Margaret And Dick Littlejohn Foundation in Spartanburg, South Carolina (SC)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Organizations performing similar types of work
| Margaret And Dick Littlejohn Foundation | |
| Employer Identification Number (EIN) | 571007913 |
| Name of Organization | Margaret And Dick Littlejohn Foundation |
| In Care of Name | Broadus R Littlejohn Sr |
| Address | PO BOX 6666, Spartanburg, SC 29304-6666 |
| Activities | Historical site, records or reenactment |
| Subsection | Charitable Organization |
| Ruling Date | 12/1994 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2010 |
| Assets | $500,000 to $999,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $775,836 |
| Amount of Income | $10,931 |
| Form 990 Revenue Amount | $579,984 |
| National Taxonomy of Exempt Entities (NTEE) | Arts, Culture and Humanities: |
Non-representatives - add comments:
Amount of income in 2010: $10,931 (it was $579,984 in 2011)
| This organization: | $10,931 |
| Other organizations performing similar types of work: | $168,548 |
Assets in 2010: $775,836 (it was $151,841 in 2011)
| Margaret And Dick Littlejohn Foundation: | $775,836 |
| Other organizations performing similar types of work: | $659,643 |
Expenses in 2011: $1,203,979
| This organization: | $1,203,979 |
| Other organizations performing similar types of work: | $121,005 |
Income to expenses ratio in 2011: 0.0
| Margaret And Dick Littlejohn Foundation: | 0.0 |
| Other organizations performing similar types of work: | 1.4 |
Grants share in income in 2011: 99.5%
| Margaret And Dick Littlejohn Foundation: | 99.5% |
| Other organizations performing similar types of work: | 50.1% |
Revenue for 2011
Expenses for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $579,984 | $2,633 | $2,633 | |
| Contributions, gifts, grants, etc., received | $577,351 | |||
| Interest on savings and temporary cash investments | $2,633 | |||
| Dividends and interest from securities | $0 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $1,203,979 | $0 | $0 | $1,067,417 |
| Compensation of officers, directors, trustees, etc. | $46,000 | |||
| Total operating and administrative expenses | $136,562 | $0 | $0 | |
| Contributions, gifts, grants paid | $1,067,417 | |||
| Excess of revenue over expenses and disbursements | $-623,995 | |||
| Net investment income | $2,633 | |||
| Adjusted net income | $2,633 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $151,841 | $151,841 |
| Cash - non-interest-bearing | $151,841 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $151,841 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $0 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2011) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $53 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $53 |
| Amount to be credited to 2012 estimated tax | $0 |
| Statements Regarding Activities (for 2011) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2011 or the taxable year beginning in 2011? | Yes |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | No |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2011) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $0 |
| Net value of noncharitable-use assets | $0 |
| Minimum investment return | $0 |
| Distributable Amount (for 2011) | |
| Distributable amount | $0 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $0 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $1 | $0 | $0 | $0 | $1 |
| Qualifying distributions made directly for active conduct of exempt activities | $1,067,417 | $0 | $0 | $30,000 | $1,097,417 |
| Value of all assets | $1 | $0 | $0 | $0 | $1 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Historic Beaufort Foundation | PO BOX 11, Beaufort, SC 29901-0011 | SC | 1969-01 | $611,870 |
| 2 | White House Historical Association | 740 Jackson Place Nw, Washington, DC 20006 | DC | 1963-04 | $18,153,956 |
| 3 | The Womans Exchange, Herman Grima & Gallier His Houses | 818 Saint Louis St, New Orleans, LA 70112-3416 | LA | 1937-05 | $6,566,431 |
| 4 | The Lynnwood Foundation | 400 Hermitage Rd, Charlotte, NC 28207-1842 | NC | 1996-12 | $5,621,651 |
| 5 | Texas State Historical Association, University Station | 1400 W Highland St Stovall Hall No, Denton, TX 76203 | TX | 1942-12 | $4,034,378 |
| 6 | United States Capitol Historical Society | 200 Maryland Ave Ne Suite 403, Washington, DC 20002-5724 | DC | 1962-10 | $3,337,278 |
| 7 | Royal Oak Foundation Inc | 35 W 35th St Rm 1200, New York, NY 10001-2205 | NY | 1974-01 | $3,232,957 |
| 8 | The George Washington Foundation | 1201 Washington Ave, Fredericksbrg, VA 22401-3747 | VA | 1931-12 | $2,980,617 |
| 9 | South Carolina Historical Society | 100 Meeting St, Charleston, SC 29401-2215 | SC | 1941-05 | $1,448,987 |
| 10 | Edisto Historic Preservation Society Inc | 8123 Chisolm Plantation Rd, Edisto Island, SC 29438-6618 | SC | 1987-11 | $179,671 |
| 11 | South Carolina Archives And History Foundation | 8301 Parklane Road, Columbia, SC 29223 | SC | 1993-07 | $97,280 |
| 12 | Dillon Historical Society | PO BOX 1806, Dillon, SC 29536-1806 | SC | 1964-11 | $61,974 |
| 13 | Saluda County Historical Society Inc | PO BOX 22, Saluda, SC 29138-0022 | SC | 1994-01 | $45,767 |
| 14 | Governors Mansion Foundation | 800 Richland Street, Columbia, SC 29201 | SC | 1981-01 | $22,059 |
| 15 | Margaret And Dick Littlejohn Foundation | PO BOX 6666, Spartanburg, SC 29304-6666 | SC | 1994-12 | $10,931 |
| 16 | Friends Of The Charleston County Courthouse | PO BOX 1120, Charleston, SC 29402-1120 | SC | 1992-08 | $15 |
| 17 | Christ Church Parish Preservation Society Inc | 349 Bay View Dr, Mt Pleasant, SC 29464 | SC | 1996-02 | $0 |
| 18 | Historic Society Of Bamberg County Inc | PO BOX 837, Olar, SC 29843-0837 | SC | 1996-10 | $0 |
| 19 | Reidville Historical Society | Po Box 264, Reidville, SC 29375 | SC | 1995-10 | $0 |
| 20 | United Daughters Of The Confederacy, Robert E Lee Chapter 146 | 802 Windy Hill Dr, Anderson, SC 29621 | SC | 1967-10 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 1,630 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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