2026-08-31T16:18:32-04:00 2025-12-31 832484761 JOHNSON TAX & ACCOUNTING SOLUTIONS 410 MILL ST SUITE 301 MT PLEASANT SC 29464 990PF 2025-01-01 261597219 LUCEY CHARITABLE FOUNDATION INC LUCE 8438498400 PO BOX 806 MOUNT PLEASANT SC 29465 JUSTIN O'T LUCEY PRESIDENT/SECRETARY 8438498400 2026-08-28 STEVEN JOHNSON CPA P00697796 8433885429 2026-08-31 X 2025 X 2192542 X 200000 X 1055 1055 63251 63251 1916 12099 1173 266222 65479 1550 1042 149 1475 4216 0 0 106359 106359 110575 0 106359 155647 65479 309415 49489 49489 1397470 1677244 1677244 191863 327662 465809 1898748 2054395 2192542 0 X 1898748 2054395 1898748 2054395 1898748 2054395 1898748 155647 2054395 2054395 1173 910 910 910 X 49 959 false false false false false false false false true true false false false false true N/A JUSTIN O'T LUCEY 8438498400 415 MILL STREET MT PLEASANT SC 29464 false false false false false false false false false false false false false false false false false false false false JUSTIN O'T LUCEY 415 MILL STREET MT PLEASANT SC 29464 PRESIDENT/SE 000.00 0 0 0 CATHERINE LUCEY 415 MILL STREET MT PLEASANT SC 29464 VICE PRESIDE 000.00 0 0 0 MOLLY LUCEY 415 MILL STREET MT PLEASANT SC 29464 TREASURER 000.00 0 0 0 NONE NONE DONATE TO CHARITABLE, SCHOLASTIC, ENVIRONMENTAL AND COMMUNITY SERVICE ORGANIZATIONS. N/A 259763 1797120 0 2056883 2056883 30853 2026030 101302 101302 910 910 100392 100392 100392 106359 106359 100392 56449 106359 56449 49910 50482 JUSTIN O'T LUCEY X ALLIANCE FOR FULL ACCEPTANCE 3265 N CAROLINA AVE STE NORTH CHARLESTON SC 29405 PC ADVOCACY, EDUCATION LGBTQ 2500 ALZHEIMER'S FOUNDATION OF AMERICA R 322 EIGHT AVENUE NEW YORK NY 10001 PC EDUCATION 1000 AMERICAN CIVIL LIBERTIES UNION FOUN PO BOX 1668 COLUMBIA SC 29202 PC LEGAL SERVICES 3000 AMERICAN LUNG ASSOCIATION 44-A MARKFIELD DRIVE CHARLESTON SC 29407 PC HEALTH 8100 AMERICAN RED CROSS 8085 RIVERS AVE SUITE F NORTH CHARLESTON SC 29406 PC DISASTER RELIEF 5000 BURKE HIGH SCHOOL MEDIA CENTER 244 PRESIDENT STREET CHARLESTON SC 29403 PC MEDIA CENTER 2000 CAROLINA ABORTION FUND 5540 CENTERVIEW DR RALEIGH NC 27606 PC ABORTION SERVICES 3000 CENTER FOR HEIRS PROPERTY 1535 SAM RITTENBERG BLVD CHALRESTON SC 29407 PC SUSTAINABLE USE OF LAND 3000 CHARLESTON PRO BONA SERVICES 111 CHURCH STREET CHARLESTON SC 29401 PC LEGAL SERVICES 2000 CHILD HELP 6730 N SCOTTSDALE RD ST SCOTTSDALE AZ 85253 PC PREVENTION CHILD ABUSE 330 DELANCEY STREET FOUNDATION 2510 N HOBSON AVENUE N CHARLESTON SC 29405 PC RESIDENTIAL REHABILITATION SERVICES 1758 HABITAT FOR HUMANITY 731 MEETING STREET CHARLESTON SC 29401 PC BUILD AFFORDABLE HOUSING FOR LOW INC 5505 HERITAGE BIBLE CHURCH 654 RED BANK RD GOOSE CREEK SC 29445 PC CHURCH 1000 INTERNATIONAL AFRICAN AMERICAN MUSE 14 WHARFSIDE STREET CHARLESTON SC 29401 PC EDUCATIONAL 3000 JONATHAN FOUNDATION 10732 WHITE OAK AVENUE GRANADA HILLS CA 91344 PC CHILDREN WITH LEARNING DISABILITIES 2500 JUNIOR LEAGUE OF CHARLESTON 51 FOLLY RD BLVD CHARLESTON SC 29407 PC COMMUNITY SUPPORT 1050 LANDMARK FOR FAMILIES 5055 LACKAWANNA BLVD NORTH CHARLESTON SC 29405 PC CHILDREN & FAMILIES 5000 LOWCOUNTRY FOOD BANK 2864 AZALEA DRIVE CHARLESTON SC 29405 PC MEALS FOR THE NEEDY 11000 MUSC HOLLINGS CANCER CENTER 86 JONATHAN LUCAS STREET CHARLESTON SC 29425 PC CANCER TREATMENT 518 MY SISTERS HOUSE PO BOX 71171 NORTH CHARLESTON SC 29415 PC SERVING VICTIMS DOMESTIC VIOLENCE 5000 NAACP 4805 MT HOPE DR BALTIMORE MD 21215 PC INJUSTICE , RACISM & EQUALITY 3000 NATIONAL IMMIGRANT JUSTICE CENTER 111 W JACKSON BLVD STE CHICAGO IL 60604 PC IMMIGRANT RIGHTS 4000 ONE80 PLACE PO BOX 20038 CHARLESTON SC 29403 PC VETERANS 3000 PALMETTO STATE ABORTION FUND 701 GERVAIS ST STE 150 COLUMBIA SC 29201 PC ABORTION SERVICES 2500 PENN CENTER 16 PENN CENTER CIRCLE ST HELENA ISLAND SC 29920 PC AFRICAN AMERICAN MUSEUM 3000 PLANNED ARENTHOOD 1312 ASHLEY RIVE RD CHARLESTON SC 29407 PC FAMILY PLANNING SERVICES 3098 PORTER GAUD 300 ALBERMARLE RD CHARLESTON SC 29407 PC EDUCATION 3000 SCELP 430 HIGHMARKET ST GEORGETOWN SC 29440 PC COMMUNITY SUPPORT 7500 SOUTHEASTERN ENVIRONMENTAL LAW CENT 525 EAST BAY STREET CHARLESTON SC 29403 PC ENVIRONMENTAL JUSTICE 7500 UNICEF 125 MAIDEN LANE NEW YORK NY 10038 PC CONTRIBUTON 2500 WALK FOR AUTISM 30 MARY MURRAY DRIVE CHARLESTON SC 29403 PC AUTISM 1000 106359 14 1055 14 63251 1916 64306 1916 66222 false false false false false false false false false false INDIRECT ACCOUNTING FEES 1550 VANGUARD WELLESLY INC 2025-04 PURCHASE 2025-11 10926 10183 743 VANGUARD SELECTED VALUE INVESTOR 11309 11126 VANGUARD 500 INDEX ADMIRAL 25747 30947 T ROWE PRICE ALL CAP OPP INVESTOR 2710 2727 VANGUARD US MOMENTUM FACTOR 10181 10346 VANGUARD S&P 500 106984 194975 VANGUARD S&P 500 VALUE ETF 89044 132677 BERKSHIRE HATHAWAY CL B 41092 41217 FORD MOTOR CO 10064 10257 JP MORGAN CHASE & CO 10200 10955 NORTHRUPP GRUNMAN CORP 10035 10264 PROCTOR GAMBLE 10296 10318 EXPENSES ADMINISTRATIVE COSTS 30 MISCELLANEOUS 1445 EXCISE TAXES 1042