Civic Intelligence

Pendleton Historic Foundation

990 • Fiscal year 2013 • EIN 57-0507315

Jan 01, 2013 to Dec 31, 2013 • Filed on May 15, 2014

Organization Profilewww.pendletonhistoricfoundation.org
PO Box 44429670

(864) 646-7249

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.03x

Higher debt load relative to assets than 43% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

63rd percentile

0.11x

Higher debt load relative to revenue than 63% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Net Margin

90th percentile

47%

Higher net margin than 90% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Asset Growth

66th percentile

8.9%

Faster asset growth than 66% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$976,624

Up $80,153 (+8.9%) from 2012

Net Assets

Up

$951,537

Up $92,450 (+11%) from 2012

Liabilities

Down

$25,087

Down $12,297 (-33%) from 2012

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin90th percentile

Revenue

$235,821

No earlier filing loaded for comparison.

Expenses

Up

$124,525

Up $23,270 (+23%) from 2012

Net Income

$111,296

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $787,489Liabilities 2011: $31,701Net Assets 2011: $755,7882011Assets 2012: $896,471Liabilities 2012: $37,384Net Assets 2012: $859,0872012Assets 2013: $976,624Liabilities 2013: $25,087Net Assets 2013: $951,5372013Assets 2014: $1,021,544Liabilities 2014: $24,426Net Assets 2014: $997,1182014Assets 2015: $995,363Liabilities 2015: $27,715Net Assets 2015: $967,6482015Assets 2016: $1,057,759Liabilities 2016: $27,778Net Assets 2016: $1,029,9812016Assets 2017: $1,136,952Liabilities 2017: $26,945Net Assets 2017: $1,110,0072017Assets 2018: $1,028,921Liabilities 2018: $11,023Net Assets 2018: $1,017,8982018Assets 2019: $1,200,134Liabilities 2019: $15,686Net Assets 2019: $1,184,4482019Assets 2020: $1,277,868Liabilities 2020: $19,176Net Assets 2020: $1,258,6922020Assets 2021: $1,241,213Liabilities 2021: $7,926Net Assets 2021: $1,233,2872021Assets 2022: $1,288,678Liabilities 2022: $3,480Net Assets 2022: $1,285,1982022Assets 2023: $1,546,718Liabilities 2023: $32,417Net Assets 2023: $1,514,3012023Assets 2024: $1,683,383Liabilities 2024: $40,455Net Assets 2024: $1,642,9282024

Highlighted filing

2013

Assets$976,624
Liabilities$25,087
Net Assets$951,537
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KExpenses 2011: $116,7432011Expenses 2012: $101,2552012Revenue 2013: $235,821Expenses 2013: $124,525Net Income 2013: $111,2962013Revenue 2014: $158,018Expenses 2014: $112,579Net Income 2014: $45,4392014Revenue 2015: $63,835Expenses 2015: $93,303Net Income 2015: -$29,4682015Revenue 2016: $213,290Expenses 2016: $150,957Net Income 2016: $62,3332016Revenue 2017: $111,075Expenses 2017: $80,866Net Income 2017: $30,2092017Revenue 2018: $103,497Expenses 2018: $88,760Net Income 2018: $14,7372018Revenue 2019: $103,264Expenses 2019: $85,109Net Income 2019: $18,1552019Revenue 2020: $102,001Expenses 2020: $97,670Net Income 2020: $4,3312020Revenue 2021: $152,852Expenses 2021: $96,241Net Income 2021: $56,6112021Revenue 2022: $118,963Expenses 2022: $115,205Net Income 2022: $3,7582022Revenue 2023: $505,702Expenses 2023: $280,256Net Income 2023: $225,4462023Revenue 2024: $315,820Expenses 2024: $187,193Net Income 2024: $128,6272024

Highlighted filing

2013

Revenue$235,821
Expenses$124,525
Net Income$111,296
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 15, 2014
Return Version
2013v3.1
Gross Receipts
$239,536
Mission and Program Overview

Mission

Preservation and restoration of historic properties in Pendleton SC and the interpretation of the diverse history and cultural heritage of the area. Focus on educational programs for students and visitors of all ages and assistance to the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pd in Cap Srpls Land Bldg Eqp Fund$859,087$951,537▲ $92,450
Investments Other Securities$434,835$556,491▲ $121,656
Land, Buildings, and Equipment, Net$186,029$179,156▼ $6,873
Investments in Publicly Traded Securities$52,599$49,286▼ $3,313
Cash and Non-Interest-Bearing Accounts$62,577$37,696▼ $24,881
Inventories for Sale or Use$4,256$4,253▼ $3
Savings and Temporary Cash Investments$30,129$1▼ $30,128
Total Assets$896,471$976,624▲ $80,153
Other Assets Total$126,046$149,741▲ $23,695
Liabilities
Deferred Revenue$37,321$23,552▼ $13,769
Accounts Payable and Accrued Expenses$63$1,535▲ $1,472
Total Liabilities$37,384$25,087▼ $12,297
Net Assets / Fund Balance
Total Net Assets Fund Balance$859,087$951,537▲ $92,450
Total Liabilities and Net Assets / Fund Balance$896,471$976,624▲ $80,153

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$158,288$138,949$297,237
Leasehold Improvements$18,312$520$18,335
Equipment$2,556$5,114$7,670
Other Land Buildings-$1,000$1,000
Other Assets Org$149,741--
Other Securities$28,623--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$110,800---$110,800
2012$110,800---$110,800
2011$110,679-▲ $121-$110,800
2010$94,312$19,050▼ $2,683-$110,679
2009$68,686$25,626--$94,312
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Jacqueline M ReynoldsPresident
Anette BuchananVice President
A Scott WardDirector
Carol BurdetteDirector
Harriet SmithDirector
Lawrence NicholsDirector
Martha JeffriesDirector
Megan ShockleyDirector
Pamela PattersonDirector
Rebecca PokomyDirector
Rick OwensDirector
Sandra MageeDirector
Stephen EakesDirector
Will HiottDirector
Tim DrakeSecretary
R Elizabeth VogtTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$71,741
Program Service Revenue
$26,135
Investment Income
$118,322
Other Revenue
$19,623
All Other Contributions
$29,373
Change in Net Assets
$111,296
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$98,378
Salaries, Compensation, and Employee Benefits$25,897
Total Fundraising Expense$800
Grants and Similar Amounts Paid$250
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$55,775--$55,775
Other Salaries and Wages$12,556$13,341-$25,897
Insurance$17,530$849-$18,379
Depreciation Depletion$6,872--$6,872
Office Expenses-$5,397-$5,397
Fees for Services Management$5,000--$5,000
Advertising$1,880--$1,880
Other Expenses$195$988-$988
Fees for Services Accounting-$953-$953
Information Technology-$808-$808
Conferences and Meetings--$800$800
Grants to Domestic Individuals$250--$250
All Other Expenses$116--$116
Total Functional Expenses$100,174$23,551$800$124,525
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$20,640
Fundraising Direct Expenses$935
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$20,640$20,640$935$19,705
Total Events$20,640$20,640$935$19,705
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 12C

“The Foundation has a written Ethics Statement which includes a conflict of interest policy. Each board member is required to read, sign and disclose if any present any conflicts of interest. The Board meets monthly and if conflict is noted it is recognized, addressed and resolved to the satisfaction of the Board.”

Form 990, Part VI, Section B, Line 15

“The Foundation management officers and directors are volunteers. None of the directors are compensated.”

Form 990, Part VI, Section A, Line 6

“The Foundation is organized and chartered as a nonprofit with members. The members elect the Board members at the annual membership meeting in compliance with the bylaws.”

Filing and Contact Details

Filer

EIN
57-0507315
Phone
8646467249

Signing Officer

Name
R Elizabeth Vogt
Title
Treasurer
Signed
2014-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jacqueline M Reynolds
Formed
1960
Legal Domicile
Sc
Voting Board Members
16
Independent Board Members
16
Employees
7
Volunteers
36

Preparer

Preparer
Connie Spencer
Phone
8648881830
Raw XML AppendixShowing 400 of 529 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt063
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01535
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Preservation and restoration of historic properties in Pendleton SC and the interpretation of the diverse history and cultural heritage of the area. Focus on educational programs for students and visitors of all ages and assistance to the community.
IRS990/AdvertisingGrp/ProgramServicesAmt01880
IRS990/AdvertisingGrp/TotalAmt01880
IRS990/AllOtherContributionsAmt029373
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0116
IRS990/AllOtherExpensesGrp/TotalAmt0116
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Elizabeth Vogt
IRS990/BooksInCareOfDetail/PhoneNum08646467249
IRS990/BooksInCareOfDetail/USAddress/AddressLine102725 Old Greenville Hwy
IRS990/BooksInCareOfDetail/USAddress/City0Central
IRS990/BooksInCareOfDetail/USAddress/State0SC
IRS990/BooksInCareOfDetail/USAddress/ZIPCode029630
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt062577
IRS990/CashNonInterestBearingGrp/EOYAmt037696
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0true
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/FundraisingAmt0800
IRS990/ConferencesMeetingsGrp/TotalAmt0800
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt02780
IRS990/CreditCounselingInd0true
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt071741
IRS990/CYGrantsAndSimilarPaidAmt0250
IRS990/CYInvestmentIncomeAmt0118322
IRS990/CYOtherExpensesAmt098378
IRS990/CYOtherRevenueAmt019623
IRS990/CYProgramServiceRevenueAmt026135
IRS990/CYRevenuesLessExpensesAmt0111296
IRS990/CYSalariesCompEmpBnftPaidAmt025897
IRS990/CYTotalExpensesAmt0124525
IRS990/CYTotalFundraisingExpenseAmt0800
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0235821
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt037321
IRS990/DeferredRevenueGrp/EOYAmt023552
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt06872
IRS990/DepreciationDepletionGrp/TotalAmt06872
IRS990/Desc0The Foundation has restored and preserved 2 of the largest Upcountry SC early 19th century plantation houses various outbuildings surrounding acreage. These properties are operated as historic house museums interpreted and exhibited as they were in the early 19th century primarily for the education and enjoyment of visitors of all ages. During 2013, the Fdn welcomed nearly 9,000 visitors to these 2 historic properties for docent-lead tours, 10 special educational programs and historical reenactments demonstrating life and customs in the early 19th century including African-American Day, Native American Day, 19th Century Mourning Traditions, Victorain clothing exhibitions as well as a 2-weekend special award-winning Christmas reenactment featuring a new historic theme each year. Visitors come primarily from SC, GA and 32 other states as well as 4 foreign countries. During 2011, the 2 house museums were open to visitors on 290 days and the number of volunteer hours was over 3,900. Although a nominal admission is charged, the average realization per tour visitor is only 3.11.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt07
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExcessBusinessHoldingsInd0false
IRS990/ExpenseAmt052313
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0953
IRS990/FeesForServicesAccountingGrp/TotalAmt0953
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt05000
IRS990/FeesForServicesManagementGrp/TotalAmt05000
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt0001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt4001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt5001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt6001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt7001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt8001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt9001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12005.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13004.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt14003.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15001.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/PersonNm0Pamela Patterson
IRS990/Form990PartVIISectionAGrp/PersonNm1Megan Shockley
IRS990/Form990PartVIISectionAGrp/PersonNm2Harriet Smith
IRS990/Form990PartVIISectionAGrp/PersonNm3Carol Burdette
IRS990/Form990PartVIISectionAGrp/PersonNm4Stephen Eakes
IRS990/Form990PartVIISectionAGrp/PersonNm5A Scott Ward
IRS990/Form990PartVIISectionAGrp/PersonNm6Martha Jeffries
IRS990/Form990PartVIISectionAGrp/PersonNm7Lawrence Nichols
IRS990/Form990PartVIISectionAGrp/PersonNm8Sandra Magee
IRS990/Form990PartVIISectionAGrp/PersonNm9Rick Owens
IRS990/Form990PartVIISectionAGrp/PersonNm10Rebecca Pokomy
IRS990/Form990PartVIISectionAGrp/PersonNm11Will Hiott
IRS990/Form990PartVIISectionAGrp/PersonNm12Jacqueline M Reynolds
IRS990/Form990PartVIISectionAGrp/PersonNm13R Elizabeth Vogt
IRS990/Form990PartVIISectionAGrp/PersonNm14Tim Drake
IRS990/Form990PartVIISectionAGrp/PersonNm15Anette Buchanan
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12President
IRS990/Form990PartVIISectionAGrp/TitleTxt13Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt14Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt15Vice President
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01960
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt021610
IRS990/FundraisingDirectExpensesAmt0935
IRS990/FundraisingGrossIncomeAmt020640
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GovernmentGrantsAmt012103
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0250
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0250
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0239536
IRS990/GrossSalesOfInventoryAmt02698
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt016
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0808
IRS990/InformationTechnologyGrp/TotalAmt0808
IRS990/InsuranceGrp/ManagementAndGeneralAmt0849
IRS990/InsuranceGrp/ProgramServicesAmt017530
IRS990/InsuranceGrp/TotalAmt018379
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt04256
IRS990/InventoriesForSaleOrUseGrp/EOYAmt04253
IRS990/InvestmentIncomeGrp/ExclusionAmt0118322
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0118322
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0434835
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0556491
IRS990/InvestmentsPubTradedSecGrp/BOYAmt052599
IRS990/InvestmentsPubTradedSecGrp/EOYAmt049286
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0139213
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0186029
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0179156
IRS990/LandBldgEquipCostOrOtherBssAmt0325242
IRS990/LegalDomicileStateCd0SC
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt08655
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Preservation and restoration of historic properties in Pendleton SC and the interpretation of the diverse history and cultural heritage of the area. Focus on educational programs for students and visitors of all ages and assistance to the community.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0859087
IRS990/NetAssetsOrFundBalancesEOYAmt0951537
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt019705
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0-82
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0-82
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/NondeductibleContriDisclInd0false
IRS990/OccupancyGrp/ProgramServicesAmt055775
IRS990/OccupancyGrp/TotalAmt055775
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05397
IRS990/OfficeExpensesGrp/TotalAmt05397
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0126046
IRS990/OtherAssetsTotalGrp/EOYAmt0149741
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Computer Expense
IRS990/OtherExpensesGrp/Desc1Newsletter
IRS990/OtherExpensesGrp/Desc2Taxes LIcenses
IRS990/OtherExpensesGrp/Desc3Dues Subscriptions
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0909
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1306
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2988
IRS990/OtherExpensesGrp/ProgramServicesAmt0195
IRS990/OtherExpensesGrp/TotalAmt0909
IRS990/OtherExpensesGrp/TotalAmt1306
IRS990/OtherExpensesGrp/TotalAmt2195
IRS990/OtherExpensesGrp/TotalAmt3988
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt013341
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt012556
IRS990/OtherSalariesAndWagesGrp/TotalAmt025897
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt0859087
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt0951537
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Jacqueline M Reynolds
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0713990
IRS990/ProgramServiceRevenueGrp/BusinessCd1713990
IRS990/ProgramServiceRevenueGrp/BusinessCd2713990
IRS990/ProgramServiceRevenueGrp/Desc0Historic Homes Tours
IRS990/ProgramServiceRevenueGrp/Desc1Educational Programs
IRS990/ProgramServiceRevenueGrp/Desc2Other
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt012198
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt112430
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21507
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt012198
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt112430
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21507
IRS990/ProgSrvcAccomActy2Grp/Desc0Educational programs specifically designed for 3rd and 8th grade school students that meet the school curricula for SC history that is taught in these grades. During 2013, the Foundation hosted 25 special school-sponsored tours for 1,441 students and provides both pre- and post-tour educational materials for use by the teachers
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt03637
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt012430
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt065212
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt07580
IRS990/PYInvestmentIncomeAmt023945
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt077306
IRS990/PYOtherRevenueAmt032415
IRS990/PYProgramServiceRevenueAmt029318
IRS990/PYRevenuesLessExpensesAmt049635
IRS990/PYSalariesCompEmpBnftPaidAmt016369
IRS990/PYTotalExpensesAmt0101255
IRS990/PYTotalRevenueAmt0150890
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0111296
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt012198
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt030129
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt071741
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt065212
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt076484
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt099244
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0312681
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0118321
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt023945
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt014948
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt016742
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0173956
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.64250
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportPY170Pct00.68680
IRS990ScheduleA/PublicSupportTotal170Amt0312681
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt071741
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt065212
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt076484
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt099244
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0312681
IRS990ScheduleA/TotalSupportAmt0486637
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
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ArtPublicExhibitionAmountsGrp/AssetsIncludedAmt0179156
IRS990ScheduleD/BeginningBalanceAmt0114616
IRS990ScheduleD/BuildingsGrp/BookValueAmt0158288
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0138949
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0297237
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0110800
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0110800
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0110800
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0110800
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0110679
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0110800
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0121
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt094312
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt019050
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0110679
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-2683
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt068686
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt025626

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$976,624
Liabilities
$25,087
Net assets
$951,537
Revenue
$235,821
Expenses
$124,525
Net income
$111,296
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.68$0.04$1.64$0.32$0.19$0.13
2023Detailed filing. Detailed filing data is available for this year.$1.55$0.03$1.51$0.51$0.28$0.23
2022Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.12$0.12$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.24$0.01$1.23$0.15$0.10$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.28$0.02$1.26$0.10$0.10$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.20$0.02$1.18$0.10$0.09$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.03$0.01$1.02$0.10$0.09$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.14$0.03$1.11$0.11$0.08$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.06$0.03$1.03$0.21$0.15$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.00$0.03$0.97$0.06$0.09$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.02$0.02$1.00$0.16$0.11$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.98$0.03$0.95$0.24$0.12$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.90$0.04$0.86$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.79$0.03$0.76$0.12