Harriet Jackson Phelps Charitable Trust

990PF • Fiscal year 2015 • EIN 57-0734293

Jan 01, 2015 to Dec 31, 2015 • Filed on Jul 07, 2016

Organization Profile

1011 Fair St PO Box 428Camden, SC 29021-0428

(803) 432-1424

Siviq Scores

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

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

-740%

Higher net margin than 2% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

-12%

Faster asset growth than 24% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

-92%

Faster revenue growth than 3% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet

Liabilities / Assets58th percentile

Assets

Down

$107,661

Down $15,244 (-12%) from 2014

Net Assets

$107,661

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2014

Revenue And Expenses

Liabilities / Revenue58th percentile Net Margin2nd percentile

Revenue

Down

$2,061

Down $23,250 (-92%) from 2014

Expenses

Down

$17,305

Down $242,769 (-93%) from 2014

Net Income

-$15,244

Up $219,519 (+94%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

Highlighted filing

2015

Assets$107,661

Liabilities$0

Net Assets$107,661

Open 2015 Filing

Operations Trend

Revenue Growth3rd percentile

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

Highlighted filing

2015

Revenue$2,061

Expenses$17,305

Net Income-$15,244

Open 2015 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2015 to Dec 31, 2015
Signed: Jul 7, 2016
Return Version: 2015v2.1

Compensation and Service Providers

Top Officer Pay76th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
AUSTIN M SHEHEEN JR	Trustee	-	$0	-	-
WALTER BULL	Trustee	-	$0	-	-
HARRIET P SOBELL	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Harriet Jackson Phelps Charitable Trust
EIN: 57-0734293
Phone: 8034321424
Address: 1011 FAIR ST PO BOX 428, CAMDEN, SC 29021-0428

Signing Officer

Name: Austin M Sheheen Jr
Title: Trustee
Phone: 8034321424
Signed: 2016-07-07
Discuss with paid preparer: Yes

Preparer

Firm: Sheheen Hancock & Godwin Llp Cpas
Address: PO DRAWER 428, CAMDEN, SC 29021
Preparer: Jane M Peacock CPA
Phone: 8034321424

Raw XML Appendix355 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/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind	0	X
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	AWARDS GENERALLY GIVEN IN THE AREAS OF NATURE OR LAND CONSERVATION AND FINE ARTS, THOUGH OTHER APPLICANTS ARE WELCOME TO SUBMIT LETTERS OF INTENT TO APPLY.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	NONE, THOUGH REGULAR ANNUAL MEETING TO CONSIDER FUND REQUESTS IS HELD EACH JULY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	5000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	1500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	5000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	2600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	CLUB EDVENTURE SCHOOL GARDEN PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	PROVIDE GOLF SCHOLARSHIPS FOR TALENTED YOUTH WHO LACK FINANCIAL MEANS TO DEVELOP SKILLS AND DISCIPLINE REQUIRED FOR SUCCESS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	WATER GARDEN CARE PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	PURCHASE OF HEAVY-DUTY OUTDOOR RECREATIONAL EQUIPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	EDVENTURE MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	ESTHER CANNIZZO JUNIOR GOLF FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	NC MUSEUM OF ART FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	3	THORNWELL CHILDREN'S HOME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	3	PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	3	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	211 GERVAIS STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	3695 TURNBURY OAKS DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	4630 MAIL SERVICE CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	302 SOUTH BROAD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	COLUMBIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	DULUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	RALEIGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	CLINTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	29201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	30096
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	276994630
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	29325
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	14100
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	7653
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	7653
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	238325
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	223
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	1626
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	1381
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	1381
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	246621
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	6447
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	238325
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	223
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	1626
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	14100
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	6447
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	248002
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	241555
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	26
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	1	0
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	PREPAID FED INC TAX
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	1	DIVIDENDS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	0
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	1	38
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	0
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	1	38
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	220
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	2
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	WELLS FARGO ADVISORS - NONDIVIDEND DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	2
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	2
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	2733
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	TRUST ADMINISTRATION SVCS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	0
TaxesSchedule/TaxesDetail/Amt	0	252
TaxesSchedule/TaxesDetail/CategoryTxt	0	'14 990PF TAX PD
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
ReturnHeader/BuildTS	0	2016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	AUSTIN M SHEHEEN JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8034321424
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2016-07-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	HARRIET JACKSON PHELPS CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	HARR
ReturnHeader/Filer/EIN	0	570734293
ReturnHeader/Filer/PhoneNum	0	8034321424
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	1011 FAIR ST PO BOX 428
ReturnHeader/Filer/USAddress/CityNm	0	CAMDEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	SC
ReturnHeader/Filer/USAddress/ZIPCd	0	290210428
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	570522539
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	SHEHEEN HANCOCK & GODWIN LLP CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	PO DRAWER 428
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	CAMDEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	29021
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8034321424
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2016-07-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JANE M PEACOCK CPA
ReturnHeader/ReturnTs	0	2016-07-07T08:25:08-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2015-01-01
ReturnHeader/TaxPeriodEndDt	0	2015-12-31
ReturnHeader/TaxYr	0	2015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $107,661
Liabilities: $0
Net assets: $107,661
Revenue: $2,061
Expenses: $17,305
Net income: -$15,244

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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