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← THE BEAUFORT HISTORICAL FOUNDATION

Form 990 for tax year 2022

Filed by THE BEAUFORT HISTORICAL FOUNDATION.

Totals

Total revenue
$155,088
Total expenses
$51,968
Contributions and grants received
$19,550
Grants paid
$30,000
Program service revenue
$0
Investment income
$135,421
Other revenue
$117
Total assets, end of year
$3,006,454
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$3,006,454
Program services expenses (Part IX)
$51,968
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$51,968

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $19,550

  • 3 · Investment income

    total $74,117 · excluded $74,117

  • 7a · Gross sales of assets other than inventory

    securities $247,283 · other assets $46,308

  • 7b · Less cost or other basis and sales expenses

    securities $232,287

  • 7c · Gain or loss

    securities $14,996 · other assets $46,308

  • 7d · Net gain or loss

    total $61,304 · related or exempt $61,304

  • 11a · Other revenue: NON-DIVIDEND DISTRIBUTION

    total $117 · excluded $117

  • 11e · Other revenue, total

    $117

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $30,000 · program services $30,000

  • 11c · Fees: accounting

    total $750 · program services $750

  • 23 · Insurance

    total $698 · program services $698

  • 24a · Other expenses: ADVISORY FEES

    total $20,186 · program services $20,186

  • 24b · Other expenses: FOREIGN TAX

    total $289 · program services $289

  • 24c · Other expenses: MISC

    total $45 · program services $45

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $44,911 · end of year $37,365

  • 11 · Investments: publicly traded securities

    beginning of year $2,858,423 · end of year $2,969,089

  • 27 · Net assets without donor restrictions

    beginning of year $2,903,334 · end of year $3,006,454

Mission and programs · 2022

Mission

TO PROMOTE HISTORICAL CULTURE AND EDUCATION AS DEFINED BY 26 U.S.C. 501, AS AMENDED.

  • FOR THE PROMOTION OF HISTORICAL AND CULTURAL EDUCATION AS DEFINED BY 26 U.S.C. 501, AS AMENDED

    Expenses $51,968 · Grants $30,000

As filed on the 2022 return.

Listed in Part VII

  • Marvin Barnes

    TREAURER

    Total calculated
    $0

  • Vic Flow

    BOARD MEMBER

    Total calculated
    $0

  • Dick Futrell

    BOARD MEMBER

    Total calculated
    $0

  • John Hagle

    BOARD MEMBER

    Total calculated
    $0

  • Bill Kaeser

    BOARD MEMBER

    Total calculated
    $0

  • Vick Moore

    EX-OFFICIO

    Total calculated
    $0

  • Bob Safrit

    BOARD MEMBER

    Total calculated
    $0

  • Hamilton Sloan

    BOARD MEMBER

    Total calculated
    $0

  • Richard Stanley

    PRESIDENT

    Total calculated
    $0

  • Jerri Sutton

    SECRETARY

    Total calculated
    $0

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Provenance

Return type
form_990
Tax year
2022
Filed
4 May 2023
IRS schema version
2022v5.0
Source object
202331299349300318

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