SHWACHMAN DIAMOND SYNDROME FOUNDATION INC: Form 990EZ, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SHWACHMAN DIAMOND SYNDROME FOUNDATION INC (EIN 43-1709945)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-24
- IRS object ID
- 202143289349200514
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-24T11:31:57-08:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161559159 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STOKES VISCA AND CO LLP CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29 GOODWAY DR | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14623 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431709945 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHWACHMAN-DIAMOND SYNDROME FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHWA | BusinessNameControlTxt |
| Phone | 5135048402 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 106 HILLSIDE DRIVE PO BOX 6723 | AddressLine1Txt |
| City | FLORENCE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 41022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOAN MOWERY | PersonNm |
| Person Title | ACTING PRES. | PersonTitleTxt |
| Signature | 2021-11-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOAN | PersonFirstNm |
| Person Last | MOWERY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN R STOKES CPA | PreparerPersonNm |
| PTIN | P01243868 | PTIN |
| Phone | 5854270850 | 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-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Website Address | WWW.SHWACHMAN-DIAMOND.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Gross Receipts | $78,849 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $78,849 | ContributionsGiftsGrantsEtcAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $0 | SpecialEventsDirectExpensesAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $78,849 | TotalRevenueAmt |
| Salaries Other Comp Empl Bnft | $10,728 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $2,668 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $1,216 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $83,142 | OtherExpensesTotalAmt |
| Total Expenses | $97,754 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$18,905 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $220,690 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $201,785 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $224,102 | BOYAmt |
| EOY | $201,803 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $224,102 | BOYAmt |
| EOY | $201,803 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,412 | BOYAmt |
| EOY | $18 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,690 | BOYAmt |
| EOY | $201,785 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | RAISING AWARENESS OF AND SUPPORT FOR THE SHWACHMAN-DAIMOND SYNDROME DISEASE. THIS IS DONE THROUGH EDUCATIONAL CONFERENCES AND THE PUBLICAITON OF PERIODALCS SUCH AS NEWSLETTERS AND BROUCHURES. RESEARCH GRANTS ARE ALSO AWARDED FOR THE STUDY OF THE SYNDROME. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt |
|---|---|
| PROVIDED RESEARCH GRANTS FOR THE STUDY OF THE RARE DISEASE SHWACHMAN-DIAMOND SYNDROME | $65,000 |
| SPONSORED AND CONDUCTED VARIOUS EDUCATIONAL CONFERENCES ABOUT SHWACHMAN-DIAMOND SYNDROME | $3,693 |
| PUBLISHED NEWSLETTERS,PUBLIC SERVICE ANNOUNCEMENTS AND GAVE FAMILY SUPPORT TO KEEP PUBLIC AWARENESS OF THE DISEASE. CONDUCTED GENERAL OPERATIONS. | $11,890 |
| CONDUCTED CAMP SUNSHINE FOR CHILDREN WITH SHWACHMAN-DIAMOND SYNDROME. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $80,583 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| JOAN MOWERY | ||
| ACTING PRES. | 5.00 | $0 |
| CHRISTIAN DEL RE | ||
| Director | 5.00 | $0 |
| MARY BALINT | ||
| Secretary | 5.00 | $0 |
| PAMELA MILLER | ||
| Executive Dir. | 5.00 | $0 |
| BRYAN SAMPLE | ||
| TREASURER | 5.00 | $0 |
| SAVANNAH LILLYWHITE | ||
| Director | 5.00 | $0 |
| STEPHANIE GREGORETTI | ||
| Director | 5.00 | $0 |
| JENNI WACHTER | ||
| Director | 5.00 | $0 |
| NICOLE SHEN | ||
| Director | 5.00 | $0 |
| SCOTT MILLER | ||
| Director | 5.00 | $0 |
| CAROLINA CORDOVA | ||
| Director | 5.00 | $0 |
| MICHELLE GRENELL | ||
| Director | 5.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAMELA MILLER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 106 HILLSIDE DRIVE PO BOX 6723 | AddressLine1Txt |
| City | FLORENCE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 41022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5135048402 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $121,551 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $79,812 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $154,356 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $65,678 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $78,849 | CurrentTaxYearAmt |
| Total | $500,246 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $121,551 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $79,812 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $154,356 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $65,678 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $78,849 | CurrentTaxYearAmt |
| Total | $500,246 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $500,246 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9 | CurrentTaxYearMinus4YearsAmt |
| Total | $9 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $500,255 | TotalSupportAmt |
| Public Support CY170 | 1.00000 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99990 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other Expenses.1001 | Advertising and Promotion $1689 |
| Other Expenses.1002 | Office Expenses $915 |
| Other Expenses.1003 | Information Technology $1433 |
| Other Expenses.1007 | Conferences, Conventions, and Meetings $3693 |
| Other Expenses.1012 | Insurance $1142 |
| Other Expenses.1 | RESEARCH $65000 |
| Other Expenses.2 | MISCELLANEOUS $5914 |
| Other Expenses.3 | FAMILY SUPPORT $3356 |
| Total Liabilities.1001 | Accounts Payable and Accrued Expenses - Beginning $3412 Accounts Payable and Accrued Expenses - Ending $18 |
Comments