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THE DANIEL E OFFUTT III CHARITABLE: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
THE DANIEL E OFFUTT III CHARITABLE (EIN 47-6799671)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-04-24
IRS object ID
202301149349100130
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-04-24T14:07:12-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN060674034PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1VENMAN & CO LLC CPA'SBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1375 BRIDGEPORT AVENUEAddressLine1Txt
CitySHELTONCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06484ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN476799671EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE DANIEL E OFFUTT III CHARITABLEBusinessNameLine1Txt
Business Name Line2TRUSTBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlDANIBusinessNameControlTxt
Phone2032163881PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11826 ROSE STREETAddressLine1Txt
CitySARASOTACityNm
State AbbreviationFLStateAbbreviationCd
ZIP342395135ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD ORENSTEINPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2032163881PhoneNum
Signature2023-04-24SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRICHARDPersonFirstNm
Person LastORENSTEINPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJANET BARILLARIPreparerPersonNm
PTINP00236314PTIN
Phone2039299945PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
PF Status Term Sect507b1 AYes (X)PFStatusTermSect507b1AInd
Final ReturnYes (X)FinalReturnInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$0FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$6,562,567ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$2,270InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,270InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$13,276OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$13,276OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$6,578,113TotalRevAndExpnssAmt
Total Net Invst Incm$15,546TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$16,447CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$16,447CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$1,450LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$1,450LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,600AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,600AccountingFeesChrtblPrpsAmt
Trav Conf Meeting Rev And Expnss$1,145TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$1,145TravConfMeetingDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$21,642TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$21,642TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$7,632,830ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,997,533ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$7,654,472TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$7,019,175TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,076,359ExcessRevenueOverExpensesAmt
Net Investment Income$15,546NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,076,359SavAndTempCashInvstBOYAmt
Total Assets BOY$1,076,359TotalAssetsBOYAmt
Total Assets EOY$0TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,076,359RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,076,359TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$0TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,076,359TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$0TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,076,359TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,076,359ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$0SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$0TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$216InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$216SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$216TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,882EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,882TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$3,666OverpaymentAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$3,666RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved EtcYes (1)OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksRICHARD ORENSTEINIndividualWithBooksNm
Phone2032163881PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11826 ROSE STREETAddressLine1Txt
CitySARASOTACityNm
State AbbreviationFLStateAbbreviationCd
ZIP34239ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonRICHARD ORENSTEINPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11826 ROSE STREETAddressLine1Txt
CitySARASOTACityNm
State AbbreviationFLStateAbbreviationCd
ZIP34239ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos7.00AverageHrsPerWkDevotedToPosRt
Compensation$16,447CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,830,619AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,830,619TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,830,619AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$27,459CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,803,160NetVlNoncharitableAssetsAmt
Minimum Investment Return$90,158MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$90,158MinimumInvestmentReturnAmt
Tax Based On Investment Income$216TaxBasedOnInvestmentIncomeAmt
Total Tax$216TotalTaxAmt
Distributable Before Adj$89,942DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$89,942DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$89,942DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$7,019,175ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$7,019,175QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$89,942DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,057,338ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$7,689,272ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,963,918ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$9,876,893ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$8,132,248ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$28,719,669TotalExcessDistributionCyovAmt
Qualifying Distributions$7,019,175QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$89,942AppliedToCurrentYearAmt
Remaining Distri From Corpus$6,929,233RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$35,648,902TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$1,057,338ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$34,591,564ExcessDistriCyovToNextYrAmt
Excess From Year4$7,689,272ExcessFromYear4Amt
Excess From Year3$1,963,918ExcessFromYear3Amt
Excess From Year2$9,876,893ExcessFromYear2Amt
Excess From Year1$8,132,248ExcessFromYear1Amt
Excess From Current Year$6,929,233ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ARTS FOR LEARNING CT
ONE EVERGREEN AVENUE STE 33HAMDENCT06518NONEPCTO PROMOTE THE GOALS OF THE ORGANIZATION$20,000
CARVER FOUNDATION
7 ACADEMY STNORWALKCT06850NONEPCTO PROMOTE THE GOALS OF THE ORGANIZATION$50,000
CHARLES SCHWAB CHARITABLE FUND
211 MAIN STREETSAN FRANCISCOCA94105NONEPCTO ESTABLISH NEW DONOR ADVISED FUND$635,297
CLASP HOMES INC
PO BOX 444WESTPORTCT06880NONEPCTO PROMOTE THE GOALS OF THE ORGANIZATION$10,000
DENVER WALDORF SCHOOL ASSOCIATION
2100 S PENNSYLVANIA STREETDENVERCO80210NONEPCTO PROMOTE THE GOALS OF THE ORGANIZATION$30,000
EMBRACING OUR DIFFERENCES
PO BOX 2559SARASOTAFL34230NONEPCTO PROMOTE THE GOALS OF THE ORGANIZATION$40,000
FRIENDS OF LEVITT PAVILION
260 CAMPO ROAD SOUTHWESTPORTCT06880NONEPCTO PROMOTE THE GOALS OF THE ORGANIZATION$250,000
FUND FOR LACHAT TOWN FARM INC
31 FANTON HILL ROADWESTONCT06883NONEPCTO PROMOTE THE GOALS OF THE ORGANIZATION$2,978,951
GARRETT COLLEGE FOUNDATION
687 MOSSER ROADMCHENRYMD21541NONEPCTO PROMOTE THE GOALS OF THE ORGANIZATION$78,340
MARYLAND SALEM CHILDREN'S TRUST
605 SALEM DRIVEFROSTBURGMD21532NONEPCTO PROMOTE THE GOALS OF THE ORGANIZATION$180,000
PEO FOUNDATION
3700 GRAND AVENUEDES MOINESIA50312NONEPCTO PROMOTE THE GOALS OF THE ORGANIZATION$12,000
REGENTS OF THE UNIVERSITY OF MICHIGAN
920 S UNIVERSITY AVENUEANN ARBORMI48109NONEPCTO PROMOTE THE GOALS OF THE ORGANIZATION$400,000
SATCHEL'S LAST RESORT
8101 COASH ROADSARASOTAFL34241NONEPCTO PROMOTE THE GOALS OF THE ORGANIZATION$10,000
TEMPLE EMANU-EL
151 MCINTOSH ROADSARASOTAFL34232NONEPCENDOWMENT FUND$500,000
THE HAVEN
4405 DESOTO ROADSARASOTAFL34235NONEPCTO PROMOTE THE GOALS OF THE ORGANIZATION$20,000
TOWN OF OAKLAND
15 THIRD STREETOAKLANDMD21550NONEGOV$10,000 - CEMETERY; $10,000 - HERITAGE$20,000
WESTON DIAMOND CLUB
115 SCHOOL ROADWESTONCT06883NONEPCTO PROMOTE THE GOALS OF THE ORGANIZATION$21,000
WESTON HISTORICAL SOCIETY
104 WESTON ROADWESTONCT06883NONEPCTO PROMOTE THE GOALS OF THE ORGANIZATION$2,086,846
WESTON PUBLIC LIBRARY
56 NORFIELD ROADWEST ROXBURYCT06883NONEPCTO PROMOTE THE GOALS OF THE ORGANIZATION$400
WESTON TOWN HALL
56 NORFIELD ROADWESTONCT06883NONEGOVTO PROMOTE THE GOALS OF THE ORGANIZATION$225,000
WILTON LAND CONSERVATION TRUST
PO BOX 77WILTONCT06897NONEPCTO PROMOTE THE GOALS OF THE ORGANIZATION$64,996
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$7,632,830TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,270ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion15ExclusionCd
Exclusion$13,276ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$15,546ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$15,546TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1DANIEL EDWARD OFFUTT III REVOC UA DTD 3292016BusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11826 ROSE STREETAddressLine1Txt
CitySARASOTACityNm
State AbbreviationFLStateAbbreviationCd
ZIP342395135ZIPCd
FieldValueIRS element (for citing)
Total Contributions$6,562,567TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,600Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,600DisbursementsCharitablePrpsAmt

Dissolution Stmt DissolutionStmt

Dissolution Information DissolutionInformationGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SCHWAB CHARITABLE FUNDBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1211 MAIN STREETAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94105ZIPCd
FieldValueIRS element (for citing)
Short ExplanationTHE FOUNDATION MADE CASH DISTRIBUTIONS TO SCHWAB CHARITABLE FUND TOTALING $595,297. THE FOUNDATION'S ONLY REMAINING ASSET AS OF DECEMBER 31, 2022 IS CASH OF $40,000 HELD FOR PAYMENT OF ANY UNDETERMINED REMAINING FINAL EXPENSES AND LIABILITIES.AS SET FORTH IN THE TERMINATION OF TRUST AND DISTRIBUTION OF ASSETS, THE FOUNDATION WILL DISTRIBUTE THE REMAINING CASH NOT REQUIRED TO PAY ANY REMAINING LIABILITIES TO SCHWAB CHARITABLE FUND, TO BE ADDED TO THE DAF ACCOUNT; PROVIDED, HOWEVER, THAT IF SCHWAB CHARITABLE FUND IS NOT A QUALIFIED CHARITABLE ORGANIZATION AT THE TIME ANY AMOUNT IS TO BE DISTRIBUTED TO IT, SUCH AMOUNT SHALL BE DISTRIBUTED INSTEAD TO A QUALIFIED CHARITABLE ORGANIZATION SELECTED BY THE TRUSTEE.ShortExplanationTxt
Dissolution$635,297DissolutionAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierDISQUALIFIED PERSON EXPENSE REIMBURSEMENTIdentifierTxt
Form And Line ReferencePART VII-B LINE 1A (4)FormAndLineReferenceDesc
Medium ExplanationDIRECTORS FEES PAID DURING 2022 INCLUDED COMPENSATION FOR THE YEAR 2022. FEES WERE PAID TO MANAGE THE FOUNDATION'S ASSETS & TO MEET WITH VARIOUS CHARITABLE ORGANIZATIONS TO DISCUSS THEIR REQUEST FOR DONATIONS AND EXPECTED USE OF THE FUNDS, ETC.MediumExplanationTxt

Liquidation Explanation Stmt LiquidationExplanationStmt

FieldValueIRS element (for citing)
ExplanationTHE DANIEL E. OFFUTT, III CHARITABLE TRUST ("THE FOUNDATION") IS A CONNECTICUT CHARITABLE TRUST FORMED ON FEBRUARY 10, 2015. AS SET FORTH IN THE "TERMINATION OF TRUST AND DISTRIBUTION OF ASSETS" DOCUMENT DATED DECEMBER 8, 2022, THE FOUNDATION'S TRUSTEE AGREED TO PAY OR RETAIN SUFFICIENT ASSETS TO PROVIDE FOR THE PAYMENT OF THE FOUNDATION'S LIABILITIES AND EXPENSES OF TERMINATION (THE "RESERVE") AND TO DISTRIBUTE ITS REMAINING ASSETS TO: SCHWAB CHARITABLE FUND 211 MAIN STREET SAN FRANCISCO, CA 94105 EIN: 31-1640316 SCHWAB CHARITABLE FUND IS A U.S. 501(C)3 TAX-EXEMPT CHARITABLE ORGANIZATION THAT IS CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS OTHER THAN A PRIVATE FOUNDATION BECAUSE IT IS DESCRIBED IN SECTION 507(B)(1)(A) OF THE CODE (A "QUALIFIED CHARITABLE ORGANIZATION"). DISTRIBUTIONS TO SCHWAB CHARITABLE FUND WERE USED TO FUND A DONOR ADVISED FUND OF SCHWAB CHARITABLE FUND (THE "DAF ACCOUNT"), WITH RESPECT TO WHICH AN INDIVIDUAL WHO WAS SERVING AS THE FOUNDATION'S TRUSTEE HAS GRANT RECOMMENDATION PRIVILEGES, BUT NO POWER TO DIRECT ITS ADMINISTRATION, INVESTMENT OR DISTRIBUTION. SCHWAB CHARITABLE FUND IS NOT CONTROLLED BY THE FOUNDATION OR ANY DISQUALIFIED PERSONS WITH RESPECT TO THE FOUNDATION. NO MATERIAL RESTRICTION, AS DESCRIBED IN TREASURY REGULATIONS SECTION 1.507-1(A)(8)(I), WAS OR WILL BE IMPOSED ON THE ASSETS TRANSFERRED TO SCHWAB CHARITABLE FUND. A CERTIFIED TRUE AND CORRECT COPY OF THE TERMINATION OF TRUST AND DISTRIBUTION OF ASSETS IS ATTACHED. AS SET FORTH IN THIS FINAL RETURN, DURING ITS TAX YEAR, THE FOUNDATION MADE CASH DISTRIBUTIONS TO SCHWAB CHARITABLE FUND TOTALING $595,297. THE TRUSTEE HAS PAID THE FOUNDATION'S LEGAL FEES, ACCOUNTING AND INVESTMENT MANAGEMENT FEES TO DATE. THE FOUNDATION WAS CLOSED FOR TAX PURPOSES AS OF DECEMBER 31, 2022. THE FOUNDATION'S ONLY REMAINING ASSET IS CASH TOTALING $40,000 HELD FOR PAYMENT OF ANY UNDETERMINED REMAINING FINAL EXPENSES AND LIABILITIES. AS SET FORTH IN THE TERMINATION OF TRUST AND DISTRIBUTION OF ASSETS, THE FOUNDATION WILL DISTRIBUTE THE REMAINING CASH NOT REQUIRED TO PAY ANY REMAINING LIABILITIES TO SCHWAB CHARITABLE FUND, TO BE ADDED TO THE DAF ACCOUNT; PROVIDED, HOWEVER, THAT IF SCHWAB CHARITABLE FUND IS NOT A QUALIFIED CHARITABLE ORGANIZATION AT THE TIME ANY AMOUNT IS TO BE DISTRIBUTED TO IT, SUCH AMOUNT SHALL BE DISTRIBUTED INSTEAD TO A QUALIFIED CHARITABLE ORGANIZATION SELECTED BY THE TRUSTEE.ExplanationTxt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$1,450LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,450DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescPASS-THROUGH - DANIEL E OFFUT III REVOCABLE TRUSTDesc
Revenue And Expenses Per Books$13,276RevenueAndExpensesPerBooksAmt
Net Investment Income$13,276NetInvestmentIncomeAmt
Adjusted Net Income$13,276AdjustedNetIncomeAmt

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