Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
Daniel-Mickel Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)PO Box 9278
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Greenville, SC29604
A Employer identification number

57-0673409
B Telephone number (see instructions)

(864) 271-7171
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$16,789,713J 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 right arrow.............
3 Interest on savings and temporary cash investments 2,433 2,433  
4 Dividends and interest from securities... 361,726 361,726  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 369,261
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 369,261
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0  
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
88 88 0
12 Total. Add lines 1 through 11........ 733,508 733,508 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 30,000 12,500   17,500
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 0 0 0 0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
32,580 13,032 0 19,548
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
41,087 41,087 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
11,125 1,613 0 0
19 Depreciation (attach schedule) and depletion... 0 0 0
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
16,587 6,579 0 10,008
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 131,379 74,811 0 47,056
25 Contributions, gifts, grants paid....... 730,750 730,750
26 Total expenses and disbursements. Add lines 24 and 25 862,129 74,811 0 777,806
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -128,621
b Net investment income (if negative, enter -0-) 658,697
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 22,443 36,885 36,885
2 Savings and temporary cash investments......... 362,103 373,862 383,862
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow   0 0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)..... 0 0 0
7 Other notes and loans receivable (attach schedule) right arrow0
Less: allowance for doubtful accounts right arrow0 0 0 0
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 0 0 0
b Investments—corporate stock (attach schedule)....... 13,087,326 Click to see attachment
List of Attached Documents:
// Content
12,986,238 		16,325,755
c Investments—corporate bonds (attach schedule)....... 0   0
11 Investments—land, buildings, and equipment: basis right arrow0
Less: accumulated depreciation (attach schedule) right arrow0 0   0
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 52,695 Click to see attachment
List of Attached Documents:
// Content
4,010 		39,480
14 Land, buildings, and equipment: basis right arrow0
Less: accumulated depreciation (attach schedule) right arrow0 0   0
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
10,630 		Click to see attachment
List of Attached Documents:
// Content
3,731 		Click to see attachment
List of Attached Documents:
// Content
3,731
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 13,535,197 13,404,726 16,789,713
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)...... 0 0
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
6,500 		Click to see attachment
List of Attached Documents:
// Content
2,245
23 Total liabilities (add lines 17 through 22)......... 6,500 2,245
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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 13,528,697 13,402,481
29 Total net assets or fund balances (see instructions)..... 13,528,697 13,402,481
30 Total liabilities and net assets/fund balances (see instructions). 13,535,197 13,404,726
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
13,528,697
2
Enter amount from Part I, line 27a .....................
2
-128,621
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2,405
4
Add lines 1, 2, and 3 ..........................
4
13,402,481
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
13,402,481
Form 990-PF (2023)
Form 990-PF (2023)
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 Long Term P    
b Short Term P    
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 385,106     385,106
b     15,845 -15,845
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     0 385,106
b     0 -15,845
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 2 369,261
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 0
Part V
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 right arrow 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) 1 9,156
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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  
3 Add lines 1 and 2........................... 3 9,156
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 9,156
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 10,970
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.............. 7 10,970
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,814
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,814 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowSC
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 .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 addressright arrowWWW.DANIEL-MICKELFOUNDATION.ORG
14
The books are in care ofright arrowTHE HOBBS GROUP PA Telephone no.right arrow (864) 271-7503

Located atright arrow125 West Stone AveGreenvilleSC ZIP+4right arrow29609
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
Minor M Shaw CHAIRMAN/CEO
10.000 		6,000 0 0
16 Hemlock Dr
Greenville,SC29601
Charles C Mickel VP/Treasurer
2.000 		6,000 0 0
PO Box 6721
Greenville,SC29606
Kathryn S Howell VP/Secretary
2.000 		6,000 0 0
27 Ponderosa Road
Greenville,SC29607
Charles Clark Mickel Jr Director
1.000 		6,000 0 0
1000 Boopa Lane 304
Mt Pleasant,SC29464
Carter Lowrance Director
1.000 		6,000 0 0
42 Round Pond Rd
Greenville,SC29607
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
 
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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
 
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-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 VIII-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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
15,651,842
b
Average of monthly cash balances.......................
1b
336,193
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
15,988,035
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
15,988,035
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
239,821
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
15,748,214
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
787,411
Part X
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 IX, line 6..................
1
787,411
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
9,156
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
9,156
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
778,255
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
778,255
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
778,255
Part XI
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
777,806
b
Program-related investments—total from Part VIII-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
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
777,806
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 778,255
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019...... 7,427
c From 2020...... 16,788
d From 2021......  
e From 2022...... 63,870
f Total of lines 3a through e ........ 88,085
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 777,806
a Applied to 2022, but not more than line 2a 0
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 2023 distributable amount..... 777,806
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 449 449
(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 87,636
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		87,636
10 Analysis of line 9:
a Excess from 2019.... 6,978
b Excess from 2020.... 16,788
c Excess from 2021.... 0
d Excess from 2022.... 63,870
e Excess from 2023.... 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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 right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
Daniel Mickel Foundation
PO Box 9278
Greenville,SC29604
(864) 271-7503
bThe form in which applications should be submitted and information and materials they should include:
EXPLANATION, PROJECT BUDGET, SUSTAINABILITY OF PROJECT
cAny submission deadlines:
Quarterly
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
MUST BE A 501(C)3 ORGANIZATION
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

A Child's Haven

20 Martin Drive
Greenville,SC29617 		None PC EDUCATION 1,000

American Cancer Society

PO BOX 100902
COLUMBIA,SC29290 		None PC Health and Human Services 250

American Heart Association

520 GERVAIS ST
COLUMBIA,SC29201 		None PC Health and Human Services 2,300

American Red Cross

PO BOX 9035
GREENVILLE,SC29604 		None PC Health and Human Services 250

Artisphere

16 AUGUSTA ST
GREENVILLE,SC29601 		None PC ARTS 3,500

Bon Secours St Francis Foundation

1 St Francis Dr
Greenville,SC29601 		None PC Health and Human Services 22,000

Brookgreen Gardens

PO BOX 3368
PAWLEYS ISLAND,SC29585 		None PC COMMUNITY DEVELOPMENT 500

BUILD

PO Box 3316
Redwood City,CA94064 		None PC Education 750

Camperdown Academy

65 Verdae Commons Dr
Greenville,SC29607 		None PC Education 26,000

Center for Developmental Services

29 North Academy Street
GREENVILLE,SC29601 		None PC GENERAL 2,500

Center for Heirs' Property Preservation

8570 Rivers Ave STE 170
North Charleston,SC29406 		None PC COMMUNITY DEVELOPMENT 750

Centre Stage South Carolina

501 River St Ste 100
Greenville,SC29601 		None PC ARTS 12,500

Charity Ball Inc (Rose Ball)

PO Box 16834
GREENVILLE,SC29606 		None PC GENERAL 12,500

Christ Church Episcopal School - CCES

101 N CHURCH ST
GREENVILLE,SC29601 		None PC EDUCATION 67,750

Christ Church Episcopal School - Innovative Teaching

101 N CHURCH ST
GREENVILLE,SC29601 		None PC EDUCATION 34,000

Christ Church Episcopal School (Endowment)

101 N CHURCH ST
GREENVILLE,SC29601 		None PC EDUCATION 25,000

Clements Kindness Fund for the Children

27 CLEVELAND ST STE 101
GREENVILLE,SC29601 		None PC CHILD WELFARE 100

Clemson University Foundation

201 SIKES HALL
CLEMSON,SC29434 		None PC EDUCATION 7,000

Community Foundation of Greenville

2 CLEVELAND ST STE 101
GREENVILLE,SC29601 		None PC COMMUNITY DEVELOPMENT 54,750

Conestee Foundation

PO BOX 9111
GREENVILLE,SC29604 		None PC Environmental 500

Crime Stoppers Greenville Inc

4 MCGEE STREET
GREENVILLE,SC29602 		None PC GENERAL 250

Duke University

2138 Campus Dr
Durham,NC27708 		None PC education 1,000

Elbert County High School

600 ABERNATHY CIR
ELBERT,GA30635 		None PC Education 3,000

ETV Endowment of SC

401 E KENNEDY ST STE B-1
SPARTANBURG,SC29302 		None PC Education 250

Fine Arts Center Partners

102 Pine Knoll Dr
Greenville,SC29609 		None PC Education 11,960

First Presbyterian Church

393 E MAIN ST
SPARTANBURG,SC29302 		None PC Education 5,000

Friends of Springwood Cemetery

13 W HILLCREST DR
GREENVILLE,SC29609 		None PC COMMUNITY DEVELOPMENT 100

Furman University

3300 POINSETT HWY
GREENVILLE,SC29613 		None PC EDUCATION 24,500

GHS - Wellness & Cancer Prevention Pilot Program

900 W Faris Rd
Greenville,SC29605 		None PC Health and Human Services 50,000

Governor's School Foundation for the Arts

15 UNIVERSITY ST
GREENVILLE,SC29601 		None PC Education 1,500

Greenville Center for Creative Arts

101 Abney Street
Greenville,SC29611 		None PC ARTS 11,000

Greenville County Historical Society

PO BOX 10472
GREENVILLE,SC29603 		None PC Education 100

Greenville County Museum of Art

420 College Street
GREENVILLE,SC29601 		None PC ARTS 4,000

Greenville Literacy Association

301 UNIVERSITY RIDGE
GREENVILLE,SC29601 		None PC EDUCATION 850

Greenville Tech Foundation

PO BOX 5616
GREENVILLE,SC29606 		None PC Education 15,000

Hispanic Alliance

225 S PLEASANTBURG DR
GREENVILLE,SC29607 		None PC GENERAL 1,000

Institute for Child Success

613 E Mcbee Ave
Greenville,SC29601 		None PC GENERAL 500

Johnson C Smith University

100 Beatties Ford Rd
Charlotte,NC28216 		None PC education 1,000

Junior Achievement of Greater SC

PO BOX 532
COLUMBIA,SC29202 		None PC GENERAL 1,500

LEAD Collective

1220-B Laurens Rd
Greenville,SC29607 		None PC GENERAL 1,000

Meals on Wheels

15 oregon st
GREENVILLE,SC29605 		None PC GENERAL 375

Metropolitan Arts Council

123 W BROAD ST
GREENVILLE,SC29601 		None PC ARTS 7,250

Meyer Center

1132 Rutherford Road
GREENVILLE,SC29609 		None PC Education 30,000

Mill Village Ministries

1186 Pendleton St
Greenville,SC29611 		None PC COMMUNITY DEVELOPMENT 27,500

Naturaland Trust

PO BOX 728
GREENVILLE,SC29602 		None PC Environmental 500

Peace Center for the Performing Arts

101 W BROAD ST
GREENVILLE,SC29601 		None PC ARTS 33,000

Pendleton Place

PO Box 10323
GREENVILLE,SC29603 		None PC EDUCATION 25,000

Phillis Wheatly Communtiy Center

335 Greenacre Rd
Greenville,SC29607 		None PC Arts 25,500

Public Education Partners

225 S PLEASANTBURG DR STE B1
GREENVILLE,SC29607 		None PC EDUCATION 1,000

Randolph College

629 INDUSTRIAL PARK AVENUE
ASHEBORO,NC27205 		None PC EDUCATION 5,000

Rebuild Upstate

PO BOX 8693
GREENVILLE,SC29604 		None PC Health and Human Services 1,000

Ronald McDonald House Charities

706 GROVE ROAD
GREENVILLE,SC29605 		None PC Health and Human Services 375

Roper Mountain Science Center Association

504 ROPER MNTN RD
GREENVILLE,SC29615 		None PC EDUCATION 30,600

Safe Harbor

429 N Main St
GREENVILLE,SC29601 		None PC General 20,000

Salvation Army

PO BOX 1237
GREENVILLE,SC29602 		None PC Health and Human Services 115

SC Children's Theatre

PO BOX 9340
GREENVILLE,SC29604 		None PC Arts 2,000

SC New Play Festival

18 Poinsett Avenue
Greenville,SC29601 		None PC Arts 10,000

SC Sheriff's Association

PO BOX 21428
COLUMBIA,SC29221 		None PC COMMUNITY DEVELOPMENT 100

SCICU - Undergraduate Student Faculty Research Program

1706 Senate St
COLUMBIA,SC29201 		None PC Education 5,000

Shriners Hospital for Children

950 West Faris Rd
Greenville,SC29605 		None PC health & human services 1,500

Soapstone Preservation Endowment

PO Box 454
Marietta,SC296610454 		None PC GENERAL 2,500

Sustain SC

PO Box 1407
columbia,SC29202 		None PC health & human services 1,500

The Fine Arts Center

102 Pine Knoll Dr
Greenville,SC29609 		None PC Eduation 3,000

The Greenville Zoo Foundation

150 CLEVELAND PARK DRIVE
GREENVILLE,SC29601 		None PC COMMUNITY DEVELOPMENT 125

The Humane Society of the United States

1255 23RD STREET NW SUITE 450
WASHINGTON,DC20037 		None PC GENERAL 100

The Museum Association (Gr Co Art Museum)

420 COLLEGE ST
GREENVILLE,SC29601 		None PC ARTS 10,000

The Nature Conservancy

46 HAYWOOD ST
ASHEVILLE,NC28801 		None PC Environmental 600

The NRA Foundation Inc

11250 WAPLES MILL RD
FAIRFAX,VA22030 		None PC GENERAL 250

The South Carolina Historical Society

103 Pine Knoll Dr
CHARLESTON,SC29401 		None PC Education 250

Trees Greenville

151 CLEVELAND PARK DRIVE
GREENVILLE,SC29604 		None PC Environmental 1,000

TreesUpstate

1256 23RD STREET NW SUITE 450
GREENVILLE,SC29605 		None PC Environmental 1,000

UGATA

421 COLLEGE ST
GREENVILLE,SC29601 		None PC education 1,000

United Ministries

606 Pendleton Street
GREENVILLE,SC29601 		None PC Health and Human Services 1,000

United Way de Toqueville Society

701 N Fairfax Street
Alexandria,VA22314 		None PC EDUCATION 10,000

United Way of Greenville County

105 EDINGBURG CT
GREENVILLE,SC29607 		None PC GENERAL 3,500

Upcountry History Museum

540 Buncombe
GREENVILLE,SC29601 		None PC COMMUNITY DEVELOPMENT 100

Upstate Forever

PO BOX 2308
GREENVILLE,SC29602 		None PC Environmental 17,750

Upstate Shredders

116 Rockwood Dr
Greenville,SC29605 		None PC General 500

Upstate Warrior Solutions

431 East Kennedy St
SPARTANBURG,SC29302 		None PC General 25,000

Urban League

225 S Pleasantburg Dr Ste E11
Greenville,SC29607 		None PC GENERAL 15,000

USA Shooting

1 OLYMPIC PLZ
COLORADO SPRINGS,CO80909 		None PC GENERAL 100

Washington & Lee University

204 W Washington St
Lexington,VA24450 		None PC education 2,000

YMCA of Greenville

723 CLEVELAND ST
GREENVILLE,SC29601 		None PC Health and Human Services 1,250
Total .................................right arrow 3a 730,750
bApproved for future payment

American Heart Association
520 GERVAIS ST
COLUMBIA,SC29201 		None PC Health and Human Services 5,000

Artisphere
16 AUGUSTA ST
GREENVILLE,SC29601 		None PC ARTS 5,000

Bon Secours
1 St Francis Dr
Greenville,SC29601 		None PC Health and Human Services 60,000

Bon Secours Cancer Center
104 Innovation Dr
Greenville,SC29607 		None PC Health and Human Services 75,000

Centre Stage South Carolina
501 River St Ste 100
Greenville,SC29601 		None PC ARTS 12,500

Christ Church Episcopal School -
101 N CHURCH ST
GREENVILLE,SC29601 		None PC EDUCATION 450,000

Christ Church Episcopal School (Endowment)
101 N CHURCH ST
GREENVILLE,SC29601 		None PC EDUCATION 25,000

Clarity
29 N Academy St
GREENVILLE,SC29601 		None PC General 5,000

Community Foundation - Unity Park
2 CLEVELAND ST STE 101
GREENVILLE,SC29601 		None PC COMMUNITY DEVELOPMENT 100,000

Elbert County High School
600 ABERNATHY CIR
ELBERT,GA30635 		None PC Education 30,000

Greenville Tech Foundation
PO BOX 5616
GREENVILLE,SC29606 		None PC Education 40,000

Metropolitan Arts Council- Smart Arts
123 W BROAD ST
GREENVILLE,SC29601 		None PC ARTS 10,000

Mill Village Ministries
1186 Pendleton St
Greenville,SC29611 		None PC COMMUNITY DEVELOPMENT 25,000

Neighborhood Cancer Connection
113 Mills Ave
GREENVILLE,SC29605 		None PC General 25,000

Peace Center
101 W BROAD ST
GREENVILLE,SC29601 		None PC ARTS 225,000

Roper Mountain Science Center
504 ROPER MNTN RD
GREENVILLE,SC29615 		None PC EDUCATION 25,000

Safe Harbor
429 N Main St
GREENVILLE,SC29601 		None PC General 60,000

SC New Play Festival
18 Poinsett Avenue
Greenville,SC29601 		None PC Arts 5,000

SCICU - Undergraduate Student Faculty Research Program
1706 Senate St
COLUMBIA,SC29201 		None PC Education 5,000

Sustaining SC
PO Box 1407
columbia,SC29202 		None PC health & human services 50,000

The Museum Association (Gr Co Art Museum)
420 COLLEGE ST
GREENVILLE,SC29601 		None PC ARTS 500,000

United Way de Toqueville Society
701 N Fairfax Street
Alexandria,VA22314 		None PC EDUCATION 100,000

Upstate Greenways and Trails
131 Falls St Ste 103
GREENVILLE,SC29601 		None PC education 25,000

Upstate Warrior Solutions
431 East Kennedy St
SPARTANBURG,SC29302 		None PC General 75,000

Urban League
225 S Pleasantburg Dr Ste E11
Greenville,SC29607 		None PC GENERAL 15,000

USC Medical School
607 GROVE ROAD
GREENVILLE,SC29605 		None PC Education 100,000

YMCA-Caine Halter
721 Cleveland St
GREENVILLE,SC29601 		None PC Health and Human Services 50,000
Total ................................. right arrow 3b 2,102,500
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 2,433  
4 Dividends and interest from securities ....     14 361,726  
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 .....     14 88  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 369,261  
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) .. 0 733,508 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
733,508
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID: 23017437
Software Version: 2023v6.0


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
Daniel-Mickel Foundation
EIN:
57-0673409
Software ID:
23017437
Software Version:
2023v6.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Expense 32,580 13,032   19,548

TY 2023 ExplnOfNonFilingWithAGStmt
Name:
Daniel-Mickel Foundation
EIN:
57-0673409
Software ID:
23017437
Software Version:
2023v6.0
Statement:
SOUTH CAROLINA DOES NOT REQUIRE A COPY TO BE FURNISHED TO THE ATTORNEY GENERAL.

TY 2023 InvestmentsCorpStockSchedule
Name:
Daniel-Mickel Foundation
EIN:
57-0673409
Software ID:
23017437
Software Version:
2023v6.0
Name of Stock End of Year Book Value End of Year Fair Market Value
3M COMPANY 0 0
Accenture PLC Ireland SHS Class A 42,050 49,829
Adobe Inc 38,844 65,029
Alphabet Inc 60,025 90,379
ALTRIA GROUP INCORPORATED 24,194 21,300
Amazon 87,982 97,849
AON PLC Shs 0 0
Arista Networks Inc 40,539 59,113
ASML Holding 31,467 40,874
Astrazeneca PLC 0 0
AT&T INCORPORATED 52,701 38,510
Autodesk Incorporated 37,836 44,070
Automatic Data Processing 16,657 19,104
Bank of America Corp 44,805 51,414
BCE INCORPORATED COM 41,929 38,277
BLACKROCK STRATEGIC INCOME OPP 881,730 869,540
Boston Properties Incorporated 0 0
Boston Scientific Corp 17,760 22,662
Broadcom Inc 16,091 46,883
Burlington Stores Incorporated 0 0
CHEVRON CORPORATION 32,030 47,880
Chipotle Mexican Grille 22,736 27,444
CHUBB LIMITED 32,124 64,636
CISCO SYSTEMS 29,678 50,116
CitiGroup Inc 50,730 41,409
Comcast Corporation 44,124 49,594
CONOCOPHILLIPS 17,952 43,642
Crown Castle Inc 20,090 26,033
DB PRIVATE EQ GLOBAL FUND VII 309,736 554,340
DIAGEO PLC SPON ADR 19,635 25,636
Dow Incorporated 44,897 46,833
DUKE ENERGY 53,997 47,841
Duke Energy Schaffer Cullen 43,888 528,480
Entegris Incorporated 12,213 18,332
Epam Systems Incorporated 32,240 29,734
EXXON MOBIL 31,297 38,692
Fiserv Incorporated 25,365 30,420
Fleetcor Technologies 0 0
Fortinet 24,454 24,583
General Dynamics Corp 39,996 55,829
GENUINE PARTS COMPANY 19,918 33,240
Goldman Sachs GQG Partners Intl 1,653,357 2,004,468
Greenspring Secondary Fund - Stepstone Secondary IV-D 299,490 375,271
HealthPeak (HCP) 46,526 30,433
INTEL CORPORATION 29,323 28,140
Intuit 42,462 64,378
Invesco S&P500 Equal Weight ETF 612,531 634,356
Ishares TR Core MSCI EAFE 1,597,668 1,893,189
Ishares TR Core S&P500 ETF 845,087 1,366,022
ISHARES TR MSCI EMERGING 397,868 468,447
Ishares TR RUS 1000 GRW EFT 614,878 750,952
JOHNSON & JOHNSON 38,278 53,292
JOHNSON CONTROLS 30,757 43,922
JPMORGAN CHASE & COMPANY 32,632 68,720
Kenvue 35,204 43,792
keurig Dr Pepper Inc 0 0
KIMBERLY CLARK CORPORATION 0 0
Linde PLC 16,759 20,946
Lowes Co Inc 14,890 38,279
marshall wace eureka fund plc 500,000 858,121
Mastercard Inc 16,553 19,619
Medtronic PLC 47,200 39,295
MERCK & COMPANY 20,096 37,939
MICROSOFT CORPORATION 3,274 24,067
Microsoft Corporation 60,821 136,879
Monster Beverage Corporation 17,783 20,912
Morgan Stanley COM New 24,763 57,908
Neurocrine Biosciences 21,311 28,724
NEXTERA ENERGY INCORPORATED 13,471 41,546
NOVARTIS A G SPONSORED 33,399 46,345
Nvidia Corp 45,270 89,140
Oreilly Automotive Incorporated 0 0
P2 Capital Fund 250,000 286,849
Paycom Software 9,665 6,822
Paypal Hldgs Incorporated 0 0
PFIZER INCORPORATED 28,930 27,120
PHILIP MORRIS INTERNATIONAL 42,290 46,193
Pimco Total Return Fnd Inst'l 1,199,119 1,064,856
RAYTHEON COMPANY COM 0 0
RTX Corporation 28,380 41,649
Schwab Charles Corp 26,112 26,626
SEG Partners Offshore 350,000 335,961
Siemens A G Sponsored ADR 26,048 40,356
Solaredge Technologies Incorporated 0 0
Target 15,770 27,629
Thermo Fisher Scientific Inc 12,107 11,677
THIRD POINT OFFSHORE 250,000 305,115
THORNBURG LTD TERM INCOME INST. 921,385 887,657
TRAVELERS COMPANIES INCORPORATED 17,134 32,193
Truist Finl Corp - Suntrust Bank 53,358 41,461
UNILEVER N V N Y SHS 31,032 34,324
United Parces Svs 32,773 31,918
UnitedHealth Group 0 0
Vici PPTYS Inc 36,573 38,670
Visa Incorporated Com Class A 37,176 49,467
WEYERHAEUSER 165,025 364,563

TY 2023 InvestmentsOtherSchedule2
Name:
Daniel-Mickel Foundation
EIN:
57-0673409
Software ID:
23017437
Software Version:
2023v6.0
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
AZALEA CAPITAL PARTNERS AT COST 4,009 15,039
MED PROPERTIES PARTNERSHIP INVESTMENT II AT COST 1 24,441

TY 2023 OtherAssetsSchedule
Name:
Daniel-Mickel Foundation
EIN:
57-0673409
Software ID:
23017437
Software Version:
2023v6.0
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
Oil Rights - Midland Tax 1 1 1
State tax withheld 1,543 0 0
Prepaid taxes 9,086 3,730 3,730


TY 2023 OtherExpensesSchedule
Name:
Daniel-Mickel Foundation
EIN:
57-0673409
Software ID:
23017437
Software Version:
2023v6.0
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Web Hosting Fee 676     676
Subscription - Grant Management 7,323     7,323
Dues and Subscriptions - Other 1,000     1,000
Ordinary Partnership 226 226    
Bank Service Charge 31 31    
Office Supplies 279 85   194
Investmenet Expenses from K1s 3,031 3,031    
Real estate Pship Activity 3,204 3,204    
Investment Interest Expense 2 2    
Associations & Memberships 815     815


TY 2023 OtherIncomeSchedule2
Name:
Daniel-Mickel Foundation
EIN:
57-0673409
Software ID:
23017437
Software Version:
2023v6.0
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PIONEER NATURAL RESRC PROPERTY ROYALTIES 54 54  
OTHER PARTNERSHIP INCOME 34 34  


TY 2023 OtherIncreasesSchedule
Name:
Daniel-Mickel Foundation
EIN:
57-0673409
Software ID:
23017437
Software Version:
2023v6.0
Description Amount
Prior Year Tax Accrual 2,405


TY 2023 OtherLiabilitiesSchedule
Name:
Daniel-Mickel Foundation
EIN:
57-0673409
Software ID:
23017437
Software Version:
2023v6.0
Description Beginning of Year - Book Value End of Year - Book Value
Estimated tax payment due 6,500 2,245


TY 2023 OtherProfessionalFeesSchedule
Name:
Daniel-Mickel Foundation
EIN:
57-0673409
Software ID:
23017437
Software Version:
2023v6.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Fees 41,087 41,087    


TY 2023 TaxesSchedule
Name:
Daniel-Mickel Foundation
EIN:
57-0673409
Software ID:
23017437
Software Version:
2023v6.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Excise Tax 9,512      
Foreign Tax 1,613 1,613