2025-09-24T14:02:53-04:00 2024-12-31 581094351 MCNAIR MCLEMORE MIDDLEBROOKS & CO LLC POST OFFICE BOX ONE MACON GA 312020001 990 2024-01-01 576152051 SANTEE ELECTRIC TRUST SANT 8433556187 PO BOX 548 KINGSTREE SC 29556 HL LOWDER CHAIRMAN 8433550524 2025-09-19 true false WILLIAM R ROUNTREE P01231836 4787466277 2025-09-24 2024 2025-03-06 01:10:19Z HL LOWDER PO BOX 548 KINGSTREE SC 29556 624030 false X SEE SCHEDULE O X 1993 SC TO PROVIDE FINANCIAL ASSISTANCE TO INDIVIDUALS AND ORGANIZATIONS IN THE SERVICE TERRITORY OF SANTEE ELECTRIC COOPERATIVE THROUGH AN OPERATION ROUNDUP PROGRAM, AS WELL AS OTHER FUNDING SOURCES. 7 7 0 0 357998 566126 0 0 12796 44039 370794 610165 423209 409777 0 0 0 0 12029 5141 435238 414918 -64444 195247 89557 284804 0 89557 284804 TO PROVIDE FINANCIAL ASSISTANCE TO INDIVIDUALS AND ORGANIZATIONS IN THE SERVICE TERRITORY OF SANTEE ELECTRIC COOPERATIVE THROUGH AN OPERATION ROUNDUP PROGRAM, AS WELL AS OTHER FUNDING SOURCES. false false 414918 409777 610165 SANTEE ELECTRIC TRUST WAS FORMED TO PROVIDE FINANCIAL ASSISTANCE TO INDIVIDUALS AND ORGANIZATIONS IN THE SERVICE TERRITORY OF SANTEE ELECTRIC COOPERATIVE THROUGH AN OPERATION ROUNDUP PROGRAM, AS WELL AS OTHER FUNDING SOURCES. 414918 true true false false false false false false false false false false false true false false true false false false false false false false true false false false true false false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false false false false X 7 7 false false false false false false false true true false false true true true true true true false false false SC X RYAN COOPER CFO - SANTEE ECI 8433556187 424 SUMTER HIGHWAY KINGSTREE SC 29556 X HL LOWDER CHAIRMAN 2.00 X X 0 0 0 DANNY PITTMAN VICE CHAIRMA 2.00 X X 0 0 0 BECKY JONES SECRETARY 2.00 X X 0 0 0 BETTY DONNELY DIRECTOR 2.00 X 0 0 0 OTIS FRANKLIN DIRECTOR 2.00 X 0 0 0 ANGELA JOHNSON DIRECTOR 2.00 X 0 0 0 LEE DAVIS DIRECTOR 2.00 X 0 0 0 false false false X 566126 566126 57904 13865 44039 610165 54106 54106 355671 355671 5141 5141 414918 414918 0 0 89557 284804 89557 284804 0 0 X 89557 77814 206990 89557 284804 89557 284804 X 195247 X false true X true false X 169484 166536 158992 370794 566126 1431932 169484 166536 158992 370794 566126 1431932 942722 489210 1431932 57904 0.34160 0.82290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED DUE FROM AFFILIATE (SANTEE ECI) 284804 284804 635467 11437 13865 25302 610165 610165 440220 11437 13865 25302 414918 414918 SCHEDULE D, PAGE 4, PART XI, LINE 2D FUNDRAISING EXPENSES 13,865 SCHEDULE D, PAGE 4, PART XII, LINE 2D FUNDRAISING EXPENSES 13,865 All States COOPERATIVE LIG 57904 57904 13865 57904 57904 13865 13865 44039 SCHEDULE G, PART IV COOPERATIVE LIGHT (LEADERS IGNITING AND GIVING HOPE TOGETHER): HTTPS://SANTEE.ORG/COOPERATIVE-LIGHT THIS PROGRAM RAISES SUPPORT THROUGH EVENTS, EMPLOYEE SPONSORSHIPS, PHILANTHROPIC ASSIGNMENTS AND OTHER FLAT DONATIONS. true INDIV. ASSIST. - ROUNDUP 139 162661 COST INDIV. ASSIST. - SOL 38 193010 COST SCHEDULE I, PAGE 1, PART I, LINE 2 SEE THE FOUNDATION'S BYLAWS ATTACHED TO THE RETURN. FORM 990 WEBSITE: HTTP://WWW.SANTEE.ORG/MEMBER-RESOURCES/COMMUNITY-CONNECTIONS/OPERATION- ROUND-UP.ASPX FORM 990, PART VI SANTEE ELECTRIC TRUST HAS NO EMPLOYEES. ADMINISTRATVIE AND BACK OFFICE FUNCTIONS ARE PERFORMED BY EMPLOYEES OF SANTEE ELECTRIC COOPERATIVE (SANTEE ECI) EMPLOYEES. SANTEE HAS A WRITTEN WHISTLEBLOWER POLICY AND DOCUMENT DESTRCUTION AND RETENTION POLICY WHICH ALSO APPLIES TO SANTEE ELECTRIC TRUST. FORM 990, PAGE 6, PART VI, LINE 11B A COPY OF THE 990 WILL BE PROVIDED TO THE BOARD OF DIRECTORS BEFORE ITS FILING. FORM 990, PAGE 6, PART VI, LINE 12C ARTICLE XVIII OF SANTEE ELECTRIC TRUST BYLAWS: DISBURSEMENT OF FUNDS: EXCEPT AS OTHERWISE PROVIDED BY THESE BY-LAWS, THE DIRECTORS OF THE TRUST SHALL DISCLOSE AND EXPLAIN ANY PERSONAL AND/OR BUSINESS INTEREST, CONNECTION KINSHIP, OR OTHER ASSOCIATION HE OR SHE HAS WITH THE PERSON, FAMILY, GROUP, CORPORATION, OR OTHER ENTITY UNDER CONSIDERATION FOR FUNDING BY THE TRUST. FORM 990, PAGE 6, PART VI, LINE 19 THE TRUST MAKES ITS BYLAWS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC AS PART OF ITS FORM 990. THE FORM 990 IS AVAILABLE UPON REQUEST AS REFLECTED IN PART VI SECTION C LINE 18. FORM 990, PART VIII CERTAIN ADMINSTRATIVE AND ACCOUNTING SERVICES ARE PROVIDED BY SANTEE ELECTRIC EMPLOYEES. THESE "CONTRIBUTED SERVICES" RELATED TO EMPLOYEE LABOR AND BENEFITS ARE ALLOCATED TO THE ORGANIZATION WHEN THOSE SERVICES ARE PROVIDED. CONTRIBUTED SERVICES TOTALING 11,437 ARE NOT INCLUDED ON THE FORM 990-EZ IN ACCORDANCE WITH THE FORM'S INSTRUCTIONS. FORM 990, PART XI, LINE 9 FUNDRAISING EXPENSES 13,865 FUNDRAISING EXPENSES -13,865 SANTEE ELECTRIC COOPERATIVE INC PO BOX 548 KINGSTREE SC 29556 570240935 COOPERATIV SC 501C12 N/A false false false true true false false false false false false false false false false false false false false false SANTEE ELECTRIC COOPERATIVE INC D 284804 FMV SANTEE ELECTRIC COOPERATIVE INC C 11437 FMV SCHEDULE R SANTEE ELECTRIC TRUST DOES NOT MAINTAIN A CASH ACCOUNT. SANTEE ELECTRIC COOPERATIVE, INC. (SANTEE ECI) COLLECTS ROUNDUP AND OTHER CONTRIBUTIONS FROM ITS MEMBERS AND OTHERS THEN MAKES THE DONATION DISBURSEMENTS BASED ON SANTEE ELECTRIC TRUST BOARD APPROVAL. SANTEE ECI HELD CASH OF 284,804 ON BEHALF OF SANTEE ELECTRIC TRUST AS OF DECEMBER 31, 2024.