WEXFORD PLANTATION CHARITABLE FOUNDATION: Form 990, tax year 2025
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- Organization
- WEXFORD PLANTATION CHARITABLE FOUNDATION (EIN 45-5246231)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-03-16
- IRS object ID
- 202620759349302002
- Schema version
- 2025v4.0
- 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 | 2026-03-16T20:06:11-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 570927046 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAREY & COMPANY PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 70 MAIN STREET SUITE 100 | AddressLine1Txt |
| City | HILTON HEAD ISLAND | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29926 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 455246231 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEXFORD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEXF | BusinessNameControlTxt |
| Phone | 8434155730 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 WILLIAM HILTON PARKWAY STE J18 | AddressLine1Txt |
| City | HILTON HEAD ISLAND | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29928 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES HICKS | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 3014528409 | PhoneNum |
| Signature | 2026-03-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICK P CAREY JR CPA | PreparerPersonNm |
| PTIN | P00033247 | PTIN |
| Phone | 8436814430 | PhoneNum |
| Preparation | 2026-03-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAMES HICKS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 BERKSHIRE CT | AddressLine1Txt |
| City | HILTON HEAD ISLAND | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29928 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,138,202 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WEXFORDFOUNDATION.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2012 | FormationYr |
| Legal Domicile State | SC | LegalDomicileStateCd |
| Activity Or Mission | OUR ALL-VOLUNTEER ORGANIZATION IS DEDICATED TO SUPPORTING LOCAL HEALTH, HOUSING, HUNGER AND EDUCATIONAL CHARITIES WITH FINANCIAL RESOURCES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 35 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $709,546 | PYContributionsGrantsAmt |
| CY Contributions Grants | $940,469 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $23,325 | PYInvestmentIncomeAmt |
| CY Investment Income | $27,813 | CYInvestmentIncomeAmt |
| PY Other Revenue | $47,706 | PYOtherRevenueAmt |
| CY Other Revenue | $93,618 | CYOtherRevenueAmt |
| PY Total Revenue | $780,577 | PYTotalRevenueAmt |
| CY Total Revenue | $1,061,900 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $594,350 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $845,450 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,152 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $12,519 | PYOtherExpensesAmt |
| CY Other Expenses | $18,401 | CYOtherExpensesAmt |
| PY Total Expenses | $606,869 | PYTotalExpensesAmt |
| CY Total Expenses | $863,851 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $173,708 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $198,049 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,074,400 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,279,949 | TotalAssetsEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,074,400 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,279,949 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE FINANCIAL AND RESOURCE SUPPORT TO LOCAL NON-PROFIT ORGANIZATIONS THAT PROVIDE SOCIAL SERVICE FOR HUMANITARIAN NEEDS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $850,106 | ExpenseAmt |
| Grant | $845,450 | GrantAmt |
| Desc | THE FOUNDATION AWARDED GRANTS TO 32 NON-PROFIT ORGANIZATIONS IN 2025. | Desc |
| Total Program Service Expenses | $850,106 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES HICKS | PersonNm |
| Phone | 8434155730 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 BERKSHIRE CT | AddressLine1Txt |
| City | HILTON HEAD ISLAND | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 299286110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JAMES HICKS | ||||||
| CHAIRMAN | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARK BROWN | ||||||
| VICE CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KURT GRINDSTAFF | ||||||
| TREASURER | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GILLIAN ALSKO | ||||||
| SECRETARY | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KATHY ALEXANDER | ||||||
| TRUSTEE | 6.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN PATTERSON | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| SANDY BERTHELSON | ||||||
| TRUSTEE | 6.00 | Yes (X) | $0 | $0 | $0 | |
| NICKI GILBOY | ||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | |
| JANICE MCKELVEY | ||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | |
| TERESA KELLY | ||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $26,687 | FundraisingAmt |
| All Other Contributions | $913,782 | AllOtherContributionsAmt |
| Noncash Contributions | $26,687 | NoncashContributionsAmt |
| Total Contributions | $940,469 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,813 | TotalRevenueColumnAmt |
| Exclusion | $27,813 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $169,920 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $26,687 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $76,302 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $93,618 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,061,900 | TotalRevenueColumnAmt |
| Exclusion | $27,813 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $845,450 | TotalAmt |
| Program Services | $845,450 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,350 | TotalAmt |
| Management And General | $3,350 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,152 | TotalAmt |
| Fundraising | $1,152 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,903 | TotalAmt |
| Management And General | $6,903 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,340 | TotalAmt |
| Management And General | $2,340 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AWARDS CEREMONY | Desc |
| Total | $4,656 | TotalAmt |
| Program Services | $4,656 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $863,851 | TotalAmt |
| Program Services | $850,106 | ProgramServicesAmt |
| Management And General | $12,593 | ManagementAndGeneralAmt |
| Fundraising | $1,152 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,872 | BOYAmt |
| EOY | $220,604 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,939 | BOYAmt |
| EOY | $24,402 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,800 | BOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,041,789 | BOYAmt |
| EOY | $1,034,943 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,074,400 | BOYAmt |
| EOY | $1,279,949 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,074,400 | BOYAmt |
| EOY | $1,279,949 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,074,400 | BOYAmt |
| EOY | $1,279,949 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,074,400 | BOYAmt |
| EOY | $1,279,949 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $198,049 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $7,500 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | Yes (true) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | false | FSAuditedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $444,492 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $410,184 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $492,730 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $709,546 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $913,782 | CurrentTaxYearAmt |
| Total | $2,970,734 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $89,350 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $75,850 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $134,100 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $169,920 | CurrentTaxYearAmt |
| Total | $469,220 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $444,492 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $499,534 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $568,580 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $843,646 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,083,702 | CurrentTaxYearAmt |
| Total | $3,439,954 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $82,900 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year | $112,022 | CurrentTaxYearAmt |
| Total | $194,922 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $82,900 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year | $112,022 | CurrentTaxYearAmt |
| Total | $194,922 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $3,245,032 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $108 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $730 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,069 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,325 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,813 | CurrentTaxYearAmt |
| Total | $58,045 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $108 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $730 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,069 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,325 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,813 | CurrentTaxYearAmt |
| Total | $58,045 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $444,600 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $500,264 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $574,649 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $866,971 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,111,515 | CurrentTaxYearAmt |
| Total | $3,497,999 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.92770 | PublicSupportCY509Pct |
| Public Support PY509 | 0.90490 | PublicSupportPY509Pct |
| Investment Income CY | 0.02000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $196,607 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $26,687 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $169,920 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $28,964 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $47,338 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $196,607 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $26,687 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $169,920 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $28,964 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $47,338 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $76,302 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $93,618 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (29 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| BACKPACK BUDDIES OF BLUFFTON | |||||||
| PO BOX 3525 | BLUFFTON | SC | 29910 | 270536683 | 501C3 | $16,500 | HUNGER |
| BLUFFTON COMMUNITY SOUP KITCHEN | |||||||
| PO BOX 993 | BLUFFTON | SC | 29910 | 823282038 | 501C3 | $15,000 | HUNGER |
| BLUFFTON SELF HELP | |||||||
| PO BOX 2420 | BLUFFTON | SC | 29910 | 570862658 | 501C3 | $25,000 | HUNGER, HEALTH |
| BOYS AND GIRLS CLUB BLUFFTON | |||||||
| 100 HE MCCRACKEN CIRCLE | BLUFFTON | SC | 29910 | 570811876 | 501C3 | $10,000 | EDUCATION, HEALTH |
| BOYS AND GIRLS CLUB OF HILTON HEAD | |||||||
| PO BOX 22267 | HILTON HEAD ISLAND | SC | 29925 | 570811876 | 501C3 | $18,000 | EDUCATION |
| FAMILY PROMISE | |||||||
| 181 BLUFFTON RD D101 | BLUFFTON | SC | 29910 | 205674589 | 501C3 | $25,000 | HOUSING |
| HEROES OF THE LOWCOUNTRY | |||||||
| PO BOX 3712 | BLUFFTON | SC | 29910 | 364725321 | 501C3 | $23,000 | EDUCATION |
| HHI DEEP WELL PROJECT | |||||||
| PO BOX 5543 | HILTON HEAD ISLAND | SC | 29938 | 570566098 | 501C3 | $20,000 | HUNGER, HOUSING |
| HHI RECREATION CENTER | |||||||
| PO BOX 22593 | HILTON HEAD ISLAND | SC | 29925 | 570827128 | 501C3 | $8,000 | HEALTH, EDUCATION |
| HOPEFUL HORIZONS | |||||||
| PO BOX 1775 | BEAUFORT | SC | 29901 | 571063332 | 501C3 | $85,000 | HEALTH |
| HOSPICE CARE OF THE LOWCOUNTRY | |||||||
| PO BOX 3827 | BLUFFTON | SC | 29910 | 570774530 | 501C3 | $14,500 | HEALTH |
| HUNGER COALITION OF THE LOWCOUNTRY | |||||||
| PO BOX 22738 | HILTON HEAD ISLAND | SC | 29925 | 273106509 | 501C3 | $18,000 | HUNGER |
| LOWCOUNTRY AUTISM FOUNDATION | |||||||
| PO BOX 31874 | CHARLESTON | SC | 29425 | 260805420 | 501C3 | $15,000 | HEALTH, EDUCATION |
| MEALS ON WHEELS | |||||||
| PO BOX 23691 | HILTON HEAD ISLAND | SC | 29925 | 570691109 | 501C3 | $30,000 | HUNGER |
| MED-I-ASSIST | |||||||
| PO BOX 3164 | BLUFFTON | SC | 29910 | 320212924 | 501C3 | $10,000 | HEALTH |
| MEMORY MATTERS | |||||||
| PO BOX 22330 | HILTON HEAD ISLAND | SC | 299252330 | 562291775 | 501C3 | $10,000 | HEALTH |
| NEIGHBORHOOD OUTREACH CONNECTION | |||||||
| PO BOX 23558 | HILTON HEAD ISLAND | SC | 29926 | 542083947 | 501C3 | $19,000 | EDUCATION |
| OPERATION PATRIOT FORWARD | |||||||
| 328 LAKEVIEW DR | RIDGELAND | SC | 29936 | 850894599 | 501C3 | $15,000 | HEALTH |
| PROGRAM FOR EXCEPTIONAL PEOPLE | |||||||
| 39 SHERIDAN PARK CR | BLUFFTON | SC | 29910 | 571036680 | 501C3 | $18,750 | EDUCATION, HEALTH |
| SANDALWOOD FOOD PANTRY | |||||||
| 114 BEACH CITY RD | HILTON HEAD ISLAND | SC | 29926 | 272766571 | 501C3 | $16,339 | HUNGER |
| SECOND HELPINGS | |||||||
| PO BOX 23621 | HILTON HEAD ISLAND | SC | 29925 | 570938469 | 501C3 | $89,885 | HUNGER |
| SPECIAL OLYMPICS SC AREA 8 | |||||||
| PO BOX 4641 | HILTON HEAD ISLAND | SC | 29938 | 570680248 | 501C3 | $10,000 | EDUCATION, HEALTH |
| VOLUNTEERS IN MEDICINE-BLUFFTON | |||||||
| PO BOX 2653 | BLUFFTON | SC | 29910 | 320298086 | 501C3 | $10,000 | HEALTH |
| VOLUNTEERS IN MEDICINE-HILTON HEAD | |||||||
| 15 NORTHRIDGE DRIVE | HILTON HEAD ISLAND | SC | 29926 | 570959206 | 501C3 | $90,000 | HEALTH |
| LOWCOUNTRY LEGAL VOLUNTEERS | |||||||
| 108 TRADERS CROSS | OKATIE | SC | 29909 | 562202319 | 501C3 | $12,500 | LEGAL ASSISTANCE |
| HEROES ON HORSEBACK | |||||||
| 95 STILLWELL RD | BLUFFTON | SC | 29910 | 571099345 | 501C3 | $7,000 | SPECIAL NEEDS |
| THE CHILDREN'S CENTER | |||||||
| 8 NATURES WAY | HILTON HEAD ISLAND | SC | 29926 | 570485356 | 501C3 | $145,000 | CARE AND EDUCATION |
| CHILD ABUSE PREVENTION ASSOCIATION | |||||||
| 74 DOLPHIN POINT DRIVE | BEAUFORT | SC | 29907 | 570722206 | 501C3 | $50,208 | SHELTER |
| SAFE HARBOUR | |||||||
| 4 NORTHRIDGE DRIVE C | HILTON HEAD ISLAND | SC | 29929 | 270888431 | 501C3 | $6,000 | HOUSING |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $26,687 | NoncashContributionsRptF990Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PAGE 2, PART II | FormAndLineReferenceDesc |
| Explanation | COLUMN (B) IS THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 11B | COPIES OF THE 990 ARE REVIEWED BEFORE FILING BY THE OFFICERS AT ITS REGULARLY SCHEDULED MEETING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | BOARD OVERSEES OPERATIONS AND MONITORS CONFLICT OF INTEREST POLICIES. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE FOUNDATION PROVIDES ACCESS TO ITS GOVERNING DOCUMENTS TO ANY INDIVIDUAL OR ORGANIZATION UPON RECEIVING A REQUEST. |
| FORM 990, PART XI, LINE 9 | MENTAL HEALTH AMERICA 7,500 PRIOR CONDITIONS NOT MET BY MENTAL HEALTH AMERICA AND THE 2024 GRANT WAS RETURNED TO THE ORGANIZATION. |
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