WORLDWIDE SMALL CHANGE FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WORLDWIDE SMALL CHANGE FOUNDATION INC (EIN 31-1734847)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-07-19
- IRS object ID
- 202112019349100156
- Schema version
- 2020v4.0
- 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
- 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 | 2021-07-19T16:09:34-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911230064 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Simburg KetterSheppard & PurdyLLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 Third Ave Suite 2525 | AddressLine1Txt |
| City | Seattle | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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 | 2021-07-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROY L | PersonFirstNm |
| Person Last | KAUFMANN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
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 |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,182,981 | 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 | $23,848 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $70,198 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $70,198 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $70,198 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $93,871 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,309,146 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $93,871 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $93,871 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $187,917 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $164,069 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $164,069 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $22,072 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,518 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $16,554 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,813 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $5,813 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $33,060 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $33,060 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $10,627 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $93 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $93 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $71,665 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $38,578 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $22,460 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $197,669 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $197,669 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $269,334 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $38,578 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $220,129 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$81,417 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $125,491 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $164,069 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $204,155 | CashBOYAmt |
| Cash EOY | $183,711 | CashEOYAmt |
| Cash EOYFMV | $183,711 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,756,482 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,795,262 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,890,981 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $201,085 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $101,332 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $108,289 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,161,722 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,080,305 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,182,981 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,161,722 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,080,305 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,161,722 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,080,305 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,161,722 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,080,305 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,161,722 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$81,417 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,080,305 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,080,305 | 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 | $2,309,146 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,215,275 | CostOrOtherBasisAmt |
| Gain Or Loss | $93,871 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $93,871 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $93,871 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $93,871 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,744 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,744 | SubtotalAmt |
| Tax Based On Investment Income | $1,744 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,529 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,529 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,785 | OverpaymentAmt |
| Applied To ES Tax | $4,785 | 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 | Yes (true) | 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 (2 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 | 1.00 | $0 |
| ROY L KAUFMANN | ||||||
| 2300 N ST NW | WASHINGTON | DC | 20037 | Secretary/Treas | 1.00 | $22,072 |
| 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 | $4,391,248 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $283,538 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,674,786 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $4,674,786 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $70,122 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,604,664 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $230,233 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $230,233 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,744 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,744 | TotalTaxAmt |
| Distributable Before Adj | $228,489 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $228,489 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $228,489 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $220,129 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $220,129 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $220,129 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $228,489 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $25,585 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,018 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $30,603 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $220,129 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $220,129 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $8,360 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $8,360 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $22,243 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $17,225 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,018 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,018 | ExcessFromYear4Amt |
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 (37 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 | $5,000 | ||||
| AMERICAN JEWISH WORLD SERVICES | |||||||||||
| 45 WEST 36TH STREET | NEW YORK | NY | 10018 | N/A | PC | CHARITABLE | $7,000 | ||||
| ANGEL CHARITY FOR CHILDREN | |||||||||||
| 3132 N SWAN RD | TUCSON | AZ | 85712 | N/A | PC | CHARITABLE | $5,000 | ||||
| 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 | $6,000 | ||||
| GLOBAL CAMPUSES FOUNDATION | |||||||||||
| PO BOX 3534 | TUCSON | AZ | 85722 | N/A | PC | CHARITABLE | $21,000 | ||||
| IFO DECADE | |||||||||||
| N/A | PC | CHARITABLE | $10,000 | 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 | $1,500 | ||||
| INTERNATIONAL COMMUNITY FOUNDATION | |||||||||||
| 11300 SORENTO VALLEY RD | SAN DIEGO | CA | 92121 | N/A | PC | CHARITABLE | $3,000 | ||||
| LATINO STUDENT FUND | |||||||||||
| 3480 WOODLEY RD NW | WASHINGTON | DC | 20016 | N/A | PC | CHARITABLE | $5,000 | ||||
| MISSION HOPE USA INC | |||||||||||
| 6030 INDUSTRIAL HEIGHTS DR | KNOXVILLE | TN | 37909 | N/A | PC | CHARITABLE | $3,000 | ||||
| NATIONAL AQUARIUM IN BALTIMORE | |||||||||||
| 501 EAST PRATT STREET | BALTIMORE | MD | 21202 | N/A | PC | CHARITABLE | $750 | ||||
| PURPLE MOUNTAIN INSTITUTION | |||||||||||
| 11505 E CAMINO DEL DESERTO | TUCSON | AZ | 85747 | N/A | PC | CHARITABLE | $1,500 | ||||
| SMILE TRAIN INC | |||||||||||
| 41 MADISON AVE 28 | NEW YORK | NY | 10010 | N/A | PC | CHARITABLE | $5,000 | ||||
| SOCIAL GOOD FUND | |||||||||||
| 12651 SAN PABLO AVE | RICHMOND | CA | 94805 | N/A | PC | CHARITABLE | $12,169 | ||||
| THE FAMILY PLACE INC | |||||||||||
| 3309 16TH ST NW | WASHINGTON | DC | 20010 | N/A | PC | CHARITABLE | $9,500 | ||||
| NATIONAL ALLIANCE FOR HISPANIC HEAL | |||||||||||
| 1501 16TH STREET NW | WASHINGTON | DC | 20036 | N/A | PC | CHARITABLE | $2,000 | ||||
| WASHINGTON INTERNATIONAL SCHOOL | |||||||||||
| 3100 MACOMB STREET NW | WASHINGTON | DC | 20008 | N/A | PC | CHARITABLE | $10,000 | ||||
| GOLDEN GATE AUDUBON SOCIETY | |||||||||||
| 2530 SAN PABLO AVE SUITE 6 | BERKELEY | CA | 94702 | PC | CHARITABLE | $2,500 | |||||
| INSPIRITUS | |||||||||||
| 731 PEACHTREE STREET NE STE B | ATLANTA | GA | 30308 | PC | CHARITABLE | $3,000 | |||||
| FRIENDS OF CAROLINE HOSPICE | |||||||||||
| 1110 13TH ST | PORT ROYAL | SC | 29935 | PF | CHARITABLE | $5,000 | |||||
| NETWORK FOR GOOD | |||||||||||
| 1140 CONNECTICUT AVE NW STE 700 | WASINGTON | DC | 20036 | PF | CHARITABLE | $5,000 | |||||
| HELP OF BEAUFORT | |||||||||||
| 1810 RIBART RD | PORT ROYAL | SC | 29935 | PF | CHARITABLE | $7,500 | |||||
| CAPITAL AREA ASSET BUILDING | |||||||||||
| 1100 H ST NEW STE 200 | WASHINGTON | DC | 20005 | PF | CHARITABLE | $5,000 | |||||
| FAMILY PROMISE OF BEAUFORT COUNTY | |||||||||||
| 181 BLUFFTON RD D101 | BLUFFTON | SC | 29910 | PF | CHARITABLE | $5,000 | |||||
| CHILD ABUSE PREVENTION ASSOCIATION | |||||||||||
| 919 BAY ST | BEAUFORT | SC | 29902 | PF | CHARITABLE | $5,000 | |||||
| HOPEFUL HORIZONS | |||||||||||
| 1212 CHARLES ST | BEAUFORT | SC | 29902 | PF | CHARITABLE | $5,000 | |||||
| LOWCOUNTRY FOOD BANK INC | |||||||||||
| 2864 AZALEA DR | CHARLESTON | SC | 29405 | PF | CHARITABLE | $5,000 | |||||
| COMMUNITY FUND OF THE LOWCOUNTRY | |||||||||||
| 4 NORTHRIDGE DRIVE STE A | HILTON HEAD ISLAND | SC | 29925 | PF | CHARITABLE | $1,500 | |||||
| FRIENDS OF SHANKLIN | |||||||||||
| 16 ASSEMBLY ROW | BEAUFORT | SC | 29906 | PC | CHARITABLE | $5,000 | |||||
| WASHINGTON HOSPITAL CENTER FNDN | |||||||||||
| 110 IRVING ST NW | WASHINGTON | DC | 20010 | PF | CHARITABLE | $2,500 | |||||
| MAINE HEALTH | |||||||||||
| 22 BRAMSHALL ST | PORTLAND | ME | 04102 | PF | CHARITABLE | $10,000 | |||||
| HILTON HEAD ISLAND DEEP WELL PROJEC | |||||||||||
| 80 CAPITAL DR | HILTON HEAD ISLAND | SC | 29926 | PF | CHARITABLE | $5,000 | |||||
| BELIEVERS WORSHIP CENTER INC | |||||||||||
| 700 GEORGES BLVD | UPPER MARLBORO | MD | 20774 | PF | CHARITABLE | $250 | |||||
| MEMORIAL SLOAN-KETTERING CANCER CEN | |||||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | PF | CHARITABLE | $500 | |||||
| ALICE'S KIDS | |||||||||||
| 3212 WESSYNTON WAY | ALEXANDRIA | VA | 22309 | PF | CHARITABLE | $10,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $197,669 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $70,198 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $93,871 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $70,198 | ExclusionAmt |
| Related Or Exempt Function Incm | $93,871 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $164,069 | 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 | $5,813 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,813 | 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 | $93 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $93 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FIDUCIARY TRUST FEES | $3,116 | $3,116 | $0 | $0 |
| INVERNESS COUNSEL FEES | $29,944 | $29,944 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| ESTIMATED TAXES | $10,561 |
| FOREIGN TAXES | $66 |
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