Civic Intelligence

Harriet Jackson Phelps Charitable Trust

990PF • Fiscal year 2011 • EIN 57-0734293

Jan 01, 2011 to Dec 31, 2011 • Filed on May 07, 2012

1011 Fair St PO Box 42829021-0428
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

42nd percentile

-3.1%

Faster asset growth than 42% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$381,162

Down $12,248 (-3.1%) from 2010

Net Assets

Down

$381,162

Down $12,248 (-3.1%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$22,222

Up $1,825 (+8.9%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2010: $393,410Liabilities 2010: $0Net Assets 2010: $393,4102010Assets 2011: $381,162Liabilities 2011: $0Net Assets 2011: $381,1622011Assets 2012: $367,714Liabilities 2012: $0Net Assets 2012: $367,7142012Assets 2013: $357,668Liabilities 2013: $0Net Assets 2013: $357,6682013Assets 2014: $122,905Liabilities 2014: $02014Assets 2015: $107,661Liabilities 2015: $0Net Assets 2015: $107,6612015Assets 2016: $101,964Liabilities 2016: $0Net Assets 2016: $101,9642016Assets 2017: $93,290Liabilities 2017: $0Net Assets 2017: $93,2902017Assets 2018: $87,114Liabilities 2018: $0Net Assets 2018: $87,1142018Assets 2019: $80,888Liabilities 2019: $0Net Assets 2019: $80,8882019Assets 2020: $81,901Liabilities 2020: $0Net Assets 2020: $81,9012020Assets 2021: $84,486Liabilities 2021: $0Net Assets 2021: $84,4862021Assets 2022: $87,029Liabilities 2022: $9,698Net Assets 2022: $77,3312022Assets 2023: $68,975Liabilities 2023: $1,500Net Assets 2023: $67,4752023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2011

Assets$381,162
Liabilities$0
Net Assets$381,162

Operations Trend

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

$400K$200K$0-$200K-$400KExpenses 2010: $20,3972010Expenses 2011: $22,2222011Expenses 2012: $21,9742012Revenue 2013: $8,810Expenses 2013: $18,856Net Income 2013: -$10,0462013Revenue 2014: $25,311Expenses 2014: $260,074Net Income 2014: -$234,7632014Revenue 2015: $2,061Expenses 2015: $17,305Net Income 2015: -$15,2442015Revenue 2016: $2,079Expenses 2016: $7,776Net Income 2016: -$5,6972016Revenue 2017: $2,088Expenses 2017: $10,762Net Income 2017: -$8,6742017Revenue 2018: $2,466Expenses 2018: $8,642Net Income 2018: -$6,1762018Revenue 2019: $2,836Expenses 2019: $9,062Net Income 2019: -$6,2262019Revenue 2020: $2,377Expenses 2020: $1,375Net Income 2020: $1,0022020Revenue 2021: $2,793Expenses 2021: $208Net Income 2021: $2,5852021Revenue 2022: $2,829Expenses 2022: $9,984Net Income 2022: -$7,1552022Revenue 2023: $3,480Expenses 2023: $12,797Net Income 2023: -$9,3172023Revenue 2024: $128,232Expenses 2024: $20,225Net Income 2024: $108,0072024

Highlighted filing

2011

Revenue-
Expenses$22,222
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 7, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
AUSTIN M SHEHEEN JRTrustee-$0--
WALTER BULLTrustee-$0--
HARRIET P SOBELLTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantESTHER CANNIZZO JUNIOR GOLF FOUNDATIONPROVIDE GOLF SCHOLARSHIPS FOR TALENTED YOUTH WHO LACK FINANCIAL MEANS TO DEVELOP SKILLS AND DISCIPLINE REQUIRED FOR SUCCESSPUBLIC CHARITYDULUTH, GA, US$5,000
Paid GrantNC MUSEUM OF ART FOUNDATION INCWATER GARDEN CARE PROJECTPUBLIC CHARITYRALEIGH, NC, US$5,000
Paid GrantCONGAREE LAND TRUSTLAND CONSERVATIONPUBLIC CHARITYCOLUMBIA, SC, US$3,333
Paid GrantFLORENCE COUNTY PARKS AND RECREATIONADD INTERACTIVE EXHIBITS INSIDE THE ENVIRONMENTAL DISCOVERY CENTER, EDUCATIONAL PROGRAMS FOR THE PARK, SIGNAGE FOR BIRD AND TREE IDENTIFICATION, AND TRAIL MARKERSGOVERNMENTAL ENTITYFLORENCE, SC, US$3,333
Paid GrantCENTRAL SC HABITAT FOR HUMANITY RESTORERESTORE EARTH RECYCLING INITIATIVEPUBLIC CHARITYWEST COLUMBIA, SC, US$3,000
Filing and Contact Details

Filer

EIN
57-0734293
Raw XML Appendix374 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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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0AUSTIN M SHEHEEN JR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1WALTER BULL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2HARRIET P SOBELL
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine101011 FAIR ST
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine111027 GARDNER ST
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12760 CLUBSIDE DR
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IRS990PF/SummaryOfDirectCharitableActy/Description10SEE CONTRIBUTIONS-PART XV
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE, THOUGH REGULAR ANNUAL MEETING TO CONSIDER FUND REQUESTS IS HELD EACH NOVEMBER OR DECEMBER
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount45000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0RESTORE EARTH RECYCLING INITIATIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1LAND CONSERVATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2PROVIDE GOLF SCHOLARSHIPS FOR TALENTED YOUTH WHO LACK FINANCIAL MEANS TO DEVELOP SKILLS AND DISCIPLINE REQUIRED FOR SUCCESS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3ADD INTERACTIVE EXHIBITS INSIDE THE ENVIRONMENTAL DISCOVERY CENTER, EDUCATIONAL PROGRAMS FOR THE PARK, SIGNAGE FOR BIRD AND TREE IDENTIFICATION, AND TRAIL MARKERS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4WATER GARDEN CARE PROJECT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10CENTRAL SC HABITAT FOR HUMANITY RESTORE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11CONGAREE LAND TRUST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12ESTHER CANNIZZO JUNIOR GOLF FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13FLORENCE COUNTY PARKS AND RECREATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14NC MUSEUM OF ART FOUNDATION INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3GOVERNMENTAL ENTITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10483 SUNSET BLVD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11P O BOX 5232
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine123695 TURNBURY OAKS DR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13180 NORTH IRBY ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine144630 MAIL SERVICE CENTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0WEST COLUMBIA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1COLUMBIA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2DULUTH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3FLORENCE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4RALEIGH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0SC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1SC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2GA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3SC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4NC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode029169
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode129250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode230096
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode329501
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode4276994630
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear019666
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear018040
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted018040
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear101381
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear203742
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear501061
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear501061
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear06749
IRS990PF/UndistributedIncome/ExcessFromCurrentYear01626
IRS990PF/UndistributedIncome/ExcessFromYear101381
IRS990PF/UndistributedIncome/ExcessFromYear203742
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions019666
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus01626
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus07810
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover06184
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherAssetsSchedule/OtherAssets/BOYBookValue0204
OtherAssetsSchedule/OtherAssets/Description0ESTIMATED TAXES PAID
OtherAssetsSchedule/OtherAssets/EOYBookValue0106
OtherAssetsSchedule/OtherAssets/EOYFMV0106
OtherExpensesSchedule/OtherExpenses/Description0INVESTM ACCT MAINTENANCE/SVC FEES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0115
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0115
TaxesSchedule/Taxes/Amount088
TaxesSchedule/Taxes/Amount198
TaxesSchedule/Taxes/Category0FOREIGN WH TAX ON DIV
TaxesSchedule/Taxes/Category12011 990PF TAX PAID
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome088
TaxesSchedule/Taxes/NetInvestmentIncome10
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0570734293
ReturnHeader/Filer/Name/BusinessNameLine10HARRIET JACKSON PHELPS CHARITABLE TRUST
ReturnHeader/Filer/NameControl0HARR
ReturnHeader/Filer/Phone08034321424
ReturnHeader/Filer/USAddress/AddressLine101011 FAIR ST PO BOX 428
ReturnHeader/Filer/USAddress/City0CAMDEN
ReturnHeader/Filer/USAddress/State0SC
ReturnHeader/Filer/USAddress/ZIPCode0290210428
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-05-07
ReturnHeader/Officer/Name0AUSTIN M SHEHEEN JR
ReturnHeader/Officer/Phone08034321424
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02012-05-07
ReturnHeader/PreparerFirm/EIN0570522539
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10SHEHEEN HANCOCK & GODWIN LLP CPAS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO DRAWER 428
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0CAMDEN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0SC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode029021
ReturnHeader/Preparer/Name0JANE M PEACOCK
ReturnHeader/Preparer/Phone08034321424
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-11T07:14:38-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.28$0.20$1.08
2023Detailed filing. Detailed filing data is available for this year.$0.69$0.02$0.67$0.03$0.13$0.09
2022Detailed filing. Detailed filing data is available for this year.$0.87$0.10$0.77$0.03$0.10$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.03$0.00$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.02$0.01$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.03$0.09$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.02$0.09$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.02$0.11$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.02$0.08$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.02$0.17$0.15
2014Summary only. Only limited summary data is available for this year.$1.23$0.00$0.25$2.60$2.35
2013Detailed filing. Detailed filing data is available for this year.$3.58$0.00$3.58$0.09$0.19$0.10
2012Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$0.22
2011Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$0.22
2010Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.20