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Historic Bluffton Foundation

Tax-deductible

Bluffton, SC501(c)(3) EIN 57-0724129Revenue $467K in FY2025

On file with the IRSheywardhouse.org52 Boundary Street, 29910-0000 · Bluffton, SCTax-exempt since Feb 1982Publicly supported charity — 170(b)(1)(A)(vi)

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Organizations purpose is to protect, preserve and promote the history and cultural heritage of the town of Bluffton SC, through education, marketing hands on preservation of buildings and sties, maintenance of the caldwell archives and operation of the heyward house Historic ctr

501(c)(3) charity; gifts are tax-deductible.
65¢ of each $1 spent went to programs.
Run by 6 volunteers and 6 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

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FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 4
filings with a surplus
Average surplus $157K a year · 33% of revenue · last 4 filings
Fine: a surplus in 3 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
65%
of spending
Worth a look: 65% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Cash reserves
16 mo
of spending, in cash
Looks good: 15.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $19K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$90K
5% of total assets
Looks good: liabilities are 5% of assets; 50% or less.
Pt X · Ln 26
Independent board members
10
of 10 voting members
Looks good: 10 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$467K
+37% vs prior year
Spent
$432K
To programs
65%
Net assets
$1.7M
By yearFY2021–FY2025
Revenue
$467K
FY2025▲ +37%
Tap a bar for its year
Revenue by fiscal year
FY2021$256K
FY2023$831K
FY2024$341K
FY2025$467K
Expenses
$432K
FY2025▲ +16%
Tap a bar for its year
Expenses by fiscal year
FY2021$187K
FY2023$274K
FY2024$373K
FY2025$432K
Net assets
$1.7M
FY2025▲ +2%
Tap a bar for its year
Net assets by fiscal year
FY2021$1.0M
FY2023$1.7M
FY2024$1.7M
FY2025$1.7M

From the FY2025 Form 990 (year ending June 2025) · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Feb 1982.

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

Where the money goes

65 cents of each dollar spent went to programs.

Program services 65% · $281K Management & general 33% · $142K Fundraising 2% · $10K

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

4 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
$0Pt VII · Sec A
David Prat
Vice Chair
$0Pt VII · Sec A
Katie Epps
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 4 named individuals · Part VII

NameFY2023FY2021
Kelly Graham—$51,048
Katie Epps—$39,838
Kathryn Creech$28,280—
Robert Jones$24,042—

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Historic Bluffton Foundation executive salaries →

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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 15aNo

Programs and updates

Preserves and promotes Bluffton's history and cultural heritage through education and hands-on preservation.

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Provided by the organization

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2 programs · $281K · in their own filed words · FY2024
01

Operating the historic heyward house as a museum, tourist welcome center and gift shop

$263Kprogram expense
02

Preservation and renovation of the historic teel house

$18Kprogram 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
Community Foundation of the Lowcountry INCFY2024$12K
Historic Bluffton Arts & Seafoodfestival INCFY2024$7K
Total grants receivedfrom 2 funders$19K

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$467K
Ln 12
Gifts and grantsLn 1h$402K
Other incomeLn 4–11$44K
Investment incomeLn 3$15K
Money outPt IX
$432K
Ln 25
Programscol B$281K
Managementcol C$142K
Fundraisingcol D$10K
Owns and owesPt X
$1.7M
net assets · Ln 32
Cash and savingsLn 1–2$567K
Total assetsLn 16$1.8M
LiabilitiesLn 26$90K
PeoplePt VI, VII
4
listed · VII A
PaidVII A0
Voting boardVI 1a10
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$402K
Government grantsLn 1e$325K
Fundraising eventsLn 1c$8K
Fees for servicesLn 2g$6K
Investment incomeLn 3$15K
Other incomeLn 4–11$44K
Total revenueLn 12$467K
Assets in detailPt X, end of year
CashLn 1$567K
Cash and savings togetherLn 1–2$567K
Land, buildings, equipmentLn 10c$1.2M
Other assetsLn 15$300
Total assetsLn 16$1.8M
LiabilitiesLn 26$90K
Net assetsLn 32$1.7M
OperationsPt I, VI
EmployeesI 56
VolunteersI 66
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$646K$567K
Land, buildings, equipmentLn 10c$1.0M$1.2M
Total assetsLn 16$1.8M$1.8M
LiabilitiesLn 26$104K$90K
Net assetsLn 32$1.7M$1.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$158K$90K$60K$8K
Payroll taxesLn 10$12K$7K$5K$656
Accounting feesLn 11c$13K$13K
Advertising and promotionLn 12$19K$19K
Office expensesLn 13$21K$21K
OccupancyLn 16$91K$88K$3K
InterestLn 20$2K$2K
Depreciation, depletion and amortizationLn 22$22K$22K
Other expenses (24a–d)Ln 24$44K$37K$6K$2K
All other expensesLn 24e$51K$40K$11K
Total functional expensesLn 25$432K$281K$142K$10K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $467K$432K$35K$1.7M 990 PDF
FY2024 $341K$373K−$32K$1.7M 990 PDF
FY2023 $831K$274K$557K$1.7M 990 PDF
FY2022 Not on file
FY2021 $256K$187K$69K$1.0M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2025 990 (6 parts)
Part I · Summary $466,843 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $262,059$401,598
I-9 Program service revenuePrior year $17,652$6,075
I-10 Investment incomePrior year $21,592$14,865
I-11 Other revenuePrior year $39,345$44,305
I-12 Total revenuePrior year $340,648$466,843
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $161,106$170,143
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $211,833$261,927
I-18 Total expensesPrior year $372,939$432,070
I-19 Revenue less expensesPrior year −$32,291$34,773
Part VI · Governance 10 of 10 board members independent, 3 to look at
VI-1a Voting members of the governing body10
VI-1b Independent voting members10
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $466,843 across 11 lines filed
VIII-1b Membership dues$27,695
VIII-1c Fundraising events$8,342
VIII-1e Government grants$325,005
VIII-1f All other contributions, gifts and grants$40,556
VIII-1h Total contributions, gifts and grants$401,598
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $6,075$6,075
VIII-3 Investment incomeExcluded from tax $14,865$14,865
VIII-6 Net rental income or lossExcluded from tax $31,789$31,789
VIII-8 Net income from fundraising events$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $12,516$12,516
VIII-12 Total revenueRelated to mission $18,591 · Unrelated business $0 · Excluded from tax $46,654$466,843
Part IX · Statement of functional expenses $432,070 across 10 lines filed
IX-7 Other salaries and wagesPrograms $90,067 · Management $59,934 · Fundraising $7,721$157,722
IX-10 Payroll taxesPrograms $7,224 · Management $4,541 · Fundraising $656$12,421
IX-11c Accounting feesManagement $12,900$12,900
IX-12 Advertising and promotionPrograms $18,714$18,714
IX-13 Office expensesManagement $20,859$20,859
IX-16 OccupancyPrograms $88,056 · Management $2,800$90,856
IX-20 InterestManagement $2,138$2,138
IX-22 Depreciation, depletion and amortizationManagement $21,975$21,975
IX-24 Other expenses (24a–d)Programs $36,615 · Management $5,505 · Fundraising $1,596$43,716
IX-24e All other expensesPrograms $39,869 · Management $10,900$50,769
IX-25 Total functional expensesPrograms $280,545 · Management $141,552 · Fundraising $9,973$432,070
Part X · Balance sheet $1,776,963 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $646,347$566,657
X-3 Pledges and grants receivableStart of year $41,559$20,293
X-8 Inventories for sale or useStart of year $12,500$12,500
X-10c Land, buildings and equipment, netStart of year $1,047,451$1,150,100
X-14 Intangible assetsStart of year $7,711$27,113
X-15 Other assetsStart of year $300$300
X-16 Total assetsStart of year $1,755,868$1,776,963
X-17 Accounts payable and accrued expensesStart of year $19,159$15,343
X-26 Total liabilitiesStart of year $103,579$89,901
X-27 Net assets without donor restrictionsStart of year $871,541$960,846
X-28 Net assets with donor restrictionsStart of year $780,748$726,216
X-32 Total net assets or fund balancesStart of year $1,652,289$1,687,062
X-33 Total liabilities and net assetsStart of year $1,755,868$1,776,963
Part XI · Reconciliation of net assets $1,687,062 net assets at year end
XI-1 Total revenue$466,843
XI-2 Total expenses$432,070
XI-3 Revenue less expenses$34,773
XI-4 Net assets at start of year$1,652,289
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,687,062

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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