DAWN LAUREL FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DAWN LAUREL FOUNDATION (EIN 47-3518399)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-11
- IRS object ID
- 202513159349101606
- Schema version
- 2024v5.0
- 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 Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-11T14:09:56-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 570661343 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNINGS COOK & CO CPA'S PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 25937 | AddressLine1Txt |
| City | GREENVILLE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29616 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 473518399 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAWN LAUREL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAWN | BusinessNameControlTxt |
| Phone | 8644095635 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 216 KINGS WAY | AddressLine1Txt |
| City | CLEMSON | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29631 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARCH C MAGUIRE | PersonNm |
| Person Title | SEC, DIR, CO-PRES | PersonTitleTxt |
| Phone | 8644095635 | PhoneNum |
| Signature | 2025-11-04 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER M LITTRELL | PreparerPersonNm |
| PTIN | P00435232 | PTIN |
| Phone | 8642974700 | PhoneNum |
| Preparation | 2025-11-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $31,783,011 | 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 | $96,992 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $96,992 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $96,992 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,156,015 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,156,015 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,156,015 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $630,077 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,862,868 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $630,077 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,883,084 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,883,084 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,253,007 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $15,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,900 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $81,649 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $81,649 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $89,555 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $54,555 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $187,004 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $144,104 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,471,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,471,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,658,004 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $144,104 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,471,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $225,080 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,738,980 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,253,007 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $434,187 | CashBOYAmt |
| Cash EOY | $2,662,299 | CashEOYAmt |
| Cash EOYFMV | $2,662,301 | CashEOYFMVAmt |
| US Government Obligations BOY | $1,858,274 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $499,766 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $502,415 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,210,974 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,038,135 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,984,776 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $24,642,703 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $24,171,018 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $26,633,519 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $28,146,138 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,371,218 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $31,783,011 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $28,146,138 | RetainedEarningBOYAmt |
| Retained Earning EOY | $28,371,218 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $28,146,138 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $28,371,218 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,146,138 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,371,218 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $28,146,138 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $225,080 | ExcessRevenueOverExpensesAmt |
| Subtotal | $28,371,218 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $28,371,218 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| RAYMOND JAMES - ST | P | 2024-01-01 | 2024-12-31 | $463,161 | $463,511 | -$350 | -$350 |
| RAYMOND JAMES - LT | P | 2023-01-01 | 2024-12-31 | $7,194,406 | $6,769,280 | $425,126 | $425,126 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $630,077 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24,172 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $24,172 | SubtotalAmt |
| Tax Based On Investment Income | $24,172 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $28,066 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $33,066 | TotalPaymentsAndCreditsAmt |
| Overpayment | $8,894 | OverpaymentAmt |
| Applied To ES Tax | $8,894 | AppliedToESTaxAmt |
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 |
| Org Report Or Register State | DE | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | MARCH C MAGUIRE | IndividualWithBooksNm |
| Phone | 8644095635 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 216 KINGS WAY | AddressLine1Txt |
| City | CLEMSON | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29631 | 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 |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| MARCH C MAGUIRE | ||||||||
| 216 KINGS WAY | CLEMSON | SC | 29631 | SEC, DIR, CO | 1.00 | $0 | $0 | $0 |
| KRISTIN LYNN MAGUIRE | ||||||||
| 216 KINDS WAY | CLEMSON | SC | 29631 | DIR, CO-PRES | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RAYMOND JAMES ASSOCIATES | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 FALLS PARK DRIVE STE 600 | AddressLine1Txt |
| City | GREENVILLE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADV | ServiceTypeTxt |
| Compensation | $81,649 | CompensationAmt |
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 | $30,966,626 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,689,809 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $32,656,435 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $32,656,435 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $489,847 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $32,166,588 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,608,329 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,608,329 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,172 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24,172 | TotalTaxAmt |
| Distributable Before Adj | $1,584,157 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,584,157 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,584,157 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,471,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,471,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,584,157 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $809,684 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,471,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $809,684 | AppliedToYear1Amt |
| Applied To Current Year | $661,316 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $922,841 | UndistributedIncomeCYAmt |
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 (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CTR FOR LAW & JUSTICE | |||||||
| PO BOX 64429 | VIRGINIA BEACH | VA | 23464 | N/A | PC | GENERAL FUND | $20,000 |
| ANDERSON LIFE CRISIS PREGNANCY CTR | |||||||
| PO BOX 6161 | ANDERSON | SC | 29623 | N/A | PC | GENERAL FUND | $30,000 |
| ASHEVILLE CHRISTIAN ACADEMY | |||||||
| 74 RIVERWOOD ROAD | SWANNANOA | NC | 28778 | N/A | PC | GENERAL FUND | $20,000 |
| BLUE RIDGE BROADCASTING | |||||||
| PO BOX 159 | BLACK MOUNTAIN | NC | 28711 | N/A | PC | GENERAL FUND | $15,000 |
| BOB JONES UNIV MUSEUM & GALLERY | |||||||
| 1700 WADE HAMPTON BLVD | GREENVILLE | SC | 29614 | N/A | PC | GENERAL FUND | $25,000 |
| BON SECOURS-ST FRANCIS FOUNDATION | |||||||
| ONE SAINT FRANCIS DRIVE | GREENVILLE | SC | 29680 | N/A | PC | GENERAL FUND | $100,000 |
| BROOKS CTR FOR THE PERFORMING ARTS | |||||||
| 221 BROOKS CTRBOX 340525 | CLEMSON | SC | 29634 | N/A | PC | GENERAL FUND | $25,000 |
| CLEMSON COMMUNITY CARE INC | |||||||
| PO BOX 271 | CLEMSON | SC | 29631 | N/A | PC | GENERAL FUND | $5,000 |
| CLEMSON COMMUNITY CHURCH | |||||||
| 1004 ANDERSON HIGHWAY | PENDLETON | SC | 29670 | N/A | PC | GENERAL FUND | $50,000 |
| CLEMSON FREE CLINIC | |||||||
| PO BOX 941 | CLEMSON | SC | 296330941 | N/A | PC | GENERAL FUND | $5,000 |
| CLEMSON MEALS ON WHEELS INC | |||||||
| PO BOX 1415 | CLEMSON | SC | 29633 | N/A | PC | GENERAL FUND | $20,000 |
| COLLINS CHILDRENS HOME | |||||||
| PO BOX 745 | SENECA | SC | 29679 | N/A | PC | GENERAL FUND | $30,000 |
| COLSON CENTER FOR CHRISTIAN WORLD | |||||||
| PO BOX 62160 | COLORADO SPRINGS | CO | 80962 | N/A | PC | GENERAL FUND | $20,000 |
| DAVID'S TABLE INC | |||||||
| 18 ALDRIDGE DRIVE | GREENVILLE | SC | 29607 | N/A | PC | GENERAL FUND | $10,000 |
| DR JAMES DOBSON FAMILY INSTITUTE | |||||||
| 540 ELKTON DR STE 201 | COLORADO SPRINGS | CO | 80907 | N/A | PC | GENERAL FUND | $100,000 |
| DREAM CENTER OF PICKENS CO | |||||||
| PO BOX 203 | EASLEY | SC | 29641 | N/A | PC | GENERAL FUND | $75,000 |
| EMERSON ROSE HEART FOUNDATION | |||||||
| PO BOX 935 | CLEMSON | SC | 29633 | N/A | PC | GENERAL FUND | $10,000 |
| FAIR PLAY CAMP SCHOOL INC | |||||||
| 347 WILDERNESS TRL | WESMINISTER | SC | 29693 | N/A | PC | GENERAL FUND | $25,000 |
| FELLOWSHIP FOR THE PERFORMING ARTS | |||||||
| 630 NINTH AVENUESTE 1409 | NEW YORK | NY | 10036 | N/A | PC | GENERAL FUND | $20,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 8701 LEEDS ROAD | KANSAS CITY | MO | 64129 | N/A | PC | GENERAL FUND | $20,000 |
| FOCUS ON THE FAMILY | |||||||
| 8605 EXPLORER DRIVE | COLORADO SPRINGS | CO | 80920 | N/A | PC | GENERAL FUND | $100,000 |
| FOOTHILLS CARE CENTER | |||||||
| 207 MAIN STREET | SENECA | SC | 29678 | N/A | PC | GENERAL FUND | $25,000 |
| FOOTHILLS CONSERVACY FOR PERF ARTS | |||||||
| 109 E NORTH 1ST STREET | SENECA | SC | 29678 | N/A | PC | GENERAL FUND | $4,000 |
| GREENVILLE SYMPHONY | |||||||
| 200 SOUTH MAIN STREET | GREENVILLE | SC | 29601 | N/A | PC | GENERAL FUND | $50,000 |
| HOMES OF HOPE INC | |||||||
| 3 DUNEAN ST | GREENVILLE | SC | 29611 | N/A | PC | GENERAL FUND | $10,000 |
| HOME SCHOOL LEGAL DEFENSE ASSOC | |||||||
| 1 PATRICK HENRY CIRCLE | PURCELLVILLE | VA | 20132 | N/A | PC | GENERAL FUND | $20,000 |
| LAKES AND BRIDGES CHARTER SCHOOL | |||||||
| PO BOX 1368 | EASLEY | SC | 29641 | N/A | PC | GENERAL FUND | $10,000 |
| MARYS HOUSE MINISTRY ALLIANCE | |||||||
| 430 DACUSVILLE HWY | EASLEY | SC | 29640 | N/A | PC | GENERAL FUND | $40,000 |
| NAVIGATORS | |||||||
| PO BOX 6000 | COLORADO SPRINGS | CO | 80934 | N/A | PC | GENERAL FUND | $5,000 |
| NORTH GREENVILLE UNIVERSITY | |||||||
| PO BOX 1892 | TIGERVILLE | SC | 29688 | N/A | PC | GENERAL FUND | $222,000 |
| PEACE CENTER FOUNDATION | |||||||
| 101 W BROAD STREET | GREENVILLE | SC | 29601 | N/A | PC | GENERAL FUND | $25,000 |
| PIEDMONT WOMENS CENTER | |||||||
| PO BOX 26866 | GREENVILLE | SC | 29616 | N/A | PC | GENERAL FUND | $25,000 |
| POINEER BIBLE TRANSLATOR | |||||||
| 7255 WEST CAMP WISDOM ROA | DALLAS | TX | 75236 | N/A | PC | GENERAL FUND | $10,000 |
| RABBIT ROOM INC | |||||||
| 188 FRONT ST STE 116-44 | FRANKLIN | TN | 37064 | N/A | PC | GENERAL FUND | $5,000 |
| RADIO TRAINING NETWORK | |||||||
| 2420 WADE HAMPTON BLVD | GREENVILLE | SC | 29615 | N/A | PC | GENERAL FUND | $15,000 |
| RIPPLE OF ONE INC | |||||||
| PO BOX 1807 | GREENVILLE | SC | 29679 | N/A | PC | GENERAL FUND | $75,000 |
| SAMARITANS PURSE | |||||||
| 801 BAMBOO ROAD | BOONE | NC | 28607 | N/A | PC | GENERAL FUND | $10,000 |
| SOUTH CAROLINA CITIZENS FOR LIFE | |||||||
| 1411 BARNWELL ST UNIT 3 | COLUMBIA | SC | 29201 | N/A | PC | GENERAL FUND | $50,000 |
| THE ACADEMY OF ARTS | |||||||
| PO BOX 782 | TAYLORS | SC | 29687 | N/A | PC | GENERAL FUND | $10,000 |
| THE EDISON INST DBA THE HENRY | |||||||
| 20900 OAKWOOD BOULEVARD | DEARBORN | MI | 48124 | N/A | PC | GENERAL FUND | $100,000 |
| WILDERNESS WAY CAMP SCHOOL | |||||||
| 175 CAMP SCHOOL LN | FAIR PLAY | SC | 29643 | N/A | PC | GENERAL FUND | $25,000 |
| WORLD MISSION PRAYER LEAGUE INC | |||||||
| 232 CLIFTON AVE | MINNEAPOLIS | MN | 55403 | N/A | PC | GENERAL FUND | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,471,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $96,992 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,156,015 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $630,077 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,883,084 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,883,084 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $15,800 | Amt |
| Net Investment Income | $7,900 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M COMPANY | $100,680 | $103,272 |
| BERKSHIRE HATHAWAY INC | $387,105 | $1,359,840 |
| INTEL CORP | $300,213 | $131,307 |
| JOHNSON AND JOHNSON COM | $177,815 | $277,526 |
| KENVUE INC | $53,826 | $99,619 |
| SCHWAB CHARLES CORPORATION | ||
| SOLVENTUM CORPORATION | $18,496 | $13,212 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $499,766 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $502,415 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (24 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALLSPRING ABSOLUTE RETURN | AT COST | ||
| DFA JAPANESE SMALL COMPANY | AT COST | $1,168,572 | $1,289,150 |
| FIRST EAGLE OVERSEAS FUND | AT COST | $1,080,418 | $1,023,820 |
| FIRST EAGLE GLOBAL FUND | AT COST | $1,485,948 | $1,877,739 |
| FPA CRESCENT FUND | AT COST | $1,976,666 | $2,287,860 |
| GMO BENCHMARK FREE ALLOCATION FUND | AT COST | $1,103,176 | $1,100,053 |
| GMO RESOURCES FUND CL I | AT COST | $632,497 | $507,601 |
| INVESCO FTSE RAFI | AT COST | $607,607 | $823,296 |
| ISHARES INC MSCI GBL ETF NEW | AT COST | $998,666 | $804,770 |
| ISHARES TR BLACKROCK ULTRA | AT COST | $982,573 | $983,385 |
| MORGAN STNLY EMRG MKTS FUND | AT COST | $154,673 | $148,541 |
| OAKMARK INTL FUND | AT COST | $575,073 | $813,546 |
| PIMCO ENHANCED SHORT | AT COST | ||
| SCHWAB STRATEGIC TRUST EMERG MKTS | AT COST | $1,070,030 | $1,191,050 |
| SPDR S&P GLOBAL NATURAL | AT COST | $694,911 | $867,367 |
| VANGUARD DIVIDEND | AT COST | $637,655 | $1,682,571 |
| VANGUARD FTSE EMERGING | AT COST | $1,160,389 | $1,336,526 |
| VANGUARD SHORT TERM BOND | AT COST | $2,195,831 | $2,110,012 |
| VANGUARD SHORT TERM INFLATION | AT COST | $3,291,411 | $3,183,654 |
| VANGUARD INFLATION PROTECTED FUND | AT COST | $1,665,502 | $1,646,277 |
| WISDOMTREE EMERGING | AT COST | $1,267,535 | $1,471,285 |
| WISDOMTREE INTERNATIONAL | AT COST | ||
| WISDOMTREE INTL S/C DV | AT COST | $1,121,015 | $1,146,886 |
| WISDOMTREE JAPAN S/C DIVIDEND | AT COST | $300,870 | $338,130 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT/INVESTMENT FEES | CategoryTxt |
| Amt | $81,649 | Amt |
| Net Investment Income | $81,649 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $54,555 | $54,555 |
| TAX ON NET INVESTMENT INCOME | $35,000 |
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