THE WILLIAMS BRICE EDWARDS CHARITABLE TRUST: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE WILLIAMS BRICE EDWARDS CHARITABLE TRUST (EIN 57-6105891)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-10-04
- IRS object ID
- 201712779349101056
- Schema version
- 2016v3.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-10-04T15:54:49-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 576105891 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WILLIAMS BRICE EDWARDS CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % FRANK O EDWARDS | InCareOfNm |
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 8034687477 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 BROAD STREET | AddressLine1Txt |
| City | SUMTER | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29150 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANK O EDWARDS | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 8034687477 | PhoneNum |
| Signature | 2017-09-20 | 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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 70.61.216.110 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 57250920172775000003 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-10-04 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8F79B9ADFDC71E600FC2AB96FD707B6F8EEEF3B9 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8F79B9ADFDC71E600FC2AB96FD707B6F8EEEF3B9 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,500,084 | 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 |
| Interest On Sav Rev And Expnss | $493 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $493 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $493 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $122,722 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $122,722 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $122,722 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $172,528 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $172,528 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $172,528 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$2,525 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$2,525 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | -$2,525 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $293,218 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $293,218 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $120,690 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $6,914 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,914 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $6,914 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $181 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $181 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $181 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $7,095 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,095 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $7,095 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $274,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $274,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $281,695 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,095 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $7,095 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $274,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,523 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $286,123 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $113,595 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $641,981 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $408,222 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $408,222 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,647,271 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,831,959 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,031,268 | CorporateStockEOYFMVAmt |
| Other Assets EOY | $60,594 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $60,594 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,289,252 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,300,775 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,500,084 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $6,289,252 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,300,775 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,289,252 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,300,775 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,289,252 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,300,775 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,289,252 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,523 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,300,775 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,300,775 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $172,528 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $270,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,434,682 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042038 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $214,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,752,930 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.037198 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $205,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,146,301 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039834 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $213,485 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,311,019 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049521 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $249,316 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,905,229 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.063842 | DistributionYr5Rt |
| Total Distribution | 0.232433 | TotalDistributionRt |
| Average Distribution | 0.046487 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,462,879 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $300,440 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,861 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $303,301 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $274,600 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,722 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,722 | SubtotalAmt |
| Tax Based On Investment Income | $5,722 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $170 | EsPenaltyAmt |
| Tax Due | $5,892 | 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 |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK O EDWARDS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8034687477 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 BROAD STREET | AddressLine1Txt |
| City | SUMTER | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29150 | ZIPCd |
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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|---|---|
| FLORENCE M ERVIN | ||||||||
| 5 BROAD STREET | SUMTER | SC | 29150 | TRUSTEE | 2.0 | $0 | $0 | $0 |
| FRANK O EDWARDS | ||||||||
| 5 BROAD STREET | SUMTER | SC | 29150 | TRUSTEE | 2.0 | $0 | $0 | $0 |
| LAUREN E BRENNAN | ||||||||
| 5 BROAD STREET | SUMTER | SC | 29150 | TRUSTEE | 2.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SUMTER COUNRTY MUSEUM | Description1Txt |
| Expenses1 | $51,800 | Expenses1Amt |
| Description2 | SUMTER CHAMBER OF COMMERCE FOUNDATION | Description2Txt |
| Expenses2 | $50,000 | Expenses2Amt |
| Description3 | UNIVERSITY OF SOUTH CAROLINA-SUMTER | Description3Txt |
| Expenses3 | $50,000 | Expenses3Amt |
| Description4 | UNITED MINISTRIES | Description4Txt |
| Expenses4 | $40,000 | Expenses4Amt |
| 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 | $6,117,244 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $444,054 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,561,298 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,561,298 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $98,419 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,462,879 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $323,144 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $323,144 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,722 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,722 | TotalTaxAmt |
| Distributable Before Adj | $317,422 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $317,422 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $317,422 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $274,600 | 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 | $274,600 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $274,600 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $317,422 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $55,423 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $55,423 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $274,600 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $274,600 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $42,822 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $42,822 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $12,601 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $12,601 | ExcessDistriCyovFromYr5Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PHILIP L EDWARDS | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FRANK O EDWARDS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| 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) |
|---|---|---|
| Recipient Phone | 8037735407 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC REQUIREMENTS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|---|
| SUMTER CHAMBER OF COMMERCE FOUNDATION | ||||||||
| 32 E CALHOUN STREET | SUMTER | SC | 29150 | PC | SPECIAL PROJECT | $50,000 | ||
| YMCA | ||||||||
| 510 MILLER ROAD | SUMTER | SC | 29150 | PC | SPECIAL PROJECT | $25,000 | ||
| SUMTER COUNTY MUSEUM | ||||||||
| P O BOX 1456 | SUMTER | SC | 29151 | PC | SPECIAL PROJECT | $51,800 | ||
| UNITED MINISTRIES | ||||||||
| P O BOX 1017 | SUMTER | SC | 29151 | PC | SPECIAL PROJECT | $40,000 | ||
| SALVATION ARMY BOYS AND GIRLS | ||||||||
| 21 COUNCIL STREET | SUMTER | SC | 29150 | SPECIAL PROJECT | $12,000 | |||
| SUMTER GALLERY OF ART | ||||||||
| 200 HASELL STREET | SUMTER | SC | 29150 | NC | SPECIAL PROJECT | $800 | ||
| FIRESIDE FUND | ||||||||
| 20 N MAGNOLIA | SUMTER | SC | 29150 | NC | SPECIAL PROJECT | $10,000 | ||
| USC-SUMTER | ||||||||
| 1600 HAMPTON STREET | COLUMBIA | SC | 29208 | SPECIAL PROJECT | $50,000 | SUITE 736 | ||
| MIDLANDS FATHERHOOD COALITION | ||||||||
| 687 N GUIGNARD DRIVE | SUMTER | SC | 29150 | NC | SPECIAL PROJECT | $5,000 | ||
| TRACY'S CAMP | ||||||||
| 531-D OXFORD STREET | SUMTER | SC | 29150 | NC | SPECIAL PROJECT | $25,000 | NONE | |
| COVENANT PLACE | ||||||||
| CARTER ROAD | SUMTER | SC | 29150 | NC | OPERATING BUDGET | $5,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $274,600 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $493 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $122,722 | 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) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $172,528 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | E & M PARTNERSHIP | Desc |
| Exclusion | 34 | ExclusionCd |
| Exclusion | -$2,525 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $293,218 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $293,218 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GENERAL ELECTRIC | $18,724 | $75,840 |
| 32400 SHARES-LOUISIANA PACIFIC | $759,312 | $613,332 |
| 800 SHARES WALMART | $10,830 | $55,296 |
| SYNOVUS | $870,799 | $504,791 |
| WEYERHAUSER | $113,502 | $459,053 |
| DUKE | $491,189 | $743,522 |
| TOTAL SYSTEM SERVICES | $1,107,890 | $2,040,972 |
| BLACKROCK EQUITY | $1,122,388 | $1,313,858 |
| EATON VANCE LARGE CAP | $933,546 | $875,478 |
| WESTERN ASSET MIDDLE MARKET | $103,000 | $78,438 |
| CLEARBRIDGE | $300,779 | $270,688 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PHILIP L EDWARDS FAMILY TRUST | $29,794 | $29,794 |
| E & M PARTNERSHIP | $30,800 | $30,800 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES-CHECKS | Desc |
| Revenue And Expenses Per Books | $181 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $181 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $181 | AdjustedNetIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | E & M PARTNERSHIP | Desc |
| Revenue And Expenses Per Books | -$2,525 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$2,525 | NetInvestmentIncomeAmt |
| Adjusted Net Income | -$2,525 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $0 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | CategoryTxt |
| Amt | $6,914 | Amt |
| Net Investment Income | $6,914 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,914 | AdjustedNetIncomeAmt |