THE WILLIAMS BRICE EDWARDS CHARITABLE TRUST: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
THE WILLIAMS BRICE EDWARDS CHARITABLE TRUST (EIN 57-6105891)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-14
IRS object ID
201431349349100903
Schema version
2013v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-05-14T08:38:51-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WILSON MACEWEN & CO CPA'SBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15 BROAD STREETAddressLine1
CitySUMTERCity
StateSCState
ZIP Code29150ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN576105891EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE WILLIAMS BRICE EDWARDS CHARITABLE TRUSTBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of% PHILIP L EDWARDSInCareOfNm
Business Name ControlWILLBusinessNameControlTxt
Phone8037739062PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1110 MASON CROFTAddressLine1
Address Line2SuiteAddressLine2
CitySUMTERCity
StateSCState
ZIP Code29150ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPHILIP L EDWARDSPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone8037735407PhoneNum
Signature2014-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWILSON M MACEWENPreparerPersonNm
Phone8037735407PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,972,607FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$200,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$78,345DividendsRevAndExpnssAmt
Dividends Net Invst Incm$78,345DividendsNetInvstIncmAmt
Dividends Adj Net Incm$78,345DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$72,263NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$104,281GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$72,263CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$350,608TotalRevAndExpnssAmt
Total Net Invst Incm$150,608TotalNetInvstIncmAmt
Total Adj Net Incm$78,345TotalAdjNetIncmAmt
Taxes Rev And Expnss$1,048TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,048TaxesNetInvstIncmAmt
Taxes Adj Net Incm$1,048TaxesAdjNetIncmAmt
Other Expenses Rev And Expnss$425OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$425OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$425OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$1,473TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,473TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$1,473TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$205,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$205,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$206,473TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,473TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$1,473TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$205,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$144,135ExcessRevenueOverExpensesAmt
Net Investment Income$149,135NetInvestmentIncomeAmt
Adjusted Net Income$76,872AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$91,833SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$250,328SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$250,328SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$5,102,775CorporateStockBOYAmt
Corporate Stock EOY$5,088,457CorporateStockEOYAmt
Corporate Stock EOYFMV$5,722,279CorporateStockEOYFMVAmt
Total Assets BOY$5,194,608TotalAssetsBOYAmt
Total Assets EOY$5,338,785TotalAssetsEOYAmt
Total Assets EOYFMV$5,972,607TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$5,194,608CapitalStockBOYAmt
Capital Stock EOY$5,338,785CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$5,194,608TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,338,785TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,194,608TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,338,785TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,194,608TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$144,135ExcessRevenueOverExpensesAmt
Other Increases$42OtherIncreasesAmt
Subtotal$5,338,785SubtotalAmt
Tot Net Ast Or Fund Balances EOY$5,338,785TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
EATON VANCE2010-06-182013-09-09$19,000$16,173$2,827$2,827
EATON VANCE2006-03-202013-12-06$20,000$15,845$4,155$4,155
FieldValueIRS element (for citing)
Capital Gain Net Income$72,263CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$213,485AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$4,311,019NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.049521DistributionYr1Rt
Adjusted Qlfy Distri Yr2$249,316AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,905,229NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.063842DistributionYr2Rt
Adjusted Qlfy Distri Yr3$239,378AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,668,426NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.065254DistributionYr3Rt
Adjusted Qlfy Distri Yr4$259,178AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,709,853NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.069862DistributionYr4Rt
Adjusted Qlfy Distri Yr5$305,800AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$5,012,451NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.061008DistributionYr5Rt
Total Distribution0.309487TotalDistributionRt
Average Distribution0.061897AverageDistributionRt
Net Vl Noncharitable Assets$5,146,301NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$318,541AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,491NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$320,032AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$205,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,983InvestmentIncomeExciseTaxAmt
Subtotal$2,983SubtotalAmt
Tax Based On Investment Income$2,983TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$23EsPenaltyAmt
Tax Due$3,006TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrfalseComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1PHILIP L EDWARDSBusinessNameLine1
FieldValueIRS element (for citing)
Phone8037739062PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1SUMTER SCAddressLine1
CitySUMTERCity
StateSCState
ZIP Code29150ZIPCode

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
PHILIP L EDWARDS
110 MASON CROFTSUMTERSC29150TRUSTEE0$0
FLORENCE M ERVIN
1102 CHEROKEE ROADFLORENCESC29501TRUSTEE0$0
FRANK O EDWARDS
20 HUNTERS POINTSUMTERSC29150TRUSTEE0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1YMCADescription1Txt
Expenses1$50,000Expenses1Amt
Description2SUMTER COUNTY MUSEUM FOUNDATIONDescription2Txt
Expenses2$40,000Expenses2Amt
Description3SUMTER COUNTY MUSEUMDescription3Txt
Expenses3$30,000Expenses3Amt
Description4COVENANT PLACEDescription4Txt
Expenses4$25,000Expenses4Amt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,224,671AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,224,671TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,224,671AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$78,370CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,146,301NetVlNoncharitableAssetsAmt
Minimum Investment Return$257,315MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$257,315MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,983TaxBasedOnInvestmentIncomeAmt
Total Tax$2,983TotalTaxAmt
Distributable Before Adj$254,332DistributableBeforeAdjAmt
Distributable Before Ded$254,332DistributableBeforeDedAmt
Distributable As Adjusted$254,332DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$205,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$205,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$205,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$254,332DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12011PriorYear1Yr
Prior Year22010PriorYear2Yr
Prior Year32009PriorYear3Yr
Excess Distribution Cyov Yr5$56,353ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$75,329ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$57,201ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$55,423ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$244,306TotalExcessDistributionCyovAmt
Qualifying Distributions$205,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$205,000AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$49,332ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$49,332ExcessDistributionCyovAppCYAmt
Total Corpus$194,974TotalCorpusAmt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$7,021ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$187,953ExcessDistriCyovToNextYrAmt
Excess From Year4$75,329ExcessFromYear4Amt
Excess From Year3$57,201ExcessFromYear3Amt
Excess From Year2$55,423ExcessFromYear2Amt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerPHILIP L EDWARDSContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonPHILIP L EDWARDSRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1110 MASON CROFTAddressLine1
CitySUMTERCity
StateSCState
ZIP Code29150ZIPCode
FieldValueIRS element (for citing)
Recipient Phone8037735407RecipientPhoneNum
Form And Info And MaterialsNO SPECIFIC REQUIREMENTSFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN RED CROSS
1155 GUIGNARD DRIVESUMTERSC29150PCSPECIAL PROJECT$3,000
COVENANT PLACE
2825 CARTER ROADSUMTERSC29150PCSPECIAL PROJECT$25,000
SUMTER CHAMBER OF COMMERCE
32 E CALHOUN STREETSUMTERSC29150PCSPECIAL PROJECT$25,000
YMCA
510 MILLER ROADSUMTERSC29150PCSPECIAL PROJECT$50,000
HABITAT FOR HUMANITY
P O BOX 2746SUMTERSC29151PCSPECIAL PROJECT$5,000
SUMTER COUNTY MUSEUM
P O BOX 1456SUMTERSC29151PCSPECIAL PROJECT$30,000
SUMTER COUNTY MUSEUM FOUNDATION
P O BOX 1456SUMTERSC29151PCSPECIAL PROJECT$40,000
UNITED MINISTRIES
P O BOX 1017SUMTERSC29151PCSPECIAL PROJECT$25,000
EMANUEL HUNGER RELIEF
421 S MAIN STREETSUMTERSC29150PCSPECIAL PROJECT$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$205,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$35ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$78,310ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$72,263ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$150,608ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$150,608TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonPHILIP L EDWARDSContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1110 MASON CROFTAddressLine1
CitySUMTERCity
StateSCState
ZIP Code29150ZIPCode
FieldValueIRS element (for citing)
Total Contributions$200,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
GENERAL ELECTRIC$18,724$67,272
32400 SHARES-LOUISIANA PACIFIC$759,312$599,724
800 SHARES WALMART$10,830$62,952
SYNOVUS$867,358$309,675
PLUM CREEK TIMBER$113,502$443,473
PROGRESS ENERGY/DUKE$491,189$661,047
TOTAL SYSTEM SERVICES$1,107,890$1,385,347
BLACKROCK EQUITY$785,108$1,042,618
EATON VANCE LARGE CAP$934,544$1,150,171

Investments Land Schedule2 InvestmentsLandSchedule2

Land Etc Schedule2 LandEtcSchedule2

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
DUES$250$250$250
BROKERAGE FEES$175$175$175

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescriptionNONTAXABLE DISTRIBUTIONSDescription
Amount$42Amount

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXCategoryTxt
Amt$1,048Amt
Net Investment Income$1,048NetInvestmentIncomeAmt
Adjusted Net Income$1,048AdjustedNetIncomeAmt

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