THE WILLIAMS BRICE EDWARDS CHARITABLE TRUST: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE WILLIAMS BRICE EDWARDS CHARITABLE TRUST (EIN 57-6105891)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-15
- IRS object ID
- 201531359349102418
- Schema version
- 2014v5.0
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-15T16:04:13-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILSON MACEWEN & CO CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 BROAD STREET | AddressLine1Txt |
| City | SUMTER | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29150 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 576105891 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WILLIAMS BRICE EDWARDS CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % PHILIP L EDWARDS | InCareOfNm |
| Business Name Control | EDWA | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 MASON CROFT | AddressLine1Txt |
| Address Line2 | Suite | AddressLine2Txt |
| City | SUMTER | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29150 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHILIP L EDWARDS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8037739062 | PhoneNum |
| Signature | 2015-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILSON M MACEWEN | PreparerPersonNm |
| PTIN | P01304554 | PTIN |
| Phone | 8037739062 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,310,118 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $200,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $173 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $173 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $173 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $102,230 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $102,230 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $102,230 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $390,854 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $466,852 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $390,854 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $693,257 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $493,257 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $102,403 | TotalAdjNetIncmAmt |
| Taxes Rev And Expnss | $3,006 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,006 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $3,006 | TaxesAdjNetIncmAmt |
| Printing And Pub Rev And Expnss | $104 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $104 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $104 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $300 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $300 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $300 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,410 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,410 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $3,410 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $214,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $214,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $217,410 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,410 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $3,410 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $214,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $475,847 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $489,847 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $98,993 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $250,328 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $633,899 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $633,899 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,088,457 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,184,732 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,676,219 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,338,785 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,818,631 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,310,118 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $5,338,785 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,818,631 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,338,785 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,818,631 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,338,785 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,818,631 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,338,785 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $475,847 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,999 | OtherIncreasesAmt |
| Subtotal | $5,818,631 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,818,631 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | EATON VANCE LARGE CAP | PropertyDesc |
| Acquired | 2006-03-20 | AcquiredDt |
| Sold | 2014-05-15 | SoldDt |
| Gross Sales Price | $100,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $75,998 | CostOrOtherBasisAmt |
| Gain Or Loss | $24,002 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $24,002 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $390,854 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $205,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,146,301 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.039834 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $213,485 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,311,019 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049521 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $249,316 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,905,229 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.063842 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $239,378 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,668,426 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.065254 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $259,178 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,709,853 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.069862 | DistributionYr5Rt |
| Total Distribution | 0.288313 | TotalDistributionRt |
| Average Distribution | 0.057663 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,752,930 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $331,731 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,898 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $336,629 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $214,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,797 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,797 | SubtotalAmt |
| Tax Based On Investment Income | $9,797 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $9,797 | TaxDueAmt |
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 | 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 | false | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHILIP L EDWARDS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8037739062 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SUMTER SC | AddressLine1Txt |
| City | SUMTER | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29150 | ZIPCd |
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 |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|
| PHILIP L EDWARDS | ||||||
| 110 MASON CROFT | SUMTER | SC | 29150 | TRUSTEE | 0 | $0 |
| FLORENCE M ERVIN | ||||||
| 1102 CHEROKEE ROAD | FLORENCE | SC | 29501 | TRUSTEE | 0 | $0 |
| FRANK O EDWARDS | ||||||
| 20 HUNTERS POINT | SUMTER | SC | 29150 | TRUSTEE | 0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | YMCA | Description1Txt |
| Description2 | SUMTER COUNTY MUSEUM FOUNDATION | Description2Txt |
| Description3 | SUMTER COUNTY MUSEUM | Description3Txt |
| Description4 | COVENANT PLACE | Description4Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,670,724 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $169,814 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,840,538 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,840,538 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $87,608 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,752,930 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $287,647 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $287,647 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,797 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,797 | TotalTaxAmt |
| Distributable Before Adj | $277,850 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $277,850 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $277,850 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $214,000 | 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 | $214,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $214,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $277,850 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $75,329 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $57,201 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $55,423 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $187,953 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $214,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $214,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $63,850 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $63,850 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $124,103 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $11,479 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $112,624 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $57,201 | ExcessFromYear4Amt |
| Excess From Year3 | $55,423 | ExcessFromYear3Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PHILIP L EDWARDS | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PHILIP L EDWARDS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 MASON CROFT | AddressLine1Txt |
| City | SUMTER | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29150 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8037735407 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC REQUIREMENTS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | ||||||
| 1155 GUIGNARD DRIVE | SUMTER | SC | 29150 | PC | SPECIAL PROJECT | $5,000 |
| SUMTER CHAMBER OF COMMERCE FOUNDATION | ||||||
| 32 E CALHOUN STREET | SUMTER | SC | 29150 | PC | SPECIAL PROJECT | $30,000 |
| YMCA | ||||||
| 510 MILLER ROAD | SUMTER | SC | 29150 | PC | SPECIAL PROJECT | $50,000 |
| SUMTER COUNTY MUSEUM | ||||||
| P O BOX 1456 | SUMTER | SC | 29151 | PC | SPECIAL PROJECT | $30,000 |
| SUMTER COUNTY MUSEUM FOUNDATION | ||||||
| P O BOX 1456 | SUMTER | SC | 29151 | PC | SPECIAL PROJECT | $88,000 |
| UNITED MINISTRIES | ||||||
| P O BOX 1017 | SUMTER | SC | 29151 | PC | SPECIAL PROJECT | $2,000 |
| MORRIS COLLEGE | ||||||
| 100 W COLLEGE STREET | SUMTER | SC | 29150 | SPECIAL PROJECT | $5,000 | |
| SALVATION ARMY | ||||||
| 21 COUNCIL STREET | SUMTER | SC | 29150 | SPECIAL PROJECT | $4,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $214,000 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $173 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $102,230 | 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 | $390,854 | 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 | $493,257 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $493,257 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | PHILIP L EDWARDS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 MASON CROFT | AddressLine1Txt |
| City | SUMTER | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29150 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $200,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GENERAL ELECTRIC | $18,724 | $60,648 |
| 32400 SHARES-LOUISIANA PACIFIC | $759,312 | $536,544 |
| 800 SHARES WALMART | $10,830 | $68,704 |
| SYNOVUS | $870,799 | $332,882 |
| PLUM CREEK TIMBER | $113,502 | $408,003 |
| PROGRESS ENERGY/DUKE | $491,189 | $800,230 |
| TOTAL SYSTEM SERVICES | $1,107,890 | $1,413,653 |
| BLACKROCK EQUITY | $850,940 | $1,137,065 |
| EATON VANCE LARGE CAP | $858,546 | $827,276 |
| WESTERN ASSET MIDDLE MARKET | $103,000 | $91,214 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUES | Desc |
| Revenue And Expenses Per Books | $300 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $300 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $300 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $3,999 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | CategoryTxt |
| Amt | $3,006 | Amt |
| Net Investment Income | $3,006 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,006 | AdjustedNetIncomeAmt |