WHITE SWAN FOUNDATION INC: Form 990EZ, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WHITE SWAN FOUNDATION INC (EIN 46-2483183)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-04
- IRS object ID
- 202001259349200805
- Schema version
- 2019v5.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-04T11:58:01-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tapia & Huckabay PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 38 | AddressLine1Txt |
| City | Vergennes | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05491 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 462483183 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | White Swan Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WHIT | BusinessNameControlTxt |
| Phone | 8023185450 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1112 | AddressLine1Txt |
| City | Richmond | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05477 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Andrew Subin | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8023185450 | PhoneNum |
| Signature | 2020-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | William S Huckabay CPA | PreparerPersonNm |
| PTIN | P00154308 | PTIN |
| Phone | 8028707086 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | pennywisefoundation.org | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $168,849 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $168,624 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $0 | ProgramServiceRevenueAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Investment Income | $225 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $0 | GainOrLossFromSaleOfAssetsAmt |
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $0 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $0 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $0 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $168,849 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $43,034 | GrantsAndSimilarAmountsPaidAmt |
| Benefits Paid To Or For Members | $0 | BenefitsPaidToOrForMembersAmt |
| Salaries Other Comp Empl Bnft | $0 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $25,116 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $3,606 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $39 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $96,149 | OtherExpensesTotalAmt |
| Total Expenses | $167,944 | TotalExpensesAmt |
| Excess Or Deficit For Year | $905 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $44,921 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $45,826 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,921 | BOYAmt |
| EOY | $47,455 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,921 | BOYAmt |
| EOY | $47,455 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,629 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,921 | BOYAmt |
| EOY | $45,826 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | Doing business as the Pennywise Foundation, the White Swan Foundation supports nonprofit organizations that leverage limited resources to generate sustainable responses to critical problems confronting the global community. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| Granted funds to seven organizations who demonstrated exceptional ability to deliver sustainableservice interventions. The grantees address an array of critical issues: the environment,public health, and justice reform. Collectively their programs impact thousands of individuals. | $36,950 | $36,990 |
| Technical Assistance - Ipatse Futures Project: together with project partners from the U.S. and Brazil,convened in the Amazon's Upper Xingu Region to build a sustainable future for the Kuikuro People.Amazon Hope: Planned and facilitated a conference to protect the people and the environment in the southern Amazon. | $6,084 | $121,637 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $158,627 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| Andrew Subin | ||||
| President | 1.15 | $0 | $0 | $0 |
| Liz Welch | ||||
| Secretary | 0.60 | $0 | $0 | $0 |
| Chris Schwerin | ||||
| Treasurer | 0.60 | $0 | $0 | $0 |
| Laura Subin | ||||
| Executive Director | 20.00 | $0 | $0 | $0 |
| Elizabeth Subin | ||||
| Director | 20.00 | $0 | $0 | $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 |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Initiation Fees And Cap Contri | $0 | InitiationFeesAndCapContriAmt |
| Gross Receipts For Public Use | $0 | GrossReceiptsForPublicUseAmt |
| 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 | Laura Subin | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 165 Oldfield Road | AddressLine1Txt |
| City | Richmond | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05477 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8023185450 | 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 |
| Other Employee Paid Over100k | 0 | OtherEmployeePaidOver100kCnt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
| Other Support Sum | $0 | OtherSupportSumAmt |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,403 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $66,776 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $54,241 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $93,460 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $168,624 | CurrentTaxYearAmt |
| Total | $402,504 | 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 | $19,403 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $66,776 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $54,241 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $93,460 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $168,624 | CurrentTaxYearAmt |
| Total | $402,504 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $287,543 | SubstantialContributorsTotAmt |
| Public Support Total170 | $114,961 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $146 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $506 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $170 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $188 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $225 | CurrentTaxYearAmt |
| Total | $1,235 | 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 | $403,739 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $0 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.28470 | PublicSupportCY170Pct |
| Public Support PY170 | 0.14270 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Public Support Total509 | $0 | PublicSupportTotal509Amt |
| Public Support CY509 | 0 | PublicSupportCY509Pct |
| Investment Income CY | 0 | InvestmentIncomeCYPct |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Pt II Ln 17a | FormAndLineReferenceDesc |
| Explanation | White Swan Foundation, Inc. is a not-for-profit organization whose tax-exempt Section 501(c)(3) status was recognized by the Internal Revenue Service in 2014. Since its inception, the Organization has been conditionally classified as a publicly supported organization (i.e., as a "public charity") as described in Sections 170(b)(1)(A)(vi) and 509(a)(1) of the Internal Revenue Code. Despite the fact that its current level of public support has fallen short of the one-third level of support normally required to qualify as a public charity, the Organization believes itself to continue to qualify as a publicly-supported organization by virtue of the "facts and circumstances" test outlined in Regs. Sec. 1.170A-9(f)(3) in view of its continuing development efforts which are designed to attract more broad-based support for the Organization and to broaden its programmatic outreach. Already, these efforts have been successful in increasing the number of contributors to the Organization, with continued growth in the donor base anticipated in the future. In addition, the Organization's mission is dedicated to supporting nonprofit organizations and initiatives which generate sustainable responses to critical problems confronting the global community and whose programs impact thousands of persons, particularly those living in developing countries and economically disadvantaged communities, traditionally underserved segments of the general public. | ExplanationTxt |
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 (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other | In 2019, the organization began providing assistance to individuals within the village where programming is focused. |
| Form 990EZ, Part I, Line 10 | Hygienic sanitation solutions in Haiti.; Health & Welfare; Sustainable Organic Integrated Livelihood: 3950 Green Valley Road, Sebastopol, CA, 95472; None, 10000. |
| Form 990EZ, Part I, Line 10 | To support clean water and hygienic sanitation initiatives in Nicaragua.; Health & Welfare; Agua Para La Vida: 2311 Webster Street, Berkeley, CA, 94705; None, 10000. |
| Form 990EZ, Part I, Line 10 | To pay for fees and surcharges for VLA clients living just above the poverty line.; Welfare & Justice; Vermont Legal Aid: 264 North Winooski Avenue, Burlington, VT, 05401; None, 9950. |
| Form 990EZ, Part I, Line 10 | General Support, Various grants <$5,000 each; Welfare; : , , , ; , 7000. |
| Form 990EZ, Part I, Line 10 | Assistance to Individuals in Kuikuro Village: food, generator, repairs to water well.; Welfare; : , , , ; , 6084. |
| Form 990EZ, Part I, Line 16 | Conferences 85001. |
| Form 990EZ, Part I, Line 16 | Information technology 707. |
| Form 990EZ, Part I, Line 16 | Office expenses 1721. |
| Form 990EZ, Part I, Line 16 | Travel 8720. |
| Form 990EZ, Part II, Line 26 | Credit card payable 0. 1629. |
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