Civic Intelligence

Balmer Foundation Inc.

990 • Fiscal year 2013 • EIN 56-2206524

Jan 01, 2013 to Dec 31, 2013 • Filed on Mar 06, 2014

Organization ProfileN/A
424 E Kennedy Street29302

(864) 582-0138

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

12th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

1st percentile

-202%

Higher net margin than 1% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

53rd percentile

3.1%

Faster asset growth than 53% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$1,309,479

Up $38,802 (+3.1%) from 2012

Net Assets

Up

$1,309,479

Up $38,802 (+3.1%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin1st percentile

Revenue

$41,816

No earlier filing loaded for comparison.

Expenses

Up

$126,410

Up $44,489 (+54%) from 2012

Net Income

-$84,594

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2010: $1,782,255Liabilities 2010: $0Net Assets 2010: $1,782,2552010Assets 2011: $1,211,525Liabilities 2011: $0Net Assets 2011: $1,211,5252011Assets 2012: $1,270,677Liabilities 2012: $0Net Assets 2012: $1,270,6772012Assets 2013: $1,309,479Liabilities 2013: $0Net Assets 2013: $1,309,4792013Assets 2014: $1,327,212Liabilities 2014: $0Net Assets 2014: $1,327,2122014Assets 2015: $1,264,336Liabilities 2015: $0Net Assets 2015: $1,264,3362015Assets 2016: $21,041,424Liabilities 2016: $0Net Assets 2016: $21,041,4242016Assets 2017: $30,578,195Liabilities 2017: $0Net Assets 2017: $30,578,1952017Assets 2018: $27,837,599Liabilities 2018: $0Net Assets 2018: $27,837,5992018Assets 2019: $30,719,066Liabilities 2019: $0Net Assets 2019: $30,719,0662019Assets 2020: $37,372,263Liabilities 2020: $0Net Assets 2020: $37,372,2632020Assets 2021: $40,500,350Liabilities 2021: $0Net Assets 2021: $40,500,3502021Assets 2022: $34,371,148Liabilities 2022: $0Net Assets 2022: $34,371,1482022Assets 2023: $33,042,527Liabilities 2023: $0Net Assets 2023: $33,042,5272023Assets 2024: $32,586,001Liabilities 2024: $0Net Assets 2024: $32,586,0012024

Highlighted filing

2013

Assets$1,309,479
Liabilities$0
Net Assets$1,309,479
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0-$10MExpenses 2010: $85,7692010Expenses 2011: $512,7622011Expenses 2012: $81,9212012Revenue 2013: $41,816Expenses 2013: $126,410Net Income 2013: -$84,5942013Revenue 2014: $27,377Expenses 2014: $27,143Net Income 2014: $2342014Revenue 2015: $22,300Expenses 2015: $35,386Net Income 2015: -$13,0862015Revenue 2016: $20,364,728Expenses 2016: $1,168,767Net Income 2016: $19,195,9612016Revenue 2017: $7,851,174Expenses 2017: $953,755Net Income 2017: $6,897,4192017Revenue 2018: $2,042,364Expenses 2018: $2,623,284Net Income 2018: -$580,9202018Revenue 2019: $1,136,175Expenses 2019: $2,410,818Net Income 2019: -$1,274,6432019Revenue 2020: $4,737,675Expenses 2020: $1,982,444Net Income 2020: $2,755,2312020Revenue 2021: $665,686Expenses 2021: $798,759Net Income 2021: -$133,0732021Revenue 2022: $164,190Expenses 2022: $1,302,909Net Income 2022: -$1,138,7192022Revenue 2023: $886,764Expenses 2023: $5,489,806Net Income 2023: -$4,603,0422023Revenue 2024: $621,416Expenses 2024: $3,823,417Net Income 2024: -$3,202,0012024

Highlighted filing

2013

Revenue$41,816
Expenses$126,410
Net Income-$84,594
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Mar 6, 2014
Return Version
2013v3.0
Gross Receipts
$41,816
Mission and Program Overview

Mission

Charitable and philanthropic endeavors in support of and in conjunction with the spartanburg county foundation.

Charitable and philanthropic endeavors in support of and in conjunction with the spartanburg county foundation

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,270,677$1,309,479▲ $38,802
Total Assets$1,270,677$1,309,479▲ $38,802
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,270,677$1,309,479▲ $38,802
Total Net Assets Fund Balance$1,270,677$1,309,479▲ $38,802
Total Liabilities and Net Assets / Fund Balance$1,270,677$1,309,479▲ $38,802

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$55,998--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Lucia BalmerChairman
William Barnet IiiDirector
Kenneth E Darr JrSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$41,816
Other Revenue
$0
Change in Net Assets
$-84,594

Audited Revenue Reconciliation

Revenue per Audited Statements
$41,816
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$123,396
Total Revenue per Audited Statements
$165,212
Total Revenue per Form 990
$41,816
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$108,850
Other Expenses$17,560
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$108,850--$108,850
Fees for Services Management-$17,560-$17,560
Total Functional Expenses$108,850$17,560$0$126,410

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$126,410
Total Expenses per Audited Statements$126,410
Total Expenses per Form 990$126,410
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
57-0351398-501(c)(3)Land Conservation$58,850
26-1213214-501(c)(3)Land Conservation$50,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“Copy of form 990 and attahcments are given to all trustees for their review prior to filing. The return is reviewed by the president of spartanburg county foundation and a principal trustee of balmer foundation, who signs the return,”

Form 990, Part VI, Section C, Line 19

“Upon request, the financial statements and form 990 are available for inspection at the office of spartanburg county foundation, 424 e. Kennedy street, spartanburg, sc 29302, telephone 864-582-0138, between the hours of 9am and 4pm, monday through friday.”

Filing and Contact Details

Filer

EIN
56-2206524
Phone
8645820138

Signing Officer

Name
Lucia Balmer
Title
Chairman
Phone
8645820138
Signed
2014-03-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lucia Balmer
Formed
2001
Legal Domicile
Sc
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Preparer
Homer E Mcabee Jr
Phone
8645830886
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2(C)

“The spartanburg county foundation board of trustees reviews the audited financial statements. There has been no change in the process from prior years.”

Raw XML Appendix391 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0CHARITABLE AND PHILANTHROPIC ENDEAVORS IN SUPPORT OF AND IN CONJUNCTION WITH THE SPARTANBURG COUNTY FOUNDATION
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10SPARTANBURG COUNTY FOUNDATION
IRS990/BooksInCareOfDetail/PhoneNum08645820138
IRS990/BooksInCareOfDetail/USAddress/AddressLine10424 E KENNEDY STREET
IRS990/BooksInCareOfDetail/USAddress/City0SPARTANBURG
IRS990/BooksInCareOfDetail/USAddress/State0SC
IRS990/BooksInCareOfDetail/USAddress/ZIPCode029302
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0108850
IRS990/CYInvestmentIncomeAmt041816
IRS990/CYOtherExpensesAmt017560
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-84594
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0126410
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt041816
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0GRANTS TO SUPPORT PHILANTHROPIC ENDEAVORS IN SPARTANBURG COUNTY IN SUPPORT OF THE SPARTANBURG COUNTY FOUNDATION
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0108850
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt017560
IRS990/FeesForServicesManagementGrp/TotalAmt017560
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0LUCIA BALMER
IRS990/Form990PartVIISectionAGrp/PersonNm1KENNETH E DARR JR
IRS990/Form990PartVIISectionAGrp/PersonNm2WILLIAM BARNET III
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt021005
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt0108850
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0108850
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0108850
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt021005
IRS990/GrossReceiptsAmt041816
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt020811
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt020811
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01270677
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01309479
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0SC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0CHARITABLE AND PHILANTHROPIC ENDEAVORS IN SUPPORT OF AND IN CONJUNCTION WITH THE SPARTANBURG COUNTY FOUNDATION
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01270677
IRS990/NetAssetsOrFundBalancesEOYAmt01309479
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt021005
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt021005
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0123396
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LUCIA BALMER
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt057900
IRS990/PYInvestmentIncomeAmt027638
IRS990/PYOtherExpensesAmt024021
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-54283
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt081921
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt027638
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-84594
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
IRS990ScheduleA/ContributionFamilyInd00
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0570351398
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc07
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0108850
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10SPARTANBURG COUNTY FOUNDATION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd01
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0108850
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0126410
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0123396
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0120904
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1135574
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt222962
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt379981
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt451729
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt5122932
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt660448
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt753493
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt825460
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt930415
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1065202
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1153571
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt12132264
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1379913
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1481713
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt15136920
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1655998
IRS990ScheduleD/OtherSecuritiesGrp/Desc0WINSTON HEDGED EQUITY FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc1SANDERSON INTERNATIONAL VALUE
IRS990ScheduleD/OtherSecuritiesGrp/Desc2WACHOVIA BANK
IRS990ScheduleD/OtherSecuritiesGrp/Desc3PIMCO TOTAL RETURN
IRS990ScheduleD/OtherSecuritiesGrp/Desc4T ROWE PRICE MID-CAP EQUITY
IRS990ScheduleD/OtherSecuritiesGrp/Desc5VANGUARD INST'L INDEX
IRS990ScheduleD/OtherSecuritiesGrp/Desc6ACADIAN INTERNATIONAL
IRS990ScheduleD/OtherSecuritiesGrp/Desc7ADVISORY RESEARCH
IRS990ScheduleD/OtherSecuritiesGrp/Desc8VANGUARD INFLATION-PROTECTED
IRS990ScheduleD/OtherSecuritiesGrp/Desc9AEW GLOBAL PROPERTY SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/Desc10WELLINGTON-WTC-CTF DIVERSIFIED
IRS990ScheduleD/OtherSecuritiesGrp/Desc11EATON VANCE STRUCURED EMERGING
IRS990ScheduleD/OtherSecuritiesGrp/Desc12WEATHERLOW OFFSHORE FUND I
IRS990ScheduleD/OtherSecuritiesGrp/Desc13VANGUARD INTERMEDIATE-TREM TRE
IRS990ScheduleD/OtherSecuritiesGrp/Desc14FRANKLIN TEMPLETON GLOBAL
IRS990ScheduleD/OtherSecuritiesGrp/Desc15NYE LEDGE CAPTIAL
IRS990ScheduleD/OtherSecuritiesGrp/Desc16VANGUARD DEVELOPED MARKETS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd6F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd7F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd8F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd9F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd10F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd11F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd12F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd13F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd14F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd15F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd16F
IRS990ScheduleD/RevenueNotReportedAmt0123396
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt041816
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt01309479
IRS990ScheduleD/TotalExpensesPerForm990Amt0126410
IRS990ScheduleD/TotalRevenuePerForm990Amt041816
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0165212
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0126410
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt058850
IRS990ScheduleI/RecipientTable/CashGrantAmt150000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0LAND CONSERVATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1LAND CONSERVATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2FACILITIES AND PROGRAMS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10SPARTANBURG COUNTY FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine11TYGER RIVER FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0570351398
IRS990ScheduleI/RecipientTable/RecipientEIN1261213214
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10424 E KENNEDY STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine11850 NAZARETH CHURCH ROAD
IRS990ScheduleI/RecipientTable/USAddress/City0SPARTANBURG
IRS990ScheduleI/RecipientTable/USAddress/City1SPARTANBURG
IRS990ScheduleI/RecipientTable/USAddress/State0SC
IRS990ScheduleI/RecipientTable/USAddress/State1SC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode029302
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode129301
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANT REQUEST ARE REVIEWED TO DETERMINE THAT THE GRANTEE ORGANIZAITON IS EXEMPT UNDER 501(C)(3), OR QUALIFIES AS A CHURCH, OR IS A GOVERNMENTAL UNIT. IF THE GRANTEE MEETS ONE OF THESE REQUIREMENTS, THE GRANT IS APPROVED WITHOUT FURTHER MONITORING, IF NOT THE GRANT IS DENIED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCCHEDULE I, PART II, LINE 1(A)
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COPY OF FORM 990 AND ATTAHCMENTS ARE GIVEN TO ALL TRUSTEES FOR THEIR REVIEW PRIOR TO FILING. THE RETURN IS REVIEWED BY THE PRESIDENT OF SPARTANBURG COUNTY FOUNDATION AND A PRINCIPAL TRUSTEE OF BALMER FOUNDATION, WHO SIGNS THE RETURN,
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST, THE FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE FOR INSPECTION AT THE OFFICE OF SPARTANBURG COUNTY FOUNDATION, 424 E. KENNEDY STREET, SPARTANBURG, SC 29302, TELEPHONE 864-582-0138, BETWEEN THE HOURS OF 9AM AND 4PM, MONDAY THROUGH FRIDAY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE SPARTANBURG COUNTY FOUNDATION BOARD OF TRUSTEES REVIEWS THE AUDITED FINANCIAL STATEMENTS. THERE HAS BEEN NO CHANGE IN THE PROCESS FROM PRIOR YEARS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XII, LINE 2(C)
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10SPARTANBURG COUNTY FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0570351398
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0SC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine10424 E KENNEDY STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0SPARTANBURG
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0SC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode029302
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt058850
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt117560
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine10SPARTANBURG COUNTY FOUNDATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine11SPARTANBURG COUNTY FOUNDATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1R
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd01
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01270677
IRS990/TotalAssetsEOYAmt01309479
IRS990/TotalAssetsGrp/BOYAmt01270677
IRS990/TotalAssetsGrp/EOYAmt01309479
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt017560
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0108850
IRS990/TotalFunctionalExpensesGrp/TotalAmt0126410
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01270677
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01309479
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0108850
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt041816
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt041816
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01270677
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01309479
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01270677
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01309479
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10424 E KENNEDY STREET
IRS990/USAddress/City0SPARTANBURG
IRS990/USAddress/State0SC
IRS990/USAddress/ZIPCode029302
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LUCIA BALMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum08645820138
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-03-06
ReturnHeader/Filer/BusinessName/BusinessNameLine10BALMER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BALM
ReturnHeader/Filer/EIN0562206524
ReturnHeader/Filer/PhoneNum08645820138
ReturnHeader/Filer/USAddress/AddressLine10424 E KENNEDY STREET
ReturnHeader/Filer/USAddress/City0SPARTANBURG
ReturnHeader/Filer/USAddress/State0SC
ReturnHeader/Filer/USAddress/ZIPCode029302
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0570925346
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10MCABEE SCHWARTZ HALLIDAY & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10824 EAST MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SPARTANBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode029302
ReturnHeader/PreparerPersonGrp/PhoneNum08645830886
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HOMER E MCABEE JR
ReturnHeader/ReturnTs02014-04-02T12:23:23-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,309,479
Liabilities
$0
Net assets
$1,309,479
Revenue
$41,816
Expenses
$126,410
Net income
-$84,594
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$32.6$0.00$32.6$0.62$3.82$3.20
2023Detailed filing. Detailed filing data is available for this year.$33.0$0.00$33.0$0.89$5.49$4.60
2022Detailed filing. Detailed filing data is available for this year.$34.4$0.00$34.4$0.16$1.30$1.14
2021Detailed filing. Detailed filing data is available for this year.$40.5$0.00$40.5$0.67$0.80$0.13
2020Detailed filing. Detailed filing data is available for this year.$37.4$0.00$37.4$4.74$1.98$2.76
2019Detailed filing. Detailed filing data is available for this year.$30.7$0.00$30.7$1.14$2.41$1.27
2018Detailed filing. Detailed filing data is available for this year.$27.8$0.00$27.8$2.04$2.62$0.58
2017Detailed filing. Detailed filing data is available for this year.$30.6$0.00$30.6$7.85$0.95$6.90
2016Detailed filing. Detailed filing data is available for this year.$21.0$0.00$21.0$20.4$1.17$19.2
2015Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.02$0.04$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.03$0.03$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.04$0.13$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.27$0.00$1.27$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.21$0.00$1.21$0.51
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.78$0.00$1.78$0.09