The Heritage Library Foundation INC

Tax-deductible

Hilton Head, SC501(c)(3)Since 1997EducationEIN 58-2332014Revenue $278K in FY2025

On file with the IRSheritagelib.orgPo Box 5950, 29938-5950 · Hilton Head, SCTax-exempt since Feb 1998Publicly supported charity — 170(b)(1)(A)(vi)

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Operate a history and genealogy research Library

501(c)(3) charity; gifts are tax-deductible.
32¢ of each $1 spent went to programs.
Run by 64 volunteers.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

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
5 of 6
filings with a surplus
Average surplus $19K a year · 6% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
32%
of spending
Concern: 32% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$55K
to officers and key staff · 20% of spending
Top officer’s pay lower than 53% of similar orgs
Fine: pay to officers and key staff is 20% of spending; 15% to 20%.
Pt VII · Sec A
Cash reserves
12 mo
of spending, in cash
Looks good: 11.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
4
named funders · $78K
Looks good: 4 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$126K
23% of total assets
Looks good: liabilities are 23% of assets; 50% or less.
Pt X · Ln 26
Independent board members
15
of 15 voting members
Looks good: 15 of 15 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$278K
+6% vs prior year
Spent
$276K
To programs
32%
Net assets
$426K
By yearFY2020–FY2025
Revenue
$278K
FY2025▲ +6%
Tap a bar for its year
Revenue by fiscal year
FY2020$324K
FY2021$319K
FY2022$319K
FY2023$311K
FY2024$263K
FY2025$278K
Expenses
$276K
FY2025▼ -10%
Tap a bar for its year
Expenses by fiscal year
FY2020$233K
FY2021$305K
FY2022$288K
FY2023$297K
FY2024$305K
FY2025$276K
Net assets
$426K
FY2025▲ +0.6%
Tap a bar for its year
Net assets by fiscal year
FY2020$406K
FY2021$421K
FY2022$452K
FY2023$466K
FY2024$424K
FY2025$426K

From the FY2025 Form 990 · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Feb 1998.

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

Where the money goes

32 cents of each dollar spent went to programs.

Program services 32% · $88K Management & general 28% · $78K Fundraising 40% · $110K

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; $55K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$55,157Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Barbara Catenaci’s $55K as Executive Director is at the 47th percentile of top reported officer pay among 1613 $100K–1M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Barbara Catenaci$55,157$49,992$59,834$49,576$45,000$45,000

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 The Heritage Library Foundation INC 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 15aYes

Programs and updates

Operates a library for history and genealogy research.

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Provided by the organization

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3 programs · $88K · in their own filed words · FY2025
01

Educational Program Expense

Conducted tours of FT. Mitchel and zion chapel of ease cemetery mausoleum, as well as conducted various classes on genealogy and local history. Historical bike tours were conducted and a partnership developed with the university of south carolina beaufort.

$52Kprogram expense
02

Maintain Two Historical Sites

(1) FT. Mitchel, a civil war coastal defense battery; (2) zion chapel of ease cemetery mausoleum. Over 9,500 people visited the sites, both of which were placed on the national register of historic places in 2017.

$24Kprogram expense
03

Maintain books, documents and digital collections and provide online access to databases for public research. Served 19,110 research patrons, published quarterly newsletters, produced historical papers for members and the public. Volunteers provided 6,607 hours of service.

$12Kprogram 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
See all 4 funders →

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$278K
Ln 12
Gifts and grantsLn 1h$257K
Investment incomeLn 3$14K
Fees for servicesLn 2g$10K
Money outPt IX
$276K
Ln 25
Programscol B$88K
Managementcol C$78K
Fundraisingcol D$110K
Owns and owesPt X
$426K
net assets · Ln 32
Cash and savingsLn 1–2$271K
Total assetsLn 16$552K
LiabilitiesLn 26$126K
PeoplePt VI, VII
16
listed · VII A
PaidVII A1
Voting boardVI 1a15
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$257K
Government grantsLn 1e$144K
Fundraising eventsLn 1c$15K
Fees for servicesLn 2g$10K
Investment incomeLn 3$14K
Total revenueLn 12$278K
Assets in detailPt X, end of year
CashLn 1$271K
Cash and savings togetherLn 1–2$271K
InvestmentsLn 11–13$60K
Land, buildings, equipmentLn 10c$26K
Other assetsLn 15$193K
Total assetsLn 16$552K
LiabilitiesLn 26$126K
Net assetsLn 32$426K
OperationsPt I, VI
EmployeesI 50
VolunteersI 664
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$275K$271K
InvestmentsLn 11–13$54K$60K
Land, buildings, equipmentLn 10c$29K$26K
Total assetsLn 16$556K$552K
LiabilitiesLn 26$132K$126K
Net assetsLn 32$424K$426K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$55K$55K
Other fees for servicesLn 11g$560$560
Advertising and promotionLn 12$110K$110K
Office expensesLn 13$4K$4K
Information technologyLn 14$6K$6K
Conferences, conventions and meetingsLn 19$2K$2K
InterestLn 20$4K$4K
Depreciation, depletion and amortizationLn 22$3K$3K
InsuranceLn 23$4K$4K
Other expenses (24a–d)Ln 24$88K$88K$107
Total functional expensesLn 25$276K$88K$78K$110K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $278K$276K$2K$426K 990 PDF
FY2024 $263K$305K−$42K$424K 990 PDF
FY2023 $311K$297K$14K$466K 990 PDF
FY2022 $319K$288K$31K$452K 990 PDF
FY2021 $319K$305K$15K$421K 990 PDF
FY2020 $324K$233K$92K$406K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2025 990 (6 parts)
Part I · Summary $278,317 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $240,740$257,165
I-9 Program service revenuePrior year $17,598$10,309
I-10 Investment incomePrior year $4,483$14,413
I-11 Other revenuePrior year $144−$3,570
I-12 Total revenuePrior year $262,965$278,317
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $49,992$55,157
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $255,378$220,804
I-18 Total expensesPrior year $305,370$275,961
I-19 Revenue less expensesPrior year −$42,405$2,356
Part VI · Governance 15 of 15 board members independent, 2 to look at
VI-1a Voting members of the governing body15
VI-1b Independent voting members15
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $278,317 across 10 lines filed
Lines not itemized here account for −$3,578 of total revenue; see the IRS return.
VIII-1b Membership dues$3,232
VIII-1c Fundraising events$14,772
VIII-1e Government grants$144,199
VIII-1f All other contributions, gifts and grants$94,962
VIII-1h Total contributions, gifts and grants$257,165
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $10,309$10,309
VIII-3 Investment incomeRelated to mission $14,413$14,413
VIII-8 Net income from fundraising events$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $8$8
VIII-12 Total revenueRelated to mission $21,152 · Unrelated business $0 · Excluded from tax $0$278,317
Part IX · Statement of functional expenses $275,961 across 10 lines filed
IX-5 Pay of current officers, directors and key staffManagement $55,157$55,157
IX-11g Other fees for servicesManagement $560$560
IX-12 Advertising and promotionFundraising $109,564$109,564
IX-13 Office expensesManagement $4,297$4,297
IX-14 Information technologyManagement $6,177$6,177
IX-19 Conferences, conventions and meetingsManagement $1,998$1,998
IX-20 InterestManagement $3,674$3,674
IX-22 Depreciation, depletion and amortizationManagement $2,769$2,769
IX-23 InsuranceManagement $3,504$3,504
IX-24 Other expenses (24a–d)Programs $88,154 · Management $107$88,261
IX-25 Total functional expensesPrograms $88,154 · Management $78,243 · Fundraising $109,564$275,961
Part X · Balance sheet $551,862 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $274,755$270,863
X-8 Inventories for sale or useStart of year $4,843$1,627
X-10c Land, buildings and equipment, netStart of year $29,170$26,401
X-13 Program-related investmentsStart of year $53,762$59,758
X-15 Other assetsStart of year $193,162$193,213
X-16 Total assetsStart of year $555,692$551,862
X-24 Unsecured notes and loans payableStart of year $128,870$124,851
X-25 Other liabilitiesStart of year $3,202$1,035
X-26 Total liabilitiesStart of year $132,072$125,886
X-27 Net assets without donor restrictionsStart of year $423,310$425,660
X-28 Net assets with donor restrictionsStart of year $310$316
X-32 Total net assets or fund balancesStart of year $423,620$425,976
X-33 Total liabilities and net assetsStart of year $555,692$551,862
Part XI · Reconciliation of net assets $425,976 net assets at year end
XI-1 Total revenue$278,317
XI-2 Total expenses$275,961
XI-3 Revenue less expenses$2,356
XI-4 Net assets at start of year$423,620
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$425,976

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

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