Daniel O Morris South Carolina Low Country Heritage Trust is a 501(c)(3) organization based in Hilton Head, South Carolina, registered in 2025, with $598,610 in FY2024 revenue. CharityIndex grades it B.
Revenue (FY2024)
$599K
▲ 231.5% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$499K
Net assets
$2.6M
Employees
—
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Daniel O Morris South Carolina Low Country Heritage Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Daniel O Morris South Carolina Low Country Heritage Trust: 63 mo reserves · +17% margin earns a B+ on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Daniel O Morris South Carolina Low Country Heritage Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Daniel O Morris South Carolina Low Country Heritage Trust: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
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Revenue grew from $36K (FY2013) to $599K (FY2024) across 12 reported years.
Financial snapshot
Operating margin
16.6%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$2.8M
Total liabilities
$228K
Net assets
$2.6M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $598,610▲232% | $499,368▲21.8% | $2,607,251▲4.0% | $2,834,921▼2.3% | 990PF |
| 2023 | $180,558▲64.9% | $409,933▲2.8% | $2,507,978▼8.4% | $2,901,817▼13.0% | 990PF |
| 2022 | $109,475▼58.2% | $398,579▲3.0% | $2,737,322▼11.7% | $3,333,730▼9.5% | 990PF |
| 2021 | $261,687▲65.2% | $386,829▲6.8% | $3,101,171▼7.2% | $3,684,445▼7.1% | 990PF |
| 2020 | $158,445▲32.3% | $362,261▼7.9% | $3,342,385▲5.7% | $3,966,336▲7.8% | 990PF |
| 2019 | $119,783▲15.2% | $393,346▲17.2% | $3,162,500▼6.1% | $3,679,036▼4.9% | 990PF |
| 2018 | $103,997▼16.6% | $335,674▲0.5% | $3,366,740▼4.2% | $3,867,414▲10.1% | 990PF |
| 2017 | $124,688▲49.1% | $333,972▲22.1% | $3,514,172▼2.4% | $3,514,172▼2.4% | 990PF |
| 2016 | $83,612▲38.0% | $273,428▼23.2% | $3,601,348▼1.3% | $3,601,348▼1.3% | 990PF |
| 2015 | $60,581▼17.3% | $356,031▲43.7% | $3,647,327▼7.5% | $3,647,327▼7.5% | 990PF |
| 2014 | $73,294▲101% | $247,754▲30.7% | $3,944,792▼3.7% | $3,944,792▼3.7% | 990PF |
| 2013 | $36,437 | $189,624 | $4,094,519 | $4,094,519 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
2 grants to Daniel O Morris South Carolina Low Country Heritage Trust totaling $18K, reported by foundations on their Schedule I filings.
| Grantmaker | Purpose | Year | Amount |
|---|---|---|---|
| Coastal Community Foundation of South Carolina Inc | Arts | 2024 | $7,500 |
| Coastal Community Foundation of South Carolina Inc | Education | 2023 | $10,000 |
Explore more
Data for Daniel O Morris South Carolina Low Country Heritage Trust (EIN 20-4515695) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.