DICK HORNE FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
DICK HORNE FOUNDATION (EIN 23-7015996)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-05-13
IRS object ID
201321339349101282
Schema version
2012v2.1
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)
Timestamp2013-05-13T11:37:40-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1BRODIE SUMMERS & WILKES CPAS LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 584AddressLine1
CityORANGEBURGCity
StateSCState
ZIP Code291160584ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN237015996EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1DICK HORNE FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlDICKNameControl
Phone8035342096Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 306AddressLine1
CityORANGEBURGCity
StateSCState
ZIP Code29116ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameW LOUIS GRIFFITHName
TitleTREASURERTitle
Phone8035342096Phone
Date Signed2013-05-08DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameDWIGHT C SUMMERS JRName
Phone8035366866Phone
Date Prepared2013-05-07DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY6373144FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss10746InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm10746InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss230956DividendsRevAndExpnss
Dividends Net Invst Incm230956DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss-24259NetGainSaleAssetsRevAndExpnss
Gross Sales Price70044GrossSalesPrice
Total Revenue And Expenses217443TotalRevenueAndExpenses
Total Net Investment Income241702TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss43800CompOfcrDirTrstRevAndExpnss
Oth Empl Slrs Wgs Rev And Expnss5601OthEmplSlrsWgsRevAndExpnss
Oth Empl Slrs Wgs Dsbrs Chrtbl Prps104OthEmplSlrsWgsDsbrsChrtblPrps
Accounting Fees Rev And Expnss1720AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm430AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps1290AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss3805TaxesRevAndExpnss
Taxes Net Invst Incm3805TaxesNetInvstIncm
Deprec And Depletion Rev And Expnss78DeprecAndDepletionRevAndExpnss
Occupancy Rev And Expnss2400OccupancyRevAndExpnss
Occupancy Net Invst Incm600OccupancyNetInvstIncm
Occupancy Dsbrs Chrtbl Prps1800OccupancyDsbrsChrtblPrps
Trav Conf Meeting Rev And Expnss5706TravConfMeetingRevAndExpnss
Trav Conf Meeting Net Invst Incm1427TravConfMeetingNetInvstIncm
Trav Conf Meeting Dsbrs Chrtbl Prps4279TravConfMeetingDsbrsChrtblPrps
Other Expenses Rev And Expnss4231OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm734OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps3497OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss67341TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm6996TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps10970TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss269511ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps269511ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss336852TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm6996TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps280481TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-119409ExcessOfRevenueOverExpenses
Net Investment Income234706NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY602CashBOY
Cash EOY600CashEOY
Cash EOYFMV600CashEOYFMV
Savings And Temp Cash Invst BOY112701SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY89932SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV89932SavingsAndTempCashInvstEOYFMV
Prepaid Expenses BOY4800PrepaidExpensesBOY
Prepaid Expenses EOY2542PrepaidExpensesEOY
Prepaid Expenses EOYFMV2542PrepaidExpensesEOYFMV
Investments Corp Stock BOY4120314InvestmentsCorpStockBOY
Investments Corp Stock EOY4026011InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV6279570InvestmentsCorpStockEOYFMV
Land Building And Equipment Basis4899LandBuildingAndEquipmentBasis
Accum Deprec Land Bldg And Equip4809AccumDeprecLandBldgAndEquip
Land Building And Equipment BOY167LandBuildingAndEquipmentBOY
Land Building And Equipment EOY90LandBuildingAndEquipmentEOY
Land Building And Equipment EOYFMV500LandBuildingAndEquipmentEOYFMV
Total Assets BOY4238584TotalAssetsBOY
Total Assets EOY4119175TotalAssetsEOY
Total Assets EOYFMV6373144TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY4238584UnrestrictedBOY
Unrestricted EOY4119175UnrestrictedEOY
Total Net Assets BOY4238584TotalNetAssetsBOY
Total Net Assets EOY4119175TotalNetAssetsEOY
Total Liabilities Net Assets BOY4238584TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY4119175TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY4238584TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-119409ExcessOfRevenueOverExpenses
Subtotal4119175Subtotal
Total Net Assets Fund Balances EOY4119175TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year1375123QualifyingDistributionsYear1
Noncharitable Assets Year16015022NoncharitableAssetsYear1
Distribution Ratio Year10.062364DistributionRatioYear1
Qualifying Distributions Year2291550QualifyingDistributionsYear2
Noncharitable Assets Year25705203NoncharitableAssetsYear2
Distribution Ratio Year20.051102DistributionRatioYear2
Qualifying Distributions Year3243512QualifyingDistributionsYear3
Noncharitable Assets Year35270125NoncharitableAssetsYear3
Distribution Ratio Year30.046206DistributionRatioYear3
Qualifying Distributions Year4301342QualifyingDistributionsYear4
Noncharitable Assets Year45821314NoncharitableAssetsYear4
Distribution Ratio Year40.051765DistributionRatioYear4
Qualifying Distributions Year5304696QualifyingDistributionsYear5
Noncharitable Assets Year56735338NoncharitableAssetsYear5
Distribution Ratio Year50.045238DistributionRatioYear5
Total Distribution Ratio0.256675TotalDistributionRatio
Average Distribution Ratio0.051335AverageDistributionRatio
Net Noncharitable Assets4115452NetNoncharitableAssets
Adjusted Noncharitable Assets211267AdjustedNoncharitableAssets
One Percent Net Investment Income2347OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One213614AdjNonchrtblAssetsAndOnePct
Qualifying Distributions280481QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax2347InvestmentIncomeExciseTax
Subtotal2347Subtotal
Tax Based On Investment Income2347TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment2542EstTaxPaymentsAndOverpayment
Total Credits And Payments2542TotalCreditsAndPayments
Overpayment195Overpayment
Amount Credited To Next Year195AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithSCStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressNAWebsiteAddress
Books In Care Of Person NameKAREN SNELLBooksInCareOfPersonName
Books In Care Of Phone Number8035342096BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 306AddressLine1
CityORANGEBURGCity
StateSCState
ZIP Code29116ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
BERNICE TRIBBLE
598 PIKE BLVDORANGEBURGSC29115TRUSTEE1.001460000
W LOUIS GRIFFITH
312 N MEADOW DRIVEMANNINGSC29115TRUSTEE1.001460000
BUSTER SMITH
620 MIDDLETON STREETORANGEBURGSC29115TRUSTEE1.001460000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1N/ADescription1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities4073165AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances101917AvgMonthlyCashBalances
FMV All Other Noncharitable Assets3042FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets4178124TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets4178124AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable62672CashDeemedCharitable
Net Noncharitable Assets4115452NetNoncharitableAssets
Minimum Investment Return205773MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return205773MinimumInvestmentReturn
Tax Based On Investment Income2347TaxBasedOnInvestmentIncome
Total Tax2347TotalTax
Distributable Amount Before Adj203426DistributableAmountBeforeAdj
Distributable Amount Before Ded203426DistributableAmountBeforeDed
Distributable Amount As Adjusted203426DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions280481ExpensesAndContributions
Qualifying Distributions280481QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm2347OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions278134AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted203426DistributableAmountAsAdjusted
Undistributed Income Prior Year169393UndistributedIncomePriorYear
Qualifying Distributions280481QualifyingDistributions
Applied To Year1169393AppliedToYear1
Applied To Current Year111088AppliedToCurrentYear
Undistributed Income CY92338UndistributedIncomeCY

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameKAREN SNELLRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 306AddressLine1
CityORANGEBURGCity
StateSCState
ZIP Code29116ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number8035342096RecipientPhoneNumber
Form And Info And MaterialsAPPLICANTS 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.FormAndInfoAndMaterials
Submission DeadlinesAPPLICATIONS MAY BE SUBMITTED AT ANY TIME. APPLICATIONS WILL BE VOTED UPON BY THE THREE TRUSTEES WITSubmissionDeadlines
Restrictions On AwardsIN 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.RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (40 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
ALDERSGATE SPECIAL NEEDS
4908 COLONIAL DRIVECOLUMBIASC29203UNRELATEDPAIDSUPPORT SPECIAL NEEDS CHILDREN & FAM$1,000
BENEDICT COLLEGE
1600 HARDEN STREETCOLUMBIASC29204UNRELATEDPAIDSTUDENTS SCHOLARSHIP ASST$1,000
CITY OF ORANGEBURG
PO DRAWER 1321ORANGEBURGSC29116UNRELATEDPAIDCITY COMMUNITY PROJECTS$97,300
CLAFIN UNIVERSITY
400 MAGNOLIA STREETORANGEBURGSC29115UNRELATEDPAIDSTUDENTS SCHOLARSHIP ASST$10,000
CLEMSON UNIVERSITY
105 SIKES HALLCLEMSONSC29634UNRELATEDPAID15 STUDENTS SCHOLARSHIP ASST$5,000
COASTAL CAROLINA UNIV
PO BOX 261954CONWAYSC29528UNRELATEDPAIDSTUDENTS SCHOLARSHIP ASST$1,500
COLLEGE OF CHARLESTON
66 GEORGE STCHARLESTONSC29424UNRELATEDPAIDSTUDENTS SCHOLARSHIP ASST$1,500
CONVERSE COLLEGE
580 MAIN STREETSPARTANBURGSC29301UNRELATEDPAIDSTUDENTS SCHOLARSHIP ASST$500
DORA
PO BOX 808ORANGEBURGSC29116UNRELATEDPAIDCITY PROJECTS$10,600
FELLOWSHIP OF CHRISTIAN
PO BOX 7001ORANGEBURGSC29117UNRELATEDPAIDOPERATIONS OF ORGANIZATION$3,000
FRANCIS MARION UNIV
PO BOX 100547FLORENCESC29501UNRELATEDPAIDSTUDENTS SCHOLARSHIP ASST$3,000
HORRY - GEORGETOWN TECH COLLEGE
2050 HIGHWAY 501 EASTCONWAYSC29528UNRELATEDPAIDSTUDENT SCHOLARSHIP ASSISTANCE$500
LANDER UNIVERSITY
320 STANLEY AVENUEGREENWOODSC29649UNRELATEDPAIDSTUDENTS SCHOLARSHIP ASSISTANCE$1,500
MEDICAL UNIVERSITY OF SC
261 CALHOUN STREETCHARLESTONSC29425UNRELATEDPAIDSTUDENTS SCHOLARSHIP ASSISTANCE$500
NC A&T STATE UNIVERSITY
1601 EAST MARKET STREETGREENSBORONC27411UNRELATEDPAIDSTUDENTS SCHOLARSHIP ASST$500
OBURG BOYS & GIRLS CLUB
PO BOX 2783ORANGEBURGSC29116UNRELATEDPAIDTRACK TEAM OPERATING EXPENSES$12,000
OBURG CO COUNCIL ON AGING
PO BOX 1301ORANGEBURGSC29116UNRELATEDPAIDMEALS ON WHEELS$10,000
OBURG CO LIBRARY
PO BOX 1367ORANGEBURGSC29116UNRELATEDPAIDSUMMER READING PROGRAM$2,500
OBURG FINE ARTS CENTER
PO BOX 2106ORANGEBURGSC29116UNRELATEDPAIDASSISTANCE WITH OPERATING EXPENSES$35,000
OBURG SOIL & WATER DISTRI
1550 HENLEY STREETORANGEBURGSC29115UNRELATEDPAIDCONSERVATION EDUCATION$750
OC TECHNICAL COLLEGE
3250 ST MATTHEWS RDORANGEBURGSC29118UNRELATEDPAIDSTUDENTS SCHOLARSHIP ASST$1,556
ORANGEBURG PART-TIME PLAY
PO BOX 1291ORANGEBURGSC29116UNRELATEDPAIDSUPPORT OF LOCAL ARTS$11,000
ORANGEBURG SCHOOL DISTRICTS
578 ELLIS AVEORANGEBURGSC29115UNRELATEDPAIDSCHOOL PROGRAMS$10,305
POST 4 - AMERICAN LEGION
PO BOX 1511ORANGEBURGSC29116UNRELATEDPAIDSEND BOYS TO SC BOYS STATE$4,000
SAMARITAN HOUSE
PO BOX 2384ORANGEBURGSC29116UNRELATEDPAIDPROGRAM OPERATIONS$5,000
SAVANNAH COLLEGE OF ART
PO BOX 3146SAVANNAHGA31402UNRELATEDPAIDSTUDENTS SCHOLARSHIP ASST$1,000
SC STATE UNIVERSITY
300 COLLEGE STREETORANGEBURGSC29117UNRELATEDPAIDSTUDENTS SCHOLARSHIP ASST$14,500
THE CITADEL
1714 COLLEGE STREETCHARLESTONSC29409UNRELATEDPAIDSTUDENTS SCHOLARSHIP ASST$1,000
THE SALVATION ARMY
813 NOTTINGHAM STREETORANGEBURGSC29115UNRELATEDPAIDPURCHASE OF GIFTS FOR CHILDREN$2,000
THE TECHNOLOGY CENTER
3720 MAGNOLIA STREETORANGEBURGSC29115UNRELATEDPAIDSEND STUDENTS TO NBSE CONFERENCE$1,000
TRIDENT TECHNICAL COLLEGE
PO BOX 118067CHARLESTONSC29423UNRELATEDPAIDSTUDENT SCHOLARSHIP ASSISTANCE$1,000
UNIV OF SOUTH CAROLINA
1714 COLLEGE STREETCOLUMBIASC29208UNRELATEDPAIDSTUDENTS SCHOLARSHIP ASST$7,000
USC - AIKEN
471 UNIVERSITY PARKWAYAIKENSC29801UNRELATEDPAIDSTUDENTS SCHOLARSHIP ASST$4,000
USC - UPSTATE
800 UNIVERSITY WAYSPARTANBURGSC29303UNRELATEDPAIDSTUDENTS SCHOLARSHIP ASST$2,500
WINTHROP UNIVERSITY
119 TILLMAN HALLROCKHILLSC29733UNRELATEDPAIDSTUDENTS SCHOLARSHIP ASST$3,000
WOFFORD COLLEGE
429 NORTH CHURCH STREETSPARTANBURGSC29303UNRELATEDPAIDSTUDENTS SCHOLARSHIP ASSISTANCE$1,000
CHARLESTON SOUTHERN UNIVS
9200 UNIVERSITY BLVDCHARLESTONSC29406UNRELATEDPAIDSTUDENT SCHOLARSHIPS$500
MOOREHOUSE COLLEGE
830 WESTVIEW DRIVEATLANTAGA30314UNRELATEDPAIDSTUDENT SCHOLARSHIPS$500
MORRIS COLLEGE
100 WEST COLLEGE STREETSUMTERSC29150UNRELATEDPAIDSTUDENT SCHOLARSHIPS$500
SAVANNAH STATE UNIVERSITY
3219 COLLEGE STREETSAVANNAHGA31404UNRELATEDPAIDSTUDENT SCHOLARSHIPS$500
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year269511TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$10,746ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$230,956ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Related Or Exempt Function Income-24259RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$241,702ExclusionAmount
Related Or Exempt Function Income-24259RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA217443TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategory
Amount$1,720Amount
Net Investment Income430NetInvestmentIncome
Disbursements Charitable Prps1290DisbursementsCharitablePrps

Compensation Explanation CompensationExplanation

Compensation Compensation (3 entries)

BERNICE TRIBBLE
W LOUIS GRIFFITH
BUSTER SMITH

Depreciation Schedule DepreciationSchedule

Depreciation Depreciation (5 entries)

Description Of PropertyDescriptionOfPropertyDate AcquiredDateAcquiredCost Or Other BasisCostOrOtherBasisPrior Years DepreciationPriorYearsDepreciationComputation MethodComputationMethodLifeLifeCurrent Year ExpenseCurrentYearExpense
COMPUTER2005-07-3112231223200DB5.0000
PRINTER2005-09-01514514200DB5.0000
OFFICE EQUIPMENT2005-08-0117111711200DB5.0000
FILES2005-07-01425406200DB7.000019
COMPUTER2009-07-011026878200DB5.000059

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAsset (4 entries)

NameNameDate AcquiredDateAcquiredHow AcquiredHowAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceBasisBasisTotal NetTotalNet
TEMPLETON GROWTH FUND2006-12PURCHASE2012-126998094303-24323
DUKE ENERGY CORP2012-07PURCHASE2012-074646
ACCO BRANDS CORP2006-07PURCHASE2012-0477
DUKE ENERGY CORP2006-07PURCHASE2012-071111

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (40 entries)

Name Of StockNameOfStockEOYFMVEOYFMVEOY Book ValueEOYBookValue
4 - VISTEON CORP WT32
988 - COMCAST36912
2080 - SPECTRA ENERGY CORP56950
1079 - ACCO BRANDS CORP7920
4 - VISTEON CORP108301
1000 - ENERGIZER HOLDINGS799802395
343 - ALCATEL LUCENT4773839
506 - EASTMAN CHEMICAL344336687
2600 - FORD MTR CO DEL336707356
623 - AMERICAN ELECTRIC POWER INC2659014642
20,000 - BANK OF AMERICA - 5.125%2132920133
20,000 - BP CAP MKT - 4.75%2319020257
20,000 - WELLS FARGO - 4.125%2252620269
3600 - DU PONT EI DE NEMOURS & CO16192321420
2605 - DUKE ENERGY16619945920
1400 - PROGRESS ENERGY
3375 - WESTVACO CORPORATION10431124782
25,000 - MARRIOTT - 5.625%2513525478
25000 - UNITED STS STL - 6.05%2618825931
25000 - ANADARKO PETROLEUM - 5.95%2877826006
25000 - CHESAPEAKE ENERGY - 6.50%2712526261
25000 - STEEL DYNAMICS - 6.75%2531326469
9600 - JOHNSON & JOHNSON67296028576
4800 - EXXON MOBIL CORP41544031940
1643 - AT&T CORP5538632502
1800 - HEINZ H J CO10382433934
4000 - SCANA CORP18256036573
2200 - KELLOGG COMPANY12287037061
1800 - JC PENNEY3547838303
1000 - NUCOR CORP4316039415
1300 - GENERAL ELECTRIC2728749890
1700 - MICROSOFT CORP4540650665
12000 - COCA COLA43500052062
597 - WELLS FARGO2040555911
2400 - INTERNATIONAL BUSINESS MACHIN45972061872
19794 - AMERICAN HIGH INC TRUST184854205494
18546 - INTERMEDIATE BOND FUND255193250000
18706 - BOND FUND OF AMERICA241785250467
29134 - TEMPLETON GROWTH FUND566079741194
671015 - FRANKLIN INCOME CLASS A15030741712006

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtc

FieldValueIRS element (for citing)
Category Or ItemOFFICE EQUIPMENTCategoryOrItem
Cost Or Other Basis4899CostOrOtherBasis
Accumulated Depreciation4809AccumulatedDepreciation
Book Value90BookValue
EOYFMV500EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (6 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
EXPENSES
OFFICE SUPPLIES1007252755
COMMUNITY AWARDS10001000
DUES & SUBSCRIPTIONS970168802
INSURANCE1244311933
BANK CHARGES1037

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncome
TAXES & LICENSES$2,4812481
FOREIGN TAXES$1,3241324

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