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Nonprofiteer
← THE BEAUFORT HISTORICAL FOUNDATION

Form 990 for tax year 2025

Filed by THE BEAUFORT HISTORICAL FOUNDATION.

Totals

Total revenue
$236,148
Total expenses
$365,410
Contributions and grants received
$94,447
Grants paid
$0
Program service revenue
$0
Investment income
$129,651
Other revenue
$12,050
Total assets, end of year
$3,241,670
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$3,241,670
Program services expenses (Part IX)
$365,410
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$365,410

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

    $94,447

  • 3 · Investment income

    total $122,443 · excluded $122,443

  • 7a · Gross sales of assets other than inventory

    securities $1,365,529 · other assets $7,671

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

    securities $1,365,992

  • 7c · Gain or loss

    securities -$463 · other assets $7,671

  • 7d · Net gain or loss

    total $7,208 · related or exempt $7,208

  • 11a · Other revenue: BASIS ADJ FOR WASH SALES

    total $11,782 · excluded $11,782

  • 11b · Other revenue: NON-DIVIDEND DISTRIBUTION

    total $268 · excluded $268

  • 11e · Other revenue, total

    $12,050

Functional expenses

Part IX, the statement of functional expenses.

  • 11c · Fees: accounting

    total $1,495 · program services $1,495

  • 21 · Payments to affiliates

    total $331,997 · program services $331,997

  • 23 · Insurance

    total $698 · program services $698

  • 24a · Other expenses: ADVISORY FEES

    total $28,342 · program services $28,342

  • 24b · Other expenses: OTHER INVESTMENT CHGS

    total $1,811 · program services $1,811

  • 24c · Other expenses: FOREIGN TAX

    total $1,067 · program services $1,067

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year $1,000

  • 2 · Savings and temporary cash investments

    beginning of year $93,596 · end of year $67,544

  • 10c · Land, buildings and equipment, net

    beginning of year $301,205

  • 11 · Investments: publicly traded securities

    beginning of year $2,976,131 · end of year $3,173,126

  • 27 · Net assets without donor restrictions

    beginning of year $3,370,932 · end of year $3,241,670

Mission and programs · 2025

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 $365,410

As filed on the 2025 return.

Listed in Part VII

  • Marvin Barnes

    TREAURER

    Total calculated
    $0

  • Marshall Beach

    BOARD MEMBER

    Total calculated
    $0

  • Doug Brady

    BOARD MEMBER

    Total calculated
    $0

  • Vic Flow

    BOARD MEMBER

    Total calculated
    $0

  • Fred McCune

    BOARD MEMBER

    Total calculated
    $0

  • Susan McGee

    BOARD MEMBER

    Total calculated
    $0

  • Kevin McHugh

    BOARD MEMBER

    Total calculated
    $0

  • Vick Moore

    PRESIDENT

    Total calculated
    $0

  • Bucky Oliver

    BOARD MEMBER

    Total calculated
    $0

  • Sarah Jo Safrit

    SECRETARY

    Total calculated
    $0

  • Bill Snyder

    BOARD MEMBER

    Total calculated
    $0

  • Lucia Stanley

    BOARD MEMBEE

    Total calculated
    $0

  • Michael Tahaney

    BOARD MEMBER

    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

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2025
Filed
30 April 2026
IRS schema version
2025v4.0
Source object
202601359349301045

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