AIKEN COUNTY ASSOCIATION FOR SPECIAL CITIZENS INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- AIKEN COUNTY ASSOCIATION FOR SPECIAL CITIZENS INC (EIN 57-0779653)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-25
- IRS object ID
- 201711459349100206
- Schema version
- 2016v3.0
- 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 Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-25T10:15:22-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 570381582 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELLIOTT DAVIS DECOSIMO LLC PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE 10TH STREET SUITE 400 | AddressLine1Txt |
| City | AUGUSTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 570779653 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AIKEN COUNTY ASSOCIATION FOR SPECIAL | BusinessNameLine1Txt |
| Business Name Line2 | CITIZENS INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AIKE | BusinessNameControlTxt |
| Phone | 8032936136 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 295 | AddressLine1Txt |
| City | AIKEN | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 298020295 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM T BOYCE | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8032936136 | PhoneNum |
| Signature | 2017-05-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JESSICA C CAIN CPA | PreparerPersonNm |
| PTIN | P01276209 | PTIN |
| Phone | 7067229090 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 165.225.34.69 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-19 | IPDt |
| IP Tm | 11:03:35 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 988C29C17B7008FB90EFCB1755BC9A3B16A17094 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 988C29C17B7008FB90EFCB1755BC9A3B16A17094 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $318,932 | 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 | $2,786 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,786 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,986 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,986 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,362 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $33,874 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,362 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $19,134 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $19,134 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,774 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $887 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $109 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,593 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $63 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,476 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $950 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $28,248 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $28,248 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $35,724 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $950 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $28,248 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$16,590 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,184 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,110 | CashBOYAmt |
| Cash EOY | $2,457 | CashEOYAmt |
| Cash EOYFMV | $2,457 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $32,385 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $35,471 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $35,471 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $278,673 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $261,650 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $281,004 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $316,168 | TotalAssetsBOYAmt |
| Total Assets EOY | $299,578 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $318,932 | 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 | $316,168 | RetainedEarningBOYAmt |
| Retained Earning EOY | $299,578 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $316,168 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $299,578 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $316,168 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $299,578 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $316,168 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$16,590 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $299,578 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $299,578 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| JANNEY MONTGOMERY - CAP GAIN DISTRIBUTION | P | 2010-12-23 | 2015-12-31 | $1,874 | $1,874 | $1,874 | |
| JANNEY MONTGOMERY - VARIOUS PUBLICLY TRADED SECURITIES | P | 2010-12-23 | 2015-12-31 | $32,000 | $8,488 | $8,488 | $23,512 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,362 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $41,151 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $358,125 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.114907 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $39,351 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $392,982 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.100134 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $26,440 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $395,221 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.066899 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $14,950 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $390,194 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.038314 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $22,250 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $384,134 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.057922 | DistributionYr5Rt |
| Total Distribution | 0.378176 | TotalDistributionRt |
| Average Distribution | 0.075635 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $330,380 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $24,988 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $182 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $25,170 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $28,248 | 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 | $182 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $182 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $182 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $182 | 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 |
| 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 T BOYCE | IndividualWithBooksNm |
| Phone | 8036483826 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1032 FAIRWAY FARM ROAD | AddressLine1Txt |
| City | NEW ELLENTON | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29809 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| TRACEY TUCKER | ||||||||
| 121 GYLES ROAD | AIKEN | SC | 29803 | PRESIDENT | 0.30 | $0 | $0 | $0 |
| WILLIAM T BOYCE | ||||||||
| 1032 FAIRWAY FARM ROAD | NEW ELLENTON | SC | 29809 | TREASURER | 0.30 | $0 | $0 | $0 |
| AL SPACK | ||||||||
| 5307 BELLE MEAD DRIVE | AIKEN | SC | 29803 | SECRETARY | 0.30 | $0 | $0 | $0 |
| MARK CROWDER | ||||||||
| 1240 WOODBINE ROAD | AIKEN | SC | 29803 | VICE PRESIDENT | 0.30 | $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 | $297,271 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $38,140 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $335,411 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $335,411 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,031 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $330,380 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,519 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,519 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $182 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $182 | TotalTaxAmt |
| Distributable Before Adj | $16,337 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $16,337 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $16,337 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $28,248 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $28,248 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $182 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $28,066 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,337 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,265 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $7,187 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $20,186 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $23,463 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $54,101 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $28,248 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $16,337 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,911 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $66,012 | 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 | $3,265 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $62,747 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $7,187 | ExcessFromYear3Amt |
| Excess From Year2 | $20,186 | ExcessFromYear2Amt |
| Excess From Year1 | $23,463 | ExcessFromYear1Amt |
| Excess From Current Year | $11,911 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| TRI-DEVELOPMENT CENTER FOUNDATION | |||||||
| PO BOX 295 | AIKEN | SC | 29802 | NONE | PUBLIC | TO PROMOTE THE GENERAL WELFARE OF THE MENTALLY CHALLENGED | $20,900 |
| WARRENVILLE ELEMENTARY | |||||||
| 569 HOWLANDVILLE ROAD | AIKEN | SC | 29802 | NONE | PUBLIC | TO PROMOTE THE GENERAL WELFARE OF THE MENTALLY CHALLENGED | $500 |
| HAMMOND HILLS ELEMENTARY | |||||||
| 901 WEST WOODLAWN AVENUE | NORTH AUGUSTA | SC | 29841 | NONE | PUBLIC | TO PROMOTE THE GENERAL WELFARE OF THE MENTALLY CHALLENGED | $500 |
| LBC MIDDLE SCHOOL | |||||||
| 29 LIONS TRAIL | WARRENVILLE | SC | 29851 | NONE | PUBLIC | TO PROMOTE THE GENERAL WELFARE OF THE MENTALLY CHALLENGED | $999 |
| SOUTH AIKEN HIGH SCHOOL | |||||||
| 232 EAST PINE LOG ROAD | AIKEN | SC | 29803 | NONE | PUBLIC | TO PROMOTE THE GENERAL WELFARE OF THE MENTALLY CHALLENGED | $200 |
| AIKEN WOMEN'S CLUB | |||||||
| 203 OVERLOOK DRIVE | AIKEN | SC | 29801 | NONE | PUBLIC | TO PROMOTE THE GENERAL WELFARE OF THE MENTALLY CHALLENGED | $1,500 |
| UPSIDE OF DOWNS OF AIKEN | |||||||
| 7 JULIE ANN COURT | AIKEN | SC | 29801 | NONE | PUBLIC | TO PROMOTE THE GENERAL WELFARE OF THE MENTALLY CHALLENGED | $650 |
| KENNEDY MIDDLE SCHOOL | |||||||
| 274 E PINE LOG ROAD | AIKEN | SC | 29803 | NONE | PUBLIC | TO PROMOTE THE GENERAL WELFARE OF THE MENTALLY CHALLENGED | $999 |
| AIKEN HIGH SCHOOL | |||||||
| 449 RUTLAND DRIVE | AIKEN | SC | 29801 | NONE | PUBLIC | TO PROMOTE THE GENERAL WELFARE OF THE MENTALLY CHALLENGED | $500 |
| AIKEN COUNTY PUBLIC SCHOOLS | |||||||
| 1000 BROOKHAVEN DRIVE | AIKEN | SC | 29803 | NONE | PUBLIC | TO PROMOTE THE GENERAL WELFARE OF THE MENTALLY CHALLENGED | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $28,248 | 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 | $2,786 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,986 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,362 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $19,134 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,134 | 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 | $1,774 | Amt |
| Net Investment Income | $887 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE SC SECRETARY OF STATE NO LONGER REQUIRES PRIVATE FOUNDATIONS TO REPORT OR REGISTER ANY INFORMATION WITH THEIR AGENCY. | ExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EDWARD JONES ACCOUNT - PUBLICLY TRADED SECURITIES | FMV | $0 | $0 |
| JANNEY MONTGOMERY ACCOUNT - PUBLICLY TRADED SECURITIES | FMV | $261,650 | $281,004 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATIVE EXPENSES | $459 | $0 | $0 |
| BANK CHARGES | $63 | $63 | $0 |
| OTHER EXPENSES | $5,071 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX ON INVESTMENT INCOME | CategoryTxt |
| Amt | $109 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |