Totals
- Total revenue
- $65,716
- Total expenses
- $50,790
- Contributions and grants received
- $44,679
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $9,064
- Other revenue
- $11,973
- Total assets, end of year
- $557,783
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $557,783
- Program services expenses (Part IX)
- $38,634
- Management and general expenses
- $12,156
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $38,151
Program services were 76.1% 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.
-
1b · Membership dues
$12,638
-
1c · Fundraising events
$4,211
-
1f · All other contributions, gifts and grants
$27,830
-
3 · Investment income
total $9,064 · related or exempt $9,064
-
6a · Gross rents
real property $200
-
6c · Rental income or loss
real property $200
-
6d · Net rental income or loss
total $200
-
8a · Fundraising events: gross income
$4,211
-
8b · Fundraising events: direct expenses
$1,312
-
8c · Net income from fundraising events
total $2,899
-
10a · Gross sales of inventory
$3,625
-
10b · Cost of goods sold
$2,155
-
10c · Net income from sales of inventory
total $1,470
-
11d · All other revenue
total $7,404 · related or exempt $7,404
-
11e · Other revenue, total
$7,404
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $619 · program services $619
-
11c · Fees: accounting
total $3,575 · management and general $3,575
-
12 · Advertising and promotion
total $5,880 · program services $2,940 · management and general $2,940
-
13 · Office expenses
total $4,966 · management and general $4,966
-
14 · Information technology
total $675 · management and general $675
-
16 · Occupancy
total $22,530 · program services $22,530
-
23 · Insurance
total $7,651 · program services $7,651
-
24e · All other expenses
total $4,894 · program services $4,894
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $28,438 · end of year $43,364
-
2 · Savings and temporary cash investments
beginning of year $12,396
-
10a · Land, buildings and equipment: cost or other basis
$338,875
-
10b · Land, buildings and equipment: accumulated depreciation
$0
-
10c · Land, buildings and equipment, net
beginning of year $338,875 · end of year $338,875
-
11 · Investments: publicly traded securities
beginning of year $135,036 · end of year $175,544
-
27 · Net assets without donor restrictions
beginning of year $514,745 · end of year $557,783
Mission and programs · 2023
Mission
Historic Burke Foundation promotes knowledge of local culture and history through educational programming and historic site preservation.
-
Historic Burke County Courthouse
Expenses $4,380
-
Quaker Meadows Cemetery
Expenses $8,343
-
Captain Charles McDowell Jr House
Expenses $23,419
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Debbie Bradley
Treasurer
- Total calculated
- $0
- Hours/week
- 20
-
Linda Lindsey
President
- Total calculated
- $0
- Hours/week
- 30
-
Beth Spahn
Secretary
- Total calculated
- $0
- Hours/week
- 15
-
Robert Patton
Vice President
- Total calculated
- $0
- Hours/week
- 20
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
- 2023
- Filed
- 4 April 2025
- IRS schema version
- 2023v6.0
- Source object
- 202530949349301468
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