Civic Intelligence

Dorchester Trust Foundation

990EZ • Fiscal year 2024 • EIN 26-3359757

Jan 01, 2024 to Dec 31, 2024 • Filed on Jun 05, 2025

Organization ProfileN/A
PO Box 1261Summerville, SC 29484

(843) 708-7840

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2024

Net Margin

4th percentile

-193%

Higher net margin than 4% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

38th percentile

-5.3%

Faster asset growth than 38% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

12th percentile

-46%

Faster revenue growth than 12% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$382,947

Down $21,625 (-5.3%) from 2023

Net Assets

Down

$382,947

Down $21,625 (-5.3%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin4th percentile

Revenue

Down

$11,225

Down $9,425 (-46%) from 2023

Expenses

Up

$32,850

Up $24,821 (+309%) from 2023

Net Income

Down

-$21,625

Down $34,246 (-271%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2010: $331,165Liabilities 2010: $0Net Assets 2010: $331,1652010Assets 2011: $739,217Liabilities 2011: $0Net Assets 2011: $739,2172011Assets 2012: $737,226Liabilities 2012: $0Net Assets 2012: $737,2262012Assets 2013: $735,436Liabilities 2013: $0Net Assets 2013: $735,4362013Assets 2014: $739,674Liabilities 2014: $0Net Assets 2014: $739,6742014Assets 2015: $738,293Liabilities 2015: $0Net Assets 2015: $738,2932015Assets 2016: $641,895Liabilities 2016: $0Net Assets 2016: $641,8952016Assets 2017: $469,937Liabilities 2017: $0Net Assets 2017: $469,9372017Assets 2018: $474,157Liabilities 2018: $0Net Assets 2018: $474,1572018Assets 2019: $436,743Liabilities 2019: $0Net Assets 2019: $436,7432019Assets 2020: $438,556Liabilities 2020: $0Net Assets 2020: $438,5562020Assets 2021: $408,869Liabilities 2021: $0Net Assets 2021: $408,8692021Assets 2022: $391,951Liabilities 2022: $0Net Assets 2022: $391,9512022Assets 2023: $404,572Liabilities 2023: $0Net Assets 2023: $404,5722023Assets 2024: $382,947Net Assets 2024: $382,9472024

Highlighted filing

2024

Assets$382,947
Liabilities-
Net Assets$382,947
Open 2024 Filing

Operations Trend

Revenue Growth12th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100K-$200KExpenses 2010: $1,8352010Expenses 2011: $7,5592011Expenses 2012: $6,0022012Revenue 2013: $3,588Expenses 2013: $5,378Net Income 2013: -$1,7902013Revenue 2014: $8,729Expenses 2014: $4,491Net Income 2014: $4,2382014Revenue 2015: $4,094Expenses 2015: $5,475Net Income 2015: -$1,3812015Revenue 2016: $4,803Expenses 2016: $101,201Net Income 2016: -$96,3982016Revenue 2017: $2,457Expenses 2017: $174,415Net Income 2017: -$171,9582017Revenue 2018: $5,213Expenses 2018: $993Net Income 2018: $4,2202018Revenue 2019: $2,686Expenses 2019: $40,100Net Income 2019: -$37,4142019Revenue 2020: $5,319Expenses 2020: $3,506Net Income 2020: $1,8132020Revenue 2021: $3,622Expenses 2021: $33,309Net Income 2021: -$29,6872021Revenue 2022: $16,500Expenses 2022: $33,418Net Income 2022: -$16,9182022Revenue 2023: $20,650Expenses 2023: $8,029Net Income 2023: $12,6212023Revenue 2024: $11,225Expenses 2024: $32,850Net Income 2024: -$21,6252024

Highlighted filing

2024

Revenue$11,225
Expenses$32,850
Net Income-$21,625
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 5, 2025
Return Version
2024v5.0
Gross Receipts
$11,225
Mission and Program Overview

Mission

The dorchester trust foundation intends to conserve and preserve the bacon's bridge tract from future development and provide additional passive recreational space for the citizens of dorchester county and the general public.

See Schedule O

Program Services

DescriptionGrantsExpenses
SEE SCHEDULE O-$25,000
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sharon RichardsonChair-$0--
Sue T WehmanTreasurer-$0--
Tiffany DavisSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Dorchester Trust Foundation
EIN
26-3359757
Address
PO BOX 1261, SUMMERVILLE, SC 29484

Signing Officer

Name
Sue T Wehman
Title
Treasurer
Phone
8434089494
Signed
2025-06-05
Discuss with paid preparer
Yes

Preparer

Firm
Pinnacle 1 Tax
Address
3601 MEETING ST RD, NORTH CHARLESTON, SC 29405
Preparer
Roland Minnis
Phone
8437224086
Supplemental Narrative

Additional Explanations

Form 990-EZ Part I Line 8 Other Revenue

“CD Interest - 1,000”

FORM 990-EZ Part I Line 10 Grants and Similar Amounts Paid

“GRANTEE NAME: LOWCOUNTRY LAND TRUST INC GRANTEE ADDRESS: 635 Rutledge Ave Suite 107 Charleston SC 29401”

Form 990-EZ Part I Line 16 Other Expenses

“Travel - 2,150 INSURANCE - 2,025 PROPERTY TAXES - 980”

Form 990-EZ Part I Line 16 Other Expenses, CONTINUED

“Dues - 578 marketing - 451 bank fees - 134”

Form 990-EZ Part I Line 16 Other Expenses, CONTINUED

“Total other expenses - 6,318”

FORM 990EZ Part III PRIMARY EXEMPT PURPOSE

“To conserve and preserve the bacons bridge tract from future development and provide passive recreational space for the citizens of dorchester county and the general public”

Form 990EZ Part III Line 28 Program Service Accomplishments

“Grant made to the Lowcountry Land Trust Inc to assist with the preservation of the 67-acre Barry Land Tract in the Ashley River Historic District”

Form 990EZ Part V Information Re Personal Benefit Contracts

“The Organization did not, during the year, receive any funds ,directly or indirectly, to pay premiums on a personal benefit contract”

Raw XML Appendix156 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/BooksInCareOfDetail/PhoneNum08437087840
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 1261
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SUMMERVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029484
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0104250
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Sharon Richardson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Sue T Wehman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Tiffany Davis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt06318
IRS990EZ/OtherRevenueTotalAmt01000
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0See Schedule O
IRS990EZ/PrintingPublicationsPostageAmt0232
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SEE SCHEDULE O
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt025000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt032850
IRS990EZ/TotalProgramServiceExpensesAmt025000
IRS990EZ/TotalRevenueAmt011225
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt010225
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt020237
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt016500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt046962
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01000
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0413
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01413
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt03584
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt05319
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt08903
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01000
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0413
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01413
IRS990ScheduleA/InvestmentIncomeCYPct00.02470
IRS990ScheduleA/InvestmentIncomePYPct00.00850
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97530
IRS990ScheduleA/PublicSupportPY509Pct00.99150
IRS990ScheduleA/PublicSupportTotal509Amt055865
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt010225
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt020237
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt016500
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt057278
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CD Interest - 1,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GRANTEE NAME: LOWCOUNTRY LAND TRUST INC GRANTEE ADDRESS: 635 Rutledge Ave Suite 107 Charleston SC 29401
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel - 2,150 INSURANCE - 2,025 PROPERTY TAXES - 980
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DUES - 578 MARKETING - 451 BANK FEES - 134
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TOTAL OTHER EXPENSES - 6,318
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TO CONSERVE AND PRESERVE THE BACONS BRIDGE TRACT FROM FUTURE DEVELOPMENT AND PROVIDE PASSIVE RECREATIONAL SPACE FOR THE CITIZENS OF DORCHESTER COUNTY AND THE GENERAL PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Grant made to the Lowcountry Land Trust Inc to assist with the preservation of the 67-acre Barry Land Tract in the Ashley River Historic District
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7The Organization did not, during the year, receive any funds ,directly or indirectly, to pay premiums on a personal benefit contract
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ Part I Line 8 Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ Part I Line 10 Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ Part I Line 16 Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ Part I Line 16 Other Expenses, CONTINUED
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ Part I Line 16 Other Expenses, CONTINUED
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990EZ Part III PRIMARY EXEMPT PURPOSE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990EZ PART III LINE 28 PROGRAM SERVICE ACCOMPLISHMENTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990EZ PART V INFORMATION RE PERSONAL BENEFIT CONTRACTS
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Sue T Wehman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08434089494
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Dorchester Trust Foundation
ReturnHeader/Filer/BusinessNameControlTxt0DORC
ReturnHeader/Filer/EIN0263359757
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1261
ReturnHeader/Filer/USAddress/CityNm0SUMMERVILLE
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ReturnHeader/Filer/USAddress/ZIPCd029484
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0570956323
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03601 MEETING ST RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORTH CHARLESTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029405
ReturnHeader/PreparerPersonGrp/PhoneNum08437224086
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROLAND MINNIS
ReturnHeader/ReturnTs02025-06-10T19:23:11-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$382,947
Liabilities
-
Net assets
$382,947
Revenue
$11,225
Expenses
$32,850
Net income
-$21,625
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.83$3.83$0.11$0.33$0.22
2023Detailed filing. Detailed filing data is available for this year.$4.05$0.00$4.05$0.21$0.08$0.13
2022Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.17$0.33$0.17
2021Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.04$0.33$0.30
2020Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$0.05$0.04$0.02
2019Detailed filing. Detailed filing data is available for this year.$4.37$0.00$4.37$0.03$0.40$0.37
2018Detailed filing. Detailed filing data is available for this year.$4.74$0.00$4.74$0.05$0.01$0.04
2017Detailed filing. Detailed filing data is available for this year.$4.70$0.00$4.70$0.02$1.74$1.72
2016Detailed filing. Detailed filing data is available for this year.$6.42$0.00$6.42$0.05$1.01$0.96
2015Detailed filing. Detailed filing data is available for this year.$7.38$0.00$7.38$0.04$0.05$0.01
2014Detailed filing. Detailed filing data is available for this year.$7.40$0.00$7.40$0.09$0.04$0.04
2013Detailed filing. Detailed filing data is available for this year.$7.35$0.00$7.35$0.04$0.05$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.37$0.00$7.37$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.39$0.00$7.39$0.08
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.31$0.00$3.31$0.02