WORLDWIDE SMALL CHANGE FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WORLDWIDE SMALL CHANGE FOUNDATION INC (EIN 31-1734847)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-01
- IRS object ID
- 202412759349100626
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-01T15:00:31-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 870972932 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KETTER SHEPPARD & JACKSON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 116TH AVE SE STE 201 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311734847 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WORLDWIDE SMALL CHANGE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | CO ROY KAUFMANN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WORL | BusinessNameControlTxt |
| Phone | 2024576710 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2300 N ST NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20037 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROY L KAUFMANN | PersonNm |
| Person Title | Secretary/Treas | PersonTitleTxt |
| Signature | 2024-10-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD J SANDERS | PreparerPersonNm |
| PTIN | P01280121 | PTIN |
| Phone | 2063822600 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,642,180 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $23,688 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $102,696 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $102,696 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $102,696 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $66,360 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,015,046 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $66,360 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $66,360 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $192,744 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $169,056 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $169,056 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $25,548 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,387 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $19,161 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,976 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $37,308 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $37,308 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,602 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $4,352 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $75,786 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,695 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,161 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $240,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $240,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $315,886 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,695 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $259,261 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$123,142 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $125,361 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $169,056 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $783,246 | CashBOYAmt |
| Cash EOY | $366,239 | CashEOYAmt |
| Cash EOYFMV | $366,239 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,187,982 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,700,163 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,805,896 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $689,212 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $470,896 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $470,045 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,660,440 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,537,298 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,642,180 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,660,440 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,537,298 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,660,440 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,537,298 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,660,440 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,537,298 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,660,440 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$123,142 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,537,298 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,537,298 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $1,015,046 | GrossSalesPriceAmt |
| Cost Or Other Basis | $948,686 | CostOrOtherBasisAmt |
| Gain Or Loss | $66,360 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $66,360 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $66,360 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $66,360 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,743 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,743 | SubtotalAmt |
| Tax Based On Investment Income | $1,743 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,301 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $442 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,743 | TotalPaymentsAndCreditsAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROY L KAUFMANN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2024576710 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2300 N ST NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JAMES G HARPER | ||||||
| 48 OAK POND PASSAGE | BEAUFORT | SC | 29906 | President & Dir | 0.00 | $0 |
| ROY L KAUFMANN | ||||||
| 2300 N ST NW | WASHINGTON | DC | 20037 | Executive Dir. | 1.00 | $25,548 |
| TODD E HARPER | ||||||
| 1107 TURKEY POINT RD | EDGEWATER | MD | 21037 | Director | 0.00 | $0 |
| CAROLINA FREUND | ||||||
| 227 PALMETTO BLUFF ROAD | BLUFFTON | SC | 29910 | Director | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,682,023 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $512,805 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,194,828 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $5,194,828 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $77,922 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,116,906 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $255,845 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $255,845 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,743 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,743 | TotalTaxAmt |
| Distributable Before Adj | $254,102 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $254,102 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $254,102 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $259,261 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $259,261 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $254,102 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $1,588 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,588 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $259,261 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $254,102 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,159 | RemainingDistriFromCorpusAmt |
| Total Corpus | $6,747 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $6,747 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $1,588 | ExcessFromYear2Amt |
| Excess From Current Year | $5,159 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES G HARPER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| INTERNATIONAL RESCUE COMMITTEE | |||||||||||
| 122 E 42ND ST | NEW YORK | NY | 10017 | N/A | PC | CHARITABLE | $7,000 | ||||
| CYSTIC FIBROSIS FOUNDATION | |||||||||||
| 6931 ARLINGTON ROAD | BETHESDA | MD | 20814 | N/A | PC | CHARITABLE | $5,000 | ||||
| EARTHWATCH INSTITUTE INC | |||||||||||
| 3 CLOCK TOWER PL STE 100 BOX 75 | MAYNARD | MA | 01754 | N/A | PC | CHARITABLE | $2,500 | ||||
| FOOD FRIENDS | |||||||||||
| 219 RIGGS ROAD NW | WASHINGTON | DC | 20011 | N/A | PC | CHARITABLE | $12,500 | ||||
| GLOBAL CAMPUSES FOUNDATION | |||||||||||
| PO BOX 3534 | TUCSON | AZ | 85722 | N/A | PC | CHARITABLE | $35,000 | ||||
| IFO DECADE | |||||||||||
| N/A | PC | CHARITABLE | $12,000 | 3480 DU RENARD ST | SHERBROOKE | QUEBEC | CA | ||||
| INSTITUTE OF OUR LADY OF MT CARMEL | |||||||||||
| 4415 8TH ST NE | WASHINGTON | DC | 20017 | N/A | PC | CHARITABLE | $3,000 | ||||
| INTERNATIONAL COMMUNITY FOUNDATION | |||||||||||
| 11300 SORENTO VALLEY RD | SAN DIEGO | CA | 92121 | N/A | PC | CHARITABLE | $6,000 | ||||
| LATINO STUDENT FUND | |||||||||||
| 3480 WOODLEY RD NW | WASHINGTON | DC | 20016 | N/A | PC | CHARITABLE | $3,000 | ||||
| PURPLE MOUNTAIN INSTITUTION | |||||||||||
| 11505 E CAMINO DEL DESERTO | TUCSON | AZ | 85747 | N/A | PC | CHARITABLE | $2,000 | ||||
| SOCIAL GOOD FUND | |||||||||||
| 12651 SAN PABLO AVE | RICHMOND | CA | 94805 | N/A | PC | CHARITABLE | $10,000 | ||||
| THE FAMILY PLACE INC | |||||||||||
| 3309 16TH ST NW | WASHINGTON | DC | 20010 | N/A | PC | CHARITABLE | $11,250 | ||||
| NATIONAL ALLIANCE FOR HISPANIC HEAL | |||||||||||
| 1501 16TH STREET NW | WASHINGTON | DC | 20036 | N/A | PC | CHARITABLE | $6,000 | ||||
| WASHINGTON INTERNATIONAL SCHOOL | |||||||||||
| 3100 MACOMB STREET NW | WASHINGTON | DC | 20008 | N/A | PC | CHARITABLE | $12,000 | ||||
| JUNIOR ACHIEVEMENT OF ARIZONA | |||||||||||
| 636 W SOUTHERN AVE | TEMPE | AZ | 85282 | PC | CHARITABLE | $100 | |||||
| MARYLAND DE DC ELKS ASSN | |||||||||||
| PO BOX 258 | CROWSVILLE | MD | 21032 | PC | CHARITABLE | $2,750 | |||||
| FRIENDS OF CAROLINE HOSPICE | |||||||||||
| 1110 13TH ST | PORT ROYAL | SC | 29935 | PC | CHARITABLE | $9,000 | |||||
| FAMILY PROMISE OF BEAUFORT COUNTY | |||||||||||
| 181 BLUFFTON RD D101 | BLUFFTON | SC | 29910 | PC | CHARITABLE | $5,000 | |||||
| CHILD ABUSE PREVENTION ASSOCIATION | |||||||||||
| 919 BAY ST | BEAUFORT | SC | 29902 | PC | CHARITABLE | $3,000 | |||||
| HOPEFUL HORIZONS | |||||||||||
| 1212 CHARLES ST | BEAUFORT | SC | 29902 | PC | CHARITABLE | $2,500 | |||||
| LOWCOUNTRY FOOD BANK INC | |||||||||||
| 2864 AZALEA DR | CHARLESTON | SC | 29405 | PC | CHARITABLE | $7,000 | |||||
| COMMUNITY FUND OF THE LOWCOUNTRY | |||||||||||
| 4 NORTHRIDGE DRIVE STE A | HILTON HEAD ISLAND | SC | 29925 | PC | CHARITABLE | $3,000 | |||||
| WASHINGTON HOSPITAL CENTER FNDN | |||||||||||
| 110 IRVING ST NW | WASHINGTON | DC | 20010 | PC | CHARITABLE | $4,000 | |||||
| HOMES NOT BORDERS | |||||||||||
| 3610 EAST ST | LANDOVER | MD | 20785 | PC | CHARITABLE | $4,000 | |||||
| BLUFFTON COMMUNITY SOUP KITCHEN | |||||||||||
| 25 BOUNDARY ST | BLUFFTON | SC | 29910 | PC | CHARITABLE | $3,000 | |||||
| BLUFFTON SELF HELP | |||||||||||
| 39 SHERIDAN PARK CTR | BLUFFTON | SC | 29910 | PC | CHARITABLE | $3,000 | |||||
| SOAR SPECIAL RECREATION OF LOW COUN | |||||||||||
| 800 MAIN ST | HILTON HEAD ISLAND | SC | 29926 | PC | CHARITABLE | $10,000 | |||||
| PROGRAMS FOR EXCEPTIONAL PEOPLE | |||||||||||
| 39 SHERIDAN PARK CTR | BLUFFTON | SC | 29910 | PC | CHARITABLE | $2,500 | |||||
| SIBLEY MEMORIAL HOSPITAL FOUNDATION | |||||||||||
| 5255 LOUGHBORO ROAD NW | WASHINGTON | DC | 20016 | PC | CHARITABLE | $10,000 | |||||
| GULLOTTA HOUSE | |||||||||||
| 72 N STATE RD | BRIARCLIFF MANOR | NY | 10510 | PC | CHARITABLE | $11,000 | |||||
| BEAUFORT MEMORIAL HOSPITAL | |||||||||||
| 955 RIBAUT RD | BEAUFORT | SC | 29902 | PC | CHARITABLE | $3,000 | |||||
| CATHOLIC CHARITIES OF SOUTH CAROLIN | |||||||||||
| 901 ORANGE GROVE RD | CHARLESTON | SC | 29407 | PC | CHARITABLE | $5,000 | |||||
| SPRING ISLAND TRUST | |||||||||||
| 40 MOBLEY OAKS LN | OKETIA | SC | 29909 | PC | CHARITABLE | $1,000 | |||||
| SECOND HELPINGS | |||||||||||
| 4 NORTHRIDGE DR | HILTON HEAD | SC | 29926 | PC | CHARITABLE | $2,500 | |||||
| HEROES ON HORSEBACK | |||||||||||
| 95 STILLWELL RD | BLUFFTON | SC | 29910 | PC | CHARITABLE | $1,000 | |||||
| EVERGREEN SCHOOL INC | |||||||||||
| 10700 GEORGIA AVE | SILVER SPRING | MD | 20902 | PC | CHARITABLE | $3,000 | |||||
| VALENTINES BY KIDS INC | |||||||||||
| 10116 IRON GATE RD | POTOMAC | MD | 20854 | PC | CHARITABLE | $7,500 | |||||
| GLOBAL REFUGE | |||||||||||
| 700 LIGHT STREET | BALTIMORE | MD | 21230 | PC | CHARITABLE | $10,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $240,100 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $102,696 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $66,360 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $102,696 | ExclusionAmt |
| Related Or Exempt Function Incm | $66,360 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $169,056 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | THEODORE SCHUCHAT CHARITABLE TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 2300 N ST NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $23,688 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $5,976 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK AND OFFICE | Desc |
| Revenue And Expenses Per Books | $4,352 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CORIENT | $18,355 | $18,355 | $0 | $0 |
| FIDUCIARY TRUST FEES | $2,452 | $2,452 | $0 | $0 |
| INVERNESS COUNSEL FEES | $16,501 | $16,501 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $2,602 | Amt |
Comments