SHADYDALE CHARITABLE FOUNDATION: Form 990PF, tax year 2016
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- Organization
- SHADYDALE CHARITABLE FOUNDATION (EIN 58-6407211)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-08-03
- IRS object ID
- 201712159349100771
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-03T14:12:36-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 580662558 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HANCOCK ASKEW & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2486 | AddressLine1Txt |
| City | SAVANNAH | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31402 | 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 | 586407211 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SHADYDALE CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHAD | BusinessNameControlTxt |
| Phone | 4042102254 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 426 LOVINGGOOD LANDING DR | AddressLine1Txt |
| City | WOODSTOCK | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30189 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | T SMITH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4042102254 | PhoneNum |
| Signature | 2017-07-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J WILLIAM GRIFFIN CPA | PreparerPersonNm |
| PTIN | P00733087 | PTIN |
| Phone | 9122348243 | PhoneNum |
| Preparation | 2017-07-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 104.193.74.249 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-07-14 | IPDt |
| IP Tm | 12:40:36 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1BF824C7CA6B522C650C48448150D609868BB648 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D9D29329A8AE1ADFB744C4601FDB5C2885877675 | 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 | $2,159,424 | 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 | $2,124,270 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $33,325 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,325 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $158,811 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,157,604 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,334 | 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 |
| Legal Fees Rev And Expnss | $2,829 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,425 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $6,078 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,078 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,332 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,078 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $150,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $150,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $160,832 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,078 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $150,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,996,772 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $27,256 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,649 | CashBOYAmt |
| Sav And Temp Cash Invst EOY | $615,707 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $618,189 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $43,607 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,225,138 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,336,983 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $203,910 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $204,252 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $46,256 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,044,755 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,159,424 | 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 | $46,256 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,044,755 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $46,256 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,044,755 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $46,256 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,044,755 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $46,256 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,996,772 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,727 | OtherIncreasesAmt |
| Subtotal | $2,044,755 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,044,755 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 150 SHS FISERV INC | D | 2015-12-28 | 2016-04-11 | $15,109 | $15,109 | $0 | $0 |
| 200 SHS INTUIT INC | D | 2015-12-28 | 2016-05-12 | $20,494 | $20,494 | $0 | $0 |
| 100 SHS NOVO-NORDISK ADS | D | 2015-12-28 | 2016-06-15 | $5,203 | $5,203 | $0 | $0 |
| 100 SHS HCA INC | D | 2015-12-28 | 2016-06-15 | $7,786 | $7,786 | $0 | $0 |
| 1 SH FORTIVE CORP | D | 2015-12-28 | 2016-07-05 | $25 | $25 | $0 | $0 |
| 100 SHS INTUIT INC | D | 2015-12-28 | 2016-07-14 | $11,638 | $11,638 | $0 | $0 |
| 125 SHS MEDTRONIC PLC | D | 2015-12-28 | 2016-07-14 | $11,110 | $11,110 | $0 | $0 |
| 100 SHS INTUIT INC | D | 2015-12-28 | 2016-08-04 | $10,989 | $10,989 | $0 | $0 |
| 25000 UNITS GE CAPITAL BANK CD | D | 2015-12-28 | 2016-08-31 | $25,000 | $25,000 | $0 | $0 |
| 75 SHS COSTCO WHOLESALE | D | 2015-12-28 | 2016-09-20 | $11,411 | $11,411 | $0 | $0 |
| 100 SHS FISERV INC | D | 2015-12-28 | 2016-11-11 | $10,037 | $10,037 | $0 | $0 |
| 30000 UNITS GE CAPITAL FINANCE CD | D | 2015-12-28 | 2016-12-29 | $30,000 | $30,000 | $0 | $0 |
| CAPITAL GAINS DIVIDENDS | P | $9 | $9 | $9 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $17,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $53,413 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.327636 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $24,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $41,299 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.581128 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $21,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $47,637 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.451330 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $23,675 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $45,026 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.525807 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $20,960 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $32,874 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.637586 | DistributionYr5Rt |
| Total Distribution | 2.523487 | TotalDistributionRt |
| Average Distribution | 0.504697 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,020,022 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $514,802 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $273 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $515,075 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $150,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $545 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $545 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $545 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $545 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTH STATE WEALTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9126296694 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1030 | AddressLine1Txt |
| City | COLUMBIA | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29202 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TYE D SMITH | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2935 BROOKSIDE COURT | AddressLine1Txt |
| City | MARIETTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | UNIVERSITY OF GEORGIA HARTMAN FUND, EDUCATION ASSISTANCE | Description1Txt |
| Expenses1 | $150,000 | Expenses1Amt |
| Description2 | JIMMY FUND, CANCER RESEARCH | Description2Txt |
| Expenses2 | $500 | Expenses2Amt |
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 | $697,665 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,324 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $336,566 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,035,555 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,035,555 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,533 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,020,022 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $51,001 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $51,001 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $545 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $545 | TotalTaxAmt |
| Distributable Before Adj | $50,456 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $50,456 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $50,456 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $150,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $150,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $150,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $50,456 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $19,396 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $21,940 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $19,482 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $21,941 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,842 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $97,601 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $150,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $50,456 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $100,044 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $197,645 | 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 | $19,396 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $178,249 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $21,940 | ExcessFromYear4Amt |
| Excess From Year3 | $19,482 | ExcessFromYear3Amt |
| Excess From Year2 | $21,941 | ExcessFromYear2Amt |
| Excess From Year1 | $14,842 | ExcessFromYear1Amt |
| Excess From Current Year | $100,044 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|
| UNIVERSITY OF GEORGIA HARTMAN FUND | ||||||
| PO BOX 1472 | ATHENS | GA | 30603 | EDUCATION ASSISTANCE | $150,000 | |
| PMC - JIMMY FUND | ||||||
| 10 BROOKLINE PLACE WEST 6TH FLOOR | BROOKLINE | MA | 024457295 | CANCER RESEARCH | $500 | NONE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $150,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,325 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $33,334 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $33,334 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | THESE ARE GAINS(LOSSES) FROM THE SALE OF SECURITIES. THE ONLY ASSETS MAINTAINED BY THE TRUST FOR THE FOUNDATION CONSIST OF CASH AND SECURITIES. | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTATE OF OLIN T SMITH | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 E 51ST ST | AddressLine1Txt |
| City | SAVANNAH | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31405 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,124,270 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | VARIOUS STOCKS, BONDS AND CERTIFICATES OF DEPOSIT | NoncashPropertyDesc |
| Fair Market Value | $2,124,270 | FairMarketValueAmt |
| Received | 2016-02-09 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING FEES | $200 | $0 | $0 |
| TAX PREP FEES | $1,225 | $0 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES 1-3 YEAR CREDIT BOND - 104 SH | $104,460 | $104,940 |
| VANGUARD SHORT TERM BOND ETF - 81 SH | $99,450 | $99,312 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (61 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HOME DEPOT INC - 45 SH | $44 | $6,030 |
| INTEL CORP COM - 200 SH | $5,660 | $7,254 |
| AMERIPRISE FINL INC - 50 SH | $790 | $5,547 |
| LANDSTAR SYS INC. - 100 SH | $841 | $8,530 |
| MORGAN STANLEY - 50 SH | $864 | $2,112 |
| VALMONT INDS - 75 SH | $10,030 | $10,567 |
| INTUIT - 200 SH | $0 | $0 |
| ORACLE - 150 SH | $6,096 | $5,767 |
| INTEL CORP COM - 300 SH | $10,681 | $10,800 |
| PROCTER AND GAMBLE - 130 SH | $10,801 | $10,930 |
| APPLE INC - 140 SH | $12,704 | $16,215 |
| ISHARES PREFERRED STOCK ETF - 250 SH | $9,636 | $9,302 |
| HOME DEPOT INC - 55 SH | $6,955 | $7,378 |
| ALIBABA GROUP HOLDING LTD - 400 SH | $32,852 | $35,124 |
| AMERICAN EXPRESS CO - 300 SH | $20,919 | $22,224 |
| APPLE INC - 60 SH | $6,416 | $6,949 |
| ADP, INC - 325 SH | $27,778 | $33,403 |
| BANK OF AMERICA - 1000 SH | $17,110 | $22,100 |
| BERKSHIRE HATHAWAY B - 250 SH | $33,257 | $40,745 |
| BROWN - FORMAN CORP - 700 SH | $35,473 | $31,530 |
| CDK GLOBAL INC - 108 SH | $5,228 | $6,447 |
| CH ROBINSON WORLDWIDE INC - 500 SH | $31,525 | $36,630 |
| CVS HEALTH CORP - 400 SH | $39,424 | $31,564 |
| CARMAX INC - 550 SH | $29,045 | $35,414 |
| CHEVRON CORP - 192 SH | $17,320 | $22,598 |
| CISCO SYSTEMS - 550 SH | $14,987 | $16,621 |
| COCA COLA CO - 500 SH | $21,710 | $20,730 |
| CONOCOPHILLIPS - 305 SH | $14,448 | $15,293 |
| COSTCO WHOLESALE - 225 SH | $36,299 | $36,025 |
| CURTISS-WRIGHT CORP - 250 SH | $17,212 | $24,590 |
| DANAHER CORP - 395 SH | $28,500 | $30,747 |
| DEVON ENERGY CORP - 450 SH | $14,346 | $20,551 |
| DISNEY CO - 300 SH | $32,178 | $31,266 |
| DUPONT & CO - 400 SH | $26,420 | $29,360 |
| DUKE ENERGY CORP - 140 SH | $10,070 | $10,867 |
| EXPRESS SCRIPTS - 200 SH | $17,564 | $13,758 |
| FISERV INC - 350 SH | $32,403 | $37,198 |
| FORD MOTOR CO - 1500 SH | $21,375 | $18,195 |
| FORTIVE CORP - 197 SH | $8,371 | $10,565 |
| GENERAL DYNAMICS - 175 SH | $24,365 | $30,215 |
| GENUINE PARTS CO - 250 SH | $21,582 | $23,885 |
| GLAXO SMITH KLINE - 450 SH | $18,418 | $17,329 |
| HCA INC - 500 SH | $34,145 | $37,010 |
| INTUIT - 300 SH | $29,274 | $34,383 |
| JPMORGAN CHASE - 350 SH | $23,128 | $30,201 |
| JOHNSON AND JOHNSON - 280 SH | $28,896 | $32,259 |
| MEDTRONIC - 400 SH | $30,896 | $28,492 |
| MERCK & CO INC - 275 SH | $14,523 | $16,189 |
| MURPHY OIL CORP - 200 SH | $4,514 | $6,226 |
| MURPHY USA, INC - 500 SH | $30,975 | $30,735 |
| NOVO-NORDISK ADS - 750 SH | $43,635 | $26,895 |
| PEPSICO INC - 250 SH | $25,117 | $26,157 |
| PHILLIPS 66 - 154 SH | $12,742 | $13,307 |
| PROCTER AND GAMBLE - 220 SH | $17,538 | $18,498 |
| STEIN MART INC - 1500 SH | $10,395 | $8,220 |
| STRYKER CORP - 265 SH | $24,891 | $31,749 |
| TJX COMPANIES - 700 SH | $49,539 | $52,591 |
| UNION PACIFIC CORP - 360 SH | $28,156 | $37,325 |
| UNITED TECHNOLOGIES CORP - 330 SH | $31,680 | $36,175 |
| SOUTH STATE BANK - 400 SH | $29,260 | $34,960 |
| ISHARES PREFERRED STOCK ETF - 625 SH | $24,137 | $23,256 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,829 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $2,144 | $2,144 | $0 |
| MANAGEMENT FEES | $3,934 | $3,934 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS OF INVESTMENTS HELD AT YEAR END | Desc |
| Amt | $1,727 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | OLIN THOMPSON SMITH | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 E 51ST STREET | AddressLine1Txt |
| City | SAVANNAH | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31405 | ZIPCd |
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