GLENMORE & MAY SHARP TRUST: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- GLENMORE & MAY SHARP TRUST (EIN 58-6344359)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-04-23
- IRS object ID
- 201831139349100713
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-23T13:06:32-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILSON MACEWEN & CO CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 BROAD STREET | AddressLine1Txt |
| City | SUMTER | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29150 | 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 | 586344359 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GLENMORE & MAY SHARP TRUST | BusinessNameLine1Txt |
| Business Name Line2 | C/O ELISE S MOORE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ELISE MOORE | InCareOfNm |
| Business Name Control | GLEN | BusinessNameControlTxt |
| Phone | 8037735407 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 998 | AddressLine1Txt |
| City | SUMTER | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29151 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELISE S MOORE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8037735407 | PhoneNum |
| Signature | 2018-04-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILSON M MACEWEN | PreparerPersonNm |
| PTIN | P01304554 | PTIN |
| Phone | 8037735407 | 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 | $475,551 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $17,114 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,114 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $17,114 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,920 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $101,500 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,920 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $50 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $50 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $50 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $24,084 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,084 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $17,164 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $500 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $11 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $11 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $11 | InterestAdjNetIncmAmt |
| Taxes Rev And Expnss | $800 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $800 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $800 | TaxesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,311 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,311 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,311 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $100,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $100,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $101,311 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,311 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,311 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $100,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$77,227 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,773 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $15,853 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $127 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,279 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,279 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,006 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,006 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,617 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $528,723 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $450,344 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $470,655 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $531,856 | TotalAssetsBOYAmt |
| Total Assets EOY | $454,629 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $475,551 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $531,856 | CapitalStockBOYAmt |
| Capital Stock EOY | $454,629 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $531,856 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $454,629 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $531,856 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $454,629 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $531,856 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$77,227 | ExcessRevenueOverExpensesAmt |
| Subtotal | $454,629 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $454,629 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| BLACKROCK GLOBAL | 2013-03-19 | 2017-10-18 | $500 | $520 | -$20 | -$20 |
| BLACKROCK GLOBAL | 2013-03-19 | 2017-11-27 | $22,000 | $22,551 | -$551 | -$551 |
| FIRST EAGLE | 2013-03-19 | 2017-11-27 | $55,000 | $50,261 | $4,739 | $4,739 |
| IVA WORLD | 2013-03-19 | 2017-11-27 | $24,000 | $21,248 | $2,752 | $2,752 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,920 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $99,962 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $572,326 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.174659 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $99,745 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $628,856 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.158613 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $64,622 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $713,711 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.090544 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $82,869 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $367,129 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.225722 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $75,964 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 0.649538 | TotalDistributionRt |
| Average Distribution | 0.129908 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $484,694 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $62,966 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $228 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $63,194 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $100,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Ruling Letter | 1997-06-10 | RulingLetterDt |
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $228 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $228 | SubtotalAmt |
| Tax Based On Investment Income | $228 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $228 | TaxDueAmt |
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 |
| 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELISE MOORE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8037735407 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 998 | AddressLine1Txt |
| City | SUMTER | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29151 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELISE MOORE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 998 | AddressLine1Txt |
| City | SUMTER | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29151 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $492,075 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $492,075 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $492,075 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,381 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $484,694 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $24,235 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $24,235 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $228 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $228 | TotalTaxAmt |
| Distributable Before Adj | $24,007 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $24,007 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $24,007 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $100,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $100,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $228 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $99,772 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $24,007 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $76,000 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $64,775 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $29,692 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $68,812 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $71,422 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $310,701 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $100,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $24,007 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $75,993 | RemainingDistriFromCorpusAmt |
| Total Corpus | $386,694 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $76,000 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $310,694 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $64,775 | ExcessFromYear4Amt |
| Excess From Year3 | $29,692 | ExcessFromYear3Amt |
| Excess From Year2 | $68,812 | ExcessFromYear2Amt |
| Excess From Year1 | $71,422 | ExcessFromYear1Amt |
| Excess From Current Year | $75,993 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| TRINITY UNITED METHODIST CHURCH | ||||||
| 226 W LIBERTY ST | SUMTER | SC | 29150 | TAX EXEMPT | GENERAL OPERATING PURPOSES OF CHURCH. | $5,000 |
| SUMTER COUNTY MUSEUM | ||||||
| 122 N WASHINGTON ST | SUMTER | SC | 19150 | TAX EXEMPT | SUPPORT GENERAL OPERATING EXPENSES OF MUSEUM. | $1,000 |
| HABITAT FOR HUMANITY | ||||||
| PO BOX 2411 | GEORGETOWN | SC | 29440 | TAX EXEMPT | PROVIDE HOUSING FOR NEEDY. | $1,000 |
| USC SUMTER FOUNDATION | ||||||
| SUMTER SC | SUMTER | SC | 29150 | TAX EXEMPT | OPERATING EXPENSES OF FOUNDATION | $5,000 |
| YMCA OF SUMTER | ||||||
| 50 WILLOW DRIVE | SUMTER | SC | 29150 | TAX EXEMPT | SUPPORT OPERATIONS OF YOUTH DEVELOPMENT PROGRAMS. | $5,000 |
| SUMTER GALLERY OF ART | ||||||
| HAYNSWORTH STREET | SUMTER | SC | 29150 | TAX EXEMPT | SUPPORT GENREAL OPERATIONS OF ART MUSEUM. | $10,000 |
| THE SALVATION ARMY | ||||||
| 16 KENDRICK STREET | SUMTER | SC | 29150 | TAX EXEMPT | SUPPORT GENERAL OPERATIONS INCLUDING BOYS AND GIRLS CLUB OF SUMTER. | $5,000 |
| UNITED MINISTRIES OF SUMTER | ||||||
| 36 S ARTILLERY DRIVE | SUMTER | SC | 29150 | TAX EXEMPT | SUPPORT LOCAL CHRISTIAN BASED CHARITIES. | $2,000 |
| COVENANT PLACE | ||||||
| 2825 CARTER ROAD | SUMTER | SC | 29150 | TAX EXEMPT | GENERAL OPERATING PURPOSES OF TAX EXEMPT RETIRMENT LIVING COMMUNITY. | $1,000 |
| CONVERSE COLLEGE | ||||||
| 580 E MAIN ST | SPARTANBURG | SC | 29302 | TAX EXEMPT | SUPPORT OPERATIONS OF TAX EXEMPT COLLEGE | $5,000 |
| FIRESIDE FUND CO SALVATION ARMY | ||||||
| PO BOX 2229 | SUMTER | SC | 291512229 | SUPPORT INDVIDUALS IN NEED OF HEATING ASSISTANCE. | $10,000 | |
| MORRIS COLLEGE | ||||||
| 100 WEST COLLEGE STREET | SUMTER | SC | 291503599 | SCHOLARSHIPS FOR NEEDY STUDENTS. | $10,000 | |
| CROSWELL CHILDRENS HOME | ||||||
| 11 CROSWELL DRIVE | SUMTER | SC | 29150 | SUPPORT GENERAL OPERATIONS OF ORGANIZATION WHICH PROVIDES HOME FOR CHILDREN WHO ARE UNABLE TO LIVE WITH THEIR FAMILIES FOR VARIOUS REASONS. | $10,000 | |
| SALVATION ARMY BOYS AND GIRLS CLUB | ||||||
| 16 KENDRICK STREET | SUMTER | SC | 29150 | OPERATING EXPENSES OF CLUB SERVICES. | $10,000 | |
| UNITED MINISTRIESFREE CLINIC | ||||||
| 36 S ARTILLERY DRIVE | SUMTER | SC | 29150 | OPERATING EXPENSES OF CLINIC | $10,000 | |
| SUMTER EDUCATION FOUNDATION | ||||||
| WILSON HALL ROAD | SUMTER | SC | 29150 | OPERATING EXPENSES AND BOOK PURCHASES | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $100,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,114 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,920 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|
| IRA DISTRIBUTION | 523000 | 34 | |
| OTHER | 41 | $50 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $24,084 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,084 | 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 | TAX PREPARATION | CategoryTxt |
| Amt | $500 | Amt |
| Net Investment Income | $500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $500 | AdjustedNetIncomeAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 43 SHARES DUKE ENERGY CORP | StockNm |
| EOY Book Value | $3,006 | EOYBookValueAmt |
| EOYFMV | $3,617 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | VARIOUS MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $450,344 | BookValueAmt |
| EOYFMV | $470,655 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IRA DISTRIBUTION | Desc |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| NET INCOME TAX AND ESTIMATES | $38 | $38 | $38 |
| FOREIGN TAX PAID | $762 | $762 | $762 |
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