Nonprofit · EIN 20-4515695
DANIEL O MORRIS SOUTH CAROLINA LOW COUNTRY HERITAGE TRUST
Tax-exempt · HILTON HEAD, SC 29938
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $598,610 | $499,368 | $99,242 | $2,834,921 | $227,670 | $2,607,251 |
| December 31, 2023 | 990-PF | $180,558 | $409,933 | -$229,375 | $2,901,817 | $393,839 | $2,507,978 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $162,135
- Dividends
- $34,640
- Interest
- $1,138
- Net rental income
- $13,000
- Net gain from sales of assets
- $356,451
- Other income
- $28,136
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $28,008
- Salaries, compensation and benefits (total)
- $194,057
- Disbursements for charitable purposes
- $443,357
- Excise tax on investment income
- $270
Balance sheet and other
- Total assets, start of year
- $2,901,817
- Total assets, end of year
- $2,834,921
- Total liabilities, end of year
- $227,670
- Net assets, end of year
- $2,607,251
- Fair market value of assets
- $4,320,013
- Qualifying distributions
- $443,357
- Net investment income
- $51,888
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TAMARA HERRING 232 HONEYCOMB LN, RIDGELAND, SC 29936 | EXECUTIVE DI Highest-paid employee | 0 | $66,161 | $3,308 |
| KAYLEIGH VAUGHN 4534 ROWESVILLE ROAD, ROWESVILLE, SC 29133 | DIRECTOR OF Highest-paid employee | 0 | $57,944 | $2,897 |
| RICHARD ALLEN 10 PALMETTO BUSINESS PARK, SUITE 101, HILTON HEAD ISLAND, SC 29928 | TRUSTEE | 5 | $28,008 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TAMARA HERRING 232 HONEYCOMB LN, RIDGELAND, SC 29936 | EXECUTIVE DI Highest-paid employee | 0 | $62,000 |
| KAYLEIGH VAUGHN 4534 ROWESVILLE ROAD, ROWESVILLE, SC 29133 | DIRECTOR OF Highest-paid employee | 0 | $55,000 |
| RICHARD ALLEN 10 PALMETTO BUSINESS PARK, SUITE 101, HILTON HEAD ISLAND, SC 29928 | TRUSTEE | 15 | $27,052 |
Address and contacts
- Address (IRS master file)
- PO BOX 5098, HILTON HEAD, SC 29938-5098
- Signed the 990-PF
- RICHARD ALLEN, TRUSTEE
- Phone
- (843) 785-3311
- Website
- WWW.MORRISHERITAGECENTER.ORG
- Return prepared by
- EASTER CPA LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-4515695
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2025
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T23)
- Assets (IRS master file)
- $2,834,921
- Income (IRS master file)
- $1,091,556
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $598,610 | $499,368 | $2,834,921 | XML |
| 990-PF | December 2023 | $180,558 | $409,933 | $2,901,817 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-4515695).
Questions about DANIEL O MORRIS SOUTH CAROLINA LOW COUNTRY HERITAGE TRUST
- What is the EIN of DANIEL O MORRIS SOUTH CAROLINA LOW COUNTRY HERITAGE TRUST?
- The employer identification number (EIN) of DANIEL O MORRIS SOUTH CAROLINA LOW COUNTRY HERITAGE TRUST is 20-4515695.
- Is DANIEL O MORRIS SOUTH CAROLINA LOW COUNTRY HERITAGE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2025.
- Are donations to DANIEL O MORRIS SOUTH CAROLINA LOW COUNTRY HERITAGE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does DANIEL O MORRIS SOUTH CAROLINA LOW COUNTRY HERITAGE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DANIEL O MORRIS SOUTH CAROLINA LOW COUNTRY HERITAGE TRUST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DANIEL O MORRIS SOUTH CAROLINA LOW COUNTRY HERITAGE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of DANIEL O MORRIS SOUTH CAROLINA LOW COUNTRY HERITAGE TRUST?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 3 received compensation from the organization, the highest $66,161 (TAMARA HERRING, EXECUTIVE DI).
- How much revenue does DANIEL O MORRIS SOUTH CAROLINA LOW COUNTRY HERITAGE TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $598,610, expenses of $499,368 and total assets of $2,834,921 at year end.
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All nonprofits in HILTON HEAD · South Carolina · Philanthropy, voluntarism and grantmaking foundations