DICK HORNE FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- DICK HORNE FOUNDATION (EIN 23-7015996)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-16
- IRS object ID
- 201111369349100316
- Schema version
- 2010v3.2
- 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
- Accounting Fees Schedule
- Compensation Explanation
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-16T07:58:22-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRODIE SUMMERS & WILKES CPAS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 584 | AddressLine1 |
| City | ORANGEBURG | City |
| State | SC | State |
| ZIP Code | 291160584 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237015996 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DICK HORNE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DICK | NameControl |
| Phone | 8035342096 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 306 | AddressLine1 |
| City | ORANGEBURG | City |
| State | SC | State |
| ZIP Code | 29116 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | W LOUIS GRIFFITH | Name |
| Title | TREASURER | Title |
| Phone | 8035342096 | Phone |
| Date Signed | 2011-05-10 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DWIGHT C SUMMERS JR | Name |
| Phone | 8035366866 | Phone |
| Date Prepared | 2011-05-11 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 6102595 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 14995 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 14995 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 226912 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 226912 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 6405 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 160531 | GrossSalesPrice |
| Total Revenue And Expenses | 248312 | TotalRevenueAndExpenses |
| Total Net Investment Income | 241907 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 34200 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 8550 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 25650 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 4988 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 1247 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 3741 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1640 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 410 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1230 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 6057 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2435 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 3622 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 402 | DeprecAndDepletionRevAndExpnss |
| Occupancy Rev And Expnss | 4200 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 1050 | OccupancyNetInvstIncm |
| Occupancy Dsbrs Chrtbl Prps | 3150 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 10611 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 2653 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 7958 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 3985 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 997 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 2988 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 66083 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 17342 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 48339 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 243211 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 243211 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 309294 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 17342 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 291550 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -60982 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 224565 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 38036 | CashBOY |
| Cash EOY | 79609 | CashEOY |
| Cash EOYFMV | 79609 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 98198 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 44694 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 44694 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 3989 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 4800 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 4800 | PrepaidExpensesEOYFMV |
| Investments Corp Stock BOY | 4347918 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 4298457 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 5973492 | InvestmentsCorpStockEOYFMV |
| Land Building And Equipment Basis | 4899 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 4596 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 704 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 303 | LandBuildingAndEquipmentEOY |
| Total Assets BOY | 4488845 | TotalAssetsBOY |
| Total Assets EOY | 4427863 | TotalAssetsEOY |
| Total Assets EOYFMV | 6102595 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 4488845 | UnrestrictedBOY |
| Unrestricted EOY | 4427863 | UnrestrictedEOY |
| Total Net Assets BOY | 4488845 | TotalNetAssetsBOY |
| Total Net Assets EOY | 4427863 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4488845 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 4427863 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 4488845 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -60982 | ExcessOfRevenueOverExpenses |
| Subtotal | 4427863 | Subtotal |
| Total Net Assets Fund Balances EOY | 4427863 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 243512 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 5270125 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.046206 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 301342 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 5821314 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.051765 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 304696 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 6735338 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.045238 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 299279 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 6370839 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.046976 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 405220 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 6206079 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.065294 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.255479 | TotalDistributionRatio |
| Average Distribution Ratio | 0.051096 | AverageDistributionRatio |
| Net Noncharitable Assets | 5705203 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 291513 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2246 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 293759 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 291550 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 4491 | InvestmentIncomeExciseTax |
| Subtotal | 4491 | Subtotal |
| Tax Based On Investment Income | 4491 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 4800 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 4800 | TotalCreditsAndPayments |
| Overpayment | 309 | Overpayment |
| Amount Credited To Next Year | 309 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| 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 |
| States Filed With | SC | StatesFiledWith |
| 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 | true | ComplyWithPublicInspectionRqr |
| Website Address | NA | WebsiteAddress |
| Books In Care Of Person Name | KAREN SNELL | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8035342096 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 306 | AddressLine1 |
| City | ORANGEBURG | City |
| State | SC | State |
| ZIP Code | 29116 | 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 |
| Undistributed Income Prior Years | true | UndistributedIncomePriorYears |
| Undistributed Income Prior Year1 | 2007 | UndistributedIncomePriorYear1 |
| Undistributed Income Prior Year2 | 2008 | UndistributedIncomePriorYear2 |
| 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 |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
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 | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| BERNICE TRIBBLE | ||||||||
| 598 PIKE BLVD | ORANGEBURG | SC | 29115 | TRUSTEE | 1.00 | 11400 | 0 | 0 |
| W LOUIS GRIFFITH | ||||||||
| 312 N MEADOW DRIVE | MANNING | SC | 29115 | TRUSTEE | 1.00 | 11400 | 0 | 0 |
| BUSTER SMITH | ||||||||
| 620 MIDDLETON STREET | ORANGEBURG | SC | 29115 | TRUSTEE | 1.00 | 11400 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 5741216 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 50868 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 5792084 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 5792084 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 86881 | CashDeemedCharitable |
| Net Noncharitable Assets | 5705203 | NetNoncharitableAssets |
| Minimum Investment Return | 285260 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 285260 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 4491 | TaxBasedOnInvestmentIncome |
| Total Tax | 4491 | TotalTax |
| Distributable Amount Before Adj | 280769 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 280769 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 280769 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 291550 | ExpensesAndContributions |
| Qualifying Distributions | 291550 | QualifyingDistributions |
| Adj Qualifying Distributions | 291550 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 280769 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 259062 | UndistributedIncomePriorYear |
| Prior Year2 | 2007 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Total For Prior Years | 70767 | TotalForPriorYears |
| Qualifying Distributions | 291550 | QualifyingDistributions |
| Applied To Year1 | 259062 | AppliedToYear1 |
| Applied To Current Year | 32488 | AppliedToCurrentYear |
| Prior Year Undistributed Income | 70767 | PriorYearUndistributedIncome |
| Taxable Amount1 | 70767 | TaxableAmount1 |
| Undistributed Income CY | 248281 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | KAREN SNELL | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 306 | AddressLine1 |
| City | ORANGEBURG | City |
| State | SC | State |
| ZIP Code | 29116 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 8035342096 | RecipientPhoneNumber |
| Form And Info And Materials | APPLICANTS 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 Deadlines | APPLICATIONS MAY BE SUBMITTED AT ANY TIME. APPLICATIONS WILL BE VOTED UPON BY THE THREE TRUSTEES WIT | SubmissionDeadlines |
| Restrictions On Awards | IN 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 (43 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CITY OF ORANGEBURG | |||||||
| PO DRAWER 1321 | ORANGEBURG | SC | 29116 | UNRELATED | PAID | CITY COMMUNITY PROJECTS | $160,884 |
| HAPPY DAYS & SPECIAL TIME | |||||||
| 1622 ASHLEY HALL ROAD | CHARLESTON | SC | 29407 | UNRELATED | PAID | SEND KIDS WITH CANCER TO CAMP | $1,900 |
| OBURG - WILKINSON HS | |||||||
| 601 BRUIN PARKWAY | ORANGEBURG | SC | 29118 | UNRELATED | PAID | HELPING DRAMA CLUB WITH OUTREACH | $500 |
| OBURG BOYS & GIRLS CLUB | |||||||
| PO BOX 2783 | ORANGEBURG | SC | 29116 | UNRELATED | PAID | TRACK TEAM OPERATING EXPENSES | $9,050 |
| OBURG CO COUNCIL ON AGING | |||||||
| PO BOX 1301 | ORANGEBURG | SC | 29116 | UNRELATED | PAID | MEALS ON WHEELS | $5,000 |
| OBURG CO LIBRARY | |||||||
| PO BOX 1367 | ORANGEBURG | SC | 29116 | UNRELATED | PAID | SUMMER READING PROGRAM | $500 |
| OBURG FINE ARTS CENTER | |||||||
| PO BOX 2106 | ORANGEBURG | SC | 29116 | UNRELATED | PAID | ASSISTANCE WITH OPERATING EXPENSES | $10,250 |
| OBURG SOIL & WATER DISTRI | |||||||
| 1550 HENLEY STREET | ORANGEBURG | SC | 29115 | UNRELATED | PAID | CONSERVATION EDUCATION | $750 |
| THE TECHNOLOGY CENTER | |||||||
| 3720 MAGNOLIA STREET | ORANGEBURG | SC | 29115 | UNRELATED | PAID | SEND STUDENTS TO NBSE CONFERENCE | $500 |
| POST 4 - AMERICAN LEGION | |||||||
| PO BOX 1511 | ORANGEBURG | SC | 29116 | UNRELATED | PAID | SEND BOYS TO SC BOYS STATE | $3,000 |
| BENEDICT COLLEGE | |||||||
| 1600 HARDEN STREET | COLUMBIA | SC | 29204 | UNRELATED | PAID | STUDENTS SCHOLARSHIP ASST | $1,200 |
| CLAFIN UNIVERSITY | |||||||
| 400 MAGNOLIA STREET | ORANGEBURG | SC | 29115 | UNRELATED | PAID | STUDENTS SCHOLARSHIP ASST | $1,550 |
| CLEMSON UNIVERSITY | |||||||
| 105 SIKES HALL | CLEMSON | SC | 29634 | UNRELATED | PAID | 15 STUDENTS SCHOLARSHIP ASST | $3,750 |
| COASTAL CAROLINA UNIV | |||||||
| PO BOX 261954 | CONWAY | SC | 29528 | UNRELATED | PAID | STUDENTS SCHOLARSHIP ASST | $950 |
| COKER COLLEGE | |||||||
| 300 EAST COLLEGE AVE | HARTSVILLE | SC | 29550 | UNRELATED | PAID | STUDENTS SCHOLARSHIP ASST | $600 |
| COLLEGE OF CHARLESTON | |||||||
| 66 GEORGE ST | CHARLESTON | SC | 29424 | UNRELATED | PAID | STUDENTS SCHOLARSHIP ASST | $850 |
| CONVERSE COLLEGE | |||||||
| 580 MAIN STREET | SPARTANBURG | SC | 29301 | UNRELATED | PAID | STUDENTS SCHOLARSHIP ASST | $600 |
| FRANCIS MARION UNIV | |||||||
| PO BOX 100547 | FLORENCE | SC | 29501 | UNRELATED | PAID | STUDENTS SCHOLARSHIP ASST | $1,300 |
| NC A&T STATE UNIVERSITY | |||||||
| 1601 EAST MARKET STREET | GREENSBORO | NC | 27411 | UNRELATED | PAID | STUDENTS SCHOLARSHIP ASST | $600 |
| OC TECHNICAL COLLEGE | |||||||
| 3250 ST MATTHEWS RD | ORANGEBURG | SC | 29118 | UNRELATED | PAID | STUDENTS SCHOLARSHIP ASST | $1,477 |
| PAINE COLLEGE | |||||||
| 1235 FIFTEENTH STREET | AUGUSTA | GA | 30901 | UNRELATED | PAID | STUDENTS SCHOLARSHIP ASST | $700 |
| SAVANNAH COLLEGE OF ART | |||||||
| PO BOX 3146 | SAVANNAH | GA | 31402 | UNRELATED | PAID | STUDENTS SCHOLARSHIP ASST | $350 |
| SC STATE UNIVERSITY | |||||||
| 300 COLLEGE STREET | ORANGEBURG | SC | 29117 | UNRELATED | PAID | STUDENTS SCHOLARSHIP ASST | $9,400 |
| THE CITADEL | |||||||
| 1714 COLLEGE STREET | CHARLESTON | SC | 29409 | UNRELATED | PAID | STUDENTS SCHOLARSHIP ASST | $600 |
| TRI-COUNTY TECHNICAL | |||||||
| PO BOX 587 | PENDLETON | SC | 29670 | UNRELATED | PAID | STUDENTS SCHOLARSHIP ASST | $350 |
| UNIV OF SOUTH CAROLINA | |||||||
| 1714 COLLEGE STREET | COLUMBIA | SC | 29208 | UNRELATED | PAID | STUDENTS SCHOLARSHIP ASST | $6,850 |
| USC - AIKEN | |||||||
| 471 UNIVERSITY PARKWAY | AIKEN | SC | 29801 | UNRELATED | PAID | STUDENTS SCHOLARSHIP ASST | $4,350 |
| USC - UPSTATE | |||||||
| 800 UNIVERSITY WAY | SPARTANBURG | SC | 29303 | UNRELATED | PAID | STUDENTS SCHOLARSHIP ASST | $2,150 |
| WINTHROP UNIVERSITY | |||||||
| 119 TILLMAN HALL | ROCKHILL | SC | 29733 | UNRELATED | PAID | STUDENTS SCHOLARSHIP ASST | $2,050 |
| ORANGEBURG PART-TIME PLAY | |||||||
| PO BOX 1291 | ORANGEBURG | SC | 29116 | UNRELATED | PAID | SUPPORT OF LOCAL ARTS | $1,000 |
| ALDERSGATE SPECIAL NEEDS | |||||||
| 4908 COLONIAL DRIVE | COLUMBIA | SC | 29203 | UNRELATED | PAID | SUPPORT SPECIAL NEEDS CHILDREN & FAM | $2,000 |
| TIMES & DEMOCRAT | |||||||
| PO DRAWER 1766 | ORANGEBURG | SC | 29116 | UNRELATED | PAID | IN EDUCATION PROGRAMS | $500 |
| US MARINE CORP - TOYS FOR | |||||||
| PO BOX 2681 | ORANGEBURG | SC | 29116 | UNRELATED | PAID | TOYS FOR CHILDREN | $1,000 |
| THE SALVATION ARMY | |||||||
| 813 NOTTINGHAM STREET | ORANGEBURG | SC | 29115 | UNRELATED | PAID | PURCHASE OF GIFTS FOR CHILDREN | $1,000 |
| FELLOWSHIP OF CHRISTIAN | |||||||
| PO BOX 7001 | ORANGEBURG | SC | 29117 | UNRELATED | PAID | OPERATIONS OF ORGANIZATION | $3,000 |
| COLUMBIA COLLEGE | |||||||
| 1301 COLUMBIA COLLEGE DR | COLUMBIA | SC | 29203 | UNRELATED | PAID | STUDENTS SCHOLARSHIP ASSISTANCE | $250 |
| GREENVILLE TECHNICAL COLL | |||||||
| PO BOX 5616 | GREENVILLE | SC | 29606 | UNRELATED | PAID | STUDENTS SCHOLARSHIP ASSISTANCE | $350 |
| WOFFORD COLLEGE | |||||||
| 429 NORTH CHURCH STREET | SPARTANBURG | SC | 29303 | UNRELATED | PAID | STUDENTS SCHOLARSHIP ASSISTANCE | $350 |
| THE ART INSTITUTE OF CHAR | |||||||
| 24 NORTH MARKET STREET | CHARLESTON | SC | 29401 | UNRELATED | PAID | STUDENTS SCHOLARSHIP ASSISTANCE | $350 |
| JOHNSON & WALES UNIVERSIT | |||||||
| 801 WEST TRADE STREET | CHARLOTTE | NC | 28202 | UNRELATED | PAID | STUDENTS SCHOLARSHIP ASSISTANCE | $350 |
| MEDICAL UNIVERSITY OF SC | |||||||
| 261 CALHOUN STREET | CHARLESTON | SC | 29425 | UNRELATED | PAID | STUDENTS SCHOLARSHIP ASSISTANCE | $350 |
| LANDER UNIVERSITY | |||||||
| 320 STANLEY AVENUE | GREENWOOD | SC | 29649 | UNRELATED | PAID | STUDENTS SCHOLARSHIP ASSISTANCE | $350 |
| USC - BEAUFORT | |||||||
| 801 CARTERET STREET | BEAUFORT | SC | 29902 | UNRELATED | PAID | STUDENTS SCHOLARSHIP ASSISTANCE | $350 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 243211 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $14,995 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $226,912 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 6405 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $241,907 | ExclusionAmount |
| Related Or Exempt Function Income | 6405 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 248312 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | Category |
| Amount | $1,640 | Amount |
| Net Investment Income | 410 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1230 | DisbursementsCharitablePrps |
Compensation Explanation CompensationExplanation
Compensation Compensation (3 entries)
| BERNICE TRIBBLE |
| W LOUIS GRIFFITH |
| BUSTER SMITH |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (5 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Prior Years DepreciationPriorYearsDepreciation | Computation MethodComputationMethod | LifeLife | Current Year ExpenseCurrentYearExpense |
|---|---|---|---|---|---|---|
| COMPUTER | 2005-07-31 | 1223 | 1152 | 200DB | 5.0000 | 71 |
| PRINTER | 2005-09-01 | 514 | 484 | 200DB | 5.0000 | 30 |
| OFFICE EQUIPMENT | 2005-08-01 | 1711 | 1612 | 200DB | 5.0000 | 99 |
| FILES | 2005-07-01 | 425 | 330 | 200DB | 7.0000 | 38 |
| COMPUTER | 2009-07-01 | 1026 | 616 | 200DB | 5.0000 | 164 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset (9 entries)
| NameName | Date AcquiredDateAcquired | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | BasisBasis | Total NetTotalNet |
|---|---|---|---|---|---|---|
| AMERICAN HIGH INCOME TRUST | 2006-12 | PURCHASE | 2010-12 | 40000 | 44981 | -4981 |
| CATERPILLAR FINL SVCS | 2009-06 | PURCHASE | 2010-08 | 12430 | 10800 | 1630 |
| DOW CHEM CO SR NOTE | 2009-06 | PURCHASE | 2010-08 | 21150 | 18629 | 2521 |
| GENERAL ELECTRIC CAPITAL CORP | 2009-06 | PURCHASE | 2010-08 | 21635 | 19687 | 1948 |
| HOME DEPOT SR NOTE | 2009-06 | PURCHASE | 2010-08 | 22150 | 20316 | 1834 |
| MICROSOFT CORP NOTE | 2009-06 | PURCHASE | 2010-08 | 21775 | 19941 | 1834 |
| VISTEON CORP WT EXP | 2006-07 | PURCHASE | 2010-11 | 2 | 2 | |
| VISTEON CORP COM NEW | 2006-07 | PURCHASE | 2010-10 | 39 | 39 | |
| WALMART STORES NOTES | 2009-06 | PURCHASE | 2010-08 | 21350 | 19772 | 1578 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (48 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 623 - AMERICAN ELECTRIC POWER INC | 14642 | 22416 |
| 2040 - AT&T CORP | 32502 | 48271 |
| 6000 - COCA COLA | 52062 | 394620 |
| 3600 - DU PONT EI DE NEMOURS & CO | 21420 | 179568 |
| 4160 - DUKE ENERGY | 21734 | 74090 |
| 253 - EASTMAN CHEMICAL | 6687 | 21272 |
| 1000 - ENERGIZER HOLDINGS | 2395 | 72900 |
| 4800 - EXXON MOBIL CORP | 31940 | 350976 |
| 2600 - FORD MTR CO DEL | 7356 | 43654 |
| 1800 - HEINZ H J CO | 33934 | 89028 |
| 2400 - INTERNATIONAL BUSINESS MACHIN | 61872 | 352224 |
| 9600 - JOHNSON & JOHNSON | 28576 | 593760 |
| 2200 - KELLOGG COMPANY | 37061 | 112376 |
| 343 - ALCATEL LUCENT | 3839 | 1015 |
| 1800 - JC PENNEY | 38303 | 58158 |
| 1400 - PROGRESS ENERGY | 24186 | 60872 |
| 4000 - SCANA CORP | 36573 | 162400 |
| 340 - VISTEON CORP | 301 | 149 |
| 597 - WELLS FARGO | 55911 | 18501 |
| 3375 - WESTVACO CORPORATION | 24782 | 85622 |
| 1300 - GENERAL ELECTRIC | 49890 | 23777 |
| 1700 - MICROSOFT CORP | 50665 | 47464 |
| 19794 - AMERICAN HIGH INC TRUST | 205494 | 183389 |
| 18706 - BOND FUND OF AMERICA | 250467 | 227595 |
| 18546 - INTERMEDIATE BOND FUND | 250000 | 249073 |
| 36314 - TEMPLETON GROWTH FUND | 996356 | 693793 |
| 670482- FRANKLIN INCOME CLASS A | 1712006 | 1462813 |
| 988 - COMCAST | 21706 | |
| 803 - DELMONTE | 15096 | |
| 2080 - SPECTRA ENERGY CORP | 51979 | |
| 20,000 - ALCOA - 5.375% | 20122 | 21319 |
| 20,000 - BP CAP MKT - 4.75% | 20257 | 20538 |
| 20,000 - BANK OF AMERICA - 5.125% | 20133 | 20970 |
| 20,000 - DOW CHEMICAL - 5.70% | ||
| 20,000 - GENERAL ELECTRIC - 5.625% | ||
| 20,000 - HARTFORD FINANCIAL - 5.375% | 17474 | 20356 |
| 20,000 - HOME DEPOT - 5.40% | ||
| 20,000 - INTL PAPER - 5.30% | 19103 | 21544 |
| 25,000 - MARRIOTT - 5.625% | 25478 | 26812 |
| 20,000 - MICROSOFT - 4.20% | ||
| 20,000 - WALMART - 4.125% | ||
| 20,000 - WELLS FARGO - 4.125% | 20269 | 21339 |
| 11,000 - CAT FINANCIAL - 5.45% | ||
| 25000 - ANADARKO PETROLEUM - 5.95% | 26006 | 26857 |
| 25000 - CHESAPEAKE ENERGY - 6.50% | 26261 | 25125 |
| 25000 - STEEL DYNAMICS - 6.75% | 26469 | 25313 |
| 25000 - UNITED STS STL - 6.05% | 25931 | 24656 |
| 4 - VISTEON CORP WT | 106 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | 4899 | CostOrOtherBasis |
| Accumulated Depreciation | 4596 | AccumulatedDepreciation |
| Book Value | 303 | BookValue |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (7 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| EXPENSES | |||
| OFFICE SUPPLIES | 647 | 162 | 485 |
| COMMUNITY AWARDS | 1000 | 250 | 750 |
| DUES & SUBSCRIPTIONS | 650 | 163 | 487 |
| INSURANCE | 1244 | 311 | 933 |
| BANK CHARGES | 38 | 10 | 28 |
| REPAIRS & MAINTENANCE | 406 | 101 | 305 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| TAXES & LICENSES | $4,829 | 1207 | 3622 |
| FOREIGN TAXES | $1,228 | 1228 |
Comments