DICK HORNE FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- DICK HORNE FOUNDATION (EIN 23-7015996)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-13
- IRS object ID
- 201611349349100111
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-13T07:39:46-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 570706294 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRODIE SUMMERS & WILKES CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 584 | AddressLine1Txt |
| City | ORANGEBURG | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 291160584 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237015996 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DICK HORNE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DICK | BusinessNameControlTxt |
| Phone | 8035342096 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 306 | AddressLine1Txt |
| City | ORANGEBURG | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29116 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BERNICE TRIBBLE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8035342096 | PhoneNum |
| Signature | 2016-05-02 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HEATHER D RHINEHART | PreparerPersonNm |
| PTIN | P00985721 | PTIN |
| Phone | 8035366866 | PhoneNum |
| Preparation | 2016-05-03 | PreparationDt |
| 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 | $6,246,634 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $6,279 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,279 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $224,457 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $224,457 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$13,260 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $125,342 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $342 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $217,476 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $231,078 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $72,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $14,070 | OthEmplSlrsWgsRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,955 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $489 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,466 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,918 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,918 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $714 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $2,400 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $600 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $1,800 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $10,198 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,550 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,648 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,932 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $732 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $110,187 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,289 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,114 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $343,983 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $343,983 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $454,170 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,289 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $358,097 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$236,694 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $221,789 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $600 | CashBOYAmt |
| Cash EOY | $600 | CashEOYAmt |
| Cash EOYFMV | $600 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $129,558 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $34,731 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $34,731 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $2,683 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $465 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $465 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $3,691,195 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,552,262 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,210,838 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $11,427 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,828 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,315 | LandBOYAmt |
| Land EOY | $1,599 | LandEOYAmt |
| Total Assets BOY | $3,826,351 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,589,657 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,246,634 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $3,826,351 | UnrestrictedBOYAmt |
| Unrestricted EOY | $3,589,657 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,826,351 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,589,657 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,826,351 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,589,657 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,826,351 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$236,694 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,589,657 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,589,657 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $342 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $374,249 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,857,102 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054578 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $322,373 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,562,614 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049123 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $280,481 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,135,822 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045712 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $375,123 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,015,022 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.062364 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $291,550 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,705,203 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051102 | DistributionYr5Rt |
| Total Distribution | 0.262879 | TotalDistributionRt |
| Average Distribution | 0.052576 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,526,727 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $343,149 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,218 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $345,367 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $358,097 | 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 | $2,218 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,218 | SubtotalAmt |
| Tax Based On Investment Income | $2,218 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,683 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,683 | TotalPaymentsAndCreditsAmt |
| Overpayment | $465 | OverpaymentAmt |
| Applied To ES Tax | $465 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| 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 |
| Org Report Or Register State | SC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | NA | WebsiteAddressTxt |
| Individual With Books | CINDY BRODIE | IndividualWithBooksNm |
| Phone | 8035342096 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 306 | AddressLine1Txt |
| City | ORANGEBURG | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29116 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BERNICE TRIBBLE | ||||||||
| 598 PIKE BLVD | ORANGEBURG | SC | 29115 | TRUSTEE | 2.00 | $24,000 | $0 | $0 |
| W LOUIS GRIFFITH | ||||||||
| 312 N MEADOW DRIVE | MANNING | SC | 29115 | TRUSTEE | 2.00 | $24,000 | $0 | $0 |
| BUSTER SMITH | ||||||||
| 620 MIDDLETON STREET | ORANGEBURG | SC | 29115 | TRUSTEE | 2.00 | $24,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,539,843 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $82,745 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,531 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,626,119 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,626,119 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $99,392 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,526,727 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $326,336 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $326,336 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,218 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,218 | TotalTaxAmt |
| Distributable Before Adj | $324,118 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $324,118 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $324,118 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $358,097 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $358,097 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,218 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $355,879 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $324,118 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $58,015 | UndistributedIncomePYAmt |
| Qualifying Distributions | $358,097 | QualifyingDistributionsAmt |
| Applied To Year1 | $58,015 | AppliedToYear1Amt |
| Applied To Current Year | $300,082 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $24,036 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KAREN SNELL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 306 | AddressLine1Txt |
| City | ORANGEBURG | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8035342096 | RecipientPhoneNum |
| Form And Info And Materials | APPLICANTS FOR SCHOLARSHIP ASSISTANCE WILL PROVIDE WRITTEN REQUEST FOR SCHOLARSHIP ASSISTANCE, GIVING NAME ADDRESS, INFORMATION RELATING TO INCOME AND RESOURCES AVAILABLE TO APPLICANT, EDUCATIONAL BACKGROUND, AND PURPOSE FOR WHICH GRANT IS REQUESTED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS MAY BE SUBMITTED AT ANY TIME. APPLICATIONS WILL BE VOTED UPON BY THE THREE TRUSTEES WIT | SubmissionDeadlinesTxt |
| Restrictions On Awards | IN AWARDING GRANTS, TRUSTEES ARE RESTRICTED BY TRUST IND- ENTURE TO ASSISTANCE TO PERSONS RESIDING WITHIN THE TRADING AREA CUSTOMARILY HERETOFORE SERVED BY HORNE MOTORS FORMERLY OF ORANGEBURG, SC. THIS AREA IS PRESENTLY DESIGNATED AS ORANGEBURG AND CALHOUN COUNTIES ONLY. TRUSTEES ARE ALSO RESTRICTED TO SELECTING INDIVIDUALS FOR EDUCATIONAL OR SCHOLARSHIP ASSISTANCE ON BASIS OF NEED, CHARACTER AND ABILITY. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (63 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALDERSGATE SPECIAL NEEDS MINISTRY | |||||||
| 4908 COLONIAL DRIVE | COLUMBIA | SC | 29203 | UNRELATED | PAID | SUPPORT SPECIAL NEEDS CHILDREN | $2,000 |
| AMERICAN AUXILLARY LEGION UNIT 4 | |||||||
| 509 CEDAR LANE | ORANGEBURG | SC | 29115 | UNRELATED | PAID | PALMETTO GIRLS STATE | $2,310 |
| BENEDICT COLLEGE | |||||||
| 1600 HARDEN STREET | COLUMBIA | SC | 29204 | UNRELATED | PAID | STUDENTS SCHOLARSHIP ASST | $1,500 |
| CALHOUN COUNTY MUSEUM | |||||||
| 313 BUTLER STREET | ST MATTHEWS | SC | 29135 | UNRELATED | PAID | LOCAL HISTORY MUSEUM | $3,000 |
| CALHOUN COUNTY PUBLIC SCHOOLS | |||||||
| 125 HERLONG AVENUE | ST MATTHEWS | SC | 29135 | UNRELATED | PAID | CLASSROOM ENRICHMENT PROJECT | $9,805 |
| CAMP HAPPY DAYS | |||||||
| 1622 ASHLEY HALL ROAD | CHARLESTON SC | SC | 29407 | UNRELATED | PAID | SUMMER CAMP FOR CHILDREN | $8,000 |
| CHARLESTON SOUTHERN UNIVS | |||||||
| 9200 UNIVERSITY BLVD | CHARLESTON | SC | 29406 | UNRELATED | PAID | STUDENT SCHOLARSHIPS | $1,500 |
| CHILD EVANGELISM FELLOWSHIP | |||||||
| 382 BROUGHTON STREET | ORANGEBURG | SC | 29115 | UNRELATED | PAID | REACHING CHILDREN THROUGH EVANGELISM | $1,000 |
| CITY OF ORANGEBURG | |||||||
| PO DRAWER 1321 | ORANGEBURG | SC | 29116 | UNRELATED | PAID | CITY COMMUNITY PROJECTS | $53,700 |
| CLAFIN UNIVERSITY | |||||||
| 400 MAGNOLIA STREET | ORANGEBURG | SC | 29115 | UNRELATED | PAID | STUDENTS SCHOLARSHIP ASST | $30,500 |
| CLEMSON UNIVERSITY | |||||||
| 105 SIKES HALL | CLEMSON | SC | 29634 | UNRELATED | PAID | 15 STUDENTS SCHOLARSHIP ASST | $8,000 |
| COASTAL CAROLINA UNIV | |||||||
| PO BOX 261954 | CONWAY | SC | 29528 | UNRELATED | PAID | STUDENTS SCHOLARSHIP ASST | $1,500 |
| COLLEGE OF CHARLESTON | |||||||
| 66 GEORGE ST | CHARLESTON | SC | 29424 | UNRELATED | PAID | STUDENTS SCHOLARSHIP ASST | $3,500 |
| DORA | |||||||
| PO BOX 808 | ORANGEBURG | SC | 29116 | UNRELATED | PAID | CITY PROJECTS | $2,845 |
| FELLOWSHIP OF CHRISTIAN | |||||||
| PO BOX 7001 | ORANGEBURG | SC | 29117 | UNRELATED | PAID | OPERATIONS OF ORGANIZATION | $5,000 |
| FRANCIS MARION UNIV | |||||||
| PO BOX 100547 | FLORENCE | SC | 29501 | UNRELATED | PAID | STUDENTS SCHOLARSHIP ASST | $1,500 |
| GREENVILLE TECHNICAL COLLEGE | |||||||
| 506 S PLEASANTBURG DR | GREENVILLE | SC | 29607 | UNRELATED | PAID | STUDENT SCHOLARSHIP ASSISTANCE | $1,000 |
| LANDER UNIVERSITY | |||||||
| 320 STANLEY AVENUE | GREENWOOD | SC | 29649 | UNRELATED | PAID | STUDENTS SCHOLARSHIP ASSISTANCE | $1,500 |
| MIDLANDS TECHNICAL COLLEGE | |||||||
| 316 S BELTLINE BLVD | COLUMBIA | SC | 29205 | UNRELATED | PAID | STUDENTS SCHOLARSHIP ASSISTANCE | $4,000 |
| MORRIS COLLEGE | |||||||
| 100 WEST COLLEGE STREET | SUMTER | SC | 29150 | UNRELATED | PAID | STUDENT SCHOLARSHIPS | $1,000 |
| NEWBERRY COLLEGE | |||||||
| 2100 COLLEGE STREET | NEWBERRY | SC | 29108 | UNRELATED | PAID | STUDENTS SCHOLARSHIP ASSISTANCE | $2,500 |
| NORTH CAROLINA A&T STATE UNIVERSITY | |||||||
| 1601 E MARKET ST | GREENSBORO | NC | 27411 | UNRELATED | PAID | STUDENT SCHOLARSHIP ASSISTANCE | $1,000 |
| NORTH HIGH SCHOOL | |||||||
| 692 CROMER AVENUE | NORTH | SC | 29112 | UNRELATED | PAID | CLASSROOM ENRICHMENT PROJECT | $360 |
| OBURG BOYS & GIRLS CLUB | |||||||
| PO BOX 2783 | ORANGEBURG | SC | 29116 | UNRELATED | PAID | OPERATING EXPENSES | $22,000 |
| OBURG CO COUNCIL ON AGING | |||||||
| PO BOX 1301 | ORANGEBURG | SC | 29116 | UNRELATED | PAID | MEALS ON WHEELS | $10,000 |
| OBURG CO LIBRARY | |||||||
| PO BOX 1367 | ORANGEBURG | SC | 29116 | UNRELATED | PAID | SUMMER READING PROGRAM | $1,200 |
| OBURG FINE ARTS CENTER | |||||||
| PO BOX 2106 | ORANGEBURG | SC | 29116 | UNRELATED | PAID | ASSISTANCE WITH OPERATING EXPENSES | $15,000 |
| OC TECHNICAL COLLEGE | |||||||
| 3250 ST MATTHEWS RD | ORANGEBURG | SC | 29118 | UNRELATED | PAID | STUDENTS SCHOLARSHIP ASST | $5,018 |
| ORANGEBURG CALHOUN FREE MEDICAL | |||||||
| PO BOX 505 | ORANGEBURG | SC | 29115 | UNRELATED | PAID | PROVIDE MEDICAL CARE TO LOW-INCOME | $2,000 |
| ORANGEBURG CHRISTIAN ACADEMY | |||||||
| 1842 JOE S JEFFORDS HWY | ORANGEBURG | SC | 29115 | UNRELATED | PAID | CLASSROOM ENRICHMENT | $5,000 |
| ORANGEBURG COMMUNITY OF CHARACTER | |||||||
| PO BOX 593 | ORANGEBURG | SC | 29116 | UNRELATED | PAID | COMMUNITY SERVICES | $3,500 |
| ORANGEBURG SCHOOL DISTRICTS | |||||||
| 578 ELLIS AVE | ORANGEBURG | SC | 29115 | UNRELATED | PAID | SCHOOL PROGRAMS | $21,724 |
| ORANGEBURG TOUCHDOWN CLUB | |||||||
| PO BOX 1889 | ORANGEBURG | SC | 29116 | UNRELATED | PAID | PROMOTE LOCAL ATHLETES | $370 |
| POST 4 - AMERICAN LEGION | |||||||
| PO BOX 1511 | ORANGEBURG | SC | 29116 | UNRELATED | PAID | BASEBALL PROGRAM | $4,000 |
| PRESBYTERIAN COLLEGE | |||||||
| 503 S BROAD STREET | CLINTON | SC | 29325 | UNRELATED | PAID | STUDENT SCHOLARSHIP ASSISTANCE | $500 |
| SAMARITAN HOUSE | |||||||
| PO BOX 2384 | ORANGEBURG | SC | 29116 | UNRELATED | PAID | PROGRAM OPERATIONS | $7,500 |
| SC STATE UNIVERSITY | |||||||
| 300 COLLEGE STREET | ORANGEBURG | SC | 29117 | UNRELATED | PAID | STUDENTS SCHOLARSHIP ASST | $8,000 |
| ST ANDREWS UNITED METHODIST CHURCH | |||||||
| 2600 ASHLAND ROAD | COLUMBIA | SC | 29210 | UNRELATED | PAID | SHEPHARD'S CENTER | $5,000 |
| THE CITADEL | |||||||
| 1714 COLLEGE STREET | CHARLESTON | SC | 29409 | UNRELATED | PAID | STUDENTS SCHOLARSHIP ASST | $1,000 |
| THE SALVATION ARMY | |||||||
| 813 NOTTINGHAM STREET | ORANGEBURG | SC | 29115 | UNRELATED | PAID | PURCHASE OF GIFTS FOR CHILDREN | $8,000 |
| THE TECHNOLOGY CENTER | |||||||
| 3720 MAGNOLIA STREET | ORANGEBURG | SC | 29115 | UNRELATED | PAID | SEND STUDENTS TO NBSE CONFERENCE | $1,500 |
| TOYS FOR TOTS | |||||||
| PO BOX 2681 | ORANGEBURG | SC | 29116 | UNRELATED | PAID | PROVIDE TOYS FOR CHILDRENS | $1,000 |
| UNIV OF SOUTH CAROLINA | |||||||
| 1714 COLLEGE STREET | COLUMBIA | SC | 29208 | UNRELATED | PAID | STUDENTS SCHOLARSHIP ASST | $15,000 |
| USC - AIKEN | |||||||
| 471 UNIVERSITY PARKWAY | AIKEN | SC | 29801 | UNRELATED | PAID | STUDENTS SCHOLARSHIP ASST | $11,500 |
| USC - UPSTATE | |||||||
| 800 UNIVERSITY WAY | SPARTANBURG | SC | 29303 | UNRELATED | PAID | STUDENTS SCHOLARSHIP ASST | $2,000 |
| WINTHROP UNIVERSITY | |||||||
| 119 TILLMAN HALL | ROCKHILL | SC | 29733 | UNRELATED | PAID | STUDENTS SCHOLARSHIP ASST | $4,500 |
| CALHOUN ACADEMY | |||||||
| 81 ACADEMY ROAD | ST MATTHEWS | SC | 29135 | UNRELATED | PAID | CLASSROOM ENRICHMENT PROJECTS | $7,400 |
| EDISTO HIGH SCHOOL | |||||||
| 500 R M FOSTER ROAD | CORDOVA | SC | 29039 | UNRELATED | PAID | FBLA | $500 |
| NAACP YOUTH COUNCIL | |||||||
| 110 LINDA LANE | ORANGEBURG | SC | 29115 | UNRELATED | PAID | NATIONAL COMPETITION | $3,000 |
| ORANGEBURG PART-TIME PLAYERS | |||||||
| PO BOX 1291 | ORANGEBURG | SC | 29116 | UNRELATED | PAID | ROOF REPAIRS | $3,000 |
| ORANGEBURG PREP | |||||||
| 2651 NORTH ROAD | ORANGEBURG | SC | 29118 | UNRELATED | PAID | CLASSROOM ENRICHMENT PROJECTS | $8,000 |
| ORANGEBURG TRACK CLUB | |||||||
| 1195 ST MATTHEWS ROAD | ORANGEBURG | SC | 29116 | UNRELATED | PAID | TRACK MEET EXPENSES | $2,000 |
| POSITEEN | |||||||
| 349 SUMMERS AVENUE | ORANGEBURG | SC | 29115 | UNRELATED | PAID | TUTORIAL SERVICES | $2,500 |
| SANDY RUN ELEMENTARY | |||||||
| 450 STATE ROAD S-9-353 | SWANSEA | SC | 29160 | UNRELATED | PAID | CLASSROOM ENRICHMENT PROJECTS | $4,251 |
| SHERIDAN ELEMENTARY SCHOOL | |||||||
| 1139 HILLSBORO ROAD | ORANGEBURG | SC | 29115 | UNRELATED | PAID | MEDIA CENTER GRANT | $1,000 |
| COLUMBIA COLLEGE | |||||||
| 1301 COLUMBIA COLLEGE DR | COLUMBIA | SC | 29203 | UNRELATED | PAID | STUDENT SCHOLARSHIP ASSISTANCE | $2,000 |
| PAINE COLLEGE | |||||||
| 1235 15 ST | AUGUSTA | GA | 30901 | UNRELATED | PAID | STUDENT SCHOLARSHIP ASSISTANCE | $500 |
| PALMETTO SCHOOL OF CAREER DEVELOPME | |||||||
| 7001 ST ANDREWS RD 5 | COLUMBIA | SC | 29212 | UNRELATED | PAID | STUDENT SCHOLARSHIP ASSISTANCE | $500 |
| SYRACUSE UNIVERSITY | |||||||
| 900 SOUTH CROUSE AVE | SYRACUSE | NY | 13244 | UNRELATED | PAID | STUDENT SCHOLARSHIP ASSISTANCE | $1,000 |
| TRI-COUNTY TECHNICAL COLLEGE | |||||||
| 7900 US-76 | PENDLETON | SC | 29670 | UNRELATED | PAID | STUDENT SCHOLARSHIP ASSISTANCE | $1,000 |
| TRIDENT TECHNICAL COLLEGE | |||||||
| 7000 RIVERS AVE | NORTH CHARLESTON | SC | 29406 | UNRELATED | PAID | STUDENT SCHOLARSHIP ASSISTANCE | $500 |
| USC - BEAUFORT | |||||||
| 801 CARTERET STREET | BEAUFORT | SC | 29902 | UNRELATED | PAID | STUDENT SCHOLARSHIP ASSISTANCE | $500 |
| ORANGEBURG LADY CLUB VOLLEYBALL | |||||||
| 397 MEDWAY DRIVE | ORANGEBURG | SC | 29118 | UNRELATED | PAID | CLUB VOLLEYBALL TEAM | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $343,983 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,279 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $224,457 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$13,260 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $230,736 | ExclusionAmt |
| Related Or Exempt Function Incm | -$13,260 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $217,476 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $1,955 | Amt |
| Net Investment Income | $489 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,466 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| COMPUTER | 2005-07-31 | $1,223 | $1,223 | 200DB | 5.0000 | |
| PRINTER | 2005-09-01 | $514 | $514 | 200DB | 5.0000 | |
| OFFICE EQUIPMENT | 2005-08-01 | $1,711 | $1,711 | 200DB | 5.0000 | |
| FILES | 2005-07-01 | $425 | $425 | 200DB | 7.0000 | |
| COMPUTER | 2009-07-01 | $1,026 | $1,026 | 200DB | 5.0000 | |
| COPIER | 2013-10-04 | $5,350 | $3,508 | 200DB | 7.0000 | $526 |
| COMPUTER | 2014-03-12 | $1,179 | $708 | 200DB | 5.0000 | $188 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| FRANKLIN INCOME CL A | 2006-08 | PURCHASE | 2015-12 | $74,960 | $88,742 | -$13,782 |
| INTERMEDIATE BOND FUND OF AMERICAN C | 2006-12 | PURCHASE | 2015-03 | $49,980 | $49,852 | $128 |
| WESTROCK COMPANY | 2006-07 | PURCHASE | 2015-07 | $60 | $8 | $52 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (37 entries)
| StockStockNm | EOYFMVEOYFMVAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| 343 - ALCATEL LUCENT | $1,314 | |
| 1079 ACCO BRANDS | $7,693 | |
| 988 COMCAST CORP | $55,753 | |
| 2080 SPECTRA | $49,795 | |
| 4 VISTEON CORP | $229 | |
| 720 CHEMOURS | $3,859 | $1,089 |
| 1000 - ENERGIZER HLDS NEW | $34,060 | $717 |
| 2552 - WESTROCK | $116,422 | $24,773 |
| 2 - VISTEON CORP | $229 | $301 |
| 1000 - EDGEWELL PERSONAL CARE | $78,370 | $1,678 |
| 506 - EASTMAN CHEMICAL | $34,160 | $6,687 |
| 2600 - FORD MTR CO DEL | $36,634 | $7,356 |
| 623 - AMERICAN ELECTRIC POWER INC | $36,302 | $14,642 |
| 20,000 - BP CAP MKT - 4.75% | $21,424 | $20,253 |
| 20,000 - WELLS FARGO - 4.125% | $20,561 | $20,261 |
| 3600 - DU PONT EI DE NEMOURS & CO | $239,760 | $20,331 |
| 3273 - WESTVACO CORPORATION | ||
| 25000 - UNITED STS STL - 6.05% | $20,250 | $25,761 |
| 25000 - ANADARKO PETROLEUM - 5.95% | $25,607 | $25,895 |
| 25000 - CHESAPEAKE ENERGY - 6.50% | $12,250 | $25,913 |
| 9600 - JOHNSON & JOHNSON | $986,112 | $28,576 |
| 4800 - EXXON MOBIL CORP | $374,160 | $31,940 |
| 1643 - AT&T CORP | $56,536 | $32,502 |
| 4000 - SCANA CORP | $241,960 | $36,573 |
| 2200 - KELLOGG COMPANY | $158,994 | $37,061 |
| 1800 - JC PENNEY | $11,988 | $38,303 |
| 2605 - DUKE ENERGY | $185,971 | $45,920 |
| 1300 - GENERAL ELECTRIC | $40,495 | $49,890 |
| 1700 - MICROSOFT CORP | $94,316 | $50,665 |
| 12000 - COCA COLA | $515,520 | $52,062 |
| 597 - WELLS FARGO | $32,453 | $55,911 |
| 2400 - INTERNATIONAL BUSINESS MACHIN | $330,288 | $61,872 |
| 4837 - BOND FUND OF AMERICA | $60,894 | $65,230 |
| 16272 - AMERICAN HIGH INC TRUST | $152,146 | $205,494 |
| 14848 - INTERMEDIATE BOND FUND | $199,406 | $200,148 |
| 29134 - TEMPLETON GROWTH FUND | $638,333 | $741,194 |
| 636473 - FRANKLIN INCOME CLASS A | $1,336,594 | $1,623,264 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OFFICE EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $11,427 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $9,828 | AccumulatedDepreciationAmt |
| Book Value | $1,599 | BookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| OFFICE SUPPLIES | $896 | $224 | $672 |
| INSURANCE | $1,244 | $311 | $933 |
| PRIZES & AWARDS | $1,000 | $1,000 | |
| BANK CHARGES | $5 | $5 | |
| DUES & SUBSCRIPTIONS | $787 | $197 | $590 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TAXES & LICENSES | $3,662 | $3,662 |
| FOREIGN TAXES | $1,256 | $1,256 |
Comments