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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
THOMASON BOWIE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1838 WARREN WATT ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
IVA, SC29655
A Employer identification number

56-2066513
B Telephone number (see instructions)

(864) 348-7425
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$3,084,497J 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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 22 22  
4 Dividends and interest from securities... 35,423 35,423  
5a Gross rents............ 750    
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 12,697
8 Net short-term capital gain......... 1,648
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule)..... 0  
11 Other income (attach schedule)....... Click to see attachment 73,664 10,627  
12 Total. Add lines 1 through 11........ 109,859 58,769 1,648
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 0      
b Accounting fees (attach schedule)....... 2,250 1,125    
c Other professional fees (attach schedule).... 9,768 9,768    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 8,468 570    
19 Depreciation (attach schedule) and depletion... Click to see attachment 8,569    
20 Occupancy.............. 4,721      
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 66,222      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 99,998 11,463   0
25 Contributions, gifts, grants paid....... 860 0
26 Total expenses and disbursements. Add lines 24 and 25 100,858 11,463   0
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 9,001
b Net investment income (if negative, enter -0-) 47,306
c Adjusted net income (if negative, enter -0-)... 1,648
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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......... 40,520 37,361 37,361
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).....   0  
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet     0  
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 181 0 0
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,815,662 Click to see attachment1,824,005 2,120,405
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 760,662 Click to see attachment776,006 776,006
14 Land, buildings, and equipment: basis bullet542,741
Less: accumulated depreciation (attach schedule) bullet392,016 149,554 Click to see attachment150,725 150,725
15 Other assets (describe bullet) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,766,579 2,788,097 3,084,497
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons   0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe bullet) Click to see attachment0 Click to see attachment477
23 Total liabilities (add lines 17 through 22)......... 0 477
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 2,766,579 2,787,620
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 2,766,579 2,787,620
30 Total liabilities and net assets/fund balances (see instructions). 2,766,579 2,788,097
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,766,579
2
Enter amount from Part I, line 27a .....................
2
9,001
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
12,698
4
Add lines 1, 2, and 3 ..........................
4
2,788,278
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
658
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,787,620
Form 990-PF (2020)
Form 990-PF (2020)
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 5 SH CHECKPOINT SOFTWARE TECH P 2019-02-15 2020-01-07
b 3 SH F5 NETWORKS INC P 2019-06-13 2020-01-08
c 6 SH PHILLIPS 66 P 2019-07-19 2020-01-17
d 9 SH NOVO-NORDISK A/S SPONS ADR P 2019-04-11 2020-01-24
e 10 SH FNF GROUP P 2019-03-14 2020-02-07
4 SH WALT DISNEY CO P 2019-05-01 2020-02-07
38 SH SYNCHRONY FINANCIAL P 2019-04-11 2020-02-12
12 SH FNF GROUP P 2019-03-14 2020-03-05
15 SH PHILLIPS 66 P 2019-07-21 2020-03-10
18 SH STARBUCKS P 2019-06-14 2020-03-18
19 SH FNF GROUP P 2019-04-25 2020-03-19
1 SH BROADCOM INC P 2019-05-14 2020-03-20
10 SH REGENCY CENTERS CORP P 2019-05-20 2020-03-23
3 SH BROADCOM INC P 2019-05-14 2020-03-24
16 SH STARBUCKS P 2019-06-14 2020-03-24
5 SH BROADCOM INC P 2019-05-14 2020-04-02
7 SH AMERICOLD REALTY TRUST P 2020-02-07 2020-04-09
5 SH CHECKPOINT SOFTWARE TECH P 2019-04-12 2020-04-09
14 SH NOVO-NORDISK A/S SPONS P 2019-04-11 2020-04-09
2 SH REGENERON PHARMACEUTICALS P 2019-11-14 2020-04-20
3 SH N=BROADCOM P 2019-06-13 2020-04-21
4 SH CITRIX SYSTEMS P 2019-06-14 2020-04-21
5 SH ROCHE HOLDINGS LTD P 2019-05-21 2020-04-29
5 SH KLA CORP P 2020-01-21 2020-05-21
1 SH ALIGN TECHNOLOGY P 2020-03-05 2020-07-17
3 SH MERCK & CO INC P 2019-10-25 2020-07-17
1 SH ALIGN TECHNOLOGY INC P 2020-03-05 2020-07-22
6 SH AMERICOLD REALTY TRUST P 2020-02-07 2020-07-23
1 SH NVIDIA CORP P 2020-03-24 2020-08-18
24 SH CISCO SYSTEMS P 2019-09-03 2020-08-28
1 SH NVIDIA CORP P 2020-03-24 2020-09-11
11 SH ROYAL DUTCH SHELL P 2019-11-19 2020-10-07
5 SH QUALCOM INC P 2020-06-02 2020-10-21
13 SH PINNACLE WEST CAPITAL P 2020-06-02 2020-10-22
21 SH MASCO CORP P 2020-05-18 2020-10-26
38 SH INTEL CORP P 2019-12-02 2020-11-03
19 SH PFIZER INC P 2019-11-18 2020-11-09
1 SH ALIGN TECHNOLOGY P 2020-03-05 2020-11-10
3 SH PEPSICO INC P 2019-12-03 2020-11-23
2 SH KLA CORP P 2020-01-31 2020-11-24
21 SH CUBESMART P 2020-02-11 2020-12-10
3 SH KLA CORP P 2020-02-10 2020-12-11
13 SH INGERSOLL RAND INC P 2020-06-24 2020-12-14
9 SH TAKE TWO INTERACTIVE SOFTWARE P 2020-06-09 2020-12-14
13 SH INGERSOLL RAND P 2020-06-24 2020-12-15
3 SH TAKE TWO INTERATIVE SOFTWARE P 2020-06-09 2020-12-15
3 SH INGERSOLL RAND INC P 2020-06-24 2020-12-16
6 SH KLA CORP P 2020-03-10 2020-12-17
3 SH ALIGN TECHNOLOGY INC P 2020-03-06 2020-12-18
12 SH ALTRIA GROUP INC P 2018-04-18 2020-01-17
3 SH THE BOEING CO P 2018-04-18 2020-01-17
1 SH BOOKING HOLDINGS INC P 2018-09-28 2020-01-17
4 SH EOG RESOURCES INC P 2016-08-19 2020-01-17
30 SH GILEAD SCIENCES INC P 2018-05-10 2020-01-17
4 SH JP MORGAN CHASE & CO P 2017-06-22 2020-01-17
8 SH WALT DISNEY CO P 2018-04-18 2020-01-17
62.465 SH BERNSTEIN INTERMEDIATE P 2011-05-27 2020-01-22
27.320 OVERLAY B PORTFOLIO P 2016-09-16 2020-01-22
3 SH BEREKSHIRE HATHAWAY INC P 2018-07-19 2020-01-24
12 SH MERCK & CO INC P 2018-04-18 2020-01-24
1 SH ANTHEM INC P 2018-03-06 2020-01-27
2 SH THE BOEING CO P 2018-04-18 2020-01-27
2 SH EVEREST RE GROUP LTD P 2018-04-18 2020-01-28
2 SH NORFOLK SOUTHERN CORP P 2017-12-08 2020-01-30
1 SH EVEREST RE GROUP LTD P 2018-04-18 2020-01-31
2 SH BERKSHIRE HATHAWAY INC P 2018-07-19 2020-02-03
4 SH NORFOLK SOUTHERN CORP P 2017-12-08 2020-02-04
12 SH ALTRIA GROUP INC P 2018-04-18 2020-02-07
3 SH THE BOEING CO P 2018-04-18 2020-02-07
19 SH FNF GROUP P 2018-06-11 2020-02-07
10 SH WALT DISNEY P 2018-04-18 2020-02-07
39 SH SYNCHRONT FINANCIAL P 2018-04-18 2020-02-11
3 SH COSTCO WHOLESALE CORP P 2018-04-18 2020-03-02
11 SH REGENCY CENTERS CORP P 2018-10-04 2020-03-03
17 SH ALTRIA GROUP INC P 2018-08-02 2020-03-04
9 SH MERCK & CO P 2018-04-18 2020-03-04
10 SH REGENCY CENTERS CORP P 2018-11-06 2020-03-04
20 SH ROYAL DUTCH SHELL SOPN ADR-B P 2018-12-27 2020-03-06
8 SH MERCK & CO P 2018-09-28 2020-03-09
4 SH DOLLAR STORE P 2018-12-26 2020-03-13
5 SH REGENCY CENTERS CORP P 2018-11-08 2020-03-13
2 SH WALMART INC P 2017-10-23 2020-03-19
5 SH EVEREST RE GROUP LTD P 2018-05-10 2020-03-23
6 SH REGENCY CENTERS GROUP LTD P 2018-11-08 2020-03-23
3 SH APPLE INC P 2016-09-19 2020-03-24
1 SH ADOBE INC P 2016-09-19 2020-04-02
1 SH BERKSHIE HATHAWAY INC P 2018-07-19 2020-04-02
7 SH CHEVRON P 2018-01-11 2020-04-02
2 SH NIKE INC P 2017-06-02 2020-04-02
5 SH ORACLE CORP P 2016-10-21 2020-04-02
4 SH PROGRESSIVE CORP P 2016-09-19 2020-04-02
1 SH UNITED HEALTH GROUP P 2016-09-19 2020-04-02
6 SH CHECKPOINT SOFTWARE TECH P 2019-02-19 2020-04-03
1 SH DOLLAR GENERAL P 2019-01-29 2020-04-03
2 SH JP MORGAN CHASE & CO P 2017-06-22 2020-04-06
11 SH ROSS STORES INC P 2018-04-18 2020-04-06
3 SH BERKSHIRE HATHAWAY INC P 2018-07-02 2020-04-09
3 SH CHECKPOINT SOFTWARE TECH P 2019-03-13 2020-04-09
3 SH DOLLAR GENERAL CORP P 2019-01-29 2020-04-09
53.491 SH BERNSTEIN INTERMEDIATE P 2011-05-27 2020-04-21
5 SH MICROSOFT CORP P 2016-09-19 2020-04-21
25.711 SH OVERLAY B PORTFOLIO P 2016-09-16 2020-04-21
17 SH CBRE GROUP INC P 2018-05-07 2020-04-24
24 SH DELTA AIR LINES INC P 2016-09-19 2020-04-24
62.893 SH AB DISCOVERY GROWTH FUND P 2016-09-16 2020-04-27
37.063 SH AB DISCOVERY VALUE P 2016-09-16 2020-04-27
68.694 SH AB SMALL CAP CORE PORTFOLIO P 2016-09-16 2020-04-27
1 SH ALPHABET INC P 2017-06-02 2020-04-27
2 SH APPLE INC P 2016-09-19 2020-04-27
2 SH BERKSHIRE HATHAWAY INC P 2018-07-26 2020-04-27
4 SH CBRE GROUP INC P 2018-05-07 2020-04-27
5 SH DELTA AIR LINES INC P 2018-04-18 2020-04-27
2 SH HOME DEPOT INC P 2013-09-19 2020-04-27
6 SH MICROSOFT CORP P 2016-09-19 2020-04-27
4 SH PROCTOR & GAMBLE CO P 2017-03-17 2020-04-27
12 SH DELTA AIR LINES INC P 2018-04-18 2020-04-28
20 SH DELTA AIR LINES INC P 2019-03-14 2020-04-28
1 SH COSTCO WHOLESALE CORP P 2018-04-18 2020-04-29
1 SH DOLLAR GENERAL CORP P 2019-01-29 2020-04-29
1 SH EDWARD LIFESCIENCES P 2017-12-06 2020-04-29
1 SH EOG RESOURCES INC P 2016-09-19 2020-04-29
1 SH GOLDMAN SACHS GROUP INC P 2017-02-24 2020-04-29
2 SH HONEYWELL INTERNATIONAL INC P 2016-09-19 2020-04-29
12 SH JP MORGAN CHASE & CO P 2017-06-22 2020-04-29
3 SH MERCJ & CO INC P 2018-09-28 2020-04-29
5 SH PFIZER INC P 2016-09-19 2020-04-29
3 SH PROGRESSIVE CORP P 2016-09-19 2020-04-29
2 SH TEXAS INSTRUMENT INC P 2017-09-22 2020-04-29
6 SH TJX COMPANIES INC P 2017-05-26 2020-04-29
1 SH UNITEDHEALTH GROUP INC P 2016-09-19 2020-04-29
3 SH DOLLAR GENERAL CPRP P 2019-01-29 2020-05-01
1 SH VISA INC P 2016-09-19 2020-05-01
21 SH JP MORGAN CHASE & CO P 2017-06-23 2020-05-15
13 SH ROSS STORES INC P 2018-04-18 2020-05-15
17 JP MORGAN CHASE & CO P 2018-04-18 2020-05-18
46 SH US FOODS HOLDING CORP P 2018-09-07 2020-05-18
19360.08 SH BERNSTEIN INTERNATIONAL PORT P 2014-12-09 2020-06-01
2 SH CHEVRON CORP P 2018-01-23 2020-06-03
6 SH FACEBOOK INC P 2016-12-21 2020-06-03
88.754 SH AB EMERGING MARKETS P 2016-10-21 2020-06-09
103.239 SH AB INTERNATIONAL SMALL CAP P 2016-09-16 2020-06-09
152.095 SH BERNSTEIN INTERMEDIATE P 2011-05-27 2020-06-09
613.346 SH BERNSTEIN INTERNATIONAL PORT P 2018-02-12 2020-06-09
6 SH DOLLAR GENERAL CORP P 2019-02-26 2020-06-15
3 SH MICROSOFT CORP P 2016-09-19 2020-06-15
358.226 SH AB GLOBAL BOND FUND P 2016-09-16 2020-06-19
498.920 SH BERNSTEIN INTERMEDIATE P 2011-05-27 2020-06-19
6 SH BERKSHIRE HATHAWAY INC P 2016-07-23 2020-06-25
8 SH MERCK & CO P 2018-10-06 2020-06-25
4 SH BERKSHIRE HATHAWAY INC P 2018-08-20 2020-06-26
16 SH NOVO-NORDISK A/S SPONS P 2019-04-12 2020-06-26
2 SH MICROSOFT CORP P 2016-09-19 2020-07-06
1 SH APPLE INC P 2016-09-19 2020-07-17
18 SH CISCO SYSTEMS INC P 2017-02-16 2020-07-17
10 SH MERCK & CO INC P 2019-03-13 2020-07-17
4 SH PAYPAL HOLDINGS P 2019-01-22 2020-07-20
60.621 BERNSTEIN INTERMEDIATE P 2011-05-27 2020-07-21
26.857 SH OVERLAY B PORTFOLIO P 2016-09-16 2020-07-21
1 SH APPLE INC P 2016-09-19 2020-07-22
11 SH PFIZER INC P 2016-09-19 2020-07-23
10 SH FIDELITY NATIONAL INFORMATION P 2018-07-19 2020-07-28
25 SH PFIZER INC P 2016-09-19 2020-07-28
10 SH FIDELITY NATIONAL INFORMATION P 2018-09-10 2020-07-29
33 SH CISCO SYSTEMS INC P 2018-04-18 2020-08-06
1 SH FACEBOOL INC P 2016-12-21 2020-08-12
1 SH BOOKING HOLDING INC P 2019-04-10 2020-08-24
16 SH CISCO SYSTEMS INC P 2018-04-18 2020-08-28
12 SH APPLE INC P 2016-09-19 2020-09-08
57.664 SH AB DISCOVERY GROWTH FUND P 2016-09-16 2020-09-11
37.448 SH DISCOVERY VALUE P 2016-09-16 2020-09-11
189.017 SH AB GLOBAL FUND P 2016-09-16 2020-09-11
70.878 SH AB SMALL CAP CORE P 2016-09-16 2020-09-11
1 SH ALPHABET INC P 2017-09-22 2020-09-11
5 SH APPLE INC P 2016-09-19 2020-09-11
109.253 SH BERNSTEIN INTERMEDIATE P 2011-05-27 2020-09-11
10 SH COMCAST CORP P 2016-09-19 2020-09-11
5 SH MICROSOFT CORP P 2016-09-19 2020-09-11
2 SH VISA INC P 2016-09-19 2020-09-11
1 SH BERKSHIRE HATHAWAY INC P 2018-08-20 2020-09-14
1 SH FACEBOOK INC P 2017-01-24 2020-09-14
4 SH ORACLE CORP P 2017-05-10 2020-09-14
8 SH PFIZER INC P 2018-01-25 2020-09-14
9 SH WELLS FARGO & COMPANY P 2016-09-19 2020-09-14
5 SH CITIGROUP INC P 2018-01-23 2020-09-15
32 SH PFIZER INC P 2018-04-18 2020-09-16
10 SH BERKSHIRE HATHAWAY INC P 2018-09-07 2020-09-17
359.168 AB SMALL CAP CORE PORTFOLIO P 2016-09-16 2020-09-18
8 SH F5 NETWORKS INC P 2019-06-14 2020-09-21
2 SH PROGRESSIVE CORP P 2016-09-19 2020-09-21
36 SH ROYAL DUTCH SHELL SOPN P 2019-02-12 2020-09-22
1 SH PAYPAL HOLDINGS P 2019-01-22 2020-10-01
5 SH PEPSOCO INC P 2016-09-19 2020-10-01
13 SH ROYAL DUTCH SHELL SPON P 2019-02-14 2020-10-07
6 SH CUBESMART P 2018-07-11 2020-10-12
6 SH PEPSICO INC P 2016-09-19 2020-10-12
20 SH PFIZER INC P 2018-04-18 2020-10-12
61.592 SH BERNSTEIN INTERMEDISTE P 2011-05-27 2020-10-21
27.536 SH OVERLAY B PORTFOLIO P 2016-09-16 2020-10-21
2 SH TEXAS INSTRUMENTS P 2017-09-22 2020-10-22
14 SH CUBESMART P 2018-07-11 2020-10-23
4 SH MAGNA INTERNATIONAL INC P 2016-09-19 2020-10-23
1 SH UNITEDHEALTH GROUP INC P 2016-09-19 2020-10-28
1 SH FACEBOOK INC P 2017-01-24 2020-10-29
4 SH MID-AMERICA APARTMENT COMM P 2017-07-14 2020-10-29
15 SH RAYTHEON TECHNOLOGIES P 2018-04-18 2020-11-05
18 SH PFIZER INC P 2018-09-17 2020-11-09
11 SH PRIGRESSIVE CORP P 2016-09-19 2020-11-12
23 SH PEPSICO INC P 2018-04-18 2020-11-23
4 SH APPLE INC P 2016-09-16 2020-12-01
8 SH CBRE GROUP INC P 2018-05-24 2020-12-01
4 SH PROGRESSIVE CORP P 2018-04-18 2020-12-01
5 SH VERIZON COMMUNICATIONS P 2018-05-23 2020-12-01
6 SH MAGNA INTERNATIONAL INC P 2017-05-08 2020-12-02
27 SH CBRE GROUP INC P 2018-06-26 2020-12-07
44 SH CUBESMART P 2018-08-23 2020-12-07
4 SH TJX COMPANIES INC P 2017-06-07 2020-12-09
8 SH CUBESMART P 2019-12-02 2020-12-10
4 SH APPLE INC P 2016-09-19 2020-12-30
RAYTHEON TECHNOLOGIES P 2018-04-18 2020-05-04
(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 561 0 594 -33
b 411 0 434 -23
c 620 0 614 6
d 550 0 459 91
e 458 0 354 104
563 0 550 13
1,214 0 1,221 -7
511 0 458 53
937 0 1,538 -601
914 0 1,511 -597
465 0 751 -286
197 0 303 -106
343 0 671 -328
638 0 908 -270
984 0 1,345 -361
1,136 0 1,470 -334
252 0 246 6
526 0 644 -118
839 0 710 129
1,131 0 689 442
746 0 887 -141
588 0 386 202
219 0 165 54
831 0 895 -64
322 0 230 92
240 0 248 -8
316 0 230 86
234 0 211 23
490 0 249 241
1,009 0 1,119 -110
487 0 249 238
267 0 650 -383
646 0 416 230
1,088 0 1,021 67
1,138 0 934 204
1,720 0 2,294 -574
750 0 710 40
464 0 230 234
429 0 408 21
500 0 335 165
678 0 643 35
771 0 512 259
572 0 358 214
1,767 0 1,201 566
579 0 358 221
586 0 403 183
576 0 358 218
1,552 0 924 628
1,583 0 656 927
612 0 730 -118
974 0 855 119
2,053 0 1,977 76
342 0 364 -22
1,888 0 2,152 -264
551 0 348 203
1,154 0 829 325
848 0 875 -27
299 0 288 11
683 0 595 88
1,034 0 720 314
287 0 231 56
637 0 683 -46
551 0 488 63
425 0 256 169
277 0 244 33
447 0 397 50
847 0 559 288
554 0 717 -163
1,017 0 1,025 -8
870 0 742 128
1,408 0 1,061 347
1,304 0 1,302 2
908 0 583 325
661 0 694 -33
744 0 999 -255
737 0 529 208
614 0 632 -18
845 0 1,164 -319
635 0 507 128
570 0 409 161
260 0 319 -59
249 0 177 72
877 0 1,154 -277
206 0 385 -179
721 0 340 381
301 0 99 202
177 0 198 -21
527 0 928 -401
158 0 106 52
245 0 190 55
302 0 124 178
233 0 138 95
585 0 726 -141
161 0 114 47
178 0 174 4
951 0 857 94
576 0 592 -16
316 0 368 -52
507 0 343 164
727 0 749 -22
847 0 285 562
253 0 271 -18
680 0 788 -108
526 0 901 -375
700 0 567 133
530 0 744 -214
610 0 705 -95
1,276 0 974 302
566 0 227 339
375 0 397 -22
166 0 186 -20
111 0 206 -95
436 0 253 183
1,044 0 342 702
470 0 367 103
276 0 670 -394
460 0 1,035 -575
307 0 197 110
176 0 114 62
219 0 114 105
185 0 364 -179
190 0 248 -58
292 0 220 72
1,177 0 1,046 131
243 0 213 30
191 0 168 23
242 0 93 149
236 0 176 60
309 0 227 82
289 0 138 151
519 0 343 176
176 0 83 93
1,807 0 2,250 -443
1,105 0 1,082 23
1,510 0 1,850 -340
865 0 1,429 -564
29,195 0 27,647 1,548
195 0 264 -69
1,384 0 749 635
2,265 0 2,579 -314
1,020 0 1,097 -77
2,105 0 2,129 -24
9,605 0 11,484 -1,879
1,125 0 709 416
571 0 171 400
3,070 0 3,056 14
6,930 0 6,985 -55
1,071 0 1,190 -119
612 0 578 34
711 0 825 -114
1,062 0 818 244
422 0 114 308
386 0 113 273
841 0 575 266
799 0 799 0
702 0 363 339
849 0 849 0
291 0 283 8
387 0 113 274
426 0 370 56
1,437 0 1,083 354
980 0 844 136
1,445 0 1,081 364
1,573 0 1,380 193
261 0 119 142
1,833 0 1,806 27
673 0 716 -43
1,391 0 340 1,051
790 0 520 270
625 0 752 -127
1,635 0 1,612 23
735 0 727 8
1,517 0 928 589
560 0 142 418
1,535 0 1,530 5
444 0 328 116
1,019 0 285 734
402 0 165 237
221 0 209 12
269 0 129 140
240 0 181 59
300 0 297 3
224 0 414 -190
232 0 394 -162
1,185 0 1,177 8
2,179 0 2,131 48
3,800 0 3,685 115
944 0 1,106 -162
192 0 62 130
914 0 2,256 -1,342
197 0 91 106
700 0 529 171
315 0 837 -522
208 0 189 19
857 0 634 223
738 0 730 8
861 0 862 -1
305 0 290 15
297 0 176 121
482 0 440 42
220 0 159 61
309 0 138 171
276 0 129 147
456 0 408 48
874 0 1,444 -570
711 0 731 -20
1,026 0 340 686
3,306 0 2,440 866
493 0 113 380
490 0 377 113
352 0 153 199
302 0 243 59
367 0 242 125
1,778 0 1,277 501
1,429 0 1,328 101
265 0 150 115
258 0 243 15
537 0 113 424
38 0 0 38
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 0 0 0 -33
b 0 0 0 -23
c 0 0 0 6
d 0 0 0 91
e 0 0 0 104
0 0 0 13
0 0 0 -7
0 0 0 53
0 0 0 -601
0 0 0 -597
0 0 0 -286
0 0 0 -106
0 0 0 -328
0 0 0 -270
0 0 0 -361
0 0 0 -334
0 0 0 6
0 0 0 -118
0 0 0 129
0 0 0 442
0 0 0 -141
0 0 0 202
0 0 0 54
0 0 0 -64
0 0 0 92
0 0 0 -8
0 0 0 86
0 0 0 23
0 0 0 241
0 0 0 -110
0 0 0 238
0 0 0 -383
0 0 0 230
0 0 0 67
0 0 0 204
0 0 0 -574
0 0 0 40
0 0 0 234
0 0 0 21
0 0 0 165
0 0 0 35
0 0 0 259
0 0 0 214
0 0 0 566
0 0 0 221
0 0 0 183
0 0 0 218
0 0 0 628
0 0 0 927
0 0 0 -118
0 0 0 119
0 0 0 76
0 0 0 -22
0 0 0 -264
0 0 0 203
0 0 0 325
0 0 0 -27
0 0 0 11
0 0 0 88
0 0 0 314
0 0 0 56
0 0 0 -46
0 0 0 63
0 0 0 169
0 0 0 33
0 0 0 50
0 0 0 288
0 0 0 -163
0 0 0 -8
0 0 0 128
0 0 0 347
0 0 0 2
0 0 0 325
0 0 0 -33
0 0 0 -255
0 0 0 208
0 0 0 -18
0 0 0 -319
0 0 0 128
0 0 0 161
0 0 0 -59
0 0 0 72
0 0 0 -277
0 0 0 -179
0 0 0 381
0 0 0 202
0 0 0 -21
0 0 0 -401
0 0 0 52
0 0 0 55
0 0 0 178
0 0 0 95
0 0 0 -141
0 0 0 47
0 0 0 4
0 0 0 94
0 0 0 -16
0 0 0 -52
0 0 0 164
0 0 0 -22
0 0 0 562
0 0 0 -18
0 0 0 -108
0 0 0 -375
0 0 0 133
0 0 0 -214
0 0 0 -95
0 0 0 302
0 0 0 339
0 0 0 -22
0 0 0 -20
0 0 0 -95
0 0 0 183
0 0 0 702
0 0 0 103
0 0 0 -394
0 0 0 -575
0 0 0 110
0 0 0 62
0 0 0 105
0 0 0 -179
0 0 0 -58
0 0 0 72
0 0 0 131
0 0 0 30
0 0 0 23
0 0 0 149
0 0 0 60
0 0 0 82
0 0 0 151
0 0 0 176
0 0 0 93
0 0 0 -443
0 0 0 23
0 0 0 -340
0 0 0 -564
0 0 0 1,548
0 0 0 -69
0 0 0 635
0 0 0 -314
0 0 0 -77
0 0 0 -24
0 0 0 -1,879
0 0 0 416
0 0 0 400
0 0 0 14
0 0 0 -55
0 0 0 -119
0 0 0 34
0 0 0 -114
0 0 0 244
0 0 0 308
0 0 0 273
0 0 0 266
0 0 0 0
0 0 0 339
0 0 0 0
0 0 0 8
0 0 0 274
0 0 0 56
0 0 0 354
0 0 0 136
0 0 0 364
0 0 0 193
0 0 0 142
0 0 0 27
0 0 0 -43
0 0 0 1,051
0 0 0 270
0 0 0 -127
0 0 0 23
0 0 0 8
0 0 0 589
0 0 0 418
0 0 0 5
0 0 0 116
0 0 0 734
0 0 0 237
0 0 0 12
0 0 0 140
0 0 0 59
0 0 0 3
0 0 0 -190
0 0 0 -162
0 0 0 8
0 0 0 48
0 0 0 115
0 0 0 -162
0 0 0 130
0 0 0 -1,342
0 0 0 106
0 0 0 171
0 0 0 -522
0 0 0 19
0 0 0 223
0 0 0 8
0 0 0 -1
0 0 0 15
0 0 0 121
0 0 0 42
0 0 0 61
0 0 0 171
0 0 0 147
0 0 0 48
0 0 0 -570
0 0 0 -20
0 0 0 686
0 0 0 866
0 0 0 380
0 0 0 113
0 0 0 199
0 0 0 59
0 0 0 125
0 0 0 501
0 0 0 101
0 0 0 115
0 0 0 15
0 0 0 424
0 0 0 38
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 12,697
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 1,648
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 658
c All other domestic foundations enter 1.39% 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........................... 3 658
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- ..... 5 658
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 181
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Tax Paid with the Original Return: 181 7 181
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 10
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 487
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet0 RefundedBullet 11  
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 the instructions
for the 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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 addressbulletN/A
    14
    The books are in care ofbulletGARY JORDAN Telephone no.bullet (864) 348-3675

    Located atbullet1838 WARREN WATT RDIVASC ZIP+4bullet29655
    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 2020, 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    KEN JORDAN SECRETARY
    1.00     		0 0 0
    1826 ELBERTON HIGHWAY
    IVA,SC29655
    GARY JORDAN PRESIDENT/TREASURER
    3.00     		0 0 0
    1838 WARREN WATT ROAD
    IVA,SC29655
    GREGG CAMPBELL DIRECTOR
    1.00     		0 0 0
    8316 HIGHWAY 82
    STARR,SC29684
    JOHN HORNE DIRECTOR
    1.00     		0 0 0
    PO BOX 777
    IVA,SC29655
    HUGH SMITH DIRECTOR
    1.00     		0 0 0
    408 CLINKSCALES ROAD
    ANDERSON,SC29624
    JOHN GLEW DIRECTOR
    1.00     		0 0 0
    215 SUNNY BROOK ROAD
    IVA,SC29655
    REV JERRY GRAY DIRECTOR
    1.00     		0 0 0
    PO BOX 1225
    IVA,SC29655
    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
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    NONE
    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 ARENA AND RIDING TRAILS WERE USED SEVERAL TIMES THROUGH OUT THE YEAR 1,385
    2 THE FACILITIES WERE USED NUMEROUS TIME DURING THE YEAR FOR BIRTHDAY PARTIES, CHURCH ACTIVITIES AND HORSE CLUBS 760
    3 VARIOUS FIELD TRIPS FROM STARR ELEMENTARY, IVA ELEMENTARY STARR-IVA MIDDLE AND CRESCNT HIGH SCHOOLS 540
    4 THE FOUNDATION HOLDS A "OLD FARM DAYS" TWICE A YEAR TO PROVIDE THE YOUNGER GENERATION WITH A LOOK AT HOW FARMING WAS DONE BEFORE THE MODERN ERA. 15,470
    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 NONE 0
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    0
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    0
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
    0
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    0
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    0
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    0
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    0
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    658
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    658
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    0
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    0
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    0
    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
    0
    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
     
    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
    0
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    0
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 0
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 556
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 1,241
    fTotal of lines 3a through e........ 1,797
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 0
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount.....  
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020.    
    (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 1,797
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    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) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		1,797
    10 Analysis of line 9:
    a Excess from 2016.... 556
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 1,241
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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).)
    NONE
    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.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    VARIOUS
    VARIOUS
    VARIOUS,SC29655     		  LOCAL VARIOUS 860
    Total .................................bullet 3a 860
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 ...........     		    14 22  
    4 Dividends and interest from securities....     14 35,423  
    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 ............     		         
    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)..   35,445  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    35,445
    (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.)
    3 INTEREST FROM TEMPORARY INVESTMENTS
    4 DIVIDENDS FROM INVESTMENTS
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  
    Part VI Line 7 - Tax Paid with the Original Return: 181


    Form 990PF - Special Condition Description:
    Special Condition Description

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 DepreciationSchedule
    Name:
    THOMASON BOWIE FOUNDATION
    EIN:
    56-2066513
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    PICNIC TABLES 1999-04-26 1,872 1,872 SL 7.000000000000 0      
    LAND IMPROVEMENTS 1998-10-15 10,951 10,951 SL 20.000000000000 0      
    LAND IMPROVEMENTS 1999-06-01 9,595 9,595 SL 15.000000000000 0      
    EQUIPMENT 1999-10-14 20,100 20,100 SL 7.000000000000 0      
    LIVESTOCK 1999-11-18 500 500 SL 7.000000000000 0      
    SIGNAGE 1999-06-15 640 640 SL 7.000000000000 0      
    BATHROOMS 2001-06-15 25,035 25,035 SL 7.000000000000 0      
    LAND 2002-06-15 57,337 0 NA 0.000000000000 0      
    PAVILLIONS 1998-10-15 28,452 15,388 SL 39.000000000000 734      
    BOBCAT EQUIPMENT 1999-07-19 419 419 SL 7.000000000000 0      
    BARN 2000-10-01 93,584 46,097 SL 39.000000000000 2,399      
    LIVESTOCK 2000-10-13 12,500 12,500 SL 7.000000000000 0      
    FENCING 2000-03-14 7,965 7,965 SL 15.000000000000 0      
    LANDSCAPING 2000-12-06 569 569 SL 15.000000000000 0      
    FURNITURE 2000-10-16 3,584 3,584 SL 7.000000000000 0      
    DOUBLE HARNESS 2000-10-13 1,500 1,500 SL 7.000000000000 0      
    ANTIQUE CARRIAGE 2000-10-13 51,000 51,000 SL 7.000000000000 0      
    TRAILER FOR MOWER 2000-05-26 1,295 1,295 SL 7.000000000000 0      
    MOWER 2000-06-14 10,000 10,000 SL 7.000000000000 0      
    SADDLE & TACK 2000-10-17 780 780 SL 7.000000000000 0      
    BUSH HOG 2000-09-29 900 900 SL 7.000000000000 0      
    DRILL 2000-09-01 288 288 SL 7.000000000000 0      
    FANS FOR BARN 2000-07-27 418 418 SL 7.000000000000 0      
    SIGNS FOR BARN 2000-09-07 325 325 SL 7.000000000000 0      
    ELECTRIC RANGE FOR BARN 2000-11-21 318 318 SL 7.000000000000 0      
    GAZEBO 2000-07-03 3,622 1,802 SL 39.000000000000 93      
    RED TIN ON EXT OF BLDGS 2001-06-01 2,511 1,191 SL 39.000000000000 65      
    PAVING-ROND 2001-06-10 2,200 2,200 SL 15.000000000000 0      
    OVERHEAD FOR BARN 2001-06-21 1,546 1,546 SL 7.000000000000 0      
    CONCRETE-SHELTER 2001-10-15 2,780 2,780 SL 15.000000000000 0      
    LAND IMPROVEMENTS-POND 2001-10-21 2,815 2,815 SL 15.000000000000 0      
    CONCRETE FOR LLAMAS 2000-11-06 630 630 SL 15.000000000000 0      
    PLANER 2001-12-31 1,337 1,337 SL 7.000000000000 0      
    ARTWORK-EMBROIDERY 2001-03-31 10,000 0 NA 0.000000000000 0      
    LLAMAS 2001-04-11 3,250 3,250 SL 7.000000000000 0      
    LLAMAS 2001-05-12 3,930 3,930 SL 7.000000000000 0      
    JOHN DEERE MOWER 2003-03-17 2,674 2,674 SL 7.000000000000 0      
    STAIR AID & LIFT FOR BARN 2003-01-31 4,677 4,677 SL 7.000000000000 0      
    JOHN DEERE TRACTOR 2002-03-14 38,700 38,700 SL 7.000000000000 0      
    LAND IMPROVEMENTS 2002-10-12 8,510 8,510 SL 15.000000000000 0      
    HORSE/RODEO ARENA 2004-08-31 29,095 29,095 SL 15.000000000000 0      
    JD HAY BINDER 2004-12-29 25,850 25,850 SL 7.000000000000 0      
    PRINT OF 1402 BOWIE DRIVE 2005-09-16 4,920 0 NA 0.000000000000 0      
    JD TRACTOR ATTACHMENT 2005-05-19 3,800 3,800 SL 7.000000000000 0      
    USED TRAILER 2005-10-20 3,000 3,000 SL 7.000000000000 0      
    ARENA LIGHTING 2005-08-30 7,150 7,150 SL 10.000000000000 0      
    TRAIL MOWER 2008-10-28 1,003 1,003 200DB 7.000000000000 0      
    BUSH MOWER 2009-04-05 5,050 5,050 SL 7.000000000000 0      
    02 EZ GO CART 2011-04-06 1,800 1,800 200DB 7.000000000000 0      
    JLG MAN LIFT 2018-06-28 22,224 8,618 200DB 7.000000000000 3,887      
    JD BUSH HOG 2020-06-18 9,740   200DB 7.000000000000 1,391      

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THOMASON BOWIE FOUNDATION
    EIN:
    56-2066513
    Name of Stock End of Year Book Value End of Year Fair Market Value
    BERNSTEIN INVESTMENTS 1,824,005 2,120,405

    TY 2020 InvestmentsOtherSchedule2
    Name:
    THOMASON BOWIE FOUNDATION
    EIN:
    56-2066513
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    SHAREHOLDER IN PEOPLES BANCORP   776,006 776,006

    TY 2020 LandEtcSchedule2
    Name:
    THOMASON BOWIE FOUNDATION
    EIN:
    56-2066513
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    LAND 57,337 0 57,337  
    BUILDINGS 162,207 101,807 60,400  
    LAND IMPROVEMENTS 78,850 78,850 0  
    EQUIPMENT 244,347 211,359 32,988  


    TY 2020 OtherDecreasesSchedule
    Name:
    THOMASON BOWIE FOUNDATION
    EIN:
    56-2066513
    Description Amount
    FEDERAL TAXES 658


    TY 2020 OtherExpensesSchedule
    Name:
    THOMASON BOWIE FOUNDATION
    EIN:
    56-2066513
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE 5,592      
    MACHINE WORK 16,506      
    REPAIRS AND MAINTENANCE 28,335      
    FUEL 4,991      
    SUPPLIES 7,967      
    MEMBERSHIPS 100      
    NON-DEDUCTIBLE EXPENSES 558      
    BANK FEES 23      
    CHEMICALS 2,150      


    TY 2020 OtherIncomeSchedule2
    Name:
    THOMASON BOWIE FOUNDATION
    EIN:
    56-2066513
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    K-1 INCOME-PEOPLES CORP 63,097 119  
    CAPITAL GAIN DISTRIBUTION 10,508 10,508  
    NONTAXABLE INCOME 59    


    TY 2020 OtherIncreasesSchedule
    Name:
    THOMASON BOWIE FOUNDATION
    EIN:
    56-2066513
    Description Amount
    CAPITAL GAINS 12,697
    ROUNDING 1


    TY 2020 OtherLiabilitiesSchedule
    Name:
    THOMASON BOWIE FOUNDATION
    EIN:
    56-2066513
    Description Beginning of Year - Book Value End of Year - Book Value
    TAXES PAYABLE 0  


    TY 2020 TaxesSchedule
    Name:
    THOMASON BOWIE FOUNDATION
    EIN:
    56-2066513
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROPERTY 7,898      
    FOREIGN TAXES PAID 570 570