Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
J MARION SIMS FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 818
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LANCASTER, SC29720
A Employer identification number

57-0355295
B Telephone number (see instructions)

(803) 286-8772
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$67,180,110J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 166,923
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 3,414,628 3,414,628  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 11,856,290
b Gross sales price for all assets on line 6a 73,877,656
7 Capital gain net income (from Part IV, line 2)... 11,856,290
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 15,437,841 15,270,918  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 240,536 24,054   216,482
14 Other employee salaries and wages...... 501,675 50,168   451,508
15 Pension plans, employee benefits....... 173,094 17,309   170,155
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 62,920 23,517   44,224
c Other professional fees (attach schedule).... Click to see attachment 592,498 436,738   155,761
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 176,266 4,451   35,086
19 Depreciation (attach schedule) and depletion... 28,253 2,825  
20 Occupancy.............. 120,848 12,085   108,855
21 Travel, conferences, and meetings....... 48,687 1,761   46,926
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 202,385 8,541   205,200
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,147,162 581,449   1,434,197
25 Contributions, gifts, grants paid....... 1,512,455 1,603,907
26 Total expenses and disbursements. Add lines 24 and 25 3,659,617 581,449   3,038,104
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 11,778,224
b Net investment income (if negative, enter -0-) 14,689,469
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 2,878,416 2,618,670 2,618,670
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 47,277,603 Click to see attachment46,182,324 46,182,324
c Investments—corporate bonds (attach schedule)....... 23,798,592 Click to see attachment16,756,270 16,756,270
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet1,778,526
Less: accumulated depreciation (attach schedule) bullet155,840 791,813 1,622,686 1,622,686
15 Other assets (describe bullet) Click to see attachment75,743 Click to see attachment160 Click to see attachment160
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 74,822,167 67,180,110 67,180,110
Liabilities 17 Accounts payable and accrued expenses.......... 133,430 83,768
18 Grants payable................. 1,213,579 1,122,127
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment204,673 Click to see attachment192,558
23 Total liabilities (add lines 17 through 22)......... 1,551,682 1,398,453
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 73,270,485 65,781,657
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 73,270,485 65,781,657
31 Total liabilities and net assets/fund balances (see instructions). 74,822,167 67,180,110
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
73,270,485
2
Enter amount from Part I, line 27a .....................
2
11,778,224
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
3,490
4
Add lines 1, 2, and 3 ..........................
4
85,052,199
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
19,270,542
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
65,781,657
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a INVESTMENT PORTFOLIO      
b COST BASIS ADJUSTMENT ON SALE OF ALTERNATIVE INVESTMENT UNITS      
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 72,801,354   62,021,366 10,779,988
b 1,076,302     1,076,302
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       10,779,988
b       1,076,302
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 11,856,290
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 2,642,683 69,967,572 0.037770
2016 2,596,684 64,289,476 0.040390
2015 2,606,600 67,600,721 0.038559
2014 2,763,907 70,564,789 0.039168
2013 2,682,075 66,650,304 0.040241
2
Total of line 1, column (d) .....................
2
0.196128
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.039226
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
72,199,896
5
Multiply line 4 by line 3......................
5
2,832,113
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
146,895
7
Add lines 5 and 6........................
7
2,979,008
8
Enter qualifying distributions from Part XII, line 4,.............
8
3,661,087
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 146,895
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 146,895
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 146,895
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 125,000
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 30,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 155,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 823
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 7,282
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet7,282 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletSC
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    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 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.JMSIMS.ORG
    14
    The books are in care ofbulletSUSAN W DEVENNY PRESIDENT Telephone no.bullet (803) 286-8772

    Located atbullet800 NORTH WHITE STREETLANCASTERSC ZIP+4bullet29720
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    ROBERT K FOLKS CHAIR
    6.00     		7,450 0 0
    800 NORTH WHITE STREET PO BOX 818
    LANCASTER,SC29720
    JODIE C PLYLER VICE CHAIR
    4.00     		5,100 0 0
    800 NORTH WHITE STREET PO BOX 818
    LANCASTER,SC29720
    HUBERT F MOBLEY TREASURER
    4.00     		4,400 0 0
    800 NORTH WHITE STREET PO BOX 818
    LANCASTER,SC29720
    MARVIN L STARKS SECRETARY
    4.00     		1,400 0 0
    800 NORTH WHITE STREET PO BOX 818
    LANCASTER,SC29720
    SUSAN W DEVENNY PRESIDENT & CEO
    45.00     		195,686 27,113 0
    800 NORTH WHITE STREET PO BOX 818
    LANCASTER,SC29720
    RICHARD A BAND TRUSTEE
    4.00     		3,250 0 0
    800 NORTH WHITE STREET PO BOX 818
    LANCASTER,SC29720
    LISA T BRIDGES TRUSTEE
    4.00     		4,400 0 0
    800 NORTH WHITE STREET PO BOX 818
    LANCASTER,SC29720
    T MICHAEL CLANCEY TRUSTEE
    4.00     		3,350 0 0
    800 NORTH WHITE STREET PO BOX 818
    LANCASTER,SC29720
    DON T GARDNER TRUSTEE
    4.00     		3,250 0 0
    800 NORTH WHITE STREET PO BOX 818
    LANCASTER,SC29720
    VIVIAN A GRAY TRUSTEE
    4.00     		4,000 0 0
    800 NORTH WHITE STREET PO BOX 818
    LANCASTER,SC29720
    SHERRI C GREGORY TRUSTEE
    4.00     		3,650 0 0
    800 NORTH WHITE STREET PO BOX 818
    LANCASTER,SC29720
    TIMOTHY H HALLMAN TRUSTEE
    4.00     		4,600 0 0
    800 NORTH WHITE STREET PO BOX 818
    LANCASTER,SC29720
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    PAMELA Y TEMPLE PROGRAM OFFICER
    40.00     		112,579 0 0
    800 NORTH WHITE STREET PO BOX 818
    LANCASTER,SC29720
    DONNA V ORTEGA COMMUNITY INVESTMENT
    40.00     		85,232 9,223 0
    800 NORTH WHITE STREET PO BOX 818
    LANCASTER,SC29720
    HOLLY FURR PROGRAM OFFICER
    40.00     		62,287 13,386 0
    800 NORTH WHITE STREET PO BOX 818
    LANCASTER,SC29720
    CYNTHIA L CURTIS COMMUNITY INVESTMENT
    40.00     		56,346 17,592 0
    800 NORTH WHITE STREET PO BOX 818
    LANCASTER,SC29720
    KAREN W ORMAND EXEC. ASST. & GRANTS
    40.00     		53,833 15,272 0
    800 NORTH WHITE STREET PO BOX 818
    LANCASTER,SC29720
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    ADVOCACY & COMMUNICATION SOLUTIONS LLC PUBLIC RELATIONS 77,913
    1277 WEST 104TH STREET
    CLEVELAND,OH44102
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    70,119,983
    b
    Average of monthly cash balances.......................
    1b
    3,093,377
    c
    Fair market value of all other assets (see instructions)................
    1c
    86,027
    d
    Total (add lines 1a, b, and c).........................
    1d
    73,299,387
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    73,299,387
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,099,491
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    72,199,896
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    3,609,995
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    3,609,995
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    146,895
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    146,895
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,463,100
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    3,463,100
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    3,463,100
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    3,038,104
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    622,983
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    3,661,087
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    146,895
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    3,514,192
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 3,463,100
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 1,720,982
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 3,661,087
    a Applied to 2017, but not more than line 2a 1,720,982
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 1,940,105
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		1,522,995
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    SUSAN W DEVENNY PRESIDENT
    800 NORTH WHITE STREET PO BOX 818
    LANCASTER,SC29720
    (803) 286-8772
    bThe form in which applications should be submitted and information and materials they should include:
    AVAILABLE AT HTTP://WWW.JMSIMS.ORG
    cAny submission deadlines:
    AVAILABLE AT HTTP://WWW.JMSIMS.ORG
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    AVAILABLE AT HTTP://WWW.JMSIMS.ORG
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AMERICAN NATIONAL RED CROSS AND ITS CONSTITUENT CHAPTERS AND BRANCHES
    200 PIEDMONT BLVD
    ROCK HILL,SC29732     		NONE PC (RESPONSIVE GRANT) AMERICAN RED CROSS - DISASTER CYCLE SERVICES 12,500
    CATAWBA RIVERKEEPER FOUNDATION INC
    715 N CHURCH ST SUITE 120
    CHARLOTTE,NC28202     		NONE PC (RESPONSIVE GRANT) WATER ASSESSMENT TOGETHER WITH EDUCATION AND RECREATION (WATER) PROGRAM 10,000
    CHESTER COUNTY LITERACY COUNCIL
    109 ELLA STREET
    CHESTER,SC29706     		NONE PC (RESPONSIVE GRANT) PROPER NUTRITION 37,500
    CHESTER COUNTY SCHOOL DISTRICT
    411 SUNSET AVE
    CHESTER,SC29706     		NONE PC TO SUPPORT VARIOUS NEEDS OF THE SCHOOLS IN THE DISTRICT'S SCHOOL SYSTEM 7,888
    CHRISTIAN SERVICES INC
    1227 GREAT FALLS HIGHWAY
    LANCASTER,SC29720     		NONE PC (HEALTHY COMMUNITY GRANT) TEFAP FOOD PANTRY 40,000
    COLUMBUS PARKER TRACK CLUB
    PO BOX 145
    LANCASTER,SC29721     		NONE PC (RESPONSIVE GRANT) COLUMBUS PARKER TRACK YOUTH PROGRAM 20,000
    COMMUNITIES IN SCHOOLS OF LANCASTER COUNTY
    PO BOX 3241
    LANCASTER,SC29721     		NONE PC (RESPONSIVE GRANT) YOUTHBUILD LANCASTER CRISIS-ASSISTANCE OUTREACH 50,024
    EDUCATIONAL FOUNDATION OF USC LANCASTER
    PO BOX 889
    LANCASTER,SC29721     		NONE PC TO SUPPORT VARIOUS NEEDS OF THE FOUNDATION 11,612
    FAITH HOPE & VICTORY CHRISTIAN CHURCH
    202 SOUTH GREGORY ST PO BOX 2787
    LANCASTER,SC29721     		NONE PC (RESPONSIVE GRANT) THE COMMUNITY POWERHOUSE LANCASTER HIGH SCHOOL PROJECT 63,812
    FORT LAWN COMMUNITY CENTER INC
    PO BOX 103
    FORT LAWN,SC29714     		NONE PC (COMMUNITY DEVELOPMENT AND PARTNERSHIP GRANT) ORTON HEART & SOUL - TOWN OF FORT LAWN 50,000
    FOUNDATION FOR THE CAROLINAS
    217 SOUTH TRYON STREET
    CHARLOTTE,NC28202     		NONE PC (STRATEGIC INITIATIVE) LANCASTER COUNTY COMMUNITY FOUNDATION "QUALITY OF LIFE CHALLENGE MATCH" 10,000
    FURMAN UNIVERSITY
    3300 POINSETT HIGHWAY
    GREENVILLE,SC29613     		NONE PC (STRATEGIC INITIATIVE) COLLEGE ADVISING CORPS 40,000
    GOOD SAMARITAN MEDICAL CLINIC
    139 CHURCH ST
    CHESTER,SC297062904     		NONE PC (RESPONSIVE GRANT) FREE CLINIC SERVICES FOR RESIDENTS OF THE SERVICE AREA, WHO CANNOT PAY OUT OF POCKET AND WHO HAVE NO HEALTH INSURANCE OF ANY KIND 28,413
    HABITAT FOR HUMANITY
    POST OFFICE BOX 1441
    LANCASTER,SC29721     		NONE PC (RESPONSIVE GRANT) CRITICAL HOME REPAIR 10,000
    HOPE IN LANCASTER INC
    2008 PAGELAND HIGHWAY PO BOX 166
    LANCASTER,SC297210166     		NONE PC (RESPONSIVE GRANT) HOPE IS REQUESTING FUNDING FOR TWO PROGRAMS FRESH AND HEALTHY FOOD INITIATIVE AND FINANCIAL RESOURCES AND REFERRALS/BOUNCE BACK PROGRAM 303,301
    HORSE N AROUND THERAPEUTIC RIDING CENTER
    2593 N ROCKY RIVER RD
    LANCASTER,SC29720     		NONE PC (RESPONSIVE GRANT TO PROVIDE EQUINE THERAPY SPONSORSHIPS TO CHILDREN WITH SPECIAL NEEDS WHO LIVE IN LANCASTER, CHESTER, AND FORT LAWN COUNTIES. 200
    HOUSING AUTHORITY OF LANCASTER COUNTY INC
    PO BOX 1235
    LANCASTER,SC29721     		NONE GOV (RESPONSIVE GRANT) MAP TO SUCCESS FAMILY LITERACY PROGRAM 82,340
    KERSHAW AREA RESOURCE EXCHANGE (KARE)
    208 E MARION STREET PO BOX 364
    KERSHAW,SC29067     		NONE PC (RESPONSIVE GRANT) BOUNCE BACK TO SUSTAINABILITY 128,301
    KERSHAW COMMUNITY PARK COUNCIL INC
    PO BOX 83
    KERSHAW,SC29067     		NONE PC (RESPONSIVE GRANT) COMMUNITY PLAYGROUND BUILD 175,000
    KEYSTONE SUBSTANCE ABUSE SERVICES
    199 S HERLONG AVENUE
    ROCK HILL,SC29732     		NONE PC MELODY MITCHELL, MATH/SCIENCE1486.09 45,000
    LANCASTER COUNTY COUNCIL OF THE ARTS
    201 W GAY STREET PO BOX 613
    LANCASTER,SC29720     		NONE PC (RESPONSIVE GRANT) CREATIVE SMARTS - BUILDING A FOUNDATION THROUGH THE ARTS 71,896
    LANCASTER COUNTY LITERACY COUNCIL
    610 EAST MEETING STREET
    LANCASTER,SC29720     		NONE PC (RESPONSIVE GRANT) LANCASTER COUNTY CAREER SUPPORT PROGRAM 13,757
    LANCASTER COUNTY SCHOOL DISTRICT - DISCOVERY SCHOOL
    302 W DUNLAP ST
    LANCASTER,SC29720     		NONE PC (HORIZON GRANT) STUDENT ACCESS TO CURRENT PERIODICALS DISCOVERY SCHOOL LINDA E. ROBERTS, MLIS 436
    LANCASTER COUNTY SCHOOL DISTRICT
    300 S CATAWBA STREET
    LANCASTER,SC29720     		NONE PC TO SUPPORT VARIOUS NEEDS OF THE SCHOOLS IN THE DISTRICT'S SCHOOL SYSTEM 80,662
    LANCASTER FATHERHOOD PROJECT
    105 S WYLIE ST
    LANCASTER,SC29720     		NONE PC (RESPONSIVE GRANT) RE-ENGAGING LOW-INCOME FATHERS THROUGH HEALTH HEALTH ACCESS AND RESPONSIBLE FATHERHOOD 190,070
    MOOKIES PLACE
    101 NORTH YORK STREET
    LANCASTER,SC29720     		NONE PC (DISCRETIONARY GRANT) "UPFIT OF FIRE ALARM AND SECURITY SYSTEM" 6,000
    ROCK HILL ALLIANCE FOR THE MENTALLY ILL
    PO BOX 3626
    ROCK HILL,SC29732     		NONE PC (RESPONSIVE GRANT) LANCASTER EXPANSION 10,000
    THE CHILDRENS COUNCIL
    PO BOX 171
    LANCASTER,SC29721     		NONE PC (RESPONSIVE GRANT) YOUNG PEOPLE IN CHARGE - YOUTH PHILANTHROPY PROJECT 6,495
    TOWN OF KERSHAW
    113 SOUTH HAMPTON STREET POST
    OFFICE BOX 145
    KERSHAW,SC29067     		NONE GOV (COMMUNITY DEVELOPMENT & PARTNERSHIP) ORTON HEART & SOUL 50,000
    UNIVERSITY OF SOUTH CAROLINA LANCASTER
    476 HUBBARD DRIVE
    LANCASTER,SC29720     		NONE PC TO SUPPORT VARIOUS NEEDS OF THE UNIVERSITY 3,700
    UPPER PALMETTO YMCA
    151 SOUTH OAKLAND AVENUE
    ROCK HILL,SC29732     		NONE PC (RESPONSIVE GRANT) PROJECT ACCESS 45,000
    Total .................................bullet 3a 1,603,907
    bApproved for future payment
    CHESTER COUNTY SCHOOL DISTRICT
    411 SUNSET AVE
    CHESTER,SC29706     		NONE PC TO SUPPORT VARIOUS NEEDS OF THE SCHOOLS IN THE DISTRICT'S SCHOOL SYSTEM 1,490
    EDUCATIONAL FOUNDATION OF USC LANCASTER
    PO BOX 889
    LANCASTER,SC29721     		NONE PC TO SUPPORT VARIOUS NEEDS OF THE FOUNDATION 500
    GRASP
    802 DEARBORN STREET P O BOX 424
    GREAT FALLS,SC29055     		NONE PC (HEALTHY COMMUNITY GRANT" "GENERAL OPERATIONS" 107,000
    HOPE IN LANCASTER INC
    2008 PAGELAND HIGHWAY PO BOX 166
    LANCASTER,SC297210166     		NONE PC (RESPONSIVE GRANT) HOPE IS REQUESTING FUNDING FOR TWO PROGRAMS FRESH AND HEALTHY FOOD INITIATIVE AND FINANCIAL RESOURCES AND REFERRALS/BOUNCE BACK PROGRAM 390,000
    LANCASTER COUNTY SCHOOL DISTRICT
    300 S CATAWBA STREET
    LANCASTER,SC29720     		NONE PC TO SUPPORT VARIOUS NEEDS OF THE SCHOOLS IN THE DISTRICT'S SCHOOL SYSTEM 67,178
    Total .................................bullet 3b 566,168
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 3,414,628  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 11,856,290  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 15,270,918 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    15,270,918
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    J MARION SIMS FOUNDATION INC
     
    Employer identification number

    57-0355295
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    J MARION SIMS FOUNDATION INC
          		Employer identification number
    57-0355295
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    SPRINGLAND INC
     
    456 COLONIAL AVE
     
    LANCASTER, SC29720

    		$ 121,923


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    KIMBRELL'S INVESTMENT COMPANY INC
     
    PO BOX 11117
     
    CHARLOTTE, NC28220

    		$ 45,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    J MARION SIMS FOUNDATION INC
          		Employer identification number

    57-0355295
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 LAND, 104 EAST SPRINGS STREET, LANCASTER, SC 29720 $ 121,923 2018-12-11
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 LAND & BLDG,, 106 S. MAIN ST. & W. DUNLAP ST., LANCASTER, SC 29720 $ 45,000 2018-03-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    J MARION SIMS FOUNDATION INC
          		Employer identification number

    57-0355295
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    J MARION SIMS FOUNDATION INC
    EIN:
    57-0355295
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES (AUDIT & TAX) 31,148 15,574   20,489
    ACCOUNTING FEES (MONTHLY FINANCIALS) 31,772 7,943   23,735

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    J MARION SIMS FOUNDATION INC
    EIN:
    57-0355295
    Name of Bond End of Year Book Value End of Year Fair Market Value
    VANGUARD INTER-TERM INVEST-GR ADM (VRDX) 3,343,224 3,343,224
    VANGUARD SHORT-TERM INVEST-GR ADM (VFSUX) 3,317,138 3,317,138
    VANGUARD TOTAL BOND MKT INDEX INST (VBTIX) 10,095,908 10,095,908

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    J MARION SIMS FOUNDATION INC
    EIN:
    57-0355295
    Name of Stock End of Year Book Value End of Year Fair Market Value
    VANGUARD INTERNATIONAL GROWTH ADM (VWILX) 4,341,157 4,341,157
    VANGUARD INTERNATIONAL VALUE FUND (VTRIX) 4,585,388 4,585,388
    VANGUARD PRIMECAP FUND ADMIRAL (VPMAX) 7,142,174 7,142,174
    VANGUARD TOT INTL STOCK IX INST VTSNX) 9,106,776 9,106,776
    VANGUARD TOTAL STOCK MKT IDX INST (VITSX) 14,169,878 14,169,878
    VANGUARD WINDSOR FUND ADMIRAL (VWNEX) 6,836,951 6,836,951

    TY 2018 OtherAssetsSchedule
    Name:
    J MARION SIMS FOUNDATION INC
    EIN:
    57-0355295
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACCRUED INVESTMENT INCOME 75,583 0 0
    SECURITY DEPOSITS 160 160 160


    TY 2018 OtherDecreasesSchedule
    Name:
    J MARION SIMS FOUNDATION INC
    EIN:
    57-0355295
    Description Amount
    UNREALIZED DEPRECIATION IN THE INVESTMENT PORTFOLIO 18,007,767
    BOOK/TAX ADJUSTMENT FOR REALIZED K-1 INCOME 186,473
    BOOK/TAX COST BASIS ADJUSTMENT ON SALE OF ALTERNATIVE INVESTMENT UNITS 1,076,302


    TY 2018 OtherExpensesSchedule
    Name:
    J MARION SIMS FOUNDATION INC
    EIN:
    57-0355295
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE/POSTAGE EXPENSE 37,748 3,775   33,866
    INSURANCE 23,291 2,329   20,962
    DUES & SUBSCRIPTIONS 8,486 849   7,637
    MISC/OTHER 1,268 127   1,141
    NFP ASSOCIATION/ORGANIZATIONAL DUES & MEMBERSHIPS 6,730 0   6,730
    PROGRAM & GRANT EVALUATION & RESEARCH, INTERNS, ETC. 35,398 0   53,731
    TRAINING & DEVELOPMENT 14,611 1,461   13,150
    COMMUNICATIONS/COMMUNITY DEVELOPMENT/PUBLIC RELATIONS 27,939 0   21,069
    "GIVE LOCAL LANCASTER" PROGRAM 26,083 0   26,083
    ORTON/COMMUNITY PARTNERSHIPS" PROGRAM 17,495 0   17,495
    "COLLEGE ADVISING CORPS" PROGRAM 3,336 0   3,336


    TY 2018 OtherIncreasesSchedule
    Name:
    J MARION SIMS FOUNDATION INC
    EIN:
    57-0355295
    Description Amount
    DEFERRED FEDERAL NII EXCISE TAX 3,490


    TY 2018 OtherLiabilitiesSchedule
    Name:
    J MARION SIMS FOUNDATION INC
    EIN:
    57-0355295
    Description Beginning of Year - Book Value End of Year - Book Value
    FEDERAL NII EXCISE TAX LIABILITY 15,219 21,978
    DEFERRED FEDERAL NII EXCISE TAX LIABILITY 189,454 170,580


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    J MARION SIMS FOUNDATION INC
    EIN:
    57-0355295
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STRATEGIC PLANNING - INVESTMENTS 21,500 21,500   0
    INVESTMENT CONSULTANT/CUSTODIAL/MANAGEMENT FEES 413,516 413,490   26
    TECHNOLOGY SERVICES 3,245 325   2,921
    RETIREMENT PLAN & PAYROLL SERVICE FEES 4,334 433   3,901
    ENGINEERING 9,900 990   8,910
    CONTRACT SERVICES 54,715 0   54,715
    STRATEGIC PLANNING - GRANTS AND PROGRAMS 85,288 0   85,288


    TY 2018 TaxesSchedule
    Name:
    J MARION SIMS FOUNDATION INC
    EIN:
    57-0355295
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 44,507 4,451   35,086
    FEDERAL NII EXCISE TAX 131,759 0   0