2024-11-15T12:54:55-06:00 2023-12-31 581107697 SEROTTA MADDOCKS EVANS & CO 125 PARK AVE SW SUITE 200 AIKEN SC 29801 990PF 2023-01-01 311623458 BARTELS FAMILY FOUNDATION BART 8036420605 5226 CHARNWOOD FOREST CIRCLE AIKEN SC 29803 LINDA ENGEHOLM PRESIDENT 8036420605 2024-11-14 1 1 WANDA F SCOTT CPA P00286982 8036486047 2024-11-14 2023 2024-10-15 13:58:12Z X 553371 X X 64 64 14580 14580 -17618 148699 0 -2974 14644 0 0 0 1380 1380 0 3566 3566 0 37 37 0 1232 1232 0 6215 6215 0 31500 31500 37715 6215 31500 -40689 8429 19293 12212 12212 476182 442574 541159 495475 454786 553371 0 0 X 495475 454786 0 0 0 0 495475 454786 495475 454786 495475 -40689 0 454786 0 454786 CAPITAL GAIN DISTRIBUTIONS P 1819 1819 1819 AMERIPRISE S/T NOT COVERED P 1198 1163 35 35 AMERIPRISE L/T NOT COVERED P 138281 159185 -20904 -20904 AMERIPRISE L/T NOT COVERED P 4 4 0 0 AMERIPRISE L/T NOT COVERED P 7397 5965 1432 1432 P 0 0 P 0 0 P 0 0 P 0 0 -17618 117 0 117 0 117 583 0 0 0 583 0 466 466 0 0 0 0 0 0 0 0 0 0 0 0 1 CT 1 0 0 0 0 1 N/A LYNN ENGEHOLM 8036420605 5226 CHARNWOOD FOREST CIRCLE AIKEN SC 29803 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LYNN B ENGEHOLM 5226 CHARNWOOD FOREST CIRCLE AIKEN SC 29803 PRESIDENT 1.00 0 0 0 GAIL GRIFFIN 154 QUAIL RUN DRIVE DEFIANCE MO 63341 TREASURER 1.00 0 0 0 NONE 0 NONE 0 0 516570 31035 0 547605 0 0 547605 8214 539391 26970 26970 117 117 26853 0 26853 0 26853 31500 0 31500 26853 13166 0 0 31500 13166 0 0 18334 0 0 0 0 0 0 0 0 8519 0 0 0 X LYNN ENGEHOLM 5226 CHARNWOOD FOREST CIR AIKEN SC 29803 8036420605 ENGEHL@BELLSOUTH.NET N/A N/A N/A BEST FRIENDS ANIMAL SANCTUARY 5001 ANGEL CANYON ROAD KANAB UT 84741 PC GRANT TO SUPPORT TRAP, NEUTER & RELEASE PROGRAM FOR COMMUNITY CATS 1500 CAMP GRAVATT 1006 CAMP GRAVATT ROAD AIKEN SC 29805 PC GRANTS FOR CHRISTMAS RETREATS AND SUMMER CAMP SCHOLARSHIPS FOR FT. GORDON MILITARY FAMILES. 10000 EQUINE RESCUE 532 GLENWOOD DRIVE AIKEN SC 29803 PC GRANT FOR CARE AND FEEDING OF HORSES USED BY SARATOGA WARHORSE. 4000 FOCUS MARINES FOUNDATION 400 CHESTERFIELD CENTER SUITE 400 CHESTERFIELD MI 63017 PC GRANT TO SUPPORT WEEKEND FOCUS COURSE FOR MARINES WITH PTSD. 5000 FRIENDS OF THE ANIMAL SHELTER PO BOX 2207 AIKEN SC 29802 PC GRANT FOR SPAY/NEUTER SERVICES, MEDICAL CARE AND FOOD. 1000 RIDE ON ST LOUIS 8499 UPPER BYRNESVILLE RD CEDAR HILL MO 63016 PC GRANT FOR THEIR BARN BUDDY PROGRAM WHICH FOCUSES ON VOCATIONAL SKILLS WITHIN THE EQUINE INDUSTRY FOR THOSE WITH DISABILITIES. 5000 SARATOGA WARHORSE FOUNDATION P O BOX 461 SARATOGA SPRINGS NY 12866 PC GRANT FOR ONE VETERAN TO ATTEND THE PTSD PROGRAM. 4000 SPCA ALBRECHT CENTER 199 WILLOW RUN ROAD AIKEN SC 29801 PC GRANT FOR SPAY/NEUTER SERVICES, MEDICAL AND FOOD. 1000 31500 0 14 64 14 14580 18 -17618 0 -2974 0 -2974 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 1380 1380 0 THE FOUNDATION IS ELECTING UNDER REGULATIONS SECTION 53.4942(A)-3(D)(2) TO APPLY $3,242 OF THE REMAINING QUALIFYING DISTRIBUTION TO THE UNDISTRIBUTED INCOME REMAINING FROM 2008. AMERIPRISE SECURITIES 442574 541159 OTHER ADMINISTRATIVE COSTS 1232 1232 0 ADVISORY FEES 3566 3566 0 FOREIGN TAX PAID 37 37 0