JOSEPH J SCHOTT FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH J SCHOTT FOUNDATION (EIN 34-6513748)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-08-28
- IRS object ID
- 201812409349100511
- 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
- Form 990-PF
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-28T15:20:10-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 471356737 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS & YANTIS CPA PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2425 | AddressLine1Txt |
| City | MT PLEASANT | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29465 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 346513748 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH J SCHOTT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 8436708716 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 703 OLDE CENTRAL WAY | AddressLine1Txt |
| City | MOUNT PLEASANT | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29464 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM D SAAL JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8436708716 | PhoneNum |
| Signature | 2018-08-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEANNA R MOSS CPA | PreparerPersonNm |
| PTIN | P00292986 | PTIN |
| Phone | 8436062349 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,514,611 | 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 |
| Interest On Sav Rev And Expnss | $639 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $639 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $288,522 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $288,522 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $172,641 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,028,647 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $172,641 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $461,802 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $461,802 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $96,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $15,582 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $80,418 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $163 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $163 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $66,741 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $66,741 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,398 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,398 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,475 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $83 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,392 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $169,777 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $82,406 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $87,371 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $420,019 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $420,019 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $589,796 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $82,406 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $507,390 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$127,994 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $379,396 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $818,903 | CashBOYAmt |
| Cash EOY | $411,561 | CashEOYAmt |
| Cash EOYFMV | $411,561 | CashEOYFMVAmt |
| Corporate Stock BOY | $6,646,063 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,365,151 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,103,050 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,464,966 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,776,712 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,514,611 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $7,464,966 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,776,712 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,464,966 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,776,712 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,464,966 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,776,712 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,464,966 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$127,994 | ExcessRevenueOverExpensesAmt |
| Other Increases | $439,740 | OtherIncreasesAmt |
| Subtotal | $7,776,712 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,776,712 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| WELLS FARGO ACCT 0506 | P | $188,843 | $170,007 | $18,836 | $18,836 |
| WELLS FARGO ACCT 5625 | P | $16,400 | $15,861 | $539 | $539 |
| WELLS FARGO ACCT 5625 | P | $823,404 | $670,138 | $153,266 | $153,266 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $172,641 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $528,269 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,683,402 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054554 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $757,999 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,086,391 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.062715 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $655,370 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $14,682,860 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044635 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $687,488 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $13,531,763 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050806 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $412,365 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $12,240,264 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.033689 | DistributionYr5Rt |
| Total Distribution | 0.246399 | TotalDistributionRt |
| Average Distribution | 0.049280 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,659,687 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $476,029 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,794 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $479,823 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $507,390 | 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 | $3,794 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,794 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,794 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,312 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $12,312 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,518 | OverpaymentAmt |
| Applied To ES Tax | $8,518 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | WILLIAM D SAAL | IndividualWithBooksNm |
| Phone | 8436708716 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 703 OLDE CENTRAL WAY | AddressLine1Txt |
| City | MOUNT PLEASANT | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29464 | 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 | Yes (1) | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| ELIZABETH S SAAL | ||||||||
| 703 OLDE CENTRAL WAY | MOUNT PLEASANT | SC | 29464 | VICE PRESIDENT/TREASURER | 10.00 | $32,000 | $0 | $0 |
| WILLIAM DUNNE SAAL | ||||||||
| 703 OLDE CENTRAL WAY | MOUNT PLEASANT | SC | 29464 | PRESIDENT | 10.00 | $32,000 | $0 | $0 |
| R GREGORY SCHOTT | ||||||||
| 703 OLDE CENTRAL WAY | MOUNT PLEASANT | SC | 29464 | SECRETARY | 10.00 | $32,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLS FARGO ADVISORS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 255 E 5TH STREET 1400 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT | ServiceTypeTxt |
| Compensation | $46,209 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,492,990 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $313,799 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,806,789 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,806,789 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $147,102 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,659,687 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $482,984 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $482,984 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,794 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,794 | TotalTaxAmt |
| Distributable Before Adj | $479,190 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $479,190 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $479,190 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $507,390 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $507,390 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,794 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $503,596 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $479,190 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $318,154 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $507,390 | QualifyingDistributionsAmt |
| Applied To Year1 | $318,154 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $189,236 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $289,954 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WILLIAM DUNNE SAAL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 703 OLDE CENTRAL WAY | AddressLine1Txt |
| City | MOUNT PLEASANT | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29464 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8436708716 | RecipientPhoneNum |
| Form And Info And Materials | GRANT REQUEST ARE SENT TO THE ATTENTION OF TRUSTEE LISTED IN LINE 2A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AMERICAN BRAIN TUMER ASSOCIATION | |||||||
| 8550 W BRYN MANOR AVE SUITE 550 | CHICAGO | IL | 60631 | PC | GENERAL OPERATING | $1,000 | |
| HARRY CHAPINS FOOD BANK OF SOUTHWEST FL | |||||||
| 3760 FOWLER ST | FORT MYERS | FL | 33901 | PC | GENERAL OPERATINGGENERAL OPERATING | $1,000 | |
| REDUX CONTEMPORARY ART CENTER | |||||||
| 1056 KING STREET | CHARLESTON | SC | 29403 | PC | EVENT SPONSORSHIP | $1,000 | |
| HARBOR SPRINGS LIBRARY | |||||||
| 206 S SPRING STREET | HARBOR SPRINGS | MI | 49740 | PC | GENERAL OPERATING | $1,000 | |
| BLISS SPIRITUAL CO-OP | |||||||
| 1163 PLEASANT OAKS DRIVE | MOUNT PLEASANT | SC | 29464 | PC | GENERAL OPERATING | $2,500 | |
| THRESHOLD REPERTORY THEATRE | |||||||
| 84 1/2 SOCIETY STREET | CHARLESTON | SC | 29401 | PC | NEW TECHNICAL PRODUCTION NEEDS | $2,500 | |
| FEED THE NEED CHARLESTON | |||||||
| 275 BEECH HILL | MOUNT PLEASANT | SC | 29464 | PC | GENERAL OPERATING | $2,500 | |
| BEST BUDDIES INTERNATIONAL-MIAMI FL | |||||||
| 100 SE 2ND STREET SUITE 2200 | MIAMI | FL | 33131 | PC | GENERAL OPERATING | $3,000 | |
| FBI MIAMI CAAA | |||||||
| PO BOX 260397 | PEMBROKE PINES | FL | 33026 | PC | GENERAL OPERATING | $3,000 | |
| DEAF APOSTOLATE OF PHILADEPHIA | |||||||
| 222 NORTH 17TH STREET | PHILADELPHIA | PA | 191031299 | PC | GENERAL OPERATING | $3,000 | |
| DAN MARINO FOUNDATION | |||||||
| 400 NORTH ANDREWS AVE | FORT LAUDERDALE | FL | 33301 | PC | WALKABOUT AUTISM | $4,000 | |
| MOUNT SINAI MEDICAL CENTER FOUNDATION | |||||||
| 4300 ALTON ROAD ASCHER BLDG SUITE | MIAMI BEACH | FL | 33140 | PC | GENERAL OPERATING | $5,000 | 100 |
| DISCALCED CARMELITE NUNS | |||||||
| 4525 WEST 2ND AVENUE | HIALEAH | FL | 33012 | PC | GENERAL OPERATING | $10,000 | |
| HOLY ANGELS | |||||||
| PO BOX 710 | BELMONT | NC | 28012 | PC | GENERAL OPERATING | $10,000 | |
| TRIDENT UNITED WAY | |||||||
| 6296 RIVERS AVENUE | NORTH CHARLESTON | SC | 29406 | PC | GENERAL OPERATING | $10,000 | |
| ST RITAS SCHOOL FOR THE DEAF | |||||||
| 1720 GLENDALE MILFORD ROAD | CINCINNATI | OH | 45215 | PC | GENERAL OPERATING | $10,000 | |
| GREAT LAKES CENTER FOR THE ARTS | |||||||
| 800 BAY HARBOR DRIVE | BAY HARBOR | MI | 49770 | PC | GENERAL OPERATING | $12,500 | |
| NATIONAL CATHOLIC PARTNERSHIP ON DISABILITY | |||||||
| 415 MICHIGAN AVE NE SUITE 95 | WASHINGTON | DC | 200174501 | PC | GENERAL OPERATING | $12,500 | |
| ST XAVIER HIGH SCHOOL | |||||||
| 600 W NORTH BEND ROAD | CINCINNATI | OH | 452241499 | PC | NEED BASED SCHOLARSHIP PROGRAM | $15,000 | |
| ONE80 PLACE | |||||||
| PO BOX 20038 | CHARLESTON | SC | 29413 | PC | GENERAL OPERATING | $20,000 | |
| NCH HEALTHCARE FOUNDATION | |||||||
| PO BOX 234 | NAPLES | FL | 34106 | PC | GENERAL OPERATING | $5,000 | |
| CHILDRENS MUSEUM OF THE LOWCOUNTRY | |||||||
| 25 ANN STREET | CHARLESTON | SC | 29403 | PC | GENERAL OPERATING | $25,000 | |
| CHARLESTON LIBRARY SOCIETY | |||||||
| 164 KING STREET | CHARLESTON | SC | 29401 | PC | GENERAL OPERATING | $25,000 | |
| DEE NORTON LOWCOUNTRY CHILDREN'S CENTER | |||||||
| 1061 KING STREET | CHARLESTON | SC | 29403 | PC | ABOVE AND BEYOND CAPITAL | $25,000 | |
| SCHOTT MEMORIAL CENTER | |||||||
| 6591 S FLAMINGO ROAD | COOPER CITY | FL | 333303915 | PC | CAPITAL IMPROVEMENTS | $25,000 | |
| CAROLINA ART ASSOCIATION | |||||||
| 135 MEETING STREET | CHARLESTON | SC | 29401 | PC | FUNDRAISING SPONSORSHIP | $25,519 | |
| MCLAREN NORTHERN MICHIGAN FOUNDATION | |||||||
| 360 CONNABLE AVENUE | PETOSKEY | MI | 49770 | PC | CAPITAL CAMPAIGN | $50,000 | |
| ROPER ST FRANCIS FOUNDATION | |||||||
| 125 DOUGHTY STREET STE 790 | CHARLESTON | SC | 29403 | PC | CANCER WELLNESS | $25,000 | |
| NCH HEALTHCARE FOUNDATION | |||||||
| PO BOX 234 | NAPLES | FL | 34106 | PC | EARLY CHILDHOOD & ADULT SPECIAL NEEDS DEV | $20,000 | |
| ROPER ST FRANCIS FOUNDATION | |||||||
| 125 DOUGHTY STREET STE 790 | CHARLESTON | SC | 29401 | PC | STOKE CAMPAIGN | $25,000 | |
| SCHOTT MEMORIAL CENTER | |||||||
| 6591 S FLAMINGO ROAD | COOPER CITY | FL | 333303915 | PC | VAN | $40,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $420,019 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $639 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $288,522 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $172,641 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $461,802 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $461,802 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $163 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $163 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | MANDATORY ONLINE FILING OF THE OHIO ANNUAL REPORT REPLACES THE FILING OF FORM 990-PF WITHTHE STATE. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (54 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOT LABORATORIES | $137,437 | $171,036 |
| ACCENTURE PLC IRELAND SHARES | $151,896 | $163,194 |
| AFLAC INC | $123,375 | $197,329 |
| AIR PRODUCTS & CHEMICALS INC | $69,615 | $144,390 |
| AMGEN INC | $160,197 | $172,335 |
| ANALOG DEVICES INC | $93,818 | $188,031 |
| AT & T INC | $117,258 | $127,371 |
| AUTOMATIC DATA PROCESSING | $85,496 | $174,496 |
| BECTON DICKINSON & CO | $94,543 | $209,993 |
| BLACKROCK INC | $111,859 | $163,360 |
| CHEVRON CORPORATION | $132,927 | $144,594 |
| CHUBB LTD | $142,405 | $189,384 |
| CISCO SYSTEMS INC | $148,433 | $178,248 |
| CLOROX COMPANY | $102,131 | $171,795 |
| COLGATE-PALMOLIVE CO | $100,086 | $127,360 |
| EATON VANCE CORP NON VTG | $59,881 | $84,923 |
| EMERSON ELECTRIC CO | $122,432 | $144,676 |
| EVERSOURCE ENERGY | $101,280 | $142,850 |
| EXXON MOBIL CORP | $123,726 | $116,511 |
| FACTSET RESEARCH SYSTEMS | $58,152 | $119,897 |
| GENERAL MILLS INC | $97,772 | $117,098 |
| GENL DYNAMICS CORP | $80,588 | $232,543 |
| GRANGER W W INC | $70,373 | $71,584 |
| HARRIS CORP DEL | $61,905 | $179,046 |
| ILLINOIS TOOL WORKS INC | $91,267 | $240,431 |
| INTERNATIONAL BUSINESS MACHINE CORP | $104,531 | $101,411 |
| JOHNSON & JOHNSON | $129,158 | $208,742 |
| JPMORGAN CHASE & CO | $119,521 | $125,334 |
| LOWES COMPANIES INC | $113,111 | $246,942 |
| MCDONALDS CORP | $86,561 | $148,023 |
| MEDTRONIC PLC | $186,836 | $196,626 |
| MICROSOFT CORP | $110,309 | $327,704 |
| NEXTERA ENERGY INC | $103,552 | $203,047 |
| NIKE INC CLASS B | $89,624 | $92,449 |
| NORFOLK SOUTHERN CORP | $97,308 | $181,415 |
| NOVARTIS AG | $97,137 | $111,499 |
| PAYCHEX INC | $89,875 | $169,860 |
| PEPSICO INCORPORATED | $94,437 | $141,386 |
| PHILLIPS 66 | $105,959 | $151,523 |
| POLARIS INDS INC | $85,708 | $120,146 |
| PRAXAIR INC | $104,254 | $143,543 |
| PROCTER & GAMBLE CO | $95,836 | $110,164 |
| QUALCOMM INC | $106,333 | $111,331 |
| SYSCO CORPORATION | $92,619 | $161,360 |
| TARGET CORP | $97,394 | $91,937 |
| UNITED TECHNOLOGIES CORP | $123,031 | $162,652 |
| US BANCORP | $137,500 | $139,844 |
| VF CORPORATION | $99,053 | $172,124 |
| WAL-MART STORES INC | $133,301 | $169,060 |
| WEC ENERGY GROUP INC | $128,760 | $149,135 |
| 3M CO | $93,802 | $205,243 |
| PIPER JAFFRAY COS INC** | $84,240 | $116,438 |
| PROCTER & GAMBLE CO | $169,650 | $224,738 |
| BOYD WATTERSON | $1,646,899 | $1,646,899 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK/WIRE FEES | $83 | $83 | $0 |
| MEMBERSHIP DUES | $1,200 | $0 | $1,200 |
| INSURANCE | $1,688 | $0 | $1,688 |
| ADMINISTRATIVE EXPENSES | $84 | $0 | $84 |
| AMORTIZATION | $11 | $0 | $11 |
| OFFICE EXPENSE | $82 | $0 | $82 |
| PROFESSIONAL FEES | $127 | $0 | $127 |
| REGISTRATION FEES | $200 | $0 | $200 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $439,740 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $66,741 | Amt |
| Net Investment Income | $66,741 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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