Social Register Foundation FY2024 filing

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The Social Register Foundation is dedicated to preserving family records going back to 1886. These SR records are considered a uniquely important legacy for American genealogical studies, family histories, and other scholastic and cultural endeavors. According to DataBank, we currently store an estimated 3.5 million pages of handwritten family records, letters, artifacts, publications, and photographs. Our commitment is to incorporate this heritage into museum-quality exhibits, interactive media platforms, lectures, and books on our history that promote the importance and understanding of the Social Register Association and its historic families who contributed in countless ways to the building of our nation. We seek the donation of a townhouse/estate to house these unique records and serve as a research center for scholars worldwide, as well as a gathering spot for old and new members alike. Bridging past legacies with present engagements thereby ensures that the inspirational stories

Form 990 Part I, line 1, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 82-1049144) · Dispute this line
501(c)(3) charity; gifts are tax-deductible.
92¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2024 · 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
FY2025
latest Form 990
The latest return is for FY2025, 1 tax year back.
IRS e-file · Filing history
Surplus or deficit
3 of 3
filings with a surplus
Average surplus $621K a year · 95% of revenue · last 3 filings
A surplus in 3 of the last 3 filings.
Pt I · Ln 19 · 3 filings
Spent on programs
92%
of spending
92% of spending went to programs.
Pt IX · Ln 25 · col B
161.3 mo
of spending, in cash
161.3 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $11K
2 funders name it on their filings.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Liabilities are 0% of assets.
Pt X · Ln 26
Independent board members
3
of 3 voting members
3 of 3 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$125K
+67% vs prior year
Spent
$42K
To programs
92%
Net assets
$559K
By yearFY2020–FY2025
Revenue
$125K
FY2024▲ +67%
Tap a bar for its year
Revenue by fiscal year
FY2020$19K
FY2021$45K
FY2022$362K
FY2023$75K
FY2024$125K
FY2025$1.5M
Expenses
$42K
FY2024▲ ×12
Tap a bar for its year
Expenses by fiscal year
FY2020Not on file
FY2021Not on file
FY2022$4K
FY2023Not on file
FY2024$42K
FY2025$62K
Net assets
$559K
FY2024▲ +18%
Tap a bar for its year
Net assets by fiscal year
FY2020$44K
FY2021$89K
FY2022$448K
FY2023$475K
FY2024$559K
FY2025$2.0M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

You’re viewing the FY2024 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 Aug 2018.

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

Where the money goes

92 cents of each dollar spent went to programs.

Program services 92% · $38K Management & general 8% · $3K

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

3 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
See Social Register 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 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Preserves historical records for educational and charitable purposes.

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1 program · $38K · in their own filed words · FY2024
01

The Social Register Foundation is dedicated to preserving family records going back to 1886. These SR records are considered a uniquely important legacy for American genealogical studies, family histories, and other scholastic and cultural endeavors.

Form 990 Part III, line 4, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 82-1049144) · Dispute this line
$38Kprogram 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 2 funders$11K

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$125K
Ln 12
Gifts and grantsLn 1h$96K
Investment incomeLn 3$19K
Other incomeLn 4–11$10K
Money outPt IX
$42K
Ln 25
Programscol B$38K
Managementcol C$3K
Owns and owesPt X
$559K
net assets · Ln 32
Cash and savingsLn 1–2$559K
Total assetsLn 16$559K
LiabilitiesLn 26$0
PeoplePt VI, VII
3
listed · VII A
PaidVII A0
Voting boardVI 1a3
IndependentVI 1b3
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$96K
Noncash giftsLn 1g$38K
Fundraising eventsLn 1c$15K
Investment incomeLn 3$19K
Other incomeLn 4–11$10K
Gains on assetsLn 7$0
Total revenueLn 12$125K
Assets in detailPt X, end of year
CashLn 1$57K
SavingsLn 2$502K
Cash and savings togetherLn 1–2$559K
Total assetsLn 16$559K
LiabilitiesLn 26$0
Net assetsLn 32$559K
OperationsPt I, VI
EmployeesI 50
VolunteersI 63
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3More from this return
Abroad and in kindSch F, M
Noncash gifts receivedSch M Pt I$38K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$475K$559K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$475K$559K
LiabilitiesLn 26$0$0
Net assetsLn 32$475K$559K
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of officers and key staff (Part IX, line 5)Ln 5$0
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$0
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$0
Payroll taxesLn 10$0
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$2K$2K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$0
Advertising and promotionLn 12$38K$38K
Office expensesLn 13$0
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$0
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$0
Other expenses (24a–d)Ln 24$1K$1K
All other expensesLn 24e$0
Total functional expensesLn 25$42K$38K$3K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Jun 24, 2026 $1.5M$62K$1.4M$2.0M 990 PDF
FY2024 ViewingFiled with the IRS May 15, 2025 $125K$42K$84K$559K 990 PDF
FY2023Filed with the IRS May 23, 2024 $75K$475K 990 PDF
FY2022Filed with the IRS Aug 16, 2023 $362K$4K$359K$448K 990 PDF
FY2021Filed with the IRS May 18, 2022 $45K$89K 990 PDF
FY2020Filed with the IRS May 16, 2021 $19K$44K 990 PDF

Schedules filed Part IV

A · Public support I · Grants M · Noncash O · Explanations
See the full FY2024 990
Part I · Summary $125,486 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $73,944$95,932
I-9 Program service revenue$0
I-10 Investment incomePrior year $1,117$19,177
I-11 Other revenue$10,377
I-12 Total revenuePrior year $75,061$125,486
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $55,225$41,576
I-18 Total expensesPrior year $55,225$41,576
I-19 Revenue less expensesPrior year $19,836$83,910
Part VI · Governance 3 of 3 board members independent, 5 to look at
VI-1a Voting members of the governing body3
VI-1b Independent voting members3
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
Part VIII · Statement of revenue $125,486 across 10 lines filed
VIII-1c Fundraising events$15,080
VIII-1f All other contributions, gifts and grants$80,852
VIII-1g Noncash contributions (included above)$38,400
VIII-1h Total contributions, gifts and grants$95,932
VIII-3 Investment incomeExcluded from tax $19,177$19,177
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$10,377
VIII-12 Total revenueExcluded from tax $19,177$125,486
Part IX · Statement of functional expenses $41,576 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of officers and key staff (Part IX, line 5)$0
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wages$0
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxes$0
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting feesManagement $1,887$1,887
IX-11d Lobbying fees$0
IX-11f Investment management fees$0
IX-12 Advertising and promotionPrograms $38,400$38,400
IX-13 Office expenses$0
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 Occupancy$0
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$0
IX-23 Insurance$0
IX-24 Other expenses (24a–d)Management $1,289$1,289
IX-24e All other expenses$0
IX-25 Total functional expensesPrograms $38,400 · Management $3,176 · Fundraising $0$41,576
Part X · Balance sheet $558,742 assets, 20 lines filed
X-1 Cash, non-interest-bearingStart of year $117,574$57,161
X-2 Savings and temporary cash investmentsStart of year $357,258$501,581
X-3 Pledges and grants receivable$0
X-4 Accounts receivable$0
X-5 Loans to officers and key people$0
X-6 Loans to other insiders$0
X-7 Notes and loans receivable$0
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred charges$0
X-10c Land, buildings and equipment, net$0
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assets$0
X-16 Total assetsStart of year $474,832$558,742
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $474,832$558,742
X-32 Total net assets or fund balancesStart of year $474,832$558,742
X-33 Total liabilities and net assetsStart of year $474,832$558,742
Part XI · Reconciliation of net assets $558,742 net assets at year end
XI-1 Total revenue$125,486
XI-2 Total expenses$41,576
XI-3 Revenue less expenses$83,910
XI-4 Net assets at start of year$474,832
XI-10 Net assets at end of year$558,742

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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