Civic Intelligence

Balmer Foundation Inc.

990 • Fiscal year 2018 • EIN 56-2206524

Jan 01, 2018 to Dec 31, 2018 • Filed on May 10, 2019

Organization ProfileN/A
424 E Kennedy StreetSpartanburg, SC 29302

(864) 582-0138

Siviq Scores

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

Liabilities / Assets

3rd percentile

0.00x

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

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

3rd percentile

0.00x

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

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Net Margin

7th percentile

-28%

Higher net margin than 7% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

7th percentile

$0

Higher top officer pay than 7% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Asset Growth

9th percentile

-9.0%

Faster asset growth than 9% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

1st percentile

-74%

Faster revenue growth than 1% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets3rd percentile

Assets

Down

$27,837,599

Down $2,740,596 (-9.0%) from 2017

Net Assets

Down

$27,837,599

Down $2,740,596 (-9.0%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue3rd percentileNet Margin7th percentile

Revenue

Down

$2,042,364

Down $5,808,810 (-74%) from 2017

Expenses

Up

$2,623,284

Up $1,669,529 (+175%) from 2017

Net Income

Down

-$580,920

Down $7,478,339 (-108%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth9th 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

2018

Assets$27,837,599
Liabilities$0
Net Assets$27,837,599
Open 2018 Filing

Operations Trend

Revenue Growth1st percentile

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

2018

Revenue$2,042,364
Expenses$2,623,284
Net Income-$580,920
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 10, 2019
Return Version
2018v3.1
Gross Receipts
$2,088,033
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$30,578,195$27,837,599▼ $2,740,596
Total Assets$30,578,195$27,837,599▼ $2,740,596
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$30,578,195$27,837,599▼ $2,740,596
Total Net Assets Fund Balance$30,578,195$27,837,599▼ $2,740,596
Total Liabilities and Net Assets / Fund Balance$30,578,195$27,837,599▼ $2,740,596

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,354,945--
Compensation and Service Providers
Top Officer Pay7th percentile

Board Members and Trustees

NameTitle
Monty Mullen HankinsonChairwoman
William Barnet IiiDirector
Kenneth E Darr JrSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$1,573,317
Program Service Revenue
$0
Investment Income
$469,047
Other Revenue
$0
All Other Contributions
$1,573,317
Change in Net Assets
$-580,920
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,463,325
Other Expenses$159,959
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,463,325--$2,463,325
Other Expenses$83,448--$83,448
Fees for Services Management-$76,511-$76,511
Total Functional Expenses$2,546,773$76,511$0$2,623,284
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Tyger River FoundationSpartanburg, SC501(c)(3)Community Support$1,446,375
Converse CollegeSpartanburg, SC501(c)(3)Education$250,000
Spartanburg County FoundationSpartanburg, SC-Various Spartanburg Community Charitable Purposes$203,850
Spartanburg County School District SevenSpartanburg, SCGOV'TEducation$150,000
Ed Via College of Osteopathic MedicineSpartanburg, SC501(c)(3)Education$105,000
Wofford CollegeSpartanburg, SC501(c)(3)Education$55,000
Spartanburg Community College FoundationSpartanburg, SC501(c)(3)Education$30,000
HalterSpartanburg, SC501(c)(3)Community Support$25,000
Service Dogs for VeteransFountain Inn, SC501(c)(3)Community Support$7,200
Spartanburg Area ConservancySpartanburg, SC501(c)(3)Community Support$5,500
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
No
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“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

Filer Name
Balmer Foundation
EIN
56-2206524
Phone
8645820138
Address
424 E KENNEDY STREET, SPARTANBURG, SC 29302

Signing Officer

Name
Monty Mullen Hankinson
Title
Chairwoman
Phone
8645820138
Signed
2019-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Monty Mullen Hankinson
Formed
2001
Legal Domicile
Sc
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Mcabee Schwartz Halliday & Co
Address
824 EAST MAIN STREET, SPARTANBURG, SC 29302
Preparer
Betsy Vanover
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 AppendixShowing 400 of 475 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/AllOtherContributionsAmt01573317
IRS990/AuditCommitteeInd00
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SPARTANBURG COUNTY FOUNDATION
IRS990/BooksInCareOfDetail/PhoneNum08645820138
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0424 E KENNEDY STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0SPARTANBURG
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd029302
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01573317
IRS990/CYGrantsAndSimilarPaidAmt02463325
IRS990/CYInvestmentIncomeAmt0469047
IRS990/CYOtherExpensesAmt0159959
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-580920
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt02623284
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02042364
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/ExpenseAmt02546773
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt076511
IRS990/FeesForServicesManagementGrp/TotalAmt076511
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/PersonNm0MONTY MULLEN HANKINSON
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/TitleTxt0CHAIRWOMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-45669
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt02463325
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02463325
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02463325
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02088033
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0514716
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0514716
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt030578195
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt027837599
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0SC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt045669
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/NetAssetsOrFundBalancesBOYAmt030578195
IRS990/NetAssetsOrFundBalancesEOYAmt027837599
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-45669
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-45669
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-2159676
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0GRANT EXPENSE
IRS990/OtherExpensesGrp/ProgramServicesAmt083448
IRS990/OtherExpensesGrp/TotalAmt083448
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MONTY MULLEN HANKINSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt07494206
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0851301
IRS990/PYInvestmentIncomeAmt0356364
IRS990/PYOtherExpensesAmt0102454
IRS990/PYOtherRevenueAmt0604
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt06897419
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0953755
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07851174
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-580920
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0570351398
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0280361
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SPARTANBURG COUNTY FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0280361
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02617809
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt11667613
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2835556
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt33729456
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt41164786
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt51543508
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt62665428
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt72554973
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt81341723
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt91209077
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt10480291
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt11425139
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt122185496
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt131327277
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt14939882
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt15915413
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt16879227
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt171354945
IRS990ScheduleD/OtherSecuritiesGrp/Desc0WINSTON HEDGED EQUITY FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc1SANDERSON INTERNATIONAL VALUE
IRS990ScheduleD/OtherSecuritiesGrp/Desc2T ROWE PRICE MID-CAP EQUITY
IRS990ScheduleD/OtherSecuritiesGrp/Desc3VANGUARD INST'L INDEX
IRS990ScheduleD/OtherSecuritiesGrp/Desc4ACADIAN INTERNATIONAL
IRS990ScheduleD/OtherSecuritiesGrp/Desc5VANGUARD INFLATION-PROTECTED
IRS990ScheduleD/OtherSecuritiesGrp/Desc6WEATHERLOW OFFSHORE FUND I
IRS990ScheduleD/OtherSecuritiesGrp/Desc7VANGUARD INTERMEDIATE-TERM TRE
IRS990ScheduleD/OtherSecuritiesGrp/Desc8FPA CRESCENT
IRS990ScheduleD/OtherSecuritiesGrp/Desc9VANGUARD DEVELOPED MARKETS
IRS990ScheduleD/OtherSecuritiesGrp/Desc10WELLLINGTON SMID EQUIYT
IRS990ScheduleD/OtherSecuritiesGrp/Desc11VANGUARD EXTENDED
IRS990ScheduleD/OtherSecuritiesGrp/Desc12DODGE & COX INCOME
IRS990ScheduleD/OtherSecuritiesGrp/Desc13COLCHESTER GLOBAL FIXED INCOME
IRS990ScheduleD/OtherSecuritiesGrp/Desc14BLACKROCK STRATEGIC INCOME
IRS990ScheduleD/OtherSecuritiesGrp/Desc15PARAMETRIC EMERGING MARKETS R6 FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc16LOOMIS SAYLES STRATEGIC ALPHA Y FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc17SEAPORT GLOBAL PROPERTY SECURITIES FUND, LP
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/OtherSecuritiesGrp/MethodValuationCd17F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt027837599
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt01446375
IRS990ScheduleI/RecipientTable/CashGrantAmt1105000
IRS990ScheduleI/RecipientTable/CashGrantAmt2250000
IRS990ScheduleI/RecipientTable/CashGrantAmt325000
IRS990ScheduleI/RecipientTable/CashGrantAmt47200
IRS990ScheduleI/RecipientTable/CashGrantAmt55500
IRS990ScheduleI/RecipientTable/CashGrantAmt630000
IRS990ScheduleI/RecipientTable/CashGrantAmt7150000
IRS990ScheduleI/RecipientTable/CashGrantAmt855000
IRS990ScheduleI/RecipientTable/CashGrantAmt9203850
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc7GOV'T
IRS990ScheduleI/RecipientTable/IRCSectionDesc8501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0COMMUNITY SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1EDUCATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2EDUCATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3COMMUNITY SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4COMMUNITY SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5COMMUNITY SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6EDUCATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7EDUCATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8EDUCATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9VARIOUS SPARTANBURG COMMUNITY CHARITABLE PURPOSES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0TYGER RIVER FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ED VIA COLLEGE OF OSTEOPATHIC MEDICINE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2CONVERSE COLLEGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3HALTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4SERVICE DOGS FOR VETERANS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5SPARTANBURG AREA CONSERVANCY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6SPARTANBURG COMMUNITY COLLEGE FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7SPARTANBURG COUNTY SCHOOL DISTRICT SEVEN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8WOFFORD COLLEGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9SPARTANBURG COUNTY FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0261213214
IRS990ScheduleI/RecipientTable/RecipientEIN1542052107
IRS990ScheduleI/RecipientTable/RecipientEIN2570351398
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 171954
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1350 HOWARD STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2580 E MAIN STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt31400 CAROLINA COUNTRY CLUB RD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4207 GREENPOND RD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5100 E MAIN ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt6107 COMMUNITY COLLEGE DRIVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt7610 DUPRE DRIVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt8429 N CHURCH STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt9424 E KENNEDY ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SPARTANBURG
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SPARTANBURG
IRS990ScheduleI/RecipientTable/USAddress/CityNm2SPARTANBURG
IRS990ScheduleI/RecipientTable/USAddress/CityNm3SPARTANBURG
IRS990ScheduleI/RecipientTable/USAddress/CityNm4FOUNTAIN INN
IRS990ScheduleI/RecipientTable/USAddress/CityNm5SPARTANBURG
IRS990ScheduleI/RecipientTable/USAddress/CityNm6SPARTANBURG
IRS990ScheduleI/RecipientTable/USAddress/CityNm7SPARTANBURG
IRS990ScheduleI/RecipientTable/USAddress/CityNm8SPARTANBURG
IRS990ScheduleI/RecipientTable/USAddress/CityNm9SPARTANBURG
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0SC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1SC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2SC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3SC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4SC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5SC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6SC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd7SC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd8SC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd9SC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd029301
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd129303
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd229302
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd329302
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd429644
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd529306
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd629303
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd729307
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd829303
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd929302
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 11B
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/BusinessNameLine1Txt0SPARTANBURG COUNTY FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0570351398
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0SC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0424 E KENNEDY STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SPARTANBURG
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0SC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd029302
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0203850
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt176511
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0SPARTANBURG COUNTY FOUNDATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1SPARTANBURG COUNTY FOUNDATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1R
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd01
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt030578195
IRS990/TotalAssetsEOYAmt027837599

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,837,599
Liabilities
$0
Net assets
$27,837,599
Revenue
$2,042,364
Expenses
$2,623,284
Net income
-$580,920
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