Pendleton Historic Foundation FY2020 filing

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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

Form 990 Part I, line 1, FY2020. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 57-0507315) · Dispute this line
501(c)(3) charity; gifts are tax-deductible.
93¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
The latest return is for FY2024, 2 tax years back.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $84K a year · 35% of revenue · last 5 filings
A surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
93%
of spending
93% of spending went to programs.
Pt IX · Ln 25 · col B
1.2 mo
of spending, in cash
Plus $1.1M in investments, Pt X · Ln 11–13
1.2 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
4
named funders · $10K
4 funders name it on their filings.
Funders’ Sch. I, 990-PF
Liabilities
$19K
2% of total assets
Liabilities are 2% of assets.
Pt X · Ln 26
Independent board members
19
of 19 voting members
19 of 19 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$102K
Spent
$98K
To programs
93%
Net assets
$1.3M
By yearFY2020–FY2024
Revenue
$102K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$102K
FY2021$153K
FY2022$119K
FY2023$506K
FY2024$316K
Expenses
$98K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$98K
FY2021$96K
FY2022$115K
FY2023$280K
FY2024$187K
Net assets
$1.3M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$1.3M
FY2021$1.2M
FY2022$1.3M
FY2023$1.5M
FY2024$1.6M

From the FY2020 Form 990 · see the original

You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Apr 1964.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

93 cents of each dollar spent went to programs.

Program services 93% · $91K Management & general 7% · $7K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

16 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
See Pendleton Historic Foundation executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Preserves and restores historic sites, sharing local history and culture through educational programs.

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2 programs · $91K · in their own filed words · FY2020
01

The Foundation has restored and preserved 2 of the largest Upcounty SC early 19th century plantation houses and outbuildings and 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 all ages.

Form 990 Part III, line 4, FY2020. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 57-0507315) · Dispute this line
$90Kprogram expense
02

Educational programs specifically designed for 3rd through 8th grade school students that meet the school curricula for SC history that is taught in these grades. There were also educational programs for High School students.

Form 990 Part III, line 4, FY2020. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 57-0507315) · Dispute this line
$280program expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 4 funders$10K
See all 4 funders →

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$102K
Ln 12
Investment incomeLn 3$53K
Gifts and grantsLn 1h$33K
Fees for servicesLn 2g$8K
Money outPt IX
$98K
Ln 25
Programscol B$91K
Managementcol C$7K
Owns and owesPt X
$1.3M
net assets · Ln 32
Cash and savingsLn 1–2$10K
Total assetsLn 16$1.3M
LiabilitiesLn 26$19K
PeoplePt VI, VII
16
listed · VII A
PaidVII A0
Voting boardVI 1a19
IndependentVI 1b19
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$33K
Government grantsLn 1e$6K
Fundraising eventsLn 1c$2K
Fees for servicesLn 2g$8K
Investment incomeLn 3$53K
Other incomeLn 4–11$8K
Gains on assetsLn 7$18K
Total revenueLn 12$102K
Assets in detailPt X, end of year
CashLn 1$10K
Cash and savings togetherLn 1–2$10K
Inventories for sale or useLn 8$4K
Land, buildings, equipmentLn 10c$189K
InvestmentsLn 11–13$1.1M
Total assetsLn 16$1.3M
LiabilitiesLn 26$19K
Net assetsLn 32$1.3M
OperationsPt I, VI
EmployeesI 51
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3More from this return
Investment feesPt IX, Sch D
Investment fees, as reportedPt IX 11f$3K
Share of the $156K endowmentSch D 1g1.6%
Typical, median of 2,202 orgs0.44%
EndowmentSch D · Pt V
LineFY20FY18FY17FY16
End of yearLn 1g$156K$171K$181K$160K
SpentLn 1d–1f$3K$2K$2K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$26K$10K
InvestmentsLn 11–13$977K$1.1M
Land, buildings, equipmentLn 10c$193K$189K
Total assetsLn 16$1.2M$1.3M
LiabilitiesLn 26$16K$19K
Net assetsLn 32$1.2M$1.3M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$13K$13K
Payroll taxesLn 10$502$502
Accounting feesLn 11c$1K$1K
Investment management feesLn 11f$3K$3K
Advertising and promotionLn 12$447$447
Office expensesLn 13$3K$3K
OccupancyLn 16$69K$69K
Conferences, conventions and meetingsLn 19$287$287
Depreciation, depletion and amortizationLn 22$4K$4K
Other expenses (24a–d)Ln 24$5K$5K$100
Total functional expensesLn 25$98K$91K$7K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 LatestFiled with the IRS Nov 13, 2025 $316K$187K$129K$1.6M 990 PDF
FY2023Filed with the IRS Dec 5, 2024 $506K$280K$225K$1.5M 990 PDF
FY2022Filed with the IRS Nov 15, 2023 $119K$115K$4K$1.3M 990 PDF
FY2021Filed with the IRS May 11, 2022 $153K$96K$57K$1.2M 990 PDF
FY2020 ViewingFiled with the IRS May 13, 2021 $102K$98K$4K$1.3M 990 PDF

Schedules filed Part IV

A · Public support D · Assets and endowments I · Grants O · Explanations
See the full FY2020 990
Part I · Summary $102,001 revenue, 12 lines filed
I-8 Contributions and grants$32,530
I-9 Program service revenue$8,084
I-10 Investment income$53,395
I-11 Other revenue$7,992
I-12 Total revenue$102,001
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefits$13,186
I-16a Professional fundraising fees$0
I-17 Other expenses$84,484
I-18 Total expenses$97,670
I-19 Revenue less expenses$4,331
Part VI · Governance 19 of 19 board members independent, no flags
VI-1a Voting members of the governing body19
VI-1b Independent voting members19
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $102,001 across 10 lines filed
Lines not itemized here account for $292 of total revenue; see the IRS return.
VIII-1b Membership dues$9,418
VIII-1c Fundraising events$2,350
VIII-1e Government grants$6,326
VIII-1f All other contributions, gifts and grants$14,436
VIII-1h Total contributions, gifts and grants$32,530
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $8,084$8,084
VIII-3 Investment incomeRelated to mission $35,348$35,348
VIII-6 Net rental income or lossRelated to mission $7,700$7,700
VIII-7 Net gain or loss on sales of assetsRelated to mission $18,047$18,047
VIII-12 Total revenueRelated to mission $69,471 · Unrelated business $0 · Excluded from tax $0$102,001
Part IX · Statement of functional expenses $97,670 across 10 lines filed
IX-7 Other salaries and wagesPrograms $12,684$12,684
IX-10 Payroll taxesPrograms $502$502
IX-11c Accounting feesManagement $1,020$1,020
IX-11f Investment management feesManagement $2,506$2,506
IX-12 Advertising and promotionManagement $447$447
IX-13 Office expensesManagement $2,619$2,619
IX-16 OccupancyPrograms $68,587$68,587
IX-19 Conferences, conventions and meetingsManagement $287$287
IX-22 Depreciation, depletion and amortizationPrograms $4,312$4,312
IX-24 Other expenses (24a–d)Programs $4,606 · Management $100$4,706
IX-25 Total functional expensesPrograms $90,691 · Management $6,979 · Fundraising $0$97,670
Part X · Balance sheet $1,277,868 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $26,153$9,638
X-8 Inventories for sale or useStart of year $4,237$4,237
X-10c Land, buildings and equipment, netStart of year $193,103$188,831
X-12 Other securitiesStart of year $773,435$866,378
X-13 Program-related investmentsStart of year $203,206$208,784
X-16 Total assetsStart of year $1,200,134$1,277,868
X-19 Deferred revenueStart of year $15,074$17,875
X-25 Other liabilitiesStart of year $612$1,301
X-26 Total liabilitiesStart of year $15,686$19,176
X-29 Capital stock or trust principalStart of year $1,184,448$1,258,694
X-31 Retained earnings or endowment−$2
X-32 Total net assets or fund balancesStart of year $1,184,448$1,258,692
X-33 Total liabilities and net assetsStart of year $1,200,134$1,277,868
Part XI · Reconciliation of net assets $1,258,692 net assets at year end
XI-1 Total revenue$102,001
XI-2 Total expenses$97,670
XI-3 Revenue less expenses$4,331
XI-4 Net assets at start of year$1,184,448
XI-5 Net unrealized gains (losses) on investments$69,913
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,258,692

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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