WHITE SWAN FOUNDATION INC: Form 990EZ, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
WHITE SWAN FOUNDATION INC (EIN 46-2483183)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-07-23
IRS object ID
201942049349200404
Schema version
2018v3.1
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

FieldValueIRS element (for citing)
Return2019-07-23T06:19:03-07:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Tapia & Huckabay PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 38AddressLine1Txt
CityVergennesCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05491ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN462483183EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1White Swan Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWHITBusinessNameControlTxt
Phone8023185450PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 1112AddressLine1Txt
CityRichmondCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05477ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLaura SubinPersonNm
Person TitleExecutive Director & PresidentPersonTitleTxt
Phone8023185450PhoneNum
Signature2019-07-16SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWilliam S Huckabay CPAPreparerPersonNm
PTINP00154308PTIN
Phone8028707086PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address50.252.240.121IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-07-23IPDt
IP Tm06:18:54IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id0FC119A6BA204FB2BAA4BF52A1BB470A5A07B225AtSubmissionCreationDeviceId
At Submission Filing Device IdF5EAD35F26E8E7C6943A0EFFCB5EA88474B008A5AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website Addresspennywisefoundation.orgWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$93,648GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$93,460ContributionsGiftsGrantsEtcAmt
Program Service Revenue$0ProgramServiceRevenueAmt
Membership Dues$0MembershipDuesAmt
Investment Income$188InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets$0GainOrLossFromSaleOfAssetsAmt
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Special Events Direct Expenses$0SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$0SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$0GrossProfitLossSlsOfInvntryAmt
Total Revenue$93,648TotalRevenueAmt
Grants And Similar Amounts Paid$41,031GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$34,897FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$5,087OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$85PrintingPublicationsPostageAmt
Other Expenses Total$11,236OtherExpensesTotalAmt
Total Expenses$92,336TotalExpensesAmt
Excess Or Deficit For Year$1,312ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$43,609NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$44,921NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$43,609BOYAmt
EOY$44,921EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$43,609BOYAmt
EOY$44,921EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$43,609BOYAmt
EOY$44,921EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeDoing 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 AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
Granted funds to nine 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.$41,031$42,579
Technical Assistance - Launched the Ipatse Futures project through which Pennywise coordinatesa collaboration of charities, scientists and government to conduct sustainablility planning for the Kuikuru indigenous community in Brazil, benefitting 200 individual Kuikuru.$0$41,918
FieldValueIRS element (for citing)
Total Program Service Expenses$84,497TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Laura Subin
Executive Director & President15.00$0$0$0
Elizabeth Subin
Treasurer10.00$0$0$0
Andrew Subin
Treasurer0.69$0$0$0
Jennifer Subin
Director0.46$0$0$0
Carolyn Subin
Director0.15$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously RptYes (true)ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Initiation Fees And Cap Contri$0InitiationFeesAndCapContriAmt
Gross Receipts For Public Use$0GrossReceiptsForPublicUseAmt
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonLaura SubinPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1165 Oldfield RoadAddressLine1Txt
CityRichmondCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05477ZIPCd
FieldValueIRS element (for citing)
Phone8023185450PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Other Employee Paid Over100k0OtherEmployeePaidOver100kCnt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind
Other Support Sum$0OtherSupportSumAmt

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$25,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$19,403CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$66,776CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$54,241CurrentTaxYearMinus1YearAmt
Current Tax Year$93,460CurrentTaxYearAmt
Total$258,880TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$25,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$19,403CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$66,776CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$54,241CurrentTaxYearMinus1YearAmt
Current Tax Year$93,460CurrentTaxYearAmt
Total$258,880TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$221,804SubstantialContributorsTotAmt
Public Support Total170$37,076PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$146CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$506CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$170CurrentTaxYearMinus1YearAmt
Current Tax Year$188CurrentTaxYearAmt
Total$1,010TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$259,890TotalSupportAmt
Gross Receipts Rltd Activities$0GrossReceiptsRltdActivitiesAmt
Public Support CY1700.14270PublicSupportCY170Pct
Ten Pct Facts Crcmstncs Test CYYes (X)TenPctFactsCrcmstncsTestCYInd
Public Support Total509$0PublicSupportTotal509Amt
Public Support CY5090PublicSupportCY509Pct
Investment Income CY0InvestmentIncomeCYPct

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePt II Ln 17aFormAndLineReferenceDesc
ExplanationWhite 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

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Pt V, Line 33White Swan Foundation, Inc. dba Pennywise Foundation began operations in 2013. In 2017 Pennywise launched the Technical Assistance Program (TAP) to connect charitable organizations with one another and other potential partners, including government and subject area experts, with the goal of increasing the impact and sustainability of service interventions. TAP offers nonprofits professional facilitation: strategic and budget planning services and advises on best practices in evaluation and outcomes measurement.
Form 990EZ, Part I, Line 10General Support; Safety & Welfare; Steps to End Domestic Violence: P.O. Box 1535, Burlington, VT, 05402; None, 5000.
Form 990EZ, Part I, Line 10Hygenic Sanitation in Haiti; Health; Sustainable Organic Integrated Livelihood: 3950 Green Valley School Road, Sebastopol, CA, 95472; None, 10000.
Form 990EZ, Part I, Line 10Conference support, Expungement Day support, and general operating support.; Justice Reform; Vermont Law School Center for Justice Reform: 164 Chelsea Street, South Royalton, VT, 05068; None, 10420.
Form 990EZ, Part I, Line 10Access to drinking water and sanitation in the Northern Caribbean and Nicaragua.; Health & Welfare; Agua Para La Vida: 2311 Webster Street, Berkeley, CA, 94705; None, 7471.
Form 990EZ, Part I, Line 10General support; Various ; : , , , ; , 8140.
Form 990EZ, Part I, Line 16Information technology 3588.
Form 990EZ, Part I, Line 16Office expenses 715.
Form 990EZ, Part I, Line 16Travel 6933.

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