Pendleton Historic Foundation FY2021 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, FY2021. 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.
97¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2021 · 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
97%
of spending
97% of spending went to programs.
Pt IX · Ln 25 · col B
2.0 mo
of spending, in cash
Plus $1.0M in investments, Pt X · Ln 11–13
2.0 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
$8K
0.6% of total assets
Liabilities are 0.6% of assets.
Pt X · Ln 26
Independent board members
18
of 18 voting members
18 of 18 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$153K
+50% vs prior year
Spent
$96K
To programs
97%
Net assets
$1.2M
By yearFY2020–FY2024
Revenue
$153K
FY2021▲ +50%
Tap a bar for its year
Revenue by fiscal year
FY2020$102K
FY2021$153K
FY2022$119K
FY2023$506K
FY2024$316K
Expenses
$96K
FY2021▼ -1%
Tap a bar for its year
Expenses by fiscal year
FY2020$98K
FY2021$96K
FY2022$115K
FY2023$280K
FY2024$187K
Net assets
$1.2M
FY2021▼ -2%
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 FY2021 Form 990 · see the original

You’re viewing the FY2021 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

97 cents of each dollar spent went to programs.

Program services 97% · $93K Management & general 3% · $3K Fundraising 0% · $50

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

17 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$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 · $93K · in their own filed words · FY2021
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, FY2021. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 57-0507315) · Dispute this line
$93Kprogram 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, FY2021. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 57-0507315) · Dispute this line
$384program 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 FY2021 990, line by line.

1The main four
Money inPt VIII
$153K
Ln 12
Gifts and grantsLn 1h$80K
Investment incomeLn 3$50K
Fees for servicesLn 2g$14K
Money outPt IX
$96K
Ln 25
Programscol B$93K
Managementcol C$3K
Fundraisingcol D$50
Owns and owesPt X
$1.2M
net assets · Ln 32
Cash and savingsLn 1–2$16K
Total assetsLn 16$1.2M
LiabilitiesLn 26$8K
PeoplePt VI, VII
17
listed · VII A
PaidVII A0
Voting boardVI 1a18
IndependentVI 1b18
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$80K
Government grantsLn 1e$63K
Fundraising eventsLn 1c$2K
Fees for servicesLn 2g$14K
Investment incomeLn 3$50K
Other incomeLn 4–11$9K
Gains on assetsLn 7$2K
Total revenueLn 12$153K
Assets in detailPt X, end of year
CashLn 1$16K
Cash and savings togetherLn 1–2$16K
Inventories for sale or useLn 8$4K
Land, buildings, equipmentLn 10c$185K
InvestmentsLn 11–13$1.0M
Total assetsLn 16$1.2M
LiabilitiesLn 26$8K
Net assetsLn 32$1.2M
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$2K
Share of the $182K endowmentSch D 1g1.2%
Typical, median of 2,202 orgs0.44%
EndowmentSch D · Pt V
LineFY21FY20FY18FY17
End of yearLn 1g$182K$156K$171K$181K
SpentLn 1d–1f$2K$3K$2K$2K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$10K$16K
InvestmentsLn 11–13$1.1M$1.0M
Land, buildings, equipmentLn 10c$189K$185K
Total assetsLn 16$1.3M$1.2M
LiabilitiesLn 26$19K$8K
Net assetsLn 32$1.3M$1.2M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$17K$17K
Payroll taxesLn 10$1K$1K
Accounting feesLn 11c$1K$1K
Professional fundraising feesLn 11e$50$50
Investment management feesLn 11f$2K$2K
Advertising and promotionLn 12$250$250
Office expensesLn 13$3K$3K
OccupancyLn 16$55K$55K
Depreciation, depletion and amortizationLn 22$4K$4K
Other expenses (24a–d)Ln 24$12K$12K
Total functional expensesLn 25$96K$93K$3K$50

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
FY2021 ViewingFiled with the IRS May 11, 2022 $153K$96K$57K$1.2M 990 PDF
FY2020Filed 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 FY2021 990
Part I · Summary $152,852 revenue, 12 lines filed
I-8 Contributions and grants$79,758
I-9 Program service revenue$14,260
I-10 Investment income$49,981
I-11 Other revenue$8,853
I-12 Total revenue$152,852
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefits$18,005
I-16a Professional fundraising fees$50
I-17 Other expenses$78,186
I-18 Total expenses$96,241
I-19 Revenue less expenses$56,611
Part VI · Governance 18 of 18 board members independent, no flags
VI-1a Voting members of the governing body18
VI-1b Independent voting members18
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 $152,852 across 11 lines filed
Lines not itemized here account for $726 of total revenue; see the IRS return.
VIII-1b Membership dues$4,562
VIII-1c Fundraising events$2,385
VIII-1e Government grants$62,550
VIII-1f All other contributions, gifts and grants$10,261
VIII-1h Total contributions, gifts and grants$79,758
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $14,260$14,260
VIII-3 Investment incomeRelated to mission $48,306$48,306
VIII-6 Net rental income or lossRelated to mission $8,100$8,100
VIII-7 Net gain or loss on sales of assetsRelated to mission $1,675$1,675
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $27$27
VIII-12 Total revenueRelated to mission $73,094 · Unrelated business $0 · Excluded from tax $0$152,852
Part IX · Statement of functional expenses $96,241 across 10 lines filed
IX-7 Other salaries and wagesPrograms $16,899$16,899
IX-10 Payroll taxesPrograms $1,106$1,106
IX-11c Accounting feesPrograms $1,350$1,350
IX-11e Professional fundraising feesFundraising $50$50
IX-11f Investment management feesPrograms $2,172$2,172
IX-12 Advertising and promotionPrograms $250$250
IX-13 Office expensesManagement $2,930$2,930
IX-16 OccupancyPrograms $55,351$55,351
IX-22 Depreciation, depletion and amortizationPrograms $4,284$4,284
IX-24 Other expenses (24a–d)Programs $11,849$11,849
IX-25 Total functional expensesPrograms $93,261 · Management $2,930 · Fundraising $50$96,241
Part X · Balance sheet $1,241,213 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $9,638$15,982
X-8 Inventories for sale or useStart of year $4,237$4,237
X-10c Land, buildings and equipment, netStart of year $188,831$184,547
X-12 Other securitiesStart of year $866,378$801,830
X-13 Program-related investmentsStart of year $208,784$234,617
X-16 Total assetsStart of year $1,277,868$1,241,213
X-19 Deferred revenueStart of year $17,875$5,984
X-25 Other liabilitiesStart of year $1,301$1,942
X-26 Total liabilitiesStart of year $19,176$7,926
X-29 Capital stock or trust principalStart of year $1,258,694$1,233,287
X-32 Total net assets or fund balancesStart of year $1,258,692$1,233,287
X-33 Total liabilities and net assetsStart of year $1,277,868$1,241,213
Part XI · Reconciliation of net assets $1,233,287 net assets at year end
XI-1 Total revenue$152,852
XI-2 Total expenses$96,241
XI-3 Revenue less expenses$56,611
XI-4 Net assets at start of year$1,258,692
XI-5 Net unrealized gains (losses) on investments−$82,016
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,233,287

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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