THE BYERLY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THE BYERLY FOUNDATION (EIN 57-0324909)
- Tax period
- 2015-10-01 to 2016-09-30
- Filed
- 2017-01-11
- IRS object ID
- 201700119349100405
- Schema version
- 2015v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-01-11T16:33:52-06:00 | ReturnTs |
| Tax Period End | 2016-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 570966291 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOORE BEAUSTON & WOODHAM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1036 | AddressLine1Txt |
| City | HARTSVILLE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29551 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 570324909 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BYERLY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BYER | BusinessNameControlTxt |
| Phone | 8433832400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO DRAWER 1925 | AddressLine1Txt |
| City | HARTSVILLE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29551 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD PUFFER | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8433832400 | PhoneNum |
| Signature | 2017-01-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY M ALEXANDER CPA | PreparerPersonNm |
| PTIN | P00558272 | PTIN |
| Phone | 8433321335 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,941,031 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $405,200 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $405,200 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$48,431 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,115,609 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $13,597 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $13,597 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $370,366 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $418,797 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $55,135 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $38,595 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $18,475 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $12,932 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,224 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,757 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,125 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,788 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $17,475 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $518 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $7,303 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $9,831 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $12,440 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $8,708 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,706 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,994 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,048 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $1,434 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $151,338 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $92,079 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $44,179 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $301,797 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $92,597 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $137,690 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,005,563 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $672,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,307,360 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $92,597 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $809,790 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$936,994 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $326,200 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,226 | CashBOYAmt |
| Cash EOY | $23,554 | CashEOYAmt |
| Cash EOYFMV | $23,554 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $347,291 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $398,153 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $398,153 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $2,691 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $6,679 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $6,679 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $890,582 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $954,213 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $954,213 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $11,934,400 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,247,766 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,247,766 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,180,976 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,101,735 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,101,735 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $5,475,031 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,083,528 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,083,528 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $358,838 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $233,435 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $135,234 | LandBOYAmt |
| Land EOY | $125,403 | LandEOYAmt |
| Land EOYFMV | $125,403 | LandEOYFMVAmt |
| Total Assets BOY | $19,978,431 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,941,031 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,941,031 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $3,452 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $6,221 | AccountsPayableEOYAmt |
| Grants Payable BOY | $674,364 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,007,827 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $4,609 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $6,524 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $682,425 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,020,572 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $19,296,006 | UnrestrictedBOYAmt |
| Unrestricted EOY | $19,920,459 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $0 | TemporarilyRestrictedBOYAmt |
| Permanently Restricted BOY | $0 | PermanentlyRestrictedBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,296,006 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,920,459 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,978,431 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,941,031 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,296,006 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$936,994 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,561,447 | OtherIncreasesAmt |
| Subtotal | $19,920,459 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,920,459 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| ST - PUBLICLY TRADED SECURITIES | 2016-02-01 | 2016-09-01 | $1,190,215 | $1,221,442 | -$31,227 | -$31,227 |
| LT - PUBLICLY TRADED SECURITIES | 2010-01-01 | 2016-09-15 | $2,925,394 | $2,942,598 | -$17,204 | -$17,204 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$48,431 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,288,201 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $21,577,912 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.059700 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $890,114 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $22,214,898 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040068 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,284,897 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $21,463,695 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.059864 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $790,692 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $20,311,597 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.038928 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $792,939 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $20,916,091 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.037910 | DistributionYr5Rt |
| Total Distribution | 0.236470 | TotalDistributionRt |
| Average Distribution | 0.047294 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $20,051,035 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $948,294 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,262 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $951,556 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $809,790 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,524 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,524 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,524 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $193 | EsPenaltyAmt |
| Tax Due | $6,717 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | SC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BYERLYFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | RICHARD PUFFER | IndividualWithBooksNm |
| Phone | 8433832400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE NORTH SECOND STREET | AddressLine1Txt |
| City | HARTSVILLE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29550 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Exempt Interest | $0 | TaxExemptInterestAmt |
| 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 (12 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 |
|---|---|---|---|---|---|---|---|---|
| BRIANNA DOUGLAS | ||||||||
| 1 N SECOND ST | HARTSVILLE | SC | 29550 | CHAIRMAN | 0.00 | $0 | $0 | $0 |
| HARRIS DELOACH JR | ||||||||
| 620 W HOME AVE | HARTSVILLE | SC | 29550 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| BILL PERRY | ||||||||
| 1 N SECOND ST | HARTSVILLE | SC | 29550 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| BOB BROWN | ||||||||
| 1 N SECOND ST | HARTSVILLE | SC | 29550 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MONTY BELL | ||||||||
| 812 14TH STREET | HARTSVILLE | SC | 29550 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| NANCY MCGEE | ||||||||
| 115 W LAIER DR | HARTSVILLE | SC | 29550 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SHELAGH HENDRICKSON | ||||||||
| 214 NORTH FIFTH STREET | HARTSVILLE | SC | 29550 | ADMIN ASSISTANT | 20.00 | $18,475 | $0 | $0 |
| JEROME REYES DR | ||||||||
| 447 OAKDALE DR | HARTSVILLE | SC | 29550 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| BARRY SAUNDERS | ||||||||
| ONE NORTH SECOND STREET | HARTSVILE | SC | 29550 | TREASURER | 0.00 | $0 | $0 | $0 |
| ALVIN T HEATLEY DR | ||||||||
| 1413 HEATLEY DRIVE | HARTSVILLE | SC | 29550 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| RAINEY KNIGHT | ||||||||
| 1 NORTH SECOND STREET | HARTSVILLE | SC | 29550 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| RICHARD PUFFER | ||||||||
| N SECOND STREET | HARTSVILLE | SC | 29550 | EXECUTIVE DIREC | 20.00 | $55,135 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE ORGANIZATION IS NOT INVOLVED DIRECTLY IN THE ACTIVE CONDUCT OF CHARITIABLE ACTIVITIES. THE FOUNDATION MAKES GRANTS TO OTHER ORGANIZATIONS SO THAT OTHERS MAY CARRY ON ACTIVE CHARITABLE ACTIVITES. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $19,402,237 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $828,741 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $125,403 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,356,381 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,356,381 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $305,346 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,051,035 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,002,552 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,002,552 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,524 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,524 | TotalTaxAmt |
| Distributable Before Adj | $996,028 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $996,028 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $996,028 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $809,790 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $809,790 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $809,790 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $996,028 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $764,994 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $809,790 | QualifyingDistributionsAmt |
| Applied To Year1 | $764,994 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $44,796 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $951,232 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE BYERLY FOUNDATION RICHARD PUFFE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO DRAWER 1925 | AddressLine1Txt |
| City | HARTSVILLE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29551 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8433832400 | RecipientPhoneNum |
| Recipient Email Address | BYERLYFDN@YAHOO.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | PROVIDED UPON REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | PROVIDED UPON REQUEST | SubmissionDeadlinesTxt |
| Restrictions On Awards | LIMITED TO DARLINGTON COUNTY, SOUTH CAROLINA AND SURROUNDING COMMUNITIES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS AND GIRLS CLUB OF PEE DEE | |||||||
| PO BOX 93 | FLORENCE | SC | 29503 | NONE | 501(C)(3) | PUBLIC SCHOOL SUPPORT | $25,000 |
| COKER COLLEGE | |||||||
| 300 E COLLEGE AVE | HARTSVILLE | SC | 29550 | NONE | 501(C)(3) | COMMUNITY SUPPORT | $325,000 |
| CYPRESS ADVENTURES INC | |||||||
| PO BOX 405 | HARTSVILLE | SC | 29550 | NONE | 501(C)(3) | COMMUNITY SUPPORT | $40,000 |
| DARLINGTON COUNTY FIRST STEPS | |||||||
| PO BOX 1357 | HARTSVILLE | SC | 29551 | NONE | 501(C)(3) | COMMUNITY SUPPORT | $24,200 |
| DARLINGTON COUNTY HABITAT FOR HUMAN | |||||||
| PO BOX 1983 | HARTSVILLE | SC | 29551 | NONE | 501(C)(3) | COMMUNITY SUPPORT | $50,000 |
| HARTSVILLE COMMUNITY CHORUS | |||||||
| 7002 W COLLEGE AVE | HARTSVILLE | SC | 29550 | NONE | 501(C)(3) | COMMUNITY SUPPORT | $5,000 |
| HARTSVILLE FAMILY YMCA | |||||||
| 111 EAST CAROLINA AVE | HARSTVILLE | SC | 29550 | NONE | 501(C)(3) | COMMUNITY SUPPORT | $46,900 |
| HARTSVILLE HIGH SCHOOL | |||||||
| 701 LEWELLYN AVE | HARTSVILLE | SC | 29550 | NONE | 501(C)(3) | PUBLIC SCHOOL SUPPORT | $10,000 |
| TEACH FOUNDATION OF HARTSVILLE | |||||||
| 214 NORTH FIFTH STREET | HARSTVILLE | SC | 29550 | NONE | 501(C)(3) | COMMUNITY SUPPORT | $25,000 |
| CITY OF HARTSVILLE | |||||||
| 100 E CAROLINA AVE | HARSTVILLE | SC | 29551 | NONE | 501(C)(3) | COMMUNITY SUPPORT | $50,000 |
| CITY OF HARTSVILLE - ALL AMERICAN C | |||||||
| 100 E CAROLINA AVE | HARSTVILLE | SC | 29551 | NONE | 501(C)(3) | COMMUNITY SUPPORT | $15,000 |
| CITY OF HARTSVILLE - POLICE YOUTH A | |||||||
| 100 E CAROLINA AVE | HARSTVILLE | SC | 29551 | NONE | 501(C)(3) | COMMUNITY SERVICE | $6,000 |
| SC GOVERNORS SCHOOL FOR SCIENCE MAT | |||||||
| 1122 LADY ST STE 700 | COLUMBIA | SC | 29201 | NONE | 501(C)(3) | COMMUNITY SUPPORT | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $672,100 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS AND GIRLS CLUB OF PEE DEE | |||||||
| PO BOX 93 | FLORENCE | SC | 29503 | NONE | 501(C)(3) | COMMUNITY SERVICE | $54,175 |
| COKER COLLEGE | |||||||
| 300 E COLLEGE AVE | HARTSVILLE | SC | 29550 | NONE | 501(C)(3) | COMMUNITY SUPPORT | $125,000 |
| DARLINGTON COUNTY HABITAT FOR HUMAN | |||||||
| PO BOX 1983 | HARTSVILLE | SC | 29551 | NONE | 501(C)(3) | COMMUNITY SERVICE | $50,000 |
| CITY OF HARTSVILLE | |||||||
| 100 E CAROLINA AVE | HARSTVILLE | SC | 29551 | NONE | 501(C)(3) | COMMUNITY SERVICES | $50,000 |
| WESLEY UNITED METHODIST CHURCH SOUP | |||||||
| 145 E COLLEGE AVE | HARSTVILLE | SC | 29550 | NONE | 501(C)(3) | COMMUNITY SERVICE | $60,000 |
| EDVENTURE | |||||||
| 211 GERVAIS STREET | COLUMBIA | SC | 29201 | NONE | 501(C)(3) | COMMUNITY SUPPORT | $500,000 |
| CITY OF HARTSVILLE | |||||||
| 100 E CAROLINA AVE | HARSTVILLE | SC | 29201 | NONE | 501(C)(3) | COMMUNITY SUPPORT | $9,500 |
| CITY OF HARTSVILLE - BYERLY PARK | |||||||
| 100 E CAROLINA AVE | HARSTVILLE | SC | 29201 | NONE | 501(C)(3) | COMMUNITY SUPPORT | $35,000 |
| DARLINGTON COUNTY SPECIAL NEEDS | |||||||
| 201 NORTH DAMASCUS CHURCH ROAD | HARSTVILLE | SC | 29550 | NONE | 501(C)(3) | COMMUNITY SUPPORT | $13,861 |
| SOUTH CAROLINA HUMANITIES | |||||||
| 2711 MIDDLEBURG DRIVE STE 203 | COLUMBIA | SC | 29204 | NONE | 501(C)(3) | COMMUNITY SUPPORT | $5,000 |
| PEE DEE COALITION AGAINST DOMESTIC | |||||||
| 460 W CAROLINA AVE | HARSTVILLE | SC | 29550 | NONE | 501(C)(3) | COMMUNITY SUPPORT | $25,684 |
| RUBICON INC | |||||||
| 510 EAST CAROLINA AVE | HARSTVILLE | SC | 29550 | NONE | 501(C)(3) | COMMUNITY SUPPORT | $12,500 |
| CYPRESS ADVENTURES INC | |||||||
| PO BOX 405 | HARTSVILLE | SC | 29551 | NONE | 501(C)(3) | COMMUNITY SUPPORT | $50,000 |
| CITY OF HARTSVILLE - POLICE YOUTH A | |||||||
| 100 E CAROLINA AVE | HARSTVILLE | SC | 29551 | N | 501(C)(3) | COMMUNITY SUPPORT | $18,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,008,720 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $405,200 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$48,431 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Related Or Exempt Function Incm | $13,597 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $370,366 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $370,366 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | INTEREST ON CASH HELD IN FOR USE IN COMMUNITY SUPPORT PROJECTS |
| 7 | SALES OF INVESTMENTS HELD FOR THE PRODUCTION OF INCOME FOR USE IN COMMUNITY SERVICE PROJECTS |
| 11 | MISCELLANEOUS INCOME FROM INVESTMENT ACCOUNTS NOT DIRECTLY RELATED TO INTEREST OR STOCK SALES. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDITING & ACCOUNTING | CategoryTxt |
| Amt | $18,224 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,757 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BOND | BondNm |
| EOY Book Value | $1,101,735 | EOYBookValueAmt |
| EOYFMV | $1,101,735 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $12,247,766 | EOYBookValueAmt |
| EOYFMV | $12,247,766 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $954,213 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $954,213 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $6,083,528 | BookValueAmt |
| EOYFMV | $6,083,528 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $14,344 | $0 | $10,041 |
| INVESTMENT ACCOUNT EXPENSES | $92,079 | $92,079 | $0 |
| INSURANCE | $13,159 | $0 | $7,264 |
| MISCELLANEOUS | $132 | $0 | $90 |
| COMMUNITY RELATIONS EXPENSE | $5,097 | $0 | $5,097 |
| OTHER EXPENSE | $26,527 | $0 | $21,687 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $13,597 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $13,597 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $13,597 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON INVESTMENTS | Desc |
| Amt | $1,561,447 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $4,609 | BOYBookValueAmt |
| EOY Book Value | $6,524 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $11,125 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,788 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $10,433 | $0 | $7,303 |
| FOREIGN TAXES | $518 | $518 | $0 |
| FEDERAL EXCISE TAX | $6,524 | $0 | $0 |
Comments