HARRY H GIBSON FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- HARRY H GIBSON FAMILY FOUNDATION (EIN 20-5338528)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202621339349100522
- Schema version
- 2025v4.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T07:18:52-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 570925346 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HALLIDAY SCHWARTZ & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 824 EAST MAIN STREET | AddressLine1Txt |
| City | SPARTANBURG | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29302 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205338528 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARRY H GIBSON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARR | BusinessNameControlTxt |
| Phone | 8645821611 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1724 | AddressLine1Txt |
| City | SPARTANBURG | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 293041724 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COLONIAL TRUST COMPANY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8645821611 | PhoneNum |
| Signature | 2026-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | QUINCY S HALLIDAY IV | PreparerPersonNm |
| PTIN | P01837437 | PTIN |
| Phone | 8645830886 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,682,549 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $31,599 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,599 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $212,025 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $445,603 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $212,025 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $243,624 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $243,624 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,272 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,272 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,362 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,362 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,034 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,034 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $256,609 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $256,609 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $279,643 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,034 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $256,609 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$36,019 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $220,590 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $112 | CashEOYAmt |
| Cash EOYFMV | $112 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $52,065 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $52,893 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $52,893 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $814,109 | CorporateStockBOYAmt |
| Corporate Stock EOY | $777,150 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,547,544 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $127,950 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $127,950 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $127,950 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $82,000 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $994,124 | TotalAssetsBOYAmt |
| Total Assets EOY | $958,105 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,682,549 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $994,124 | RetainedEarningBOYAmt |
| Retained Earning EOY | $958,105 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $994,124 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $958,105 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $994,124 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $958,105 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $994,124 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$36,019 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $958,105 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $958,105 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (47 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| KENVUE INC | P | 2025-04-25 | 2025-12-05 | $5,602 | $7,620 | -$2,018 | -$2,018 |
| ALPHABET INC | P | 2015-09-15 | 2025-04-25 | $2,427 | $501 | $1,926 | $1,926 |
| AMAZON | P | 2017-11-28 | 2025-04-25 | $2,837 | $895 | $1,942 | $1,942 |
| AMAZON | P | 2017-11-28 | 2025-08-27 | $35,286 | $9,187 | $26,099 | $26,099 |
| AMERICAN ELEC PWR | P | 2022-10-07 | 2025-02-07 | $17,491 | $14,695 | $2,796 | $2,796 |
| BOOKING HOLDINGS | P | 2023-07-25 | 2025-08-27 | $16,832 | $8,855 | $7,977 | $7,977 |
| BROOKFIELD ASSET | P | 2023-07-25 | 2025-04-25 | $8,247 | $5,339 | $2,908 | $2,908 |
| CAMECO | P | 2023-07-25 | 2025-08-27 | $226 | $101 | $125 | $125 |
| CHEVRON | P | 2020-03-23 | 2025-08-27 | $8,604 | $3,015 | $5,589 | $5,589 |
| CINTAS | P | 2021-02-05 | 2025-08-27 | $6,405 | $2,581 | $3,824 | $3,824 |
| COMCAST | P | 2014-11-06 | 2025-08-21 | $8,364 | $6,919 | $1,445 | $1,445 |
| COSTCO | P | 2013-04-29 | 2025-08-27 | $20,929 | $2,390 | $18,539 | $18,539 |
| DISNEY | P | 2023-07-25 | 2025-04-25 | $8,706 | $8,340 | $366 | $366 |
| EATON CORP | P | 2021-02-05 | 2025-08-27 | $3,167 | $1,091 | $2,076 | $2,076 |
| ELI LILY | P | 2016-03-28 | 2025-04-25 | $4,398 | $354 | $4,044 | $4,044 |
| ELI LILY | P | 2016-03-28 | 2025-08-27 | $5,870 | $566 | $5,304 | $5,304 |
| EOG RESOURCES INC. | P | 2023-07-25 | 2025-08-27 | $2,335 | $2,439 | -$104 | -$104 |
| FEDEX | P | 2023-07-25 | 2025-12-05 | $13,733 | $12,999 | $734 | $734 |
| GOLDMAN SACHS | P | 2013-03-26 | 2025-04-25 | $2,725 | $733 | $1,992 | $1,992 |
| GOLDMAN SACHS | P | 2013-03-26 | 2025-08-27 | $12,012 | $2,344 | $9,668 | $9,668 |
| HALLIBURTON CO | P | 2023-07-25 | 2025-04-25 | $5,188 | $9,680 | -$4,492 | -$4,492 |
| HERSHEY COMPANY | P | 2021-02-05 | 2025-04-25 | $12,213 | $11,081 | $1,132 | $1,132 |
| INVESCO | P | 2022-11-01 | 2025-08-21 | $25,825 | $24,856 | $969 | $969 |
| ISHARES | P | 2023-03-13 | 2025-04-25 | $5,200 | $4,478 | $722 | $722 |
| LOCKHEED MARTIN | P | 2021-02-05 | 2025-12-05 | $11,311 | $8,442 | $2,869 | $2,869 |
| LOCKHEED MARTIN | P | 2023-07-25 | 2025-12-05 | $9,501 | $9,490 | $11 | $11 |
| NVIDIA | P | 2023-07-25 | 2025-08-27 | $6,894 | $1,753 | $5,141 | $5,141 |
| PALO ALTO | P | 2020-03-26 | 2025-04-25 | $2,680 | $420 | $2,260 | $2,260 |
| PHILLIPS | P | 2023-07-25 | 2025-12-05 | $14,000 | $10,805 | $3,195 | $3,195 |
| SCHWAB CHARLES CORP | P | 2019-06-26 | 2025-08-27 | $4,854 | $1,988 | $2,866 | $2,866 |
| STERIS | P | 2023-07-25 | 2025-08-27 | $5,229 | $4,823 | $406 | $406 |
| STRYKER | P | 2017-11-28 | 2025-04-25 | $2,921 | $1,247 | $1,674 | $1,674 |
| STRYKER | P | 2017-11-28 | 2025-08-27 | $3,929 | $1,559 | $2,370 | $2,370 |
| TEXAS INSTRUMENTS | P | 2023-07-25 | 2025-04-25 | $15,967 | $18,291 | -$2,324 | -$2,324 |
| TRANE | P | 2023-07-25 | 2025-04-25 | $8,695 | $4,873 | $3,822 | $3,822 |
| UNITED HEALTH | P | 2015-02-06 | 2025-12-05 | $11,569 | $3,756 | $7,813 | $7,813 |
| AIR PRODUCTS | P | 2009-02-17 | 2025-08-27 | $4,428 | $713 | $3,715 | $3,715 |
| APPLE | P | 2009-01-20 | 2025-01-23 | $8,110 | $102 | $8,008 | $8,008 |
| APPLE | P | 2009-01-20 | 2025-04-25 | $45,621 | $623 | $44,998 | $44,998 |
| MICROSOFT | P | 2008-10-30 | 2025-01-23 | $7,971 | $407 | $7,564 | $7,564 |
| MICROSOFT | P | 2008-10-30 | 2025-04-25 | $9,762 | $566 | $9,196 | $9,196 |
| MORGAN STANLEY | P | 2016-03-28 | 2025-04-25 | $6,138 | $6,566 | -$428 | -$428 |
| PEPSICO | P | 2008-10-30 | 2025-08-21 | $14,876 | $5,624 | $9,252 | $9,252 |
| VERIZON COMMUNICATIONS | P | 2010-12-07 | 2025-04-25 | $1,045 | $826 | $219 | $219 |
| VERIZON COMMUNICATIONS | P | 2010-12-28 | 2025-04-25 | $8,364 | $7,128 | $1,236 | $1,236 |
| VISA | P | 2010-12-07 | 2025-04-25 | $3,353 | $194 | $3,159 | $3,159 |
| ISHARES TR MSCI INTL QUALITY | P | 2020-03-25 | 2025-04-25 | $3,763 | $2,323 | $1,440 | $1,440 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $212,025 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,066 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,066 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,066 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $33 | EsPenaltyAmt |
| Tax Due | $3,099 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | SC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | COLONIAL TRUST | IndividualWithBooksNm |
| Phone | 8645823356 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1724 | AddressLine1Txt |
| City | SPARTANBURG | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 293041724 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOAN B GIBSON | ||||||||
| 305 ESSEX RIDGE COURT | SPARTANBURG | SC | 29307 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| HARRY H GIBSON JR | ||||||||
| 1217 PRESTON DRIVE | SHERMAN | TX | 75092 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| COLONIAL TRUST COMPANY | ||||||||
| P O BOX 1724 | SPARTANBURG | SC | 29304 | TRUSTEE | 3.00 | $12,272 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,555,751 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $82,315 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $82,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,720,066 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,720,066 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,801 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,694,265 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $84,713 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $84,713 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,066 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,066 | TotalTaxAmt |
| Distributable Before Adj | $81,647 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $81,647 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $81,647 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $256,609 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $256,609 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $81,647 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $133,343 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $106,520 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $149,526 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $104,451 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $81,231 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $575,071 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $256,609 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $81,647 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $174,962 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $750,033 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $133,343 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $616,690 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $106,520 | ExcessFromYear4Amt |
| Excess From Year3 | $149,526 | ExcessFromYear3Amt |
| Excess From Year2 | $104,451 | ExcessFromYear2Amt |
| Excess From Year1 | $81,231 | ExcessFromYear1Amt |
| Excess From Current Year | $174,962 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||
| 104 GARNER RD | SPARTANBURG | SC | 29303 | NONE | PC | CHARITABLE | $1,000 |
| AUSTIN COLLEGE | |||||||
| 900 N GRAND AVE | SHERMAN | TX | 75090 | NONE | PC | CHARITABLE | $3,000 |
| BOY SCOUTS OF AMER PALMETTO | |||||||
| 420 S CHURCH ST | SPARTANBURG | SC | 29306 | NONE | PC | CHARITABLE | $1,000 |
| BURDEN SHARE | |||||||
| PO BOX 368 | SHERMAN | TX | 75091 | NONE | PC | CHARITABLE | $3,000 |
| CAROLINA PREGNANCY CENTER | |||||||
| 7425 WESTLAKE DR | SPARTANBURG | SC | 29303 | NONE | PC | CHARITABLE | $1,009 |
| CHAPMAN CULTURAL CENTER | |||||||
| 200 E ST JOHN ST | SPARTANBURG | SC | 29306 | NONE | PC | CHARITABLE | $2,000 |
| CHARLES LEA CTR | |||||||
| 195 BURDETTE ST | SPARTANBURG | SC | 29307 | NONE | PC | CHARITABLE | $2,000 |
| CLEMSON UNIVERSITY FOUNDATION | |||||||
| 220 MADREN CENTER DR SUITE 300 | CLEMSON | SC | 29634 | NONE | PC | CHARITABLE | $25,000 |
| CRU | |||||||
| 100 LAKE HART DRIVE | ORLANDO | FL | 32832 | NONE | PC | CHARITABLE | $6,900 |
| DENISON FORUM | |||||||
| 17304 PRESTON RD STE 1060 | DALLAS | TX | 75252 | NONE | PC | CHARITABLE | $1,000 |
| EAST WEST MINISTRIES | |||||||
| 2001 W PLANO PKWY 3000 | PLANO | TX | 75075 | NONE | PC | CHARITABLE | $5,000 |
| EURASIA PARTNERS | |||||||
| 12472 LAKE UNDERHILL RD 242 | ORLANDO | FL | 32828 | NONE | PC | CHARITABLE | $2,000 |
| FAITH TABERNACLE | |||||||
| 1025 HOWARD ST | SPARTANBURG | SC | 29303 | NONE | PC | CHARITABLE | $500 |
| FIRST BAPTIST CHURCH | |||||||
| 250 E MAIN ST | SPARTANBURG | SC | 29306 | NONE | PC | CHARITABLE | $2,000 |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 393 EAST MAIN STREET | SPARTANBURG | SC | 29302 | NONE | PC | CHARITABLE | $6,500 |
| FOUR RIVERS OUTREACH | |||||||
| 210 S RUSK ST | SHERMAN | TX | 75090 | NONE | PC | CHARITABLE | $3,500 |
| FRIENDS OF SC HUMANITIES | |||||||
| PO BOX 5287 | COLUMBIA | SC | 29250 | NONE | PC | CHARITABLE | $2,000 |
| GASCONADE BAPTIST CHURCH | |||||||
| 16349 HOLTSMAN RD | DIXON | MO | 65459 | NONE | PC | CHARITABLE | $500 |
| GIRL SCOUTS OF SC | |||||||
| 1107 WILLIAMS ST | COLUMBIA | SC | 29201 | NONE | PC | CHARITABLE | $1,000 |
| GRAFFITI 2 COMMUNITY MINISTRIES | |||||||
| 606 EAST 141ST ST | BRONX | NY | 10454 | NONE | PC | CHARITABLE | $1,000 |
| GRAYSON GRAND CENTRAL STATION | |||||||
| 619 E HOUSTON ST | SHERMAN | TX | 75090 | NONE | PC | CHARITABLE | $3,000 |
| HABITAT FOR HUMANITY | |||||||
| 2270 SOUTH PINE STREET | SPARTANBURG | SC | 29302 | NONE | PC | CHARITABLE | $7,000 |
| HALTER | |||||||
| PO BOX 1403 | SPARTANBURG | SC | 29304 | NONE | PC | CHARITABLE | $1,000 |
| HOUSE OF ELI | |||||||
| 123 S RICKETTS ST | SHERMAN | TX | 75092 | NONE | PC | CHARITABLE | $500 |
| IGLESIA PENTECOSTAL | |||||||
| 922 ANSEL ST | SPARTANBURG | SC | 29306 | NONE | PC | CHARITABLE | $500 |
| JESUS FILM PROJECT | |||||||
| 100 LAKE HART DRIVE | ORLANDO | FL | 32832 | NONE | PC | CHARITABLE | $1,000 |
| KIDS ACROSS AMERICA FOUNDATION | |||||||
| PO BOX 930 | BRANSON | MO | 65615 | NONE | PC | CHARITABLE | $3,000 |
| LIVEWELL FOUNDATION | |||||||
| 220 W RITTENHOUSE SQ AE | PHILADELPHIA | PA | 19103 | NONE | PC | CHARITABLE | $1,000 |
| MEALS ON WHEELS OF TEXOMA | |||||||
| 4114 AIRPORT DR | DENISON | TX | 75020 | NONE | PC | CHARITABLE | $3,000 |
| MIRACLE HILL MINISTRIES | |||||||
| PO BOX 2546 | GREENVILLE | SC | 29602 | NONE | PC | CHARITABLE | $12,000 |
| MISSION DIGNITY | |||||||
| 5005 LYNDON B JOHNSON FWY 2200 | DALLAS | TX | 75244 | NONE | PC | CHARITABLE | $1,000 |
| MOBILE MEALS | |||||||
| 419 EAST MAIN STREET | SPARTANBURG | SC | 29302 | NONE | PC | CHARITABLE | $55,000 |
| PARACLETE MISSION GROUP | |||||||
| PO BOX 912576 | DENVER | CO | 80291 | NONE | PC | CHARITABLE | $2,500 |
| S4CA INC | |||||||
| 506 TANKSLEY AVE | NASHVILLE | TN | 37211 | NONE | PC | CHARITABLE | $4,000 |
| SALVATION ARMY OF SHERMAN | |||||||
| 5700 TEXOMA PKWY | SHERMAN | TX | 75090 | NONE | PC | CHARITABLE | $3,000 |
| SALVATION ARMY | |||||||
| 40 FOSTER STREET | SPARTANBURG | SC | 29301 | NONE | PC | CHARITABLE | $5,000 |
| SAMARITAN'S PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | NONE | PC | CHARITABLE | $8,000 |
| SKYLYN DRIVE PRESBYTERIAN CHURCH | |||||||
| 1801 SKYLYN DRIVE | SPARTANBURG | SC | 29307 | NONE | PC | CHARITABLE | $2,000 |
| SMILE TRAIN | |||||||
| PO BOX 96231 | WASHINGTON | DC | 20090 | NONE | PC | CHARITABLE | $500 |
| SPARTANBURG PHILHARMONIC | |||||||
| 200 E ST JOHN ST | SPARTANBURG | SC | 29306 | NONE | PC | CHARITABLE | $11,000 |
| SPARTANBURG SOUP KITCHEN | |||||||
| 136 S FOREST ST | SPARTANBURG | SC | 29306 | NONE | PC | CHARITABLE | $1,000 |
| ST LUKE'S FREE MEDICAL CLINIC | |||||||
| 162 SOUTH 39 | SPARTANBURG | SC | 29302 | NONE | PC | CHARITABLE | $2,000 |
| TALLAHASSEE MUSEUM | |||||||
| 3945 MUSEUM RD | TALLAHASSE | FL | 32310 | NONE | PC | CHARITABLE | $1,500 |
| TEXOMA CHRISTIAN SCHOOL | |||||||
| 3500 W HOUSTON ST | SHERMAN | TX | 75092 | NONE | PC | CHARITABLE | $3,000 |
| TOTAL MINISTRIES | |||||||
| 420 UNION STREET | SPARTANBURG | SC | 29306 | NONE | PC | CHARITABLE | $4,000 |
| TRUE OPTIONS PREGNANCY CENTER | |||||||
| 105 WEST PECAN | SHERMAN | TX | 75090 | NONE | PC | CHARITABLE | $3,000 |
| TUNNELS TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NONE | PC | CHARITABLE | $1,000 |
| UNITED WAY OF THE PIEDMONT | |||||||
| 203 EAST MAIN STREET | SPARTANBURG | SC | 29319 | NONE | PC | CHARITABLE | $5,000 |
| UNIVERSITY FOUNDATIONS | |||||||
| 1027 BARNWELL STREET | COLUMBIA | SC | 29208 | NONE | PC | CHARITABLE | $1,000 |
| WESTMINISTER PRESBYTERIAN CHURCH | |||||||
| 309 FERNWOOD DR | SPARTANBURG | SC | 29307 | NONE | PC | CHARITABLE | $12,000 |
| WOMEN GIVING FOR SPARTANBURG | |||||||
| PO BOX 2646 | SPARTANBURG | SC | 29304 | NONE | PC | CHARITABLE | $1,200 |
| YOUNG LIFE INTERNATIONAL | |||||||
| PO BOX 70065 | PRESCOTT | AZ | 86304 | NONE | PC | CHARITABLE | $28,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $256,609 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,599 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $212,025 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $243,624 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $243,624 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $7,400 | Amt |
| Net Investment Income | $7,400 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (64 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 62 DUKE ENERGY CORP | $7,369 | $7,267 |
| 1 ISHARES BIOTECHNOLOGY | $48 | $169 |
| 114 WP CAREY INC | $7,577 | $7,337 |
| 79 VISA INC | $1,533 | $27,706 |
| 1 COSTCO WHOLESALE | $109 | $862 |
| 50 AIR PRODUCTS | $2,377 | $12,351 |
| 27 LILLY ELI & COMPANY | $1,910 | $29,016 |
| 136 ORACLE | $3,453 | $26,508 |
| 70 ACCENTURE | $4,124 | $18,781 |
| 86 WASTE MANAGEMENT | $4,498 | $18,895 |
| 374 APPLE INC | $4,222 | $101,676 |
| 182 MICROSOFT | $4,118 | $88,019 |
| 98 CHEVRON | $10,397 | $14,936 |
| 100 PROCTER & GAMBLE | $6,134 | $14,331 |
| 180 ALPHABET | $6,009 | $56,340 |
| 135 APPLIED MATERIALS | $6,758 | $34,694 |
| 225 WAL-MART STORES | $7,265 | $25,067 |
| 67 HOME DEPOT | $7,285 | $23,055 |
| 195 JP MORGAN CHASE | $7,722 | $62,833 |
| 129 JOHNSON & JOHNSON | $7,765 | $26,697 |
| 54 GOLDMAN SACHS - COMMON | $4,835 | $29,007 |
| 70 CINTAS CORP | $6,023 | $13,165 |
| 50 ZOETIS INC | $9,514 | $6,291 |
| 125 BLACKSTONE INC | $9,967 | $19,268 |
| 13 AMAZON | $775 | $3,001 |
| 100 UNION PACIFIC | $10,861 | $23,132 |
| 227 REALTY INCOME CORP | $13,998 | $12,796 |
| 190 BROOKFIELD ASSET MANAGEMENT LTD CLASS | $6,502 | $9,954 |
| 250 TJX COS | $12,195 | $38,403 |
| 200 COCA-COLA | $12,451 | $13,982 |
| 177 PALO ALTO NETWORKS | $12,317 | $32,603 |
| 180 SCHWAB CHARLES | $7,157 | $17,984 |
| 40 STERIS PLC | $9,200 | $10,141 |
| 203 NEXTERA ENERGY INC | $14,194 | $16,297 |
| 229 CISCO SYSTEMS | $10,707 | $17,640 |
| 42 BERKSHIRE HATHAWAY | $14,625 | $21,111 |
| 77 ECOLAB | $14,668 | $20,214 |
| 2 BOOKING HOLDING INC | $5,904 | $10,711 |
| 50 META PLATFORMS INC CLASS A COMMON | $14,785 | $33,005 |
| 222 EDWARDS LIFESCIENCES CORP | $16,782 | $18,926 |
| 95 CME GROUP INC | $18,141 | $25,943 |
| 412 NVIDIA CORPORATION | $19,002 | $76,838 |
| 1,250 INVESCO EXCH TRD SLF IDX FD TR BULSHS 2026 CB | $23,191 | $24,469 |
| 858 ISHARES MSCI INTL | $21,668 | $38,996 |
| 533 ISHARES CORE S&P MID-CAP | $25,941 | $35,178 |
| 625 ISHARES TR FLTG RATE NT ETF | $31,823 | $31,788 |
| 1,995 ISHARES 0-5 YEAR INVESTMENT GRADE | $101,676 | $101,147 |
| 1441 INVESCO EXCH TRD SLF IDX FD TR BULETSHS 2029 | $26,355 | $27,141 |
| 1250 INVESCO EXCH TRD 2028 | $25,588 | $25,750 |
| 1250 INVESCO EXCH TRD SLF 2027 | $24,548 | $24,675 |
| 200 ISHARES CORE AGGREGATE BOND ETF | $20,006 | $19,976 |
| 57 EATON CORPORATION | $15,035 | $18,155 |
| 35 TRANE TECHNOLOGIES | $6,822 | $13,622 |
| 186 VIKING HOLDINGS | $7,542 | $13,282 |
| 13 ASML | $10,002 | $13,908 |
| 22 CIGNA GROUP | $7,361 | $6,055 |
| 81 EOG RESOURCES | $10,397 | $8,506 |
| 90 NETFLIX | $9,896 | $8,438 |
| 55 SERVICENOW INC | $9,762 | $8,425 |
| 31 STRYKER CORPORATION | $4,833 | $10,896 |
| 41 TAIWAN SEMICONDUCTOR | $9,812 | $12,459 |
| 182 UBER TECHNOLOGIES | $15,320 | $14,871 |
| 173 WILLIAMS COS | $9,941 | $10,399 |
| 48 PUBLIC STORAGE | $14,355 | $12,456 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $168 | $168 | $0 |
| FEDERAL TAX | $3,194 | $3,194 | $0 |
Comments