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Historic Bluffton Foundation FY2023 filing

Tax-deductible

Bluffton, SC501(c)(3) EIN 57-0724129Revenue $831K in FY2023

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.
57¢ of each $1 spent went to programs.
$52K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2023 · 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
57%
of spending
Worth a look: 57% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$52K
to officers and key staff · 19% of spending
Fine: pay to officers and key staff is 19% of spending; 15% to 20%.
Pt VII · Sec A
Cash reserves
31 mo
of spending, in cash
Looks good: 30.8 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
$95K
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
$831K
+225% vs prior year
Spent
$274K
To programs
57%
Net assets
$1.7M
By yearFY2021–FY2025
Revenue
$831K
FY2023▲ +225%
Tap a bar for its year
Revenue by fiscal year
FY2021$256K
FY2023$831K
FY2024$341K
FY2025$467K
Expenses
$274K
FY2023▲ +46%
Tap a bar for its year
Expenses by fiscal year
FY2021$187K
FY2023$274K
FY2024$373K
FY2025$432K
Net assets
$1.7M
FY2023▲ +63%
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 FY2023 Form 990 (year ending June 2023) · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

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

57 cents of each dollar spent went to programs.

Program services 57% · $157K Management & general 38% · $105K Fundraising 5% · $12K

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

6 people listed on the 990; $52K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
Kathryn Creech
Former Interim Director
$28,280Pt VII · Sec A
Robert Jones
Executive Director
$24,042Pt VII · Sec A
John Sulka
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
Jen Sommerville
Vice President
$0Pt VII · Sec A
Carol Pringle
Secretary
$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.

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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 · $157K · in their own filed words · FY2022
01

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

$144Kprogram expense
02

Preservation and renovation of the historic teel house

$13Kprogram 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 FY2023 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$831K
Ln 12
Gifts and grantsLn 1h$770K
Other incomeLn 4–11$36K
Fees for servicesLn 2g$17K
Money outPt IX
$274K
Ln 25
Programscol B$157K
Managementcol C$105K
Fundraisingcol D$12K
Owns and owesPt X
$1.7M
net assets · Ln 32
Cash and savingsLn 1–2$703K
Total assetsLn 16$1.8M
LiabilitiesLn 26$95K
PeoplePt VI, VII
6
listed · VII A
PaidVII A2
Voting boardVI 1a10
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$770K
Government grantsLn 1e$659K
Fundraising eventsLn 1c$17K
Fees for servicesLn 2g$17K
Investment incomeLn 3$8K
Other incomeLn 4–11$36K
Total revenueLn 12$831K
Assets in detailPt X, end of year
CashLn 1$703K
Cash and savings togetherLn 1–2$703K
Land, buildings, equipmentLn 10c$993K
Other assetsLn 15$300
Total assetsLn 16$1.8M
LiabilitiesLn 26$95K
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 FY23End FY23
Cash and savingsLn 1–2$211K$703K
Land, buildings, equipmentLn 10c$977K$993K
Total assetsLn 16$1.2M$1.8M
LiabilitiesLn 26$103K$95K
Net assetsLn 32$1.1M$1.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$100K$40K$60K
Payroll taxesLn 10$7K$3K$4K
Accounting feesLn 11c$11K$11K
Advertising and promotionLn 12$5K$5K
Office expensesLn 13$7K$7K
OccupancyLn 16$40K$40K$450
InterestLn 20$3K$3K
Depreciation, depletion and amortizationLn 22$6K$6K
Other expenses (24a–d)Ln 24$86K$69K$5K$12K
All other expensesLn 24e$10K$648$9K
Total functional expensesLn 25$274K$157K$105K$12K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $467K$432K$35K$1.7M 990 PDF
FY2024 $341K$373K−$32K$1.7M 990 PDF
FY2023 Viewing $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 FY2023 990 (6 parts)
Part I · Summary $830,728 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $225,487$770,082
I-9 Program service revenuePrior year $3,839$16,800
I-10 Investment incomePrior year $247$7,700
I-11 Other revenuePrior year $34,094$36,146
I-12 Total revenuePrior year $263,667$830,728
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $96,343$106,744
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $71,428$167,170
I-18 Total expensesPrior year $167,771$273,914
I-19 Revenue less expensesPrior year $95,896$556,814
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 $830,728 across 10 lines filed
VIII-1b Membership dues$3,100
VIII-1c Fundraising events$16,606
VIII-1e Government grants$658,544
VIII-1f All other contributions, gifts and grants$91,832
VIII-1h Total contributions, gifts and grants$770,082
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $16,800$16,800
VIII-3 Investment incomeExcluded from tax $7,700$7,700
VIII-6 Net rental income or lossExcluded from tax $25,688$25,688
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $10,458$10,458
VIII-12 Total revenueRelated to mission $27,258 · Unrelated business $0 · Excluded from tax $33,388$830,728
Part IX · Statement of functional expenses $273,914 across 10 lines filed
IX-7 Other salaries and wagesPrograms $39,969 · Management $59,953$99,922
IX-10 Payroll taxesPrograms $2,729 · Management $4,093$6,822
IX-11c Accounting feesManagement $10,700$10,700
IX-12 Advertising and promotionPrograms $5,402$5,402
IX-13 Office expensesManagement $6,512$6,512
IX-16 OccupancyPrograms $39,698 · Management $450$40,148
IX-20 InterestManagement $2,622$2,622
IX-22 Depreciation, depletion and amortizationManagement $5,906$5,906
IX-24 Other expenses (24a–d)Programs $68,549 · Management $5,384 · Fundraising $12,377$86,310
IX-24e All other expensesPrograms $648 · Management $8,922$9,570
IX-25 Total functional expensesPrograms $156,995 · Management $104,542 · Fundraising $12,377$273,914
Part X · Balance sheet $1,779,418 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $211,414$702,573
X-3 Pledges and grants receivableStart of year $29,555$69,112
X-8 Inventories for sale or useStart of year $12,500$12,500
X-9 Prepaid expenses and deferred chargesStart of year $560$2,142
X-10c Land, buildings and equipment, netStart of year $976,784$992,791
X-15 Other assets$300
X-16 Total assetsStart of year $1,230,813$1,779,418
X-17 Accounts payable and accrued expensesStart of year $5,830$1,000
X-26 Total liabilitiesStart of year $103,047$94,838
X-27 Net assets without donor restrictionsStart of year $728,277$756,862
X-28 Net assets with donor restrictionsStart of year $399,489$927,718
X-32 Total net assets or fund balancesStart of year $1,127,766$1,684,580
X-33 Total liabilities and net assetsStart of year $1,230,813$1,779,418
Part XI · Reconciliation of net assets $1,684,580 net assets at year end
XI-1 Total revenue$830,728
XI-2 Total expenses$273,914
XI-3 Revenue less expenses$556,814
XI-4 Net assets at start of year$1,127,766
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,684,580

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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