The Tom And Jane Addison Foundation in Rock Hill, 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
- Other organizations in South Carolina
| The Tom And Jane Addison Foundation | |
| Employer Identification Number (EIN) | 570977111 |
| Name of Organization | The Tom And Jane Addison Foundation |
| In Care of Name | R Steven Heckard |
| Address | PO BOX 11001, Rock Hill, SC 29731-1001 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 08/1993 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $0 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $506,080 |
| Amount of Income | $545,188 |
| Form 990 Revenue Amount | $7,241 |
Non-representatives - add comments:
Revenue for 2012
Expenses for 2012
Assets for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $10,200 | $10,200 | $5,744 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $5,744 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $4,456 | |||
| Total expenses and disbursements | $95,537 | $5,537 | $5,537 | $90,000 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $5,537 | $5,537 | $0 | |
| Contributions, gifts, grants paid | $90,000 | |||
| Excess of revenue over expenses and disbursements | $-85,337 | |||
| Net investment income | $4,463 | |||
| Adjusted net income | $207 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $420,743 | $423,925 |
| Cash - non-interest-bearing | $7,590 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $413,153 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $420,743 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $4,456 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $89 |
| Total credits and payments | $928 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $928 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $0 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $839 |
| Amount to be credited to 2013 estimated tax | $839 |
| Statements Regarding Activities (for 2012) | |
| 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 2012 or the taxable year beginning in 2012? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| 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 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | 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 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $456,496 |
| Net value of noncharitable-use assets | $449,640 |
| Minimum investment return | $22,482 |
| Distributable Amount (for 2012) | |
| Distributable amount | $22,393 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $22,393 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $0 | $0 | $0 | $0 | $0 |
| 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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| Other organizations in South Carolina | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | The Mid Carolina Rifle Club Inc | PO BOX 2528, Columbia, SC 29202-2528 | SC | 1987-08 | $88,126 |
| 2 | The Orangeburg Part-Time Players | PO BOX 1291, Orangeburg, SC 29116-1291 | SC | 1984-10 | $76,220 |
| 3 | The Philip And Linda Lesourd Lader Foundation | 151 Meeting St Ste 600, Charleston, SC 29401-2233 | SC | 1987-07 | $161,986 |
| 4 | The Shark Club Inc | PO BOX 4140, Murrells Inlt, SC 29576-2686 | SC | 2004-08 | $361,544 |
| 5 | The Sherman Family Charitable Trust | PO BOX 981, Charleston, SC 29402-0981 | SC | 1984-04 | $6 |
| 6 | The Sisk Foundation Of Buncombe Street United Methodist Church | PO BOX 1988, Greenville, SC 29602-1988 | SC | 1986-04 | $1,099,548 |
| 7 | Palmetto Association For Children And Familes | 133 Powell Dr, Lexington, SC 29072-8914 | SC | 1990-07 | $707,074 |
| 8 | The South Carolina Wildlife Law Enforcement Officers Assoc Inc | Po Box1424, Columbia, SC 29202 | SC | 1998-08 | $0 |
| 9 | The Springs Close Foundation Inc | PO BOX 460, Lancaster, SC 29721-0460 | SC | 1944-06 | $4,037,033 |
| 10 | The Sumter Jaycees Inc | 2184 Avalon Dr, Sumter, SC 29154-7229 | SC | 1978-04 | $6,831 |
| 11 | The Tom And Jane Addison Foundation | PO BOX 11001, Rock Hill, SC 29731-1001 | SC | 1993-08 | $545,188 |
| 12 | The Toporek Family Foundation Trust | 226 Cooper River Dr, Mt Pleasant, SC 29464-1814 | SC | 2001-04 | $24,139 |
| 13 | The Village Repertory Co | 34 Woolfe St, Charleston, SC 29403-5510 | SC | 2003-02 | $347,268 |
| 14 | The@barbara And Edwin Pearlstine Charitable Foundation Inc | 5264b International Blvd Ste 220, N Charleston, SC 29418-6992 | SC | 1998-07 | $1 |
| 15 | The@lighthouse Ministries | 201 E Elm St, Florence, SC 29506-3079 | SC | 1998-02 | $306,992 |
| 16 | Thermal Belt Habitat For Humanity Inc | 132 N Trade Ave, Landrum, SC 29356-1529 | SC | 1988-11 | $179,601 |
| 17 | Theta Chi Fraternity Inc, Beta Psi Chapter | 403 S Adair St Presbyterian College, Clinton, SC 29325 | SC | 1966-06 | $89,400 |
| 18 | Thomas C And Ann L Webster Charitable Foundation Inc | 21 Mckays Point Rd, Hilton Head, SC 29928-3321 | SC | 2009-11 | $72,002 |
| 19 | Thomas Hart Academy | 852 Flinns Rd, Hartsville, SC 29550-7160 | SC | 2014-12 | $906,815 |
| 20 | Thomason Bowie Foundation | 1838 Warren Watt Rd, Iva, SC 29655-9032 | SC | 1998-07 | $90,050 |
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