Civic Intelligence

Zimmerli Foundation Inc.

990 • Fiscal year 2014 • EIN 57-1018476

Jan 01, 2014 to Dec 31, 2014 • Filed on Mar 06, 2015

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

24th percentile

0.00x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

24th percentile

0.00x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

1st percentile

-1000%

Higher net margin than 1% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

11th percentile

-17%

Faster asset growth than 11% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

1st percentile

-94%

Faster revenue growth than 1% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Assets

Down

$982,222

Down $196,233 (-17%) from 2013

Net Assets

Down

$982,222

Down $196,233 (-17%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$21,045

Down $349,865 (-94%) from 2013

Expenses

Up

$231,412

Up $164,652 (+247%) from 2013

Net Income

Down

-$210,367

Down $514,517 (-169%) from 2013

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $901,011Liabilities 2010: $0Net Assets 2010: $901,0112010Assets 2011: $784,712Liabilities 2011: $0Net Assets 2011: $784,7122011Assets 2012: $781,175Liabilities 2012: $0Net Assets 2012: $781,1752012Assets 2013: $1,178,455Liabilities 2013: $0Net Assets 2013: $1,178,4552013Assets 2014: $982,222Liabilities 2014: $0Net Assets 2014: $982,2222014Assets 2015: $742,096Liabilities 2015: $0Net Assets 2015: $742,0962015Assets 2016: $727,876Liabilities 2016: $0Net Assets 2016: $727,8762016Assets 2017: $835,241Liabilities 2017: $0Net Assets 2017: $835,2412017Assets 2018: $715,991Liabilities 2018: $0Net Assets 2018: $715,9912018Assets 2019: $2,755,941Liabilities 2019: $0Net Assets 2019: $2,755,9412019Assets 2020: $2,951,009Liabilities 2020: $0Net Assets 2020: $2,951,0092020Assets 2021: $3,401,658Liabilities 2021: $0Net Assets 2021: $3,401,6582021Assets 2022: $3,111,168Liabilities 2022: $0Net Assets 2022: $3,111,1682022Assets 2023: $3,398,681Liabilities 2023: $0Net Assets 2023: $3,398,6812023Assets 2024: $3,715,880Liabilities 2024: $0Net Assets 2024: $3,715,8802024

Highlighted filing

2014

Assets$982,222
Liabilities$0
Net Assets$982,222

Operations Trend

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

$600K$400K$200K$0-$200K-$400KExpenses 2010: $124,0732010Expenses 2011: $81,6042011Expenses 2012: $92,9872012Revenue 2013: $370,910Expenses 2013: $66,760Net Income 2013: $304,1502013Revenue 2014: $21,045Expenses 2014: $231,412Net Income 2014: -$210,3672014Revenue 2015: $14,113Expenses 2015: $228,973Net Income 2015: -$214,8602015Revenue 2016: $39,677Expenses 2016: $80,592Net Income 2016: -$40,9152016Revenue 2017: $110,035Expenses 2017: $82,918Net Income 2017: $27,1172017Revenue 2018: $12,281Expenses 2018: $75,410Net Income 2018: -$63,1292018Revenue 2019: $67,834Expenses 2019: $67,203Net Income 2019: $6312019Revenue 2020: $10,233Expenses 2020: $81,031Net Income 2020: -$70,7982020Revenue 2021: $200,076Expenses 2021: $75,673Net Income 2021: $124,4032021Revenue 2022: $521,833Expenses 2022: $87,132Net Income 2022: $434,7012022Revenue 2023: $23,441Expenses 2023: $106,936Net Income 2023: -$83,4952023Revenue 2024: $25,966Expenses 2024: $101,212Net Income 2024: -$75,2462024

Highlighted filing

2014

Revenue$21,045
Expenses$231,412
Net Income-$210,367
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Mar 6, 2015
Return Version
2014v5.0
Gross Receipts
$21,045
Mission and Program Overview

Mission

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

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,178,455$982,222▼ $196,233
Total Assets$1,178,455$982,222▼ $196,233
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,178,455$982,222▼ $196,233
Total Net Assets Fund Balance$1,178,455$982,222▼ $196,233
Total Liabilities and Net Assets / Fund Balance$1,178,455$982,222▼ $196,233

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$61,201--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kurt ZimmerliChairman
Nelly ZimmerliPresident
Kathy Zimmerli WoffordVice President
Mark ZimmerliVice President
William S Barnet IiiDirector
Koger BradfordSEC'Y
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$21,045
Other Revenue
$0
Change in Net Assets
$-210,367

Audited Revenue Reconciliation

Revenue per Audited Statements
$21,045
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$14,134
Total Revenue per Audited Statements
$35,179
Total Revenue per Form 990
$21,045
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$215,575
Other Expenses$15,837
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$215,575--$215,575
Fees for Services Management-$15,837-$15,837
Total Functional Expenses$215,575$15,837$0$231,412

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$231,412
Total Expenses per Audited Statements$231,412
Total Expenses per Form 990$231,412
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Spartanburg Coummunity College FoundationSpartanburg, SC501(c)(3)Education$150,000
Converse CollegeSpartanburg, SC501(c)(3)Education$10,500
Music FoundationSpartanburg, SC501(c)(3)Arts & Culture$10,000
Spartanburg County FoundationSpartanburg, SC501(c)(3)Education/arts$7,575
Boys and Girls Club of the UpstateSpartanburg, SC501(c)(3)Recreation & Youth$5,500
United Way of the PiedmontSpartanburg, SC501(c)(3)Community Needs$5,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

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

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section A, Line 2

Kurt zimmerli nelly zimmerli kathy z wofford mark zimmerli family relationship

Form 990, Part VI, Section B, Line 11

Copy of form 990 and attachments 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 the zimmerli 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
Zimmerli Foundation Inc
EIN
57-1018476
Phone
8645820138
Address
424 E KENNEDY STREET, SPARTANBURG, SC 29302

Signing Officer

Name
Kurt Zimmerli
Title
Chairman
Phone
8645820138
Signed
2015-03-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kurt Zimmerli
Formed
1994
Legal Domicile
Sc
Voting Board Members
3
Independent Board Members
2
Employees
0
Volunteers
0

Preparer

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

Additional Explanations

Form 990 Part XII, Line 2(C)

The audited financial statements are reviewedby the spartanburg county foundation board of trustees. There has been no change in procedures from prior years.

Raw XML AppendixShowing 400 of 461 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/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/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0215575
IRS990/CYInvestmentIncomeAmt021045
IRS990/CYOtherExpensesAmt015837
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-210367
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0231412
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt021045
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/ExpenseAmt0215575
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt015837
IRS990/FeesForServicesManagementGrp/TotalAmt015837
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0KURT ZIMMERLI
IRS990/Form990PartVIISectionAGrp/PersonNm1KOGER BRADFORD
IRS990/Form990PartVIISectionAGrp/PersonNm2WILLIAM S BARNET III
IRS990/Form990PartVIISectionAGrp/PersonNm3NELLY ZIMMERLI
IRS990/Form990PartVIISectionAGrp/PersonNm4MARK ZIMMERLI
IRS990/Form990PartVIISectionAGrp/PersonNm5KATHY ZIMMERLI WOFFORD
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1SEC'Y
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt06469
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt0215575
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0215575
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0215575
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt06469
IRS990/GrossReceiptsAmt021045
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt014576
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt014576
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01178455
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0982222
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0SC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0CHARITABLE AND PHILANTHROPIC ENDEAVORS IN SUPPORT OF AND IN CONJUNCTION WITH THE SPARTANBURG COUNTY FOUNDATION
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01178455
IRS990/NetAssetsOrFundBalancesEOYAmt0982222
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt06469
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt06469
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt014134
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0KURT ZIMMERLI
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0334746
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt049670
IRS990/PYInvestmentIncomeAmt036164
IRS990/PYOtherExpensesAmt017090
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0304150
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt066760
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0370910
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-210367
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/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0570351398
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0231412
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SPARTANBURG COUNTY FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0231412
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0231412
IRS990ScheduleD/NetUnrealizedGainsInvstAmt014134
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt091161
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt114696
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt237733
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3118886
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt477636
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt541412
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt616686
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt729136
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt846972
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt938466
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt10103640
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1163387
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1267118
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1397301
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1437540
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1519390
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1619861
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1761201
IRS990ScheduleD/OtherSecuritiesGrp/Desc0WINSTON HEDGED EQUITY FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc1WACHOVIA BANK
IRS990ScheduleD/OtherSecuritiesGrp/Desc2T ROWE PRICE MID CAP EQUITY
IRS990ScheduleD/OtherSecuritiesGrp/Desc3VANGUARD INSTITUTIONAL INDEX
IRS990ScheduleD/OtherSecuritiesGrp/Desc4SANDERSON INTERNATIONAL VALUE
IRS990ScheduleD/OtherSecuritiesGrp/Desc5ACADIAN INTERNATIONAL
IRS990ScheduleD/OtherSecuritiesGrp/Desc6VANGUARD INFLATION-PROTECTED
IRS990ScheduleD/OtherSecuritiesGrp/Desc7AEW GLOBAL PROPERTY SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/Desc8WELLINGTON-WTC-CTF DIVERSIFIED
IRS990ScheduleD/OtherSecuritiesGrp/Desc9EATON VANCE STRUCTURED EMERGIN
IRS990ScheduleD/OtherSecuritiesGrp/Desc10WEATHERLOW OFFSHORE FUND I
IRS990ScheduleD/OtherSecuritiesGrp/Desc11VANGUARD INTER-TERM TREASURY
IRS990ScheduleD/OtherSecuritiesGrp/Desc12FRANKLIN TEMPLETON
IRS990ScheduleD/OtherSecuritiesGrp/Desc13NYE LEDGE CAPITAL
IRS990ScheduleD/OtherSecuritiesGrp/Desc14VANGUARD DEVELOPLED MARKETS
IRS990ScheduleD/OtherSecuritiesGrp/Desc15WELLINGTON SMID EQUITY
IRS990ScheduleD/OtherSecuritiesGrp/Desc16VANGUARD EXTENDED
IRS990ScheduleD/OtherSecuritiesGrp/Desc17DODGE & COX INCOME
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/RevenueNotReportedAmt014134
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt021045
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0982222
IRS990ScheduleD/TotalExpensesPerForm990Amt0231412
IRS990ScheduleD/TotalRevenuePerForm990Amt021045
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt035179
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0231412
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt07575
IRS990ScheduleI/RecipientTable/CashGrantAmt110500
IRS990ScheduleI/RecipientTable/CashGrantAmt2150000
IRS990ScheduleI/RecipientTable/CashGrantAmt35000
IRS990ScheduleI/RecipientTable/CashGrantAmt410000
IRS990ScheduleI/RecipientTable/CashGrantAmt55500
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/PurposeOfGrantTxt0EDUCATION/ARTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1EDUCATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2EDUCATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3COMMUNITY NEEDS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4ARTS & CULTURE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5RECREATION & YOUTH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SPARTANBURG COUNTY FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CONVERSE COLLEGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2SPARTANBURG COUMMUNITY COLLEGE FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3UNITED WAY OF THE PIEDMONT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4MUSIC FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5BOYS AND GIRLS CLUB OF THE UPSTATE
IRS990ScheduleI/RecipientTable/RecipientEIN0570351398
IRS990ScheduleI/RecipientTable/RecipientEIN1570314380
IRS990ScheduleI/RecipientTable/RecipientEIN2570751500
IRS990ScheduleI/RecipientTable/RecipientEIN3570314377
IRS990ScheduleI/RecipientTable/RecipientEIN4570485556
IRS990ScheduleI/RecipientTable/RecipientEIN5570862226
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0424 E MAIN STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1E MAIN STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2PO BOX 4386
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3203 EAST MAIN ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4200 E ST JOHN ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5PO BOX 2794
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SPARTANBURG
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SPARTANBURG
IRS990ScheduleI/RecipientTable/USAddress/CityNm2SPARTANBURG
IRS990ScheduleI/RecipientTable/USAddress/CityNm3SPARTANBURG
IRS990ScheduleI/RecipientTable/USAddress/CityNm4SPARTANBURG
IRS990ScheduleI/RecipientTable/USAddress/CityNm5SPARTANBURG
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/ZIPCd029302
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd129302
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd229304
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd329304
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd429302
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd529304
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANT REQUEST ARE REVIEWED TO DETERMINE THAT THE GRANTEE ORGANIZATION 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 WWITHOUT FURTHER MONITORING, IF NOT THE GRANT IS DENIED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART II, LINE 1(A)
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0KURT ZIMMERLI NELLY ZIMMERLI KATHY Z WOFFORD MARK ZIMMERLI FAMILY RELATIONSHIP
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COPY OF FORM 990 AND ATTACHMENTS 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 THE ZIMMERLI FOUNDATION, WHO SIGNS THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON 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/ExplanationTxt3THE AUDITED FINANCIAL STATEMENTS ARE REVIEWEDBY THE SPARTANBURG COUNTY FOUNDATION BOARD OF TRUSTEES. THERE HAS BEEN NO CHANGE IN PROCEDURES FROM PRIOR YEARS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 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/InvolvedAmt07575
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt115837
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/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01178455
IRS990/TotalAssetsEOYAmt0982222
IRS990/TotalAssetsGrp/BOYAmt01178455
IRS990/TotalAssetsGrp/EOYAmt0982222
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt015837

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.$3.72$0.00$3.72$0.03$0.10$0.08
2023Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.02$0.11$0.08
2022Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.52$0.09$0.43
2021Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.20$0.08$0.12
2020Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.01$0.08$0.07
2019Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.07$0.07$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.01$0.08$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.11$0.08$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.04$0.08$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.01$0.23$0.21
2014Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.02$0.23$0.21
2013Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.37$0.07$0.30
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.00$0.78$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.00$0.78$0.08
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.90$0.00$0.90$0.12