Daniel O Morris South Carolina Low Country Heritage Tr, Richard B Allen Ttee in Hilton Head, South Carolina (SC)

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Daniel O Morris South Carolina Low Country Heritage Tr, Richard B Allen Ttee
Employer Identification Number (EIN)204515695
Name of OrganizationDaniel O Morris South Carolina Low Country Heritage Tr
Secondary NameRichard B Allen Ttee
AddressPO BOX 5098, Hilton Head, SC 29938-5098
SubsectionEducational Organization
Ruling Date11/2007
DeductibilityContributions are deductible
FoundationPrivate operating foundation (other)
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2012
Assets$1,000,000 to $4,999,999
Income$10,000 to $24,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$4,041,963
Amount of Income$16,795
Form 990 Revenue Amount$24,629
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Operating Foundations


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Amount of income in 2012: $16,795 (it was $24,629 in 2011)
This organization: 

 $16,795
Other organizations performing similar types of work: 

 $52,085

Assets in 2012: $4,041,963 (it was $4,053,447 in 2011)
Daniel O Morris South Carolina Low Country Heritage Tr, Richard B Allen Ttee: 

 $4,041,963
Other organizations performing similar types of work: 

 $136,828

Financial snapshot ($)

Revenue for 2011

Assets for 2011

Analysis of Revenue and Expenses (for 2011)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$24,629$24,629$24,629
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$16,712
Dividends and interest from securities$0
Gross rents$5,400
Gross profit from sales of goods$0
Other income$2,517
Total expenses and disbursements$17,850$17,850$17,850$0
Compensation of officers, directors, trustees, etc.$0
Total operating and administrative expenses$17,850$17,850$0
Contributions, gifts, grants paid$0
Excess of revenue over expenses and disbursements$6,779
Net investment income$6,779
Adjusted net income$6,779
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$4,053,447$4,053,447
Cash - non-interest-bearing$3,655,772
Investments-U.S. and state government obligations$0
Investments-corporate stock$0
Investments-corporate bonds$0
Investments-mortgage loans$0
Investments-other$0
Other$397,675
Total liabilities$0
Total liabilities and net assets/fund balances$4,053,447
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$0
Net capital loss$0
Excise Tax Based on Investment Income (for 2011)
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)No
Tax based on investment income$0
Total credits and payments$0
Any penalty for underpayment of estimated tax$0
Tax due$0
Amount to be credited to 2012 estimated tax$0
Statements Regarding Activities (for 2011)
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?No
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2011 or the taxable year beginning in 2011?Yes
Statements Regarding Activities for Which Form 4720 May Be Required (for 2011)
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?No
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?No
Agree to pay money or property to a government official?No
At the end of tax year 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011?No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?No
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?No
Provide a grant to an individual for travel, study, or other similar purposes?No
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?No
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?No
Minimum Investment Return (for 2011)
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$3,514,713
Net value of noncharitable-use assets$3,462,000
Minimum investment return$173,100
Distributable Amount (for 2011)
Distributable amount$0
Undistributed Income (for 2011)
Distributable amount for 2011$0
Undistributed income for 2011. This amount must be distributed in 2012$0
Private Operating Foundations (for 2011)
2011201020092008Total
The lesser of the adjusted net income or the minimum investment return$6,779$5,556$0$190$12,525
Qualifying distributions made directly for active conduct of exempt activities$0$0$0$0$0
Value of all assets$4,053,447$593,745$139,576$143,189$4,929,957
Value of assets qualifying under section 4942(j)(3)(B)(i)$4,053,447$593,745$139,576$143,189$4,929,957
2/3 of minimum investment return$0$0$0$0$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)$0$0$0$0$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)$0$0$0$0$0
Gross investment income$24,629$21,194$40$10,156$56,019
Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Attar Supporting Organization707 S Gulfstream Ave Unit 408, Sarasota, FL 34236-7760FL2004-10$460,481
2Scenic Philadelphia1315 Walnut St Ste 1605, Philadelphia, PA 19107-4717PA2000-09$291,515
3J Paul Getty Trust1200 Getty Center Dr Ste 400, Los Angeles, CA 90049-1681CA1954-12$3,035,631,113
4Glaxosmithkline Patient Access Programs FoundationOne Franklin Plaza Ste 2335, Philadelphia, PA 19102-1225PA2004-01$627,235,271
5Cummings Foundation Inc200 W Cummings Park, Woburn, MA 01801-6333MA1990-04$297,446,446
6Nelda C And H J Lutcher Stark Foundation601 Green Ave, Orange, TX 77630-5718TX2004-04$294,905,069
7Roche Patient Assistance Foundation340 Kingsland St, Nutley, NJ 07110-1150NJ2002-04$225,458,560
8Open Society Institute, Sorro George Allen John Et Al Ttees224 West 57th Street 4th Floor, New York, NY 10019-3212NY1994-11$202,791,980
9The Duffield Family Foundation, Dba Maddies Fund6160 Stoneridge Mall Road Suit, Pleasanton, CA 94588-3285CA2002-10$89,429,108
10Kemper And Leila Williams Foundation533 Royal St, New Orleans, LA 70130-2113LA1974-02$75,821,872
11Foundation For Global Sports Development333 S Hope St Fl 48, Los Angeles, CA 90071-3022CA1996-05$44,515,120
12Jones Trust922 E Emma Ave, Springdale, AR 72764-4503AR1993-11$25,738,006
13Planning And Art Resources For Communities Inc226 E 49th St, New York, NY 10017-1502NY2007-08$20,762,641
14Lesea Global Feed The Hungry Inc61300 Ironwood Rd, South Bend, IN 46614-9019IN2004-11$13,199,116
15Johnson Foundation Inc33 East Four Mile Road, Racine, WI 53402-2621WI2003-09$10,321,303
16Gonzales Family Foundation200 Frank H Ogawa Plz, Oakland, CA 94612-2005CA2003-12$10,000,360
17Allerton Gardens Trust First Natl Bank Of Chicago TteeC/O Jpmorgan Chase Banknapobox 3038, Milwaukee, WI 53201WI2005-03$9,703,489
18Purvis Grange Foundation Inc6791 Eagle Lake Shore Rd, Vicksburg, MS 39183-9404MS2001-12$9,631,022
19Shannon & Amy Ko Foundation25622 Rapid Falls Rd, Laguna Hills, CA 92653-7816CA2001-09$8,922,909
20Alex Katz FoundationC/O A Kozak And Co 192 Lexington, New York, NY 10016NY2005-02$8,833,164
21Bilquis Edhi Relief Foundation Inc4511 National St, Corona, NY 11368-2741NY1999-07$8,563,484
22Fund For Democratic Communities Inc712 S Elam Ave, Greensboro, NC 27403-2141NC2008-02$7,687,969
23Irving And Barbara C Gutin Charitable Foundation2150 E Maya Palm Dr, Boca Raton, FL 33432-7992FL2002-04$7,413,196
24Robert B And Barbara C Singer Family Foundation, Singer Suzanne B Ttee4 Chattooga Ct, Bluffton, SC 29910-4801SC1999-07$120,853
25Howlmore Animal Sanctuary Inc7021 Cleaton Rd, Columbia, SC 29206-2307SC2008-04$97,542
26Daniel O Morris South Carolina Low Country Heritage Tr, Richard B Allen TteePO BOX 5098, Hilton Head, SC 29938-5098SC2007-11$16,795
27Birdlove Avian Sanctuary1545 Arlene Dr, Columbia, SC 29204-4401SC2003-08$4,087
28John Russell Healing House Foundation512 Bridlewood Ln, Spartanburg, SC 29301-6166SC2005-07$150
29Community Vision Of Hilton Head IncPo Box 5387, Hilton Head, SC 29938SC2007-02$0
30Hollow Creek Land Preservation Inc1419 Silver Bluff Rd, Aiken, SC 29803-9224SC2008-03$0
Number of organizations performing similar types of work
Alabama14
Arkansas6
Arizona16
California216
Colorado37
Connecticut15
District of Columbia8
Delaware5
Florida77
Georgia24
Hawaii6
Iowa6
Idaho8
Illinois21
Indiana12
Kansas6
Kentucky12
Louisiana11
Massachusetts31
Maryland18
Maine5
Michigan21
Minnesota16
Missouri16
Mississippi3
Montana2
North Carolina21
Nebraska5
New Hampshire5
New Jersey16
New Mexico6
Nevada19
New York97
Ohio38
Oklahoma7
Oregon14
Pennsylvania37
Rhode Island5
South Carolina10
South Dakota5
Tennessee15
Texas65
Utah21
Virginia18
Vermont3
Washington23
Wisconsin7
Wyoming4
International2
Total1,055

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