COMMUNITY FOUNDATION OF THE LOWCOUNTRY INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATION OF THE LOWCOUNTRY INC (EIN 57-0756987)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-11-15
- IRS object ID
- 201643209349306029
- Schema version
- 2015v2.0
- 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
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T09:21:21-08:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lucas & Associates CPAs PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 15699 | AddressLine1Txt |
| City | Savannah | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31416 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 570756987 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION OF THE LOWCOUNTRY | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 8436819100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 NORTHRIDGE DRIVE SUITE A | AddressLine1Txt |
| City | HILTON HEAD ISLAND | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29925 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NICOLE CHARLES | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Signature | 2016-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Bradley A Lucas CPA | PreparerPersonNm |
| PTIN | P00022914 | PTIN |
| Phone | 9127776936 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,819,457 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CF-LOWCOUNTRY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1994 | FormationYr |
| Legal Domicile State | SC | LegalDomicileStateCd |
| Activity Or Mission | THE COMMUNITY FOUNDATION'S MISSION IS STRENGTHENING THE COMMUNITY BY CONNECTING PEOPLE, RESOURCES, AND NEEDS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 11 | TotalEmployeeCnt |
| Total Volunteers | 250 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $2,773,108 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,738,557 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $656,308 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $730,042 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$35,992 | PYInvestmentIncomeAmt |
| CY Investment Income | -$920,666 | CYInvestmentIncomeAmt |
| PY Other Revenue | $21,285 | PYOtherRevenueAmt |
| CY Other Revenue | $12,300 | CYOtherRevenueAmt |
| PY Total Revenue | $3,414,709 | PYTotalRevenueAmt |
| CY Total Revenue | $4,560,233 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,863,385 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,201,411 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $797,794 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $801,581 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $179,349 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,354,103 | PYOtherExpensesAmt |
| CY Other Expenses | $1,590,601 | CYOtherExpensesAmt |
| PY Total Expenses | $6,015,282 | PYTotalExpensesAmt |
| CY Total Expenses | $6,593,593 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,600,573 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,033,360 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $56,556,982 | TotalAssetsBOYAmt |
| Total Assets EOY | $53,792,973 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,028,976 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,298,327 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $48,528,006 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $46,494,646 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE COMMUNITY FOUNDATION'S MISSION IS STRENGTHENING THE COMMUNITY BY CONNECTING PEOPLE, RESOURCES, AND NEEDS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $4,201,411 | ExpenseAmt |
| Grant | $4,201,411 | GrantAmt |
| Desc | THE COMMUNITY FOUNDATION OF THE LOWCOUNTRY MADE MANY GRANTS TO NONPROFIT ORGANIZATIONS; THE MAJORITY OF THESE ORGANIZATIONS SERVE TO ENHANCE THE QUALITY OF LIFE FOR CITIZENS IN THE SOUTH CAROLINA LOWCOUNTRY. THE COMMUNITY FOUNDATION OF THE LOWCOUNTRY PROVIDES COMMUNITY LEADERSHIP THROUGH PROVIDING INFORMATION, ORGANIZATION DEVELOPMENT, NETWORKING, AND CONVENINGS IN SUPPORT OF THE NONPROFIT SECTOR IN ITS REGION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $840,305 | ExpenseAmt |
| Desc | THE COMMUNITY FOUNDATION OF THE LOWCOUNTRY'S FUND AMINISTRATIVE FEES AND OFFICE EXPENSES ARE USED TO MAINTAIN CURRENT FUNDS AND FURTHER THE PROCESS OF EVALUATING AND AWARDING GRANT MONEY TO DESERVING CHARITIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $705,392 | ExpenseAmt |
| Desc | THE COMMUNITY FOUNDATION OF THE LOWCOUNTRY PAID SALARIES TO MAINTAIN THE FUNCTIONS OF THE FOUNDATION AS STATED IN THE MISSION STATEMENT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $414,357 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $6,161,465 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 29 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 11 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ID | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PW | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WY | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Nicole Charles | PersonNm |
| Phone | 8436819100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 NORTHRIDGE DRIVE SUITE A | AddressLine1Txt |
| City | HILTON HEAD ISLAND | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29925 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| JOHN WEYMOUTH | |||||||||
| VICE CHAIRMAN | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH MAYO | |||||||||
| Treasurer | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| PERRY WASHINGTON | |||||||||
| Chairman | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| James Allhusen | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Joan Heyward | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DONNA BAFUNDO | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BRAD BLOOM | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DENIS BONNETT | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARVA BROOKS | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ETHEL DENMARK | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DUDLEY KINGJR | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JERILYN FARREN | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ERIC WOODS | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL MARKS | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DEDE MAVROGORDATO | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BILL STINNETT III | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DK SPENCER | |||||||||
| President/Secr. | 40.00 | 0.00 | Yes (X) | $135,941 | $0 | $20,183 | |||
| NICOLE CHARLES | |||||||||
| VP FOR FINANCE AND ADMINISTRATION | 40.00 | 0.00 | $83,600 | $0 | $4,560 | Yes (X) | |||
| MARY ROONEY | |||||||||
| VP-DEV/DONOR SVCS | 40.00 | 0.00 | $89,344 | $0 | $16,856 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $308,885 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $41,599 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $300,000 | RelatedOrganizationsAmt |
| All Other Contributions | $4,438,557 | AllOtherContributionsAmt |
| Noncash Contributions | $1,111,008 | NoncashContributionsAmt |
| Total Contributions | $4,738,557 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE FEE INCOME | Desc |
| Business | 522299 | BusinessCd |
| Total Revenue Column | $730,042 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $730,042 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $730,042 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,338,558 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,338,558 | RelatedOrExemptFuncIncomeAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $12,300 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $12,300 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,300 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,300 | RelatedOrExemptFuncIncomeAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,259,224 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$2,259,224 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,259,224 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$2,259,224 | RelatedOrExemptFuncIncomeAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,560,233 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$178,324 | RelatedOrExemptFuncIncomeAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,201,411 | TotalAmt |
| Program Services | $4,201,411 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $323,209 | TotalAmt |
| Program Services | $284,424 | ProgramServicesAmt |
| Management And General | $22,625 | ManagementAndGeneralAmt |
| Fundraising | $16,160 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $345,578 | TotalAmt |
| Program Services | $304,109 | ProgramServicesAmt |
| Management And General | $24,190 | ManagementAndGeneralAmt |
| Fundraising | $17,279 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,691 | TotalAmt |
| Program Services | $19,088 | ProgramServicesAmt |
| Management And General | $1,518 | ManagementAndGeneralAmt |
| Fundraising | $1,085 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,251 | TotalAmt |
| Program Services | $54,781 | ProgramServicesAmt |
| Management And General | $4,358 | ManagementAndGeneralAmt |
| Fundraising | $3,112 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,852 | TotalAmt |
| Program Services | $42,990 | ProgramServicesAmt |
| Management And General | $3,420 | ManagementAndGeneralAmt |
| Fundraising | $2,442 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,216 | TotalAmt |
| Management And General | $120,216 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,825 | TotalAmt |
| Program Services | $20,966 | ProgramServicesAmt |
| Management And General | $1,668 | ManagementAndGeneralAmt |
| Fundraising | $1,191 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,477 | TotalAmt |
| Program Services | $18,019 | ProgramServicesAmt |
| Management And General | $1,434 | ManagementAndGeneralAmt |
| Fundraising | $1,024 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,341 | TotalAmt |
| Program Services | $71,580 | ProgramServicesAmt |
| Management And General | $5,694 | ManagementAndGeneralAmt |
| Fundraising | $4,067 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,017 | TotalAmt |
| Program Services | $42,255 | ProgramServicesAmt |
| Management And General | $3,361 | ManagementAndGeneralAmt |
| Fundraising | $2,401 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,809 | TotalAmt |
| Program Services | $23,592 | ProgramServicesAmt |
| Management And General | $1,877 | ManagementAndGeneralAmt |
| Fundraising | $1,340 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,481 | TotalAmt |
| Program Services | $36,503 | ProgramServicesAmt |
| Management And General | $2,904 | ManagementAndGeneralAmt |
| Fundraising | $2,074 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,018 | TotalAmt |
| Program Services | $4,416 | ProgramServicesAmt |
| Management And General | $351 | ManagementAndGeneralAmt |
| Fundraising | $251 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,369 | TotalAmt |
| Program Services | $18,805 | ProgramServicesAmt |
| Management And General | $1,496 | ManagementAndGeneralAmt |
| Fundraising | $1,068 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,175 | TotalAmt |
| Program Services | $32,714 | ProgramServicesAmt |
| Management And General | $2,602 | ManagementAndGeneralAmt |
| Fundraising | $1,859 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,212 | TotalAmt |
| Program Services | $25,707 | ProgramServicesAmt |
| Management And General | $2,045 | ManagementAndGeneralAmt |
| Fundraising | $1,460 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FUND ADMIN FEE | $560,856 | $493,553 | $39,260 | $28,043 |
| PROGRAM EXPENSES | $293,569 | $293,569 | ||
| CHG IN SPLIT INTEREST VALUE | $130,001 | $114,401 | $9,100 | $6,500 |
| FUNDRAISING | $84,664 | $84,664 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,571 | TotalAmt |
| Program Services | $58,582 | ProgramServicesAmt |
| Management And General | $4,660 | ManagementAndGeneralAmt |
| Fundraising | $3,329 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,593,593 | TotalAmt |
| Program Services | $6,161,465 | ProgramServicesAmt |
| Management And General | $252,779 | ManagementAndGeneralAmt |
| Fundraising | $179,349 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,731,501 | BOYAmt |
| EOY | $1,762,374 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,000 | BOYAmt |
| EOY | $140,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,192,022 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $734,727 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $494,470 | BOYAmt |
| EOY | $457,295 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,845,346 | BOYAmt |
| EOY | $48,983,215 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,345,665 | BOYAmt |
| EOY | $2,450,089 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,556,982 | BOYAmt |
| EOY | $53,792,973 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,869 | BOYAmt |
| EOY | $60,848 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,338,373 | BOYAmt |
| EOY | $1,694,851 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,649,734 | BOYAmt |
| EOY | $5,542,628 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,028,976 | BOYAmt |
| EOY | $7,298,327 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,528,006 | BOYAmt |
| EOY | $46,494,646 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,528,006 | BOYAmt |
| EOY | $46,494,646 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,556,982 | BOYAmt |
| EOY | $53,792,973 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$2,033,360 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,246,152 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,527,618 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,584,460 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,773,109 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,738,558 | CurrentTaxYearAmt |
| Total | $19,869,897 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,246,152 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,527,618 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,584,460 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,773,109 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,738,558 | CurrentTaxYearAmt |
| Total | $19,869,897 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,731,316 | SubstantialContributorsTotAmt |
| Public Support Total170 | $16,138,581 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $922,736 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,504,806 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,630,531 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $747,655 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,338,558 | CurrentTaxYearAmt |
| Total | $6,144,286 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,017,944 | CurrentTaxYearMinus4YearsAmt |
| Total | $8,017,944 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $34,032,127 | TotalSupportAmt |
| Public Support CY170 | 0.47420 | PublicSupportCY170Pct |
| Public Support PY170 | 0.45100 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 62 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $1,052,066 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $1,157,150 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $10,296,008 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $160,000 | OtherCostOrOtherBasisAmt |
| Book Value | $160,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $944,608 | OtherCostOrOtherBasisAmt |
| Depreciation | $647,313 | DepreciationAmt |
| Book Value | $297,295 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,392 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,392 | DepreciationAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $84,022 | OtherCostOrOtherBasisAmt |
| Depreciation | $84,022 | DepreciationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $457,295 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITIES PAYABLE | $2,475,277 |
| FUNDS HELD FOR OTHERS-AGENCY FUNDS | $3,067,351 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,542,628 | TotalLiabilityAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (72 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|---|---|
| ALL SAINTS EPISCOPAL CHURCH | ||||||
| 3001 MEETING STREET | HILTON HEAD ISL | SC | 29926 | 570764909 | $7,700 | $0 |
| ANTIOCH EDUCATIONAL CENTER | ||||||
| PO BOX 1930 | RIDGELAND | SC | 29936 | 760818789 | $9,500 | $0 |
| ARTS CENTER OF COASTAL CAROLINA | ||||||
| 14 SHELTER COVE LANE | HILTON HEAD ISLAND | SC | 29928 | 571035817 | $40,043 | $0 |
| Avon Old Farms School | ||||||
| 500 Old Farms Road | Avon | CT | 06001 | 060655480 | $200,000 | $0 |
| Beaufort Co Sch District Foun | ||||||
| PO Box 22474 | Hilton Head Isl | SC | 29925 | 611691233 | $8,500 | $0 |
| BEAUFORT COUNTY SCHOOL DISTRICT | ||||||
| 1300 KING STREET | BEAUFORT | SC | 29901 | 576000367 | $60,985 | $0 |
| BLUFFTON JASPER COUNTY VOLUNT | ||||||
| PO BOX 2653 | BLUFFTON | SC | 29910 | 320298086 | $30,500 | $0 |
| BLUFFTON SELF HELP INC | ||||||
| POST OFFICE BOX 2420 | BLUFFTON | SC | 29910 | 570862658 | $78,300 | $0 |
| BOSTON UNIVERSITY | ||||||
| 595 COMMONWEALTH AVE ST 700 | BOSTON | MA | 02215 | 042103547 | $6,000 | $0 |
| Boys & Girls Club of HHI | ||||||
| PO Box 22267 | Hilton Head | SC | 29925 | 570811876 | $65,065 | $0 |
| BOYS & GIRLS CLUBS OF LOWCOUNTRY | ||||||
| 17-B MARSHELLEN DRIVE | BEAUFORT | SC | 29902 | 570811876 | $10,500 | $0 |
| CHILD ABUSE PREVENTION ASSOC | ||||||
| PO BOX 531 | BEAUFORT | SC | 29901 | 570722206 | $6,358 | $0 |
| COASTAL DISCOVERY MUSEUM | ||||||
| PO BOX 23497 | HILTON HEAD ISL | SC | 29925 | 570801415 | $12,804 | $0 |
| Council on Foundations | ||||||
| PO Box 75661 | Baltimore | MD | 21275 | 136068327 | $7,050 | $0 |
| CROSSROADS COMM SUPPT SERVS | ||||||
| PO BOX 3525 | BLUFFTON | SC | 29910 | 270536683 | $20,200 | $0 |
| DANA FARER CANCER INSTITUTE | ||||||
| 10 BOOKLINE PLACE WEST 6TH F | BROOKLINE | MA | 02445 | 042263040 | $10,000 | $0 |
| FAMILY PROMISE OF BEAUFORT CNTY | ||||||
| 164 BLUFFTON ROAD | HILTON HEAD ISLAND | SC | 29910 | 205647589 | $23,800 | $0 |
| First Presbyterian - HHI | ||||||
| 540 William HIlton Parkway | Hilton Head | SC | 29928 | 570470141 | $5,984 | $0 |
| Frds of Sav Coastal Wildlife | ||||||
| PO Box 16841 | Savannah | GA | 31416 | 262009310 | $24,632 | $0 |
| HELP OF BEAUFORT | ||||||
| PO BOX 472 | BEAUFORT | SC | 29901 | 570721545 | $6,000 | $0 |
| HERITAGE CLASSIC FOUNDATION | ||||||
| PO BOX 3244 | HHI | SC | 29928 | 570835114 | $5,500 | $0 |
| HERITAGE LIBRARY FNDTION INC | ||||||
| 852 WILLIAM HILTON PKWAY 2A | HHI | SC | 22928 | 582332014 | $43,717 | $0 |
| Heroes of the Low Country | ||||||
| PO Box 3712 | Bluffton | SC | 29910 | 364725321 | $7,500 | $0 |
| HH Area HABITAT FOR HUMANITY | ||||||
| PO Box 2747 | BLUFFTON | SC | 29910 | 570916245 | $97,200 | $0 |
| HHI DEEP WELL PROJECT | ||||||
| POST OFFICE BOX 5543 | HILTON HEAD ISLAND | SC | 29938 | 570566098 | $132,092 | $0 |
| HHI Friends of the Library | ||||||
| PO BOX 21268 | HILTON HEAD ISL | SC | 29925 | 237208194 | $13,743 | $0 |
| HHI RECREATION ASSOCIATION | ||||||
| PO BOX 22593 | HILTON HEAD ISLAND | SC | 29925 | 570827128 | $9,180 | $0 |
| HILTON HEAD HUMANE ASSC | ||||||
| 8 SPANISH WELLS ROAD | HHI | SC | 29925 | 570630156 | $7,691 | $0 |
| HILTON HEAD ISLAND INSTITUTE | ||||||
| PO BOX 22616 | HHI | SC | 29925 | 454816587 | $12,727 | $0 |
| HILTON HEAD PREPARATORY SCHOOL | ||||||
| 8 FOX GRAPE ROAD | HILTON HEAD ISLAND | SC | 29928 | 237126823 | $50,500 | $0 |
| HILTON HEAD PUBLIC SERVICE DISTRICT | ||||||
| POST OFFICE BOX 21264 | HILTON HEAD ISLAND | SC | 29925 | 570680099 | $254,617 | $0 |
| HILTON HEAD REEF FOUNDATION INC | ||||||
| POST OFFICE BOX 5542 | HILTON HEAD ISLAND | SC | 22938 | 570948801 | $33,375 | $0 |
| HILTON HEAD SYMPHONY ORCHESTRA | ||||||
| POST OFFICE BOX 5757 | HILTON HEAD ISLAND | SC | 29938 | 570761297 | $23,285 | $0 |
| HOPE HAVEN OF THE LOWCOUNTRY INC | ||||||
| POST OFFICE BOX 2502 | BEAUFORT | SC | 29901 | 571063332 | $73,785 | $0 |
| HOSPICE CARE OF THE LOWCOUNTRY | ||||||
| 119 PALMETTO WAY | BLUFFTON | SC | 29910 | 570774530 | $79,673 | $0 |
| Icahn School of Medicine | ||||||
| 1 Gustave L Levy Pl Box 1049 | New York | NY | 10029 | 136171197 | $10,000 | $0 |
| JILLS HOUSE | ||||||
| 9011 LEESBURG PIKE | VIENNA | VA | 22812 | 371465256 | $10,000 | $0 |
| LANDMARK COLLEGE | ||||||
| 1 RIVER ROAD SOUTH | PUTNEY | VT | 05346 | 222586208 | $40,000 | $0 |
| Lowcountry Amateur Radio | ||||||
| 20 Audubon Pond Road | Hilton Head | SC | 29928 | 473518517 | $10,800 | $0 |
| LOWCOUNTRY COMMUNITY CHURCH | ||||||
| 801 BUCKWALTER PARKWAY | BLUFFTON | SC | 29910 | 570999533 | $40,000 | $0 |
| MAYO CLINIC | ||||||
| PO BOX 450 | ALBERT LEA | MN | 56007 | 593337028 | $15,000 | $0 |
| MEALS ON WHEELS BLUFFTON-HILTON HEAD IN | ||||||
| POST OFFICE BOX 23691 | HILTON HEAD ISLAND | SC | 29925 | 570691109 | $13,100 | $0 |
| Med-I-Assist | ||||||
| PO Box 3164 | Bluffton | SC | 29910 | 320212924 | $27,000 | $0 |
| MEMORY MATTERS | ||||||
| PO BOX 22330 | HILTON HEAD ISL | SC | 29925 | 582291775 | $14,250 | $0 |
| MITCHELVILLE PRESERVATION PRO | ||||||
| PO BOX 21758 | HILTON HEAD ISL | SC | 29928 | 272308109 | $10,150 | $0 |
| NATL ALLIANCE-MNTL ILL | ||||||
| 117 WLM HILTON PKWY- SUITE K | HILTON HEAD ISL | SC | 29926 | 570920882 | $6,500 | $0 |
| NEIGHBORHOOD OUTREACH CONNECT | ||||||
| PO BOX 23558 | HILTON HEAD ISL | SC | 29925 | 542083947 | $34,700 | $0 |
| Northern PIedmont Comm Found | ||||||
| PO Box 182 | Warrenton | VA | 20188 | 311742955 | $28,000 | $0 |
| Planned Parenthood Federation | ||||||
| 434 W 33rd St | New York | NY | 10001 | 131644147 | $5,300 | $0 |
| PREGNANCY CENTER AND CLINIC | ||||||
| 1 CARDINAL RD SUITE 12 | HILTON HEAD ISL | SC | 29926 | 570923523 | $15,990 | $0 |
| PROGRAM FOR EXCEPTIONAL PPL | ||||||
| 10 OAK PARK DR BLDG C-1 BOX 2 | HILTON HEAD ISL | SC | 29926 | 571036680 | $40,580 | $0 |
| Project Medsend | ||||||
| 999 Oronoque Lane | Stratford | CT | 06614 | 752470543 | $50,000 | $0 |
| SALVATION ARMY | ||||||
| PO BOX 105 | BEAUFORT | SC | 29902 | 580660607 | $6,091 | $0 |
| Santa Elena Project Found | ||||||
| PO Box 1005 | Beaufort | SC | 29901 | 464222074 | $31,000 | $0 |
| SC COASTAL CONSERVATION LEAGUE | ||||||
| PO BOX 1765 | CHARLESTON | SC | 29402 | 570887278 | $30,750 | $0 |
| SECOND HELPINGS INC | ||||||
| 20 PALMETTO PARKWAY SUITE H | HILTON HEAD ISLAND | SC | 29925 | 570938469 | $28,750 | $0 |
| Special Olympics SC | ||||||
| PO Box 4641 | Hilton Head | SC | 29938 | 570680248 | $8,500 | $0 |
| TECHNICAL COLLEGE OF LC FOUND | ||||||
| PO BOX 2614 | BEAUFORT | SC | 29901 | 570767384 | $14,743 | $0 |
| The Berkeley Hall Charitable | ||||||
| 366 Good Hope Road | Bluffton | SC | 29909 | 464739893 | $65,737 | $0 |
| The Childrens Center | ||||||
| 8 Natures Way | Hilton Head | SC | 29926 | 570485356 | $13,125 | $0 |
| THE LITERACY CENTER | ||||||
| PO BOX 3725 | BLUFFTON | SC | 29910 | 570727884 | $52,413 | $0 |
| The NATURE CONSERVANCY-SC | ||||||
| 1417 STUART ENGALS BLVD | MOUNT PLEASANT | SC | 29464 | 530242652 | $7,300 | $0 |
| The PALMETTO ANIMAL LEAGUE | ||||||
| PO BOX 539 | BLUFFTON | SC | 29910 | 570732733 | $18,300 | $0 |
| UNITED WAY OF THE LOWCOUNTRY INC | ||||||
| POST OFFICE BOX 202 | BEAUFORT | SC | 29901 | 570405847 | $21,609 | $0 |
| UNIV OF WISCONSIN FOUNDATION | ||||||
| US BANK LOCKBOX 78807 | MILWAUKEE | WI | 53278 | 390743975 | $9,000 | $0 |
| USC Beaufort | ||||||
| One University Blvd | Bluffton | SC | 29909 | $11,646 | $0 | |
| USC EDUCATIONAL FOUNDATION | ||||||
| 1027 BARNWELL ST | COLUMBIA | SC | 29208 | 576017985 | $8,000 | $0 |
| UTAH SYMPHONY AND OPERA | ||||||
| 123 WEST SOUTH TEMPLE | SALT LAKE CITY | UT | 84101 | 510145980 | $6,250 | $0 |
| VOLUNTEERS IN MEDICINE CLINIC | ||||||
| 15 NORTHRIDGE DRIVE | HILTON HEAD ISLAND | SC | 29926 | 570959206 | $104,486 | $0 |
| Wellesley College | ||||||
| 106 Central St | Wellesley | MA | 02481 | 042103637 | $12,500 | $0 |
| WILLIAM WOODS UNIVERSITY | ||||||
| ONE UNIVERSITY AVENUE | FULTON | MO | 65251 | 430654876 | $200,000 | $0 |
| Women of Faith & Power MInist | ||||||
| 17 Grober HIll Rd Ste 104 | Beaufort | SC | 29906 | 311542599 | $6,000 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 72 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
| Rebuttable Presumption Proc | false | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DK SPENCER | PersonNm |
| Title | President/Secr. | TitleTxt |
| Base Compensation Filing Org | $135,941 | BaseCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $6,797 | DeferredCompensationFlngOrgAmt |
| Nontaxable Benefits Filing Org | $13,386 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $156,124 | TotalCompensationFilingOrgAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 25 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,111,008 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Avg High/Low | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4d: Other Program Services Description | OTHER PROGRAM SERVICES 4: |
| Form 990, Part VI, Line 11b: Form 990 Review Process | THE ANNUAL FORM 990 IS PREPARED BY THE FOUNDATION'S INDEPENDENT AUDITORS. AFTER THE COMPLETED FORM 990 IS REVIEWED BY THE FOUNDATION'S VP FOR FINANCE/ADMINISTRATION AND PRESIDENT/CEO, AN ELECTRONIC COPY OF THE FORM IS THEN PROVIDED TO ALL FOUNDATION DIRECTORS WITH A 10 DAY COMMENT PERIOD BEFORE THE FORM IS FILED WITH THE IRS. |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | INCREASES FOR THE CEO ARE APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS UPON RECEIVING PERFORMANCE COMMENTARY BY THE BOARD OF DIRECTORS AND BEING PRESENTED WITH STUDIES SHOWING COMPARABLE WAGE DATA FROM THE COUNCIL ON FOUNDATIONS, SOUTH CAROLINA ASSOCIATION OF NONPROFIT ORGANIZATIONS, AND FORM 990 OF COMPARABLE LOCAL NONPROFITS. APPROVAL OF OTHER KEY EMPLOYEE WAGES FOLLOWS A SIMILAR REVIEW OF COMPARABLES, BUT IS MADE BY THE CEO. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | BOARD MAKES AUDIT AND ANNUAL REPORT AVAILABLE ON ITS OWN WEBSITE. BOTH ARE AVAILABLE UPON REQUEST AS WELL. FORM 990 IS ALSO AVAILABLE UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JIM AND MARGARET KRUM FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 NORTHRIDGE DRIVE SUITE A | AddressLine1Txt |
| City | HILTON HEAD ISLAND | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29925 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271777206 | EIN |
| Legal Domicile State | SC | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Identification of Related Tax-Exempt Organizations | FormAndLineReferenceDesc |
| Explanation | The Jim and Margaret Krum Foundation is operated by the same administrative staff as the Community Foundation of the Lowcountry and is included in the same consolidated audited financial statements, although they file separate Form 990's and have separate Boards of Directors. A majority of the Jim and Margaret Krum Foundation's Board of Directors is appointed by the Community Foundation of the Lowcountry's directors. | ExplanationTxt |
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