Civic Intelligence

Zimmerli Foundation Inc.

990 • Fiscal year 2017 • EIN 57-1018476

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 18, 2018

Organization ProfileN/A
424 E Kennedy StreetSpartanburg, SC 29302

(864) 582-0138

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

81st percentile

25%

Higher net margin than 81% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

72nd percentile

15%

Faster asset growth than 72% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

96th percentile

177%

Faster revenue growth than 96% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$835,241

Up $107,365 (+15%) from 2016

Net Assets

Up

$835,241

Up $107,365 (+15%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin81st percentile

Revenue

Up

$110,035

Up $70,358 (+177%) from 2016

Expenses

Up

$82,918

Up $2,326 (+2.9%) from 2016

Net Income

Up

$27,117

Up $68,032 (+166%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

2017

Assets$835,241
Liabilities$0
Net Assets$835,241
Open 2017 Filing

Operations Trend

Revenue Growth96th percentile

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

2017

Revenue$110,035
Expenses$82,918
Net Income$27,117
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 18, 2018
Return Version
2017v2.2
Gross Receipts
$113,159
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$727,876$835,241▲ $107,365
Total Assets$727,876$835,241▲ $107,365
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$727,876$835,241▲ $107,365
Total Net Assets Fund Balance$727,876$835,241▲ $107,365
Total Liabilities and Net Assets / Fund Balance$727,876$835,241▲ $107,365

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$19,399--
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$100,000
Program Service Revenue
$0
Investment Income
$10,035
Other Revenue
$0
All Other Contributions
$100,000
Change in Net Assets
$27,117

Audited Revenue Reconciliation

Revenue per Audited Statements
$110,035
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$80,248
Total Revenue per Audited Statements
$190,283
Total Revenue per Form 990
$110,035
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$72,000
Other Expenses$10,918
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$72,000--$72,000
Fees for Services Management-$10,918-$10,918
Total Functional Expenses$72,000$10,918$0$82,918

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$82,918
Total Expenses per Audited Statements$82,918
Total Expenses per Form 990$82,918
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Music FoundationSpartanburg, SC501(c)(3)Arts & Culture$20,000
Converse CollegeSpartanburg, SC501(c)(3)Education$12,000
Spartanburg Academic MovementSpartanburg, SC501(c)(3)Education$10,000
Cross Anchor Yarborough Chapel United Methodist ChurchCross Anchor, SCChurchReligious$6,000
First Presbyterian ChurchSpartanburg, SCChurchReligious$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
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
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 11B

“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
Kathy Zimmerli Wofford
Title
Chairman
Phone
8645820138
Signed
2018-04-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathy Zimmerli Wofford
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 470 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/AllOtherContributionsAmt0100000
IRS990/AuditCommitteeInd01
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/CYContributionsGrantsAmt0100000
IRS990/CYGrantsAndSimilarPaidAmt072000
IRS990/CYInvestmentIncomeAmt010035
IRS990/CYOtherExpensesAmt010918
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt027117
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt082918
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0110035
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/ExpenseAmt072000
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt010918
IRS990/FeesForServicesManagementGrp/TotalAmt010918
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/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
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 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 EMERITUS
IRS990/Form990PartVIISectionAGrp/TitleTxt1SEC'Y
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHAIRMAN
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-3124
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt072000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt072000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt072000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0113159
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt013159
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt013159
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0727876
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0835241
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0SC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03124
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/NetAssetsOrFundBalancesBOYAmt0727876
IRS990/NetAssetsOrFundBalancesEOYAmt0835241
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-3124
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-3124
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt080248
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0KATHY ZIMMERLI WOFFORD
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt029102
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt069950
IRS990/PYInvestmentIncomeAmt010575
IRS990/PYOtherExpensesAmt010642
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-40915
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt080592
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt039677
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt027117
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0570351398
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt010918
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SPARTANBURG COUNTY FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt010918
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt082918
IRS990ScheduleD/NetUnrealizedGainsInvstAmt080248
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt078816
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt110258
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt224677
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3126954
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt459096
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt541649
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt624962
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt726681
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt829856
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt930661
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1079346
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1158382
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1220077
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1342531
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1435877
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1515282
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1613544
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1758455
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1838738
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1919399
IRS990ScheduleD/OtherSecuritiesGrp/Desc0WINSTON HEDGED EQUITY FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc1BANK CDS
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/Desc12FPA CRESCENT
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/Desc18CLOCHESTER GLOBAL FIXED INCOME
IRS990ScheduleD/OtherSecuritiesGrp/Desc19BLACKROCK STRATEGIC 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/OtherSecuritiesGrp/MethodValuationCd18F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd19F
IRS990ScheduleD/RevenueNotReportedAmt080248
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0110035
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0835241
IRS990ScheduleD/TotalExpensesPerForm990Amt082918
IRS990ScheduleD/TotalRevenuePerForm990Amt0110035
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0190283
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt082918
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt012000
IRS990ScheduleI/RecipientTable/CashGrantAmt120000
IRS990ScheduleI/RecipientTable/CashGrantAmt25000
IRS990ScheduleI/RecipientTable/CashGrantAmt310000
IRS990ScheduleI/RecipientTable/CashGrantAmt46000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2CHURCH
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4CHURCH
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EDUCATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1ARTS & CULTURE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2RELIGIOUS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3EDUCATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4RELIGIOUS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CONVERSE COLLEGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1MUSIC FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2FIRST PRESBYTERIAN CHURCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3SPARTANBURG ACADEMIC MOVEMENT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4CROSS ANCHOR YARBOROUGH CHAPEL UNITED METHODIST CHURCH
IRS990ScheduleI/RecipientTable/RecipientEIN0570314380
IRS990ScheduleI/RecipientTable/RecipientEIN1570485556
IRS990ScheduleI/RecipientTable/RecipientEIN2570314439
IRS990ScheduleI/RecipientTable/RecipientEIN3452104341
IRS990ScheduleI/RecipientTable/RecipientEIN4570327882
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0E MAIN STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt12005 E MAIN ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2393 EAST MAIN STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3101 W ST JOHN ST SUITE 204
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4PO BOX 98
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SPARTANBURG
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SPARTANBURG
IRS990ScheduleI/RecipientTable/USAddress/CityNm2SPARTANBURG
IRS990ScheduleI/RecipientTable/USAddress/CityNm3SPARTANBURG
IRS990ScheduleI/RecipientTable/USAddress/CityNm4CROSS ANCHOR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0SC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1SC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2SC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3SC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4SC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd029302
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd129302
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd229302
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd329306
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd429331
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 11B
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/GiftGrntOrCapContriToOthOrgInd00
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/InvolvedAmt010918
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0SPARTANBURG COUNTY FOUNDATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0R
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd01
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0727876
IRS990/TotalAssetsEOYAmt0835241
IRS990/TotalAssetsGrp/BOYAmt0727876
IRS990/TotalAssetsGrp/EOYAmt0835241
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0100000
IRS990/TotalEmployeeCnt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$835,241
Liabilities
$0
Net assets
$835,241
Revenue
$110,035
Expenses
$82,918
Net income
$27,117
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