MARGARET B VAUGHN CHARITABLE FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MARGARET B VAUGHN CHARITABLE FOUNDATION (EIN 32-6225989)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-04-19
- IRS object ID
- 201611109349100211
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-04-19T09:00:21-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 326225989 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARGARET B VAUGHN CHARITABLE FDN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VAUG | BusinessNameControlTxt |
| Phone | 8642823171 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2907 - TRUST TAX DEPT | AddressLine1Txt |
| City | WILSON | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 278942907 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRANCH BANKING TRUST CO TRUSTEE | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 8642823171 | PhoneNum |
| Signature | 2016-04-01 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,174,629 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $108,367 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $108,367 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,276 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,333,082 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $106,091 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $108,367 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $60,369 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $60,369 | CompOfcrDirTrstNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,455 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,893 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $373 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $373 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $67,197 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $62,635 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $272,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $272,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $339,197 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $62,635 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $272,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$233,106 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $45,732 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,296 | CashBOYAmt |
| Cash EOY | $746 | CashEOYAmt |
| Cash EOYFMV | $746 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $138,642 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $543,427 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $543,427 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $2,479,315 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,478,239 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,498,285 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,056,308 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,939,989 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,976,851 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $719,757 | OtherAssetsBOYAmt |
| Other Assets EOY | $197,222 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $155,320 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,396,318 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,159,623 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,174,629 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $5,396,318 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,159,623 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,396,318 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,159,623 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,396,318 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,159,623 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,396,318 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$233,106 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,163,212 | SubtotalAmt |
| Other Decreases | $3,589 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,159,623 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (72 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 8000. CREDIT SUISSE COMMODITY RETURN STRATEGY INSTITUTIONAL SHS FD 215 | 2014-08-08 | 2015-01-30 | $46,400 | $58,480 | -$12,080 | -$12,080 | |
| 165. ENSCO PLC | 2013-04-24 | 2015-02-25 | $4,358 | $9,250 | -$4,892 | -$4,892 | |
| 100000. RICHLAND CNTY SC CNTY SC SCH DIST NO 001 REF GO DTD 06/01/2005 | 2015-03-02 | $100,000 | $100,000 | ||||
| 65000. YORK CNTY SC SCH DIST #3 ROCK HILL GO SER A MBIA INS DTD 11/15/ | 2015-03-02 | $65,000 | $65,000 | ||||
| 165. ENSCO PLC | 2013-04-24 | 2015-03-06 | $3,755 | $9,250 | -$5,495 | -$5,495 | |
| 4025.455 CREDIT SUISSE COMMODITY RETURN STRATEGY INSTITUTIONAL SHS FD | 2015-03-11 | $22,985 | $27,468 | -$4,483 | -$4,483 | ||
| 210.451 CREDIT SUISSE COMMODITY RETURN STRATEGY INSTITUTIONAL SHS FD 2 | 2014-02-04 | 2015-03-11 | $1,202 | $1,532 | -$330 | -$330 | |
| 83. CHEVRON TEXACO CORP COMMON | 2011-11-06 | 2015-03-12 | $8,550 | $8,822 | -$272 | -$272 | |
| 510. HANESBRANDS INC COMMON | 2013-07-05 | 2015-03-12 | $16,446 | $6,688 | $9,758 | $9,758 | |
| 70. HITACHI LTD | 2014-01-24 | 2015-03-12 | $4,644 | $5,451 | -$807 | -$807 | |
| 150. HITACHI LTD | 2014-08-08 | 2015-03-12 | $9,952 | $11,036 | -$1,084 | -$1,084 | |
| 780. HOLCIM LTD UNSPON ADR | 2014-12-15 | 2015-03-12 | $11,552 | $10,811 | $741 | $741 | |
| 370. MAXIM INTEGRATED PRODUCTS INC COMON | 2014-08-08 | 2015-03-12 | $13,029 | $11,267 | $1,762 | $1,762 | |
| 100. MAXIM INTEGRATED PRODUCTS INC COMON | 2013-10-02 | 2015-03-12 | $3,521 | $2,994 | $527 | $527 | |
| 121. MCDONALDS CORPORATION | 2011-11-06 | 2015-03-12 | $11,613 | $11,315 | $298 | $298 | |
| 790. NEWFIELD EXPL CO COM | 2015-03-12 | $24,861 | $22,104 | $2,757 | $2,757 | ||
| 520. NOW INC/DE COMMON | 2015-03-12 | $12,656 | $12,657 | -$1 | -$1 | ||
| 20. SPDR GOLD TRUST | 2014-07-31 | 2015-03-12 | $2,215 | $2,468 | -$253 | -$253 | |
| 110. STERICYCLE INC | 2014-04-30 | 2015-03-12 | $15,024 | $12,805 | $2,219 | $2,219 | |
| 120. SUNCOR ENERGY, INC | 2014-01-24 | 2015-03-12 | $3,361 | $4,012 | -$651 | -$651 | |
| 930. SUNTORY BEVERAGE & FOOD -UADR | 2015-03-12 | $18,618 | $17,880 | $738 | $738 | ||
| 500. TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR | 2014-12-15 | 2015-03-12 | $11,758 | $10,978 | $780 | $780 | |
| 450. TRINITY INDS INC | 2015-03-12 | $14,588 | $9,654 | $4,934 | $4,934 | ||
| 570. UNIBAIL-RODAMCO COMMON SE-UNSP ADR | 2015-03-12 | $15,173 | $15,315 | -$142 | -$142 | ||
| 150. ACCENTURE PLC CL A | 2014-08-08 | 2015-03-12 | $13,199 | $11,806 | $1,393 | $1,393 | |
| 60. ACCENTURE PLC CL A | 2014-01-24 | 2015-03-12 | $5,280 | $4,908 | $372 | $372 | |
| 4000. CREDIT SUISSE COMMODITY RETURN STRATEGY INSTITUTIONAL SHS FD 215 | 2014-02-04 | 2015-03-18 | $22,760 | $29,120 | -$6,360 | -$6,360 | |
| 80. BAYER A G SPONSORED ADR | 2014-12-15 | 2015-04-08 | $12,103 | $10,906 | $1,197 | $1,197 | |
| 130. CABOT OIL AND GAS | 2014-07-31 | 2015-04-08 | $3,981 | $4,345 | -$364 | -$364 | |
| 330. CENTENE CORP | 2013-04-24 | 2015-04-08 | $23,392 | $7,786 | $15,606 | $15,606 | |
| 110. EOG RESOURCES INC | 2011-11-06 | 2015-04-08 | $10,381 | $5,540 | $4,841 | $4,841 | |
| 190. HALLIBURTON COMPANY | 2014-04-30 | 2015-04-08 | $8,422 | $12,011 | -$3,589 | -$3,589 | |
| 10. SPDR GOLD TRUST | 2014-07-31 | 2015-04-08 | $1,155 | $1,234 | -$79 | -$79 | |
| 70. DAIMLER-CHRYSLER AG ORDINARY | 2014-01-24 | 2015-04-08 | $6,502 | $6,033 | $469 | $469 | |
| 150. DAIMLER-CHRYSLER AG ORDINARY | 2014-08-08 | 2015-04-08 | $13,934 | $12,011 | $1,923 | $1,923 | |
| .419 KONINKLIJKE PHILIPS ELECTRS | 2014-02-18 | 2015-06-30 | $11 | $14 | -$3 | -$3 | |
| .8 WESTROCK CO COMMON | 2015-03-12 | 2015-07-24 | $50 | $51 | -$1 | -$1 | |
| .08 AT&T INC | 2014-08-08 | 2015-08-27 | $3 | $3 | |||
| 530. ADR AMERICA MOVIL S A DE CV | 2014-12-15 | 2015-09-17 | $9,631 | $10,867 | -$1,236 | -$1,236 | |
| 12. CALIFORNIA RESOURCES CORP COMMON | 2013-10-02 | 2015-09-17 | $40 | $99 | -$59 | -$59 | |
| 610. PORSCHE AUTOMOBIL HOLDINGS SE UNSPONS A | 2014-02-18 | 2015-09-17 | $4,300 | $6,683 | -$2,383 | -$2,383 | |
| 640. REPSOL S A | 2015-03-12 | 2015-09-17 | $8,224 | $11,337 | -$3,113 | -$3,113 | |
| 270. REPSOL S A | 2014-02-18 | 2015-09-17 | $3,469 | $6,539 | -$3,070 | -$3,070 | |
| 16243.945 STERLING CAPITAL L/S EQUITY-INS | 2015-09-23 | $149,282 | $174,751 | -$25,469 | -$25,469 | ||
| 360. NCR CORPORATION - W/I | 2014-04-30 | 2015-11-10 | $9,599 | $11,054 | -$1,455 | -$1,455 | |
| 280. ADT CORP COMMON | 2014-08-08 | 2015-11-30 | $9,971 | $9,898 | $73 | $73 | |
| 330. AGCO CORPORATION COMMON | 2015-11-30 | $16,637 | $17,034 | -$397 | -$397 | ||
| 1010. EUROPEAN AERONAUT UNSP ADR | 2015-11-30 | $18,121 | $15,205 | $2,916 | $2,916 | ||
| 11686.287 AVENUE CREDIT STRATEGIES FUND | 2014-01-24 | 2015-11-30 | $113,357 | $133,925 | -$20,568 | -$20,568 | |
| 470. ADR AXA-UAP F/K/A AXA SA SPONSORED ADR | 2015-03-12 | 2015-11-30 | $12,658 | $11,566 | $1,092 | $1,092 | |
| 400. BROADRIDGE FINANCIAL SOLUTIONS LLC COMMO | 2015-11-30 | $21,943 | $15,063 | $6,880 | $6,880 | ||
| 220. CHICAGO BRIDGE & IRON CO NV | 2015-03-12 | 2015-11-30 | $9,454 | $10,378 | -$924 | -$924 | |
| 220. CLEAN HARBORS INC COMMON | 2013-10-02 | 2015-11-30 | $9,534 | $12,922 | -$3,388 | -$3,388 | |
| 1503.058 COHEN & STEERS REALTY SHARES INSTITUTION | 2014-01-16 | 2015-11-30 | $71,155 | $63,234 | $7,921 | $7,921 | |
| 440. EMC CORPORATION COMMON | 2015-03-12 | 2015-11-30 | $11,207 | $11,495 | -$288 | -$288 | |
| 390. EMC CORPORATION COMMON | 2014-03-07 | 2015-11-30 | $9,933 | $10,553 | -$620 | -$620 | |
| 440. GENERAL ELECTRIC COMPANY | 2014-12-15 | 2015-11-30 | $13,283 | $10,821 | $2,462 | $2,462 | |
| 280. HANESBRANDS INC COMMON | 2013-08-08 | 2015-11-30 | $8,621 | $4,361 | $4,260 | $4,260 | |
| 310. HEINEKEN NV | 2014-12-15 | 2015-11-30 | $13,742 | $11,126 | $2,616 | $2,616 | |
| 150. IDEX CORP | 2014-04-30 | 2015-11-30 | $11,842 | $11,184 | $658 | $658 | |
| 240. ISHARES MSCI EAFE SMALL CAP INDEX FUND | 2014-12-15 | 2015-11-30 | $12,092 | $11,064 | $1,028 | $1,028 | |
| 360. ISHARES MSCI EAFE SMALL CAP INDEX FUND | 2014-02-18 | 2015-11-30 | $18,137 | $18,650 | -$513 | -$513 | |
| 380. NIPPON TELEG & TEL CORP | 2015-03-12 | 2015-11-30 | $14,149 | $11,774 | $2,375 | $2,375 | |
| 317.427 OPPENHEIMER DEVELOPING MARKETS FUND CL Y | 2011-11-06 | 2015-11-30 | $9,799 | $10,104 | -$305 | -$305 | |
| 80. PHILIP MORRIS INTERNATIONAL | 2014-07-31 | 2015-11-30 | $7,028 | $6,625 | $403 | $403 | |
| 200. THOR INDS INC COMMON | 2015-11-30 | $11,577 | $10,979 | $598 | $598 | ||
| 250. VARIAN MED SYS INC | 2014-04-30 | 2015-11-30 | $20,242 | $19,909 | $333 | $333 | |
| 800. WESTERN UNION COMPANY COMMON | 2015-11-30 | $15,129 | $14,534 | $595 | $595 | ||
| 40000. LEXINGTON SC ONE SCH FACS CORP SC INSTALLMENT PUR REV LEXINGTON | 2011-11-06 | 2015-12-01 | $40,000 | $40,000 | |||
| 40000. SPARTANBURG CNTY SC GO REF DTD 10/12/05 CALLABLE 04/01/15 @100 | 2011-11-06 | 2015-12-15 | $40,000 | $40,000 | |||
| 230. SPDR GOLD TRUST | 2015-12-17 | $23,208 | $28,619 | -$5,411 | -$5,411 | ||
| CAPITAL GAIN DIVIDENDS | $23,284 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,276 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $245,818 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,526,662 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044479 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $76,199 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,073,646 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.015019 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,585,230 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.0 | DistributionYr3Rt |
| Total Distribution | 0.059498 | TotalDistributionRt |
| Average Distribution | 0.014875 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,310,464 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $78,993 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $457 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $79,450 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $272,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $457 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $457 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $457 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,184 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $4,184 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,727 | OverpaymentAmt |
| Applied To ES Tax | $230 | AppliedToESTaxAmt |
| Refund | $3,497 | RefundAmt |
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 | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | 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 | BRANCH BANKING & TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8642823171 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 416 E NORTH ST FL 2 | AddressLine1Txt |
| City | GREENVILLE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 296013005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRANCH BANKING AND TRUST COMPANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 416 E NORTH ST FL 2 | AddressLine1Txt |
| City | GREENVILLE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 296013005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $60,369 | CompensationAmt |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,247,807 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $143,527 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,391,334 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,391,334 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $80,870 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,310,464 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $265,523 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $265,523 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $457 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $457 | TotalTaxAmt |
| Distributable Before Adj | $265,066 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $265,066 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $265,066 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $272,000 | 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 | $272,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $457 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $271,543 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $265,066 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $271,164 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $272,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $271,164 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $836 | 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 | $264,230 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GREER COMMUNITY MINISTRIES INC | |||||||
| 738 S LINE ST EXT | GREER | SC | 29651 | NONE | EXEMPT | RELIGIOUS | $68,000 |
| THORNWELL HOME FOR CHILDREN | |||||||
| 302 S BROAD ST | CLINTON | SC | 29325 | NONE | EXEMPT | COMMUNITY | $68,000 |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 100 SCHOOL STREET | GREER | SC | 29651 | NONE | EXEMPT | RELIGIOUS | $68,000 |
| GREENVILLE HUMANE SOCIETY | |||||||
| 305 AIRPORT ROAD | GREENVILLE | SC | 29607 | NONE | EXEMPT | COMMUNITY | $68,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $272,000 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $108,367 | 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 | -$2,276 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $106,091 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $106,091 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ADJUSTMENT FOR MUTUAL FUND POSTINGS | $1,885 |
| COST BASIS ADJUSTMENT | $1,704 |
Comments