Civic Intelligence

Spartanburg County Foundation

990 • Fiscal year 2017 • EIN 57-0351398

Jan 01, 2017 to Dec 31, 2017 • Filed on Dec 05, 2018

Organization ProfileWWW.SPCF.ORG

View Organization Page

424 E Kennedy StreetSpartanburg, SC 29302

(864) 582-0138

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$164,707,224

Flat from 2017

Net Assets

Flat

$129,012,236

Flat from 2017

Liabilities

Flat

$35,694,988

Flat from 2017

Revenue And Expenses

Revenue

Flat

$16,203,696

Flat from 2017

Expenses

Flat

$13,505,353

Flat from 2017

Net Income

Flat

$2,698,343

Flat from 2017

Historical Trend

Balance Sheet Trend

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

$300M$200M$100M$0Assets 2010: $88,484,442Liabilities 2010: $20,588,566Net Assets 2010: $67,895,8762010Assets 2011: $89,449,800Liabilities 2011: $22,497,240Net Assets 2011: $66,952,5602011Assets 2012: $109,237,666Liabilities 2012: $24,809,511Net Assets 2012: $84,428,1552012Assets 2013: $126,211,041Liabilities 2013: $30,696,143Net Assets 2013: $95,514,8982013Assets 2014: $133,630,616Liabilities 2014: $30,175,571Net Assets 2014: $103,455,0452014Assets 2015: $138,609,403Liabilities 2015: $31,078,971Net Assets 2015: $107,530,4322015Assets 2016: $147,932,797Liabilities 2016: $32,085,244Net Assets 2016: $115,847,5532016Assets 2017: $164,707,224Liabilities 2017: $35,694,988Net Assets 2017: $129,012,2362017Assets 2017: $164,707,224Liabilities 2017: $35,694,988Net Assets 2017: $129,012,2362017Assets 2018: $156,091,906Liabilities 2018: $33,486,589Net Assets 2018: $122,605,3172018Assets 2019: $181,263,172Liabilities 2019: $28,421,034Net Assets 2019: $152,842,1382019Assets 2020: $210,601,978Liabilities 2020: $36,081,627Net Assets 2020: $174,520,3512020Assets 2021: $213,613,348Liabilities 2021: $17,002,751Net Assets 2021: $196,610,5972021Assets 2022: $187,108,813Liabilities 2022: $7,536,946Net Assets 2022: $179,571,8672022Assets 2023: $224,655,520Liabilities 2023: $6,769,550Net Assets 2023: $217,885,9702023Assets 2024: $247,921,619Liabilities 2024: $7,219,301Net Assets 2024: $240,702,3182024

Highlighted filing

2017

Assets$164,707,224
Liabilities$35,694,988
Net Assets$129,012,236
Open 2017 Filing

Operations Trend

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

$60M$40M$20M$0-$20MExpenses 2010: $7,246,4032010Expenses 2011: $7,786,5862011Expenses 2012: $10,850,3182012Revenue 2013: $11,765,428Expenses 2013: $8,058,741Net Income 2013: $3,706,6872013Revenue 2014: $15,405,286Expenses 2014: $8,451,845Net Income 2014: $6,953,4412014Revenue 2015: $19,168,675Expenses 2015: $11,912,807Net Income 2015: $7,255,8682015Revenue 2016: $14,682,178Expenses 2016: $9,216,277Net Income 2016: $5,465,9012016Revenue 2017: $16,203,696Expenses 2017: $13,505,353Net Income 2017: $2,698,3432017Revenue 2017: $16,203,696Expenses 2017: $13,505,353Net Income 2017: $2,698,3432017Revenue 2018: $20,421,535Expenses 2018: $16,936,687Net Income 2018: $3,484,8482018Revenue 2019: $33,790,059Expenses 2019: $15,266,040Net Income 2019: $18,524,0192019Revenue 2020: $26,341,368Expenses 2020: $13,615,669Net Income 2020: $12,725,6992020Revenue 2021: $29,550,562Expenses 2021: $18,209,904Net Income 2021: $11,340,6582021Revenue 2022: $21,477,572Expenses 2022: $21,761,604Net Income 2022: -$284,0322022Revenue 2023: $54,208,519Expenses 2023: $33,170,987Net Income 2023: $21,037,5322023Revenue 2024: $48,563,790Expenses 2024: $39,767,079Net Income 2024: $8,796,7112024

Highlighted filing

2017

Revenue$16,203,696
Expenses$13,505,353
Net Income$2,698,343
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Dec 5, 2018
Return Version
2017v2.3
Gross Receipts
$16,762,004
Mission and Program Overview

Mission

The spartanburg county foundation is committed to improving the lives of spartanburg county residents by promoting philanthropy, encouraging community engagement, and responding to community needs.

To promote charitable pursuits as in the judgement of the trustees of the foundation, will best make for the mental, moral, intellectual and physical improvement, assistance, relief & well being of spartanburg county

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$140,909,071$157,436,825▲ $16,527,754
Land, Buildings, and Equipment, Net$4,621,587$5,161,686▲ $540,099
Savings and Temporary Cash Investments$2,299,719$2,007,262▼ $292,457
Total Assets$147,932,797$164,707,224▲ $16,774,427
Other Assets Total$102,420$101,451▼ $969
Liabilities
Escrow Account Liability$32,075,456$35,691,689▲ $3,616,233
Accounts Payable and Accrued Expenses$9,788$3,299▼ $6,489
Total Liabilities$32,085,244$35,694,988▲ $3,609,744
Net Assets / Fund Balance
Unrestricted Net Assets$115,847,553$129,012,236▲ $13,164,683
Total Net Assets Fund Balance$115,847,553$129,012,236▲ $13,164,683
Total Liabilities and Net Assets / Fund Balance$147,932,797$164,707,224▲ $16,774,427

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,132,212$884,149$2,016,361
Land$3,998,469-$661,350
Equipment$31,005$220,554$251,559
Other Securities$6,383,901--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Troy HannaPresident/ Asst SecyFT$192,934$23,152$216,086
Mary ThomasVice PresidentFT$137,556$16,507$154,063

Board Members and Trustees

NameTitle
John C StockwellChairman
Terry CashVice Chairman
Andrew FalatokTrustee
Bert BarreTrustee
Sheryl M BookerTrustee
Nancy Bain CoteSecretary
John E Bauknight IvTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$12,998,377
Program Service Revenue
$0
Investment Income
$2,604,529
Other Revenue
$600,790
All Other Contributions
$12,998,377
Change in Net Assets
$2,698,343

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded46$2,596,529Stock Market Sale
Real Estate Other2$747,800Appraisal
Total Noncash Contributions48$3,344,329-

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,083,129
Revenue Not Reported on Financial Statements
$6,120,567
Revenue Not Reported on Form 990
$11,577,846
Other Revenue Adjustments
$6,120,567
Total Revenue per Audited Statements
$21,660,975
Total Revenue per Form 990
$16,203,696
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$10,285,461
Other Expenses$2,277,594
Salaries, Compensation, and Employee Benefits$942,298
Total Fundraising Expense$164,919
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$9,666,329--$9,666,329
Grants to Domestic Individuals$619,132--$619,132
Other Salaries and Wages$78,662$289,665$35,749$404,076
Current Officers, Directors, Trustees, and Key Employees$154,063$108,043$108,043$370,149
Other Expenses$184,396--$184,396
All Other Expenses-$166,537-$166,537
Occupancy-$149,086-$149,086
Conferences and Meetings-$106,123-$106,123
Other Employee Benefits$19,049$53,427$7,608$80,084
Advertising-$74,850-$74,850
Depreciation Depletion-$67,397-$67,397
Payroll Taxes$14,326$26,954$9,229$50,509
Fees for Services Accounting-$39,370-$39,370
Pension Plan Contributions$7,281$25,909$4,290$37,480
Insurance-$24,516-$24,516
Office Expenses-$16,238-$16,238
Fees for Services Legal-$4,318-$4,318
Total Functional Expenses$12,188,001$1,152,433$164,919$13,505,353

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$13,505,353
Total Expenses per Audited Statements$11,857,251
Expenses per Audited Statements$11,030,381
Expenses Not Reported on Financial Statements$2,474,972
Other Expense Adjustments$2,474,972
Expenses Not Reported on Form 990$826,870
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Northside Development CorporationSpartanburg, SC501(c)(3)Community Programs$1,084,500
Boy Scouts of America Endowment Master TrustIrving, TX501(c)(3)Community and Heighborhood Programs$725,504
Chris SchoolArden, NC501(c)(3)Youth Education/development$451,500
Iglesia Bautista RenacerSpartanburg, SCChurchHealth & Human Services$360,000
Hawkins FoundationGreenville, SC501(c)(3)Health & Education$326,000
Chapman Cultural CenterSpartanburg, SC501(c)(3)Arts & Culture$281,411
Spartanburg Community College FoundationSpartanburg, SC501(c)(3)Education$246,404
Mobile Meals of SpartanburgSpartanburg, SC501(c)(3)Health & Human Services$189,781
First Presbyterian ChurchSpartanburg, SCChurchReligious$178,097
Wofford CollegeSpartanburg, SC501(c)(3)Education$155,380
Sc School for the Deaf & BlindSpartanburg, SC501(c)(3)Education$132,268
Usc UpstateSpartanburg, SC501(c)(3)Education$125,514
CHILDREN'S MUSEUM OF THE UPSTATEGreenville, SC501(c)(3)Youth Education/development$125,000
Converse CollegeSpartanburg, SC501(c)(3)Education$118,997
Boys and Girls Club of the UpstateSpartanburg, SC501(c)(3)Recreation & Youth$108,682
Spartanburg County School District SixRoebuck, SCGOV'TEducation$99,952
Hatcher Gardens & Woodlands PreserveSpartanburg, SC501(c)(3)Environmental Preservation$92,854
Spartanburg Regional Healthcare FoundationSpartanburg, SC501(c)(3)Health & Human Services$90,610
Episcopal Church of the AdventSpartanburg, SC501(c)(3)Religious$90,606
Grace United Methodist ChurchUnion, SCChurchReligious$86,168
First Baptist Church of SpartanburgSpartanburg, SCChurchReligious$85,000
Spartanburg County Historical AssociationSpartanburg, SC501(c)(3)Arts & Culture$81,370
United Way of the PiedmontSpartanburg, SC501(c)(3)Community Needs$81,289
ST LUKE'S FREE MEDICAL CLINICSpartanburg, SC501(c)(3)Health & Human Services$77,504
Spartanburg Youth Soccer ClubSpartanburg, SC501(c)(3)Recreation/youth$76,273
Spartanburg Humane SocietySpartanburg, SC501(c)(3)Aniaml Control$74,021
Habitat for Humanity of SpartanburgSpartanburg, SC501(c)(3)General Welfare$72,100
Charles Lea Center FoundationSpartanburg, SC501(c0(3)Education$65,827
Hope Point Community ChurchSpartanburg, SCChurchReligious$60,000
Spartanburg Methodist CollegeSpartanburg, SC501(c)(3)Religious$58,314
Rotary FoundationPickens, SC501(c)(4)Community Service Clubs$48,720
Christmas in Action-spartanburgSpartanburg, SC501(c)(3)Community/neighborhood Programs$45,257
Palmetto Council BsaSpartanburg, SC501(c)(3)Recreation & Youth$43,575
Spartanburg Academic MovementSpartanburg, SC501(c)(3)Education$40,000
Ballet SpartanburgSpartanburg, SC501(c)(3)Arts and Cultural$39,790
Spartanburg Day SchoolSpartanburg, SC501(c0(3)Education$37,456
Spartanburg Soup KithcenSpartanburg, SC501(c)(3)Community Needs$35,463
HavenSpartanburg, SC501(c)(3)Health & Huaman Serices$35,400
HUB CITY FARMER'S MARKETSpartanburg, SC501(c)(3)Health & Human Services$34,000
Wesminister Presbyterian ChurchSpartanburg, SC501(c)(3)Community Needs$29,762
Total MinistriesSpartanburg, SC501(c)(3)Community Needs$28,770
St Paul the Apostle Catholic SchoolSpartanburg, SCChurchEducation/religious$28,227
THE CONSERVATORS' CENTER INCMebane, NC501(c)(3)Health & Human Services$27,000
Mdc IncDurham, NC501(c)(3)Community Programs$25,000
United Mitochondrial Disease Foundation IncPittsburg, PA501(c)(3)Health & Human Services$25,000
TEMPLE B'NAI ISRAELSpartanburg, SCChurchReligious$24,550
Adult Learning CenterSpartanburg, SC501(c)(3)Education$23,470
Musc FoundationCharleston, SC501(c)(3)Health & Human Services$21,649
HalterSpartanburg, SC501(c)(3)Education$21,500
Trees CoalitionSpartanburg, SC501(c)(3)Conservation$21,000
SHEPHERD'S CENTER OF SPARTANBURG INCSpartanburg, SC501(c)(3)Health & Human Services$20,050
Pk OutreachInman, SC501(c)(3)Health and Human Services$20,000
St Leo UniversitySaint Leo, FL501(c)(3)Education$20,000
Spartanburg Leased Housing CorporationSpartanburg, SC501(c)(3)Housing Development$19,478
Healthy Smiles of SpartanburgSpartanburg, SC501(c)(3)Health & Human Services$19,000
Middle Tyger Community CenterDuncan, SC501(c)(3)Recreation & Youth$18,750
Nazareth Presbyterian ChurchMoore, SCChurchReligious$17,632
Piedmont Care IncSpartanburg, SC501(c)(3)Health & Human Services$17,200
CHILDREN'S CANCER PARTNERS OF THE CAROLINASSpartanburg, SC501(c)(3)Health and Human Services$16,316
Fellowship of Christian AthletesKansas City, MO501(c)(3)Religious$15,850
City of SpartanburgSpartanburg, SCGOV'TRecreation & Youth$15,000
Girls on the Run SpartanburgSpartanburg, SC501(c)(3)Youth Education/development$15,000
Project Hope FoundationWoodruff, SC501(c)(3)General Welfare/children and Youth$15,000
SwitchGreenville, SC501(c)(3)Health and Human Services$15,000
Upstate Affiliate OrganizationGreenville, SC501(c)(3)Health and Human Services$15,000
Diocese of CharlestonCharleston, SC501(c)(3)Religious$14,544
Oto Relief FundSpartanburg, SC501(c)(3)Relief Fund/human Services$13,180
The Group of 100 IncSpartanburg, SC501(c)(3)Health & Human Services$13,000
Partners for Active LivingSpartanburg, SC501(c)(3)Recreation$12,750
Greatest Champion FoundationColumbia, SC501(c)(3)Student Aid/scholarships$12,000
Sertoma IncSpartanburg, SC501(c)(4)Community Service Clubs$11,850
Urban League of the UpstateSpartanburg, SC501(c)(3)Youth Education/development$11,250
Upstate Family Resource CenterBoiling Springs, SC501(c)(3)Community Programs$10,820
Globalbike IncSpartanburg, SC501(c)(3)Health Support Services$10,500
Spartanburg CoSpartanburg, SCGOV'THealth & Human Services$10,500
American Red CrossSpartanburg, SC501(c)(3)Health & Human Services$10,445
BirthmattersSpartanburg, SC501(c)(3)Health & Human Services$10,300
Mary Woode Foundation IncSapphire, NC501(c)(3)Youth Education/development$10,000
Southside Baptist ChurchSpartanburg, SCChurchReligious$10,000
University of South CaorlinaColumbia, SC501(c)(3)Education$10,000
Upstate Pride ScBoiling Springs, SC501(c)(3)Health & Human Services$10,000
Presbyterian CollegeClinton, SC501(c)(3)Religious$9,841
SHRINER'S HOSPITALS FOR CHILDRENTampla, FL501(c)(3)Health & Human Services$9,696
Girl ScoutsSpartanburg, SC501(c)(3)Youth Education/develoment$9,400
Cancer Association of Spartanburg & Cherokee Counties IncSpartanburg, SC501(c)(3)Health & Human Services$9,100
Animal Allies IncSpartanburg, SC501(c)(3)Health & Human Services$9,025
Trinity United Methodist ChurchSpartanburg, SCChurchReligious$9,000
Upstate Warrior SolutionGreenville, SC501(c)(3)Veteran Needs$8,750
ST CHRISTOPER'S EPISCOPAL CHURCHSpartanburg, SCChurchReligious$8,730
ST JUDE CHILDREN'S RESEARCH HOSPITALMemphis, TN501(c)(3)Health and Human Services$8,346
New Day IncSpartanburg, SC501(c)(3)Health & Human Services$8,200
New Day Inc of SpartanburgSpartanburg, SC501(c)(3)Health & Human Services$8,200
Clemson UniversityClemson, SC501(c)(3)Education$7,800
Ymca of Greater SpartanburgSpartanburg, SC501(c)(3)Recreation & Youth$7,704
CONNIE MAXWELL CHILDREN'S HOMEGreenwood, SC501(c)(3)Health & Human Services$7,696
Green Pond Baptst ChurchWoodruff, SCChurchReligious$7,696
Selma Baptist ChurchWoodruff, SCChurchReligious$7,696
Thornwell Home for ChildrenClinton, SC501(c)(3)Health & Human Services$7,696
Bellview Baptist ChurchWoodruff, SCChurchReligious$7,695
Rockefeller Philanathropy AdvisorsNew Yourk, NY501(c)(3)Community Programs$7,500
Central United Methodist ChurchSpartanburg, SCChurchReligious$7,100
Jackson Grove United Methodist ChurchLandrum, SCChurchReligious$7,000
Project PawwsSpartanburg, SC501(c)(3)Health & Human Services$7,000
Young Life of SpartanburgSpartanburg, SC501(c)(3)Youth Education/development$6,650
Cross Anchor Yarborough Chapel United Methodist ChurchCorss Anchor, SCChurchReligious$6,531
Spartanburg Art MuseumSpartanburg, SC501(c)(3)Arts & Culture$6,299
Main Street United Methodist ChurchGreenwood, SCChurchReligious$6,200
Buford Street United Methodist ChruchGaffney, SCChurchReligious$6,108
Greater Lowell Community FoundationLowell, MA501(c)(3)Community Foundation$6,029
Keep the ChangeSterling, VA501(c)(3)Religious$6,000
Middle Tyger YmcaDuncan, SC501(c)(3)Health and Human Services$6,000
Speak for AnimalsGreenville, SC501(c)(3)Animal Welfare$6,000
Tyger River Chapel FoundationSpartanburg, SC501(c)(3)Religious$6,000
St Paul United Methodist ChurchSpartanburg, SCChurchReligious$5,858
Pine Street School FoundationSpartanburg, SC501(c)(3)Youth Education/development$5,750
Spartanburg Area Conservancy IncSpartanburg, SC501(c)(3)Environment & Historic Preservation$5,714
Junior Achievement of Upstate ScGreenville, SC501(c)(3)Education$5,426
South Carolina Historical SocietyCharleston, SC501(c)(3)Historic Preservation$5,400
Hope Center for ChildrenSpartanburg, SC501(c)(3)General Welare Children/youth$5,270
Rice BowlsSpartanburg, SC501(c)(3)International Relief$5,253
Spartanburg Science CenterSpartanburg, SC501(c)(3)Education$5,250
EPWORTH CHILDREN'S HOMEColumbia, SC501(c)(3)Children and Youth Services$5,200
Favor CreenvileGreenville, SC501(c)(3)Alcohol/drug Abuse Recovery$5,025
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$68,743
Fundraising Direct Expenses$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament, Etc$68,743$68,743-$68,743
Total Events$68,743$68,743-$68,743
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
Annual disclosure for covered persons
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
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 11B

“Copy of form 990 and attachments are given to all trustees for their review prior to filing. After its' review the president signs the return.”

Form 990, Part VI, Section B, Line 12C

“The trustees and all employees complete a conflict of interest questionaire annually and they are reviewed by the president and board chairman. If any conflicts or potential conflicts are noted, they are presented to the board and other appropriate personnel for future reference.”

Form 990, Part VI, Section B, Line 15

“The compensation committee of the board of trustees annually reviews salary of all staff . The committee uses a national compensation survey for non profit organizations and other comparative data. The results are presented to the fully board for approval.”

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 5pm, monday through friday.”

Filing and Contact Details

Filer

Filer Name
Spartanburg County Foundation
EIN
57-0351398
Phone
8645820138
Address
424 E KENNEDY STREET, SPARTANBURG, SC 29302

Signing Officer

Name
Troy M Hanna
Title
President
Phone
8645820138
Signed
2018-12-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Troy M Hanna
Formed
1943
Legal Domicile
Sc
Voting Board Members
7
Independent Board Members
7
Employees
13
Volunteers
49

Preparer

Firm
Mcabee Schwartz Halliday & Co
Address
824 EAST MAIN STREET, SPARTANBURG, SC 29302
Preparer
Bruce W Schwartz
Phone
8645830886
Supplemental Narrative

Additional Explanations

Form 990, Part XII , Line 2 (C)

“The audit committee meets with the auditor and reviews the audited financial statements prior to the regularly scheduled board of trustees meeting. The auditor then reviews the audit report with the full board during their regularly scheduled board meeting. The process has not changed form prior years.”

Amended Return Explanation

“Return is amended to correct schedule r, part ii. Related tax exempt organizations listed in part ii were incorrectly reported in column (e) as type ii organizations. Schedule r, part ii, column (e) has been corrected to report the related tax exempt organizations as type i organizations.”

Financial Statement Notes

PART IV, LINE 2B:

“Spartanburg county foundation is a named beneficiary of eleven charitable trusts. The total assets are $12,631,597 and liabilities to third parties are $12,631,597. Spartanburg county foundation has annuities with two individuals that are paid either monthly, quarterly or annually. The total assets at december 31, 2017 was $79,528. There are thirteen funds that do not have trust agreements and can request the return of their fund at anytime. The total assets and liability for these funds are $23,327,099.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Interfund fees 1,111,606.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Contributions 2,213,066. Investment income 3,884,067. Miscellaneous 23,434.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“INTERFUND FEES 826,870.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Grants 2,378,530. Grant expenses 96,442.”

Raw XML AppendixShowing 400 of 1,945 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.

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IRS990/ActivityOrMissionDesc0TO PROMOTE CHARITABLE PURSUITS AS IN THE JUDGEMENT OF THE TRUSTEES OF THE FOUNDATION, WILL BEST MAKE FOR THE MENTAL, MORAL, INTELLECTUAL AND PHYSICAL IMPROVEMENT, ASSISTANCE, RELIEF & WELL BEING OF SPARTANBURG COUNTY
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IRS990/CYInvestmentIncomeAmt02604529
IRS990/CYOtherExpensesAmt02277594
IRS990/CYOtherRevenueAmt0600790
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt02698343
IRS990/CYSalariesCompEmpBnftPaidAmt0942298
IRS990/CYTotalExpensesAmt013505353
IRS990/CYTotalFundraisingExpenseAmt0164919
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt016203696
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt067397
IRS990/DepreciationDepletionGrp/TotalAmt067397
IRS990/Desc0GRANTS AND SCHOLARSHIPS TO SUPPORT PHILANTHROPIC ENDEAVORS IN SPARTANBURG COUNTY
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt013
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountLiabilityGrp/BOYAmt032075456
IRS990/EscrowAccountLiabilityGrp/EOYAmt035691689
IRS990/ExpenseAmt012188001
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt039370
IRS990/FeesForServicesAccountingGrp/TotalAmt039370
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt04318
IRS990/FeesForServicesLegalGrp/TotalAmt04318
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt840.00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt716507
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt823152
IRS990/Form990PartVIISectionAGrp/PersonNm0SHERYL M BOOKER
IRS990/Form990PartVIISectionAGrp/PersonNm1TERRY CASH
IRS990/Form990PartVIISectionAGrp/PersonNm2JOHN C STOCKWELL
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHN E BAUKNIGHT IV
IRS990/Form990PartVIISectionAGrp/PersonNm4ANDREW FALATOK
IRS990/Form990PartVIISectionAGrp/PersonNm5BERT BARRE
IRS990/Form990PartVIISectionAGrp/PersonNm6NANCY BAIN COTE
IRS990/Form990PartVIISectionAGrp/PersonNm7MARY THOMAS
IRS990/Form990PartVIISectionAGrp/PersonNm8TROY HANNA
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8192934
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt7VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8PRESIDENT/ ASST SECY
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
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IRS990/FundraisingGrossIncomeAmt068743
IRS990/GainOrLossGrp/OtherAmt0-829
IRS990/GainOrLossGrp/SecuritiesAmt0-402235
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantAmt010285461
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0619132
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IRS990/GrantsToDomesticOrgsGrp/TotalAmt09666329
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0155244
IRS990/GrossReceiptsAmt016762004
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt024516
IRS990/InsuranceGrp/TotalAmt024516
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03007593
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0140909071
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0157436825
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01104703
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04621587
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05161686
IRS990/LandBldgEquipCostOrOtherBssAmt06266389
IRS990/LegalDomicileStateCd0SC
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0156073
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0402235
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROMOTE CHARITABLE PURSUITS AS IN THE JUDGEMENT OF THE TRUSTEES OF THE FOUNDATION, WILL BEST MAKE FOR THE MENTAL, MORAL, INTELLECTUAL AND PHYSICAL IMPROVEMENT, ASSISTANCE, RELIEF & WELL BEING OF SPARTANBURG COUNTY
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0115847553
IRS990/NetAssetsOrFundBalancesEOYAmt0129012236
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-403064
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-403064
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt068743
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt068743
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt010466240
IRS990/NoncashContributionsAmt03344329
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0149086
IRS990/OccupancyGrp/TotalAmt0149086
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt016238
IRS990/OfficeExpensesGrp/TotalAmt016238
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0102420
IRS990/OtherAssetsTotalGrp/EOYAmt0101451
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt07608
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt053427
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt019049
IRS990/OtherEmployeeBenefitsGrp/TotalAmt080084
IRS990/OtherExpensesGrp/Desc0OTHERS
IRS990/OtherExpensesGrp/Desc1COMMUNITY INDICATORS PR
IRS990/OtherExpensesGrp/Desc2GREENSPACE UPKEEP
IRS990/OtherExpensesGrp/Desc3CITIZENS SCHOLAR PROGRA
IRS990/OtherExpensesGrp/ProgramServicesAmt0716953
IRS990/OtherExpensesGrp/ProgramServicesAmt1470232
IRS990/OtherExpensesGrp/ProgramServicesAmt2257578
IRS990/OtherExpensesGrp/ProgramServicesAmt3184396
IRS990/OtherExpensesGrp/TotalAmt0716953
IRS990/OtherExpensesGrp/TotalAmt1470232
IRS990/OtherExpensesGrp/TotalAmt2257578
IRS990/OtherExpensesGrp/TotalAmt3184396
IRS990/OtherRevenueMiscGrp/BusinessCd0523920
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0FEES
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0407047
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1125000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0407047
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1125000
IRS990/OtherRevenueTotalAmt0532047
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt035749
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0289665
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt078662
IRS990/OtherSalariesAndWagesGrp/TotalAmt0404076
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt09229
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt026954
IRS990/PayrollTaxesGrp/ProgramServicesAmt014326
IRS990/PayrollTaxesGrp/TotalAmt050509
IRS990/PensionPlanContributionsGrp/FundraisingAmt04290
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt025909
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt07281
IRS990/PensionPlanContributionsGrp/TotalAmt037480
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0TROY M HANNA
IRS990/PriorPeriodAdjustmentsAmt0100
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt011842566
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt06767780
IRS990/PYInvestmentIncomeAmt02093186
IRS990/PYOtherExpensesAmt01573751
IRS990/PYOtherRevenueAmt0746426
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt05465901
IRS990/PYSalariesCompEmpBnftPaidAmt0874746
IRS990/PYTotalExpensesAmt09216277
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt014682178
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt02698343
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02299719
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02007262
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt012998377
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt011842566
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt017483917
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt012974278
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt08650553
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt063949691
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03205319
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02839612
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01684758
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02431008
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03114875
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt013275572
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt09570001
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt010036736
IRS990ScheduleA/OtherIncome170Grp/TotalAmt019606737
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.66040
IRS990ScheduleA/PublicSupportPY170Pct00.67140
IRS990ScheduleA/PublicSupportTotal170Amt063949691
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt012998377
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt011842566
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt017483917
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt012974278
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt08650553
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt063949691
IRS990ScheduleA/TotalSupportAmt096832000
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01132212
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0884149
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02016361
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt03479347
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt02901517
IRS990ScheduleD/DonorAdvisedFundsHeldCnt0165
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt027501443
IRS990ScheduleD/EquipmentGrp/BookValueAmt031005
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0220554
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0251559
IRS990ScheduleD/ExpensesNotReportedAmt0826870
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt02474972
IRS990ScheduleD/ExpensesSubtotalAmt011030381
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/LandGrp/BookValueAmt03998469
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt03337119
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0661350
IRS990ScheduleD/NetUnrealizedGainsInvstAmt010466240
IRS990ScheduleD/OtherExpensesIncludedAmt0826870
IRS990ScheduleD/OtherExpensesNotIncludedAmt02474972
IRS990ScheduleD/OtherRevenueAmt01111606
IRS990ScheduleD/OtherRevenuesNotIncludedAmt06120567
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt011982476
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt11559600
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt23751696
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt38984377
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt419300924
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt56466038
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt612631597
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt76331918
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt83794958
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt94056314
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt104538962
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt114661367
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1212063004
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt138875845
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt145454723
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt152323302
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt162059048
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt178886952
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt185889447
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt193052253
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt202949286
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2111438837
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt226383901
IRS990ScheduleD/OtherSecuritiesGrp/Desc0WINSTON HEDGED EQUITY FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc1BANK CDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc2T ROWE PRICE MID CAP EQUITY GRT ROWE PRICE
IRS990ScheduleD/OtherSecuritiesGrp/Desc3SANDERSON INTERNATIONAL VALUE
IRS990ScheduleD/OtherSecuritiesGrp/Desc4VANGUARD INSTITUTIONAL INDEX
IRS990ScheduleD/OtherSecuritiesGrp/Desc5NYE LEDGE CAPITAL
IRS990ScheduleD/OtherSecuritiesGrp/Desc6CHARITABLE TRUST
IRS990ScheduleD/OtherSecuritiesGrp/Desc7ACADIAN INTERNATIONAL SM CAP
IRS990ScheduleD/OtherSecuritiesGrp/Desc8VANGUARD INFLATION-PROTECTED
IRS990ScheduleD/OtherSecuritiesGrp/Desc9AEW GLOBAL PROPERTY SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/Desc10WELLINGTON - WTC-CCTF DIVERSIF
IRS990ScheduleD/OtherSecuritiesGrp/Desc11EATON VANCE STRUCTURED EMERGIN
IRS990ScheduleD/OtherSecuritiesGrp/Desc12WEATHERLOW OFFSHORE FUND I
IRS990ScheduleD/OtherSecuritiesGrp/Desc13VANGUARD INTER-TERM TREASURY
IRS990ScheduleD/OtherSecuritiesGrp/Desc14VANGUARD DEVELOPLED MARKETS
IRS990ScheduleD/OtherSecuritiesGrp/Desc15WELLINGTON SMID EQUITY
IRS990ScheduleD/OtherSecuritiesGrp/Desc16VANGUARD EXTENDED
IRS990ScheduleD/OtherSecuritiesGrp/Desc17DODGE & COX INCOME
IRS990ScheduleD/OtherSecuritiesGrp/Desc18COLCHESTER GLOBAL FIXED INCOME
IRS990ScheduleD/OtherSecuritiesGrp/Desc19FPA CRESCENT
IRS990ScheduleD/OtherSecuritiesGrp/Desc20BLACKROCK STRATEGIC INCOME
IRS990ScheduleD/OtherSecuritiesGrp/Desc21COLONY TRUST
IRS990ScheduleD/OtherSecuritiesGrp/Desc22WELLS FARGO
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

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$164,707,224
Liabilities
$35,694,988
Net assets
$129,012,236
Revenue
$16,203,696
Expenses
$13,505,353
Net income
$2,698,343
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$248$7.22$241$48.6$39.8$8.80
2023Detailed filing. Detailed filing data is available for this year.$225$6.77$218$54.2$33.2$21.0
2022Detailed filing. Detailed filing data is available for this year.$187$7.54$180$21.5$21.8$0.28
2021Detailed filing. Detailed filing data is available for this year.$214$17.0$197$29.6$18.2$11.3
2020Detailed filing. Detailed filing data is available for this year.$211$36.1$175$26.3$13.6$12.7
2019Detailed filing. Detailed filing data is available for this year.$181$28.4$153$33.8$15.3$18.5
2018Detailed filing. Detailed filing data is available for this year.$156$33.5$123$20.4$16.9$3.48
2017Detailed filing. Detailed filing data is available for this year.$165$35.7$129$16.2$13.5$2.70
2017Detailed filing. Detailed filing data is available for this year.$165$35.7$129$16.2$13.5$2.70
2016Detailed filing. Detailed filing data is available for this year.$148$32.1$116$14.7$9.22$5.47
2015Detailed filing. Detailed filing data is available for this year.$139$31.1$108$19.2$11.9$7.26
2014Detailed filing. Detailed filing data is available for this year.$134$30.2$103$15.4$8.45$6.95
2013Detailed filing. Detailed filing data is available for this year.$126$30.7$95.5$11.8$8.06$3.71
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$109$24.8$84.4$10.9
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$89.4$22.5$67.0$7.79
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$88.5$20.6$67.9$7.25