Totals
- Total revenue
- $54,208,519
- Total expenses
- $33,170,987
- Contributions and grants received
- $48,024,319
- Grants paid
- $28,414,705
- Program service revenue
- $0
- Investment income
- $3,428,371
- Other revenue
- $2,755,829
- Total assets, end of year
- $224,655,520
- Total liabilities, end of year
- $6,769,550
- Net assets or fund balances, end of year
- $217,885,970
- Program services expenses (Part IX)
- $29,169,983
- Management and general expenses
- $3,733,713
- Fundraising expenses
- $267,291
- Program service expenses (Part III)
- $29,169,983
Program services were 87.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$48,024,319
-
1g · Noncash contributions included above
$4,941,644
-
2f · All other program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
3 · Investment income
total $3,326,241 · excluded $3,326,241
-
6c · Rental income or loss
real property $0 · personal property $0
-
7a · Gross sales of assets other than inventory
securities $50,025
-
7c · Gain or loss
securities $50,025 · other assets $0
-
7d · Net gain or loss
total $102,130 · excluded $102,130
-
11a · Other revenue: Fees
total $2,447,649 · related or exempt $2,447,649
-
11b · Other revenue: Trust Income
total $293,650 · related or exempt $293,650
-
11c · Other revenue: Other
total $14,530 · excluded $14,530
-
11d · All other revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$2,755,829
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $27,728,688 · program services $27,728,688
-
2 · Grants to domestic individuals
total $686,017 · program services $686,017
-
5 · Compensation of officers, directors and key employees
total $381,727 · program services $133,451 · management and general $222,799 · fundraising $25,477
-
7 · Other salaries and wages
total $843,244 · program services $140,097 · management and general $669,988 · fundraising $33,159
-
8 · Pension plan contributions
total $108,668 · program services $24,267 · management and general $79,199 · fundraising $5,202
-
9 · Other employee benefits
total $152,027 · program services $33,949 · management and general $110,801 · fundraising $7,277
-
10 · Payroll taxes
total $69,091 · program services $15,429 · management and general $50,355 · fundraising $3,307
-
11c · Fees: accounting
total $60,359 · program services $13,479 · management and general $43,991 · fundraising $2,889
-
11g · Fees: other
total $1,968,989 · program services $114,984 · management and general $1,739,742 · fundraising $114,263
-
13 · Office expenses
total $190,416 · program services $38,676 · management and general $121,639 · fundraising $30,101
-
16 · Occupancy
total $189,918 · program services $42,410 · management and general $138,417 · fundraising $9,091
-
17 · Travel
total $1,965 · program services $439 · management and general $1,432 · fundraising $94
-
19 · Conferences, conventions and meetings
total $70,486 · program services $15,740 · management and general $51,372 · fundraising $3,374
-
20 · Interest
total $115,728 · program services $25,843 · management and general $84,345 · fundraising $5,540
-
22 · Depreciation, depletion and amortization
total $322,625 · program services $72,045 · management and general $235,137 · fundraising $15,443
-
23 · Insurance
total $61,113 · program services $13,647 · management and general $44,541 · fundraising $2,925
-
24a · Other expenses: Equipment
total $113,846 · program services $25,423 · management and general $82,973 · fundraising $5,450
-
24b · Other expenses: Dues to Other Organizations
total $48,403 · program services $10,661 · management and general $35,457 · fundraising $2,285
-
24c · Other expenses: Program Expense
total $29,534 · program services $6,595 · management and general $21,525 · fundraising $1,414
-
24d · Other expenses: Grassroots Leadership Development Institute
total $17,295 · program services $17,295
-
24e · All other expenses
total $10,848 · program services $10,848 · management and general $0 · fundraising $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $3,817,509 · end of year $7,222,169
-
3 · Pledges and grants receivable
beginning of year $1,727,186 · end of year $764,515
-
4 · Accounts receivable
beginning of year $5,915 · end of year $5,915
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$11,676,699
-
10b · Land, buildings and equipment: accumulated depreciation
$2,167,713
-
10c · Land, buildings and equipment, net
beginning of year $9,661,611 · end of year $9,508,986
-
11 · Investments: publicly traded securities
beginning of year $155,590,773 · end of year $190,693,678
-
12 · Investments: other securities
beginning of year $14,054,997 · end of year $14,112,235
-
13 · Investments: program-related
beginning of year $0
-
15 · Other assets
beginning of year $2,250,822 · end of year $2,348,022
-
17 · Accounts payable and accrued expenses
beginning of year $35,804 · end of year $77,674
-
21 · Escrow or custodial account liability
beginning of year $4,627,546 · end of year $4,831,715
-
22 · Loans and payables to officers and key people
end of year $0
-
25 · Other liabilities
beginning of year $2,873,596 · end of year $1,860,161
-
27 · Net assets without donor restrictions
beginning of year $14,774,385 · end of year $15,400,526
-
28 · Net assets with donor restrictions
beginning of year $164,797,482 · end of year $202,485,444
Mission and programs · 2023
Mission
The Spartanburg County Foundation is committed to improving the lives of Spartanburg County residents by promoting philanthropy, encouraging community engagement, and responding to community needs.
-
The Spartanburg County Foundation partners with individuals, families, businesses, and corporations, nonprofits, and professional advisors to foster change, share knowledge, convene around important issues, and maximize impact in the community. We work directly with donors to fulfill charitable goals by providing a variety of customized giving options, handling fund administration, and offering expertise on current and local needs. In 2023, the Foundation awarded 1,616 grants totaling $28.6 million to improve the lives of Spartanburg County residents. We engaged over 2,200 community members through meetings and visits to the Robert Hett Chapman III Center for Philanthropy and through the following initiatives: Nonprofit Connect, Nonprofit Capacity Building Boot Camp, Donor Connect, the Spartanburg Interfaith Alliance, Grassroots Leadership Development Institute and Alumni Association, and Minority Business Connect. The Foundation and Spartanburg Academic Movement joined forces with Blue Meridian Partners and community members to fund a $100 million commitment to build equitable systems and inclusive economic mobility for children and teachers through cross-sector partnership, collaboration, and data-driven improvement.
Expenses $29,169,983 · Grants $28,414,705 · Revenue $2,741,299
As filed on the 2023 return.
Listed in Part VII
-
Mr Bert D Barre
Chair
- Total calculated
- $0
- Hours/week
- 2
-
Ms Cathy H McCabe
Vice Chair
- Total calculated
- $0
- Hours/week
- 2
-
Dr Leonard Starks
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Mr Robert Richardson
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Mr Scott Montgomery
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Mr Vic Bailey III
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Ms Erika McJimpsey
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Mr Mary L Thomas
Chief Operating Officer
- Total calculated
- $78,999
- From this org
- $71,665
- From related orgs
- $0
- Other
- $7,334
- Hours/week
- 40
-
Mr Troy M Hanna
President & CEO / Asst. Sec.
- Total calculated
- $233,759
- From this org
- $208,811
- From related orgs
- $0
- Other
- $24,948
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $208,811
- Bonus
- $0
- Other
- $0
- Deferred
- $24,948
- Nontaxable benefits
- $0
- Filer's total
- $233,759
-
Ms Randy F Jones
Chief Financial Officer
- Total calculated
- $113,400
- From this org
- $101,250
- From related orgs
- $0
- Other
- $12,150
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 1a · Health or social club dues or initiation fees
- 3 · Compensation committee
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- Schedule J, Part I, Line 1a Health or social club dues or initiation fees
- The Foundation provides the President and CEO a membership to Spartanburg Country Club and The Piedmont Club, for development purposes. Any personal expenses incurred are reimbursed to the Foundation.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$2,609,366
General Support
-
$2,607,010
General Support
-
$2,091,750
General Support
-
$1,524,709
General Support
-
$1,383,559
General Support
-
$1,063,789
General Support
-
$1,025,632
General Support
-
$859,016
General Support
-
$787,801
General Support
-
$758,258
General Support
The 10 largest by cash amount. The API serves every itemized grant.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
Habisreutinger & Black Foundation
501(c)(3) · Support Organization · SC · controlled entity
Directly controlled by Spartanburg County Foundation
-
501(c)(3) · Support Organization · SC · controlled entity
Directly controlled by Spartanburg County Foundation
-
501(c)(3) · Support Organization · SC · controlled entity
Directly controlled by Spartanburg County Foundation
-
Judy Bradshaw Children's Foundation
501(c)(3) · Support Organization · SC · controlled entity
Directly controlled by Spartanburg County Foundation
-
501(c)(3) · Support Organization · SC · controlled entity
Directly controlled by Spartanburg County Foundation
-
Tena and Fred Oates Foundation
501(c)(3) · Support Organization · SC · controlled entity
Directly controlled by Spartanburg County Foundation
-
501(c)(3) · Support Organization · SC · controlled entity
Directly controlled by Spartanburg County Foundation
-
501(c)(3) · Support Organization · SC · controlled entity
Directly controlled by Spartanburg County Foundation
-
501(c)(3) · Support Organization · SC · controlled entity
Directly controlled by Spartanburg County Foundation
-
501(c)(3) · Support Organization · SC · controlled entity
Directly controlled by Spartanburg County Foundation
-
501(c)(3) · Support Organization · SC · controlled entity
Directly controlled by Spartanburg County Foundation
-
501(c)(3) · Support Organization · SC · controlled entity
Directly controlled by Spartanburg County Foundation
-
501(c)(3) · Support Organization · SC · controlled entity
Directly controlled by Spartanburg County Foundation
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
Real Estate Investment · SC · income $0 · assets $0
Directly controlled by Spartanburg County Foundation
-
Real Estate Investment · SC · income $0 · assets $0
Directly controlled by NA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202413209349307101
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.