2023-11-14T06:18:52-06:00 2022-12-31 440160260 FORVIS LLP 500 RIDGEFIELD COURT ASHEVILLE NC 28806 990 2022-01-01 571018476 ZIMMERLI FOUNDATION INC ZIMM 8645820138 424 E KENNEDY STREET SPARTANBURG SC 29302 KATHY ZIMMERLI WOFFORD CHAIRMAN 8645820138 2023-11-14 1 KATHY ZIMMERLI WOFFORD 999009999 1 AMY BIBBY P00445891 8282542254 2023-11-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KATHY ZIMMERLI WOFFORD 424 E KENNEDY STREET SPARTANBURG SC 29302 523129 0 X N/A X 1994 SC CHARITABLE AND PHILANTHROPIC ENDEAVORS IN SUPPORT OF AND IN CONJUCTION WITH THE SPARTANBURG COUNTY FOUNDATION. 6 5 0 6 0 0 189353 500000 0 0 10723 21833 0 0 200076 521833 62950 68950 0 0 0 0 0 0 0 12723 18182 75673 87132 124403 434701 3401658 3111168 0 0 3401658 3111168 CHARITABLE AND PHILANTHROPIC ENDEAVORS IN SUPPORT OF AND IN CONJUCTION WITH THE SPARTANBURG COUNTY FOUNDATION. 0 0 68950 68950 GRANTS TO SUPPORT PHILANTHROPIC ENDEAVORS IN SPARTANBURG COUNTY IN SUPPORT OF THE SPARTANBURG COUNTY FOUNDATION. 68950 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 5 1 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 SC X SPARTANBURG COUNTY FOUNDATION 8645820138 424 E KENNEDY STREET SPARTANBURG SC 29302 KATHY ZIMMERLI WOFFORD CHAIRMAN 1.00 X X 0 0 0 NELLY ZIMMERLI PRESIDENT 1.00 X X 0 0 0 MARK ZIMMERLI VP 1.00 X X 0 0 0 KOGER BRADFORD DIRECTOR & SECRETARY 1.00 X X 0 0 0 KURT ZIMMERLI DECEASED CHAIRMAN EMERITUS 1.00 X 0 0 0 WILLIAM BARNET III DIRECTOR 1.00 X 0 0 0 TROY HANNA DIRECTOR 1.00 40.00 X 0 205788 24695 0 205788 24695 0 0 1 0 0 500000 500000 23129 23129 1296 -1296 -1296 -1296 521833 0 0 21833 68950 68950 18182 18182 87132 68950 18182 0 1035509 1286754 2366149 1824414 3401658 3111168 0 0 X 3401658 3111168 3401658 3111168 3401658 3111168 X 434701 -183459 -541732 X X 0 1 X 1 0 X X 1 SPARTANBURG COUNTY FOUNDATION 570351398 7 1 0 68950 1 0 68950 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 BENEFICIAL INTEREST IN TRUSTS 1824414 1824414 X PART X, LINE 2: THE FOUNDATION HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS A CHARITABLE ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 509(A)(2) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE ACCOMPANYING COMBINED FINANCIAL STATEMENTS. THE FOUNDATION HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF DECEMBER 31, 2022. 1 SPARTANBURG PHILHARMONIC 200 EAST ST JOHN STREET SPARTANBURG SC 29306 570485556 501 (C) (3) 25000 0 GENERAL SUPPORT CONVERSE COLLEGE OFFICE OF DEVELOPMENT 580 EAST MAIN STREET SPARTANBURG SC 29302 570314380 501 (C) (3) 16000 0 GENERAL SUPPORT FIRST PRESBYTERIAN CHURCH 393 E MAIN STREET SPARTANBURG SC 29302 570314439 501 (C) (3) 7000 0 GENERALSUPPORT 3 0 PART I, LINE 2: SUPPORTING ORGANIZATION GRANTS ARE FIRST APPROVED BY THE BOARD OF THE SUPPORTING ORGANIZATION. GRANTS ARE FURTHER REVIEWED BY THE SPARTANBURG COUNTY FOUNDATION TO DETERMINE THAT THE GRANTEE ORGANIZATION IS EXEMPT UNDER 501(C)(3), OR QUALIFIES AS A CHURCH OR AS A GOVERNMENTAL AGENCY. IF THE GRANTEE MEETS ONE OF THESE REQUIREMENTS, THE GRANT IS APPROVED WITHOUT FURTHER MONITORING. IF NOT, THE GRANT IS DENIED. THE SPARTANBURG COUNTY FOUNDATION BOARD OF TRUSTEES REVIEWS GRANTS AT THEIR REGULARLY SCHEDULED MEETINGS. 0 0 0 0 0 0 0 0 0 TROY HANNA DIRECTOR 0 205788 0 0 0 0 0 24695 0 0 0 230483 0 0 FORM 990, PART VI, SECTION A, LINE 2 KURT ZIMMERLI, NELLY ZIMMERLI, KATHY Z WOFFORD, AND MARK ZIMMERLI HAVE A FAMILY RELATIONSHIP FORM 990, PART VI, SECTION B, LINE 11B COPY OF FORM 990 AND ATTACHMENTS ARE GIVEN TO ALL TRUSTEES FOR THEIR REVIEW PRIOR TO FILING. THE RETURN IS REVIEWED BY THE PRESIDENT OF SPARTANBURG COUNTY FOUNDATION AND A PRINCIPAL TRUSTEE OF THE ZIMMERLI FOUNDATION, WHO SIGNS THE RETURN. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST, THE FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE FOR INSPECTIONS AT THE OFFICE OF SPARTANBURG COUNTY FOUNDATION, 424 E KENNEDY STREET, SPARTANBURG, SC 29302, TELEPHONE 864-582-0138, BETWEEN THE HOURS OF 9AM AND 5PM, MONDAY THROUGH FRIDAY. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPIT INTEREST AGREEMENTS -541,732. FORM 990, PART XII, LINE 2C: THE AUDIT IS REVIEWED BY THE SPARTANBURG COUNTY FOUNDATION BOARD OF TRUSTEES, THERE HAS BEEN NO CHANGE IN THE PROCESS FROM PRIOR YEARS. SPARTANBURG COUNTY FOUNDATION 424 E KENNEDY STREET SPARTANBURG SC 29302 570351398 FOUNDATION SC 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 SPARTANBURG COUNTY FOUNDATION R 18182 COST