASSROOM ENRICHMENT PROJECTS$4,000
ORANGEBURG SCHOOL DISTRICTS
578 ELLIS AVEORANGEBURGSC29115UNRELATEDPAIDSCHOOL PROGRAMS$24,000
ORANGEBURG SOIL & WATER DISTRICT
1550 HENLEY STREETORANGEBURGSC29115UNRELATEDPAIDPROJECTS$1,000NE ROOM 103
ORANGEBURG TRACK CLUB
1195 ST MATTHEWS ROADORANGEBURGSC29116UNRELATEDPAIDTRACK MEET EXPENSES$2,600
POST 4 - AMERICAN LEGION
PO BOX 1511ORANGEBURGSC29116UNRELATEDPAIDBASEBALL PROGRAM$4,100
SC STATE UNIVERSITY
300 COLLEGE STREETORANGEBURGSC29117UNRELATEDPAIDSTUDENTS SCHOLARSHIP ASST$3,000
SHERIDAN ELEMENTARY SCHOOL
1139 HILLSBORO ROADORANGEBURGSC29115UNRELATEDPAIDMEDIA CENTER GRANT$2,500
ST MATTHEWS PRESBYTERIAN
105 AMAKER STREETST MATTHEWSSC29135UNRELATEDPAIDMEMORIAL$400
ST ANDREWS UNITED METHODIST CHURCH
2600 ASHLAND ROADCOLUMBIASC29210UNRELATEDPAIDSHEPHARD'S CENTER$11,000
THE CITADEL
1714 COLLEGE STREETCHARLESTONSC29409UNRELATEDPAIDSTUDENTS SCHOLARSHIP ASST$500
THE SALVATION ARMY
813 NOTTINGHAM STREETORANGEBURGSC29115UNRELATEDPAIDPURCHASE OF GIFTS FOR CHILDREN$12,000
THE TECHNOLOGY CENTER
3720 MAGNOLIA STREETORANGEBURGSC29118UNRELATEDPAIDNATIONAL SOCIETY OF BLACK ENGINEERS$1,470
TOYS FOR TOTS
PO BOX 2681ORANGEBURGSC29116UNRELATEDPAIDPROVIDE TOYS FOR CHILDRENS$1,000
TRI-COUNTY TECHNICAL COLLEGE
7900 US-76PENDLETONSC29670UNRELATEDPAIDSTUDENT SCHOLARSHIP ASSISTANCE$500
TRIDENT TECHNICAL COLLEGE
7000 RIVERS AVENORTH CHARLESTONSC29406UNRELATEDPAIDSTUDENT SCHOLARSHIP ASSISTANCE$1,500
UNIV OF SOUTH CAROLINA
1714 COLLEGE STREETCOLUMBIASC29208UNRELATEDPAIDSTUDENTS SCHOLARSHIP ASST$15,000
USC - AIKEN
471 UNIVERSITY PARKWAYAIKENSC29801UNRELATEDPAIDSTUDENTS SCHOLARSHIP ASST$6,000
USC - BEAUFORT
801 CARTERET STREETBEAUFORTSC29902UNRELATEDPAIDSTUDENT SCHOLARSHIP ASSISTANCE$2,500
USC - UPSTATE
800 UNIVERSITY WAYSPARTANBURGSC29303UNRELATEDPAIDSTUDENTS SCHOLARSHIP ASST$3,000
VOORHEES COLLEGE
481 PORTER DRIVEDENMARKSC29042UNRELATEDPAIDSTUDENT SCHOLARSHIP ASSISTANCE$1,000
WINTHROP UNIVERSITY
119 TILLMAN HALLROCKHILLSC29733UNRELATEDPAIDSTUDENTS SCHOLARSHIP ASST$8,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$349,402TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,637ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$222,092ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$152,640RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$223,729ExclusionAmt
Related Or Exempt Function Incm$152,640RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$376,369TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$1,955Amt
Net Investment Income$489NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,466DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (7 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
COMPUTER2005-07-31$1,223$1,223200DB5.0000
PRINTER2005-09-01$514$514200DB5.0000
OFFICE EQUIPMENT2005-08-01$1,711$1,711200DB5.0000
FILES2005-07-01$425$425200DB7.0000
COMPUTER2009-07-01$1,026$1,026200DB5.0000
COPIER2013-10-04$5,350$4,410200DB7.0000$269$269
COMPUTER2014-03-12$1,179$1,009200DB5.0000$68$68

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationTHE FOUNDATION DOES NOT SOLICIT OR RECEIVE DONATIONS FROM OUTSIDE PARTIES THEREFORE ARE NOT REQUIRED TO FILE 990-PF WITH THE SECRETARY OF STATE.ExplanationTxt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (5 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
CHESAPEAKE2010-08PURCHASE2017-01$25,718$25,793-$75
DOWDUPONT2006-07PURCHASE2017-09$13$13
ENBRIDGE2007-01PURCHASE2017-02$30$30
SCANA2006-07PURCHASE2017-10$198,425$36,573$161,852
TEMPLE GRW A2006-12PURCHASE2017-01$124,980$134,160-$9,180

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (32 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
14971 - INTERMEDIATE BOND FUND$201,796$199,415
16272 - AMERICAN HIGH INC TRUST$205,494$168,744
20,000 - BP CAP MKT - 4.75%$20,249$20,617
23948- TEMPLETON GROWTH FUND$607,033$652,811
25000 - CHESAPEAKE ENERGY - 6.50%
4000 - SCANA CORP
4837 - BOND FUND OF AMERICA$65,230$62,345
553248 - FRANKLIN INCOME CLASS A$1,409,449$1,316,731
2 - VISTEON CORP$214$250
1800 - JC PENNEY$38,303$5,688
1079 ACCO BRANDS$13,164
1300 - GENERAL ELECTRIC$49,890$22,685
425 - INGEVITY CORP$2,514$29,950
2600 - FORD MTR CO DEL$7,356$32,474
720 CHEMOURS$1,089$36,043
597 - WELLS FARGO$55,911$36,220
623 - AMERICAN ELECTRIC POWER INC$14,642$45,834
506 - EASTMAN CHEMICAL$6,687$46,876
1000 - ENERGIZER HLDS NEW$717$47,980
1000 - EDGEWELL PERSONAL CARE$1,678$59,390
1643 - AT&T CORP$32,502$63,880
1976 - COMCAST$79,139
2046 - ENBRIDGE$80,019
1700 - MICROSOFT CORP$50,665$145,418
2200 - KELLOGG COMPANY$37,061$149,556
2552 - WESTROCK$22,259$161,312
2605 - DUKE ENERGY$45,920$219,107
4615 - DOWDUPONT$20,331$328,680
2400 - INTERNATIONAL BUSINESS MACHIN$61,872$368,208
4800 - EXXON MOBIL CORP$31,940$401,472
12000 - COCA COLA$52,062$550,560
9600 - JOHNSON & JOHNSON$28,576$1,341,312

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemOFFICE EQUIPMENTCategoryOrItemTxt
Cost Or Other Basis$11,427CostOrOtherBasisAmt
Accumulated Depreciation$10,653AccumulatedDepreciationAmt
Book Value$774BookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
OFFICE SUPPLIES$1,793$448$1,345
INSURANCE$1,244$311$933
PRIZES & AWARDS$1,000$1,000
DUES & SUBSCRIPTIONS$787$197$590

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$1,758$1,758
TAXES & LICENSES$2,997$749$2,248

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