THE WILLIAMS BRICE EDWARDS CHARITABLE TRUST: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE WILLIAMS BRICE EDWARDS CHARITABLE TRUST (EIN 57-6105891)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-11
- IRS object ID
- 201231329349100348
- Schema version
- 2011v1.2
- 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
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-11T10:35:03-04:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILSON MACEWEN & CO CPA'S | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 BROAD STREET | AddressLine1 |
| City | SUMTER | City |
| State | SC | State |
| ZIP Code | 29150 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 576105891 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WILLIAMS BRICE EDWARDS CHARITABLE TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % PHILIP L EDWARDS | InCareOfName |
| Name Control | WILL | NameControl |
| Phone | 8037739062 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 MASON CROFT | AddressLine1 |
| City | SUMTER | City |
| State | SC | State |
| ZIP Code | 29150 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PHILIP L EDWARDS | Name |
| Title | TRUSTEE | Title |
| Date Signed | 2012-05-05 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8037735407 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 3919664 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 50000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 302 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 302 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 302 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 58471 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 58471 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 58471 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 10662 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 780661 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 10662 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 119435 | TotalRevenueAndExpenses |
| Total Net Investment Income | 69435 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 58773 | TotalAdjustedNetIncome |
| Taxes Rev And Expnss | 639 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 639 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 639 | TaxesAdjNetIncm |
| Other Expenses Rev And Expnss | 397 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 397 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 397 | OtherExpensesAdjNetIncm |
| Tot Opr Expenses Rev And Expnss | 1036 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1036 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 1036 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 250000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 250000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 251036 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1036 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 1036 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 250000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -131601 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 68399 | NetInvestmentIncome |
| Adjusted Net Income | 57737 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 197073 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 65471 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 65471 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 5088810 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 5088810 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 3854193 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 5285883 | TotalAssetsBOY |
| Total Assets EOY | 5154281 | TotalAssetsEOY |
| Total Assets EOYFMV | 3919664 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 5377632 | CapitalStockBOY |
| Capital Stock EOY | 5285883 | CapitalStockEOY |
| Retained Earnings BOY | -91749 | RetainedEarningsBOY |
| Retained Earnings EOY | -131602 | RetainedEarningsEOY |
| Total Net Assets BOY | 5285883 | TotalNetAssetsBOY |
| Total Net Assets EOY | 5154281 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 5285883 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 5154281 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 5285883 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -131601 | ExcessOfRevenueOverExpenses |
| Subtotal | 5154282 | Subtotal |
| Other Decreases | 1 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 5154281 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| JOHN HANCOCK | 2011-03-03 | 2011-12-09 | 17167 | 20022 | -2855 | -2855 |
| JOHN HANCOCK | 2010-03-09 | 2011-12-09 | 747475 | 749977 | -2502 | -2502 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 10662 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions Year1 | 239378 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3668426 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.065254 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 259178 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3709853 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.069862 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 305800 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 5012451 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.061008 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 329717 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 6187932 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.053284 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 310695 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 5652447 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.054966 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.304374 | TotalDistributionRatio |
| Average Distribution Ratio | 0.060875 | AverageDistributionRatio |
| Net Noncharitable Assets | 3905229 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 237731 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 684 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 238415 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 250000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 684 | InvestmentIncomeExciseTax |
| Subtotal | 684 | Subtotal |
| Tax Based On Investment Income | 684 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Penalty For Underpayment | 15 | PenaltyForUnderpayment |
| Tax Due | 699 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | false | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHILIP L EDWARDS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8037739062 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SUMTER SC | AddressLine1 |
| City | SUMTER | City |
| State | SC | State |
| ZIP Code | 29150 | ZIPCode |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| 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 Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | USC SUMTER | Description1 |
| Expenses1 | 150000 | Expenses1 |
| Description2 | TUOMEY FOUNDATION | Description2 |
| Expenses2 | 50000 | Expenses2 |
| Description3 | FRIENDS OF SWAN LAKE GARDENS | Description3 |
| Expenses3 | 50000 | Expenses3 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 3833427 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 131272 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3964699 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 3964699 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 59470 | CashDeemedCharitable |
| Net Noncharitable Assets | 3905229 | NetNoncharitableAssets |
| Minimum Investment Return | 195261 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 195261 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 684 | TaxBasedOnInvestmentIncome |
| Total Tax | 684 | TotalTax |
| Distributable Amount Before Adj | 194577 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 194577 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 194577 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 250000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 250000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 684 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 249316 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 194577 | DistributableAmountAsAdjusted |
| Prior Year1 | 2009 | PriorYear1 |
| Prior Year2 | 2008 | PriorYear2 |
| Prior Year3 | 2007 | PriorYear3 |
| Excess Distri Carryover Year5 | 30549 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 24336 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 56353 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 75329 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 57201 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 243768 | TotalExcessDistriCarryover |
| Qualifying Distributions | 250000 | QualifyingDistributions |
| Applied To Current Year | 194577 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 55423 | RemainingDistriFromCorpus |
| Total Corpus | 299191 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 30549 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 268642 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 24336 | ExcessFromYear4 |
| Excess From Year3 | 56353 | ExcessFromYear3 |
| Excess From Year2 | 75329 | ExcessFromYear2 |
| Excess From Year1 | 57201 | ExcessFromYear1 |
| Excess From Current Year | 55423 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PHILIP L EDWARDS | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | PHILIP L EDWARDS | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 MASON CROFT | AddressLine1 |
| City | SUMTER | City |
| State | SC | State |
| ZIP Code | 29150 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 8037735407 | RecipientPhoneNumber |
| Form And Info And Materials | NO SPECIFIC REQUIREMENTS | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| USC-SUMTER | ||||||
| 1600 HAMPTON STREET | COLUMBIA | SC | 29208 | CHARITABLE | SPECIAL PROJECT | $150,000 |
| TUOMEY FOUNDATION | ||||||
| 115 N SUMTER STREET | SUMTER | SC | 29150 | CHARITABLE | SPECIAL PROJECT | $50,000 |
| FRIENDS OF SWAN LAKE GARDENS | ||||||
| PO BOX 7426 | SUMTER | SC | 29151 | CHARITABLE | SPECIAL PROJECT | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 250000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $302 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $58,471 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $10,662 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $69,435 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 69435 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | PHILIP L EDWARDS | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 MASON CROFT | AddressLine1 |
| City | SUMTER | City |
| State | SC | State |
| ZIP Code | 29150 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 50000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (10 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| GENERAL ELECTRIC | 18724 | 42984 |
| 32400 SHARES-LOUISIANA PACIFIC | 759312 | 261468 |
| 800 SHARES WALMART | 10830 | 47808 |
| SYNOVUS | 870799 | 121290 |
| PLUM CREEK TIMBER | 113502 | 348600 |
| PROGRESS ENERGY | 491189 | 616220 |
| TOTAL SYSTEM SERVICES | 1107890 | 814224 |
| BLACKROCK EQUITY | 750000 | 749169 |
| EATON VANCE LARGE CAP | 966564 | 852430 |
| JOHN HANCOCK LARGE CAP |
Land Etc Schedule2 LandEtcSchedule2
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ROUNDING | Description |
| Amount | $1 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| DUES | 250 | 250 | 250 |
| WIRE FEE | 22 | 22 | 22 |
| BROKERAGE FEE | 125 | 125 | 125 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | Category |
| Amount | $639 | Amount |
| Net Investment Income | 639 | NetInvestmentIncome |
| Adjusted Net Income | 639 | AdjustedNetIncome |