SOCIETY OF THE CINCINNATI IN THE STATE OF GEORGIA: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SOCIETY OF THE CINCINNATI IN THE STATE OF GEORGIA (EIN 58-6032761)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-12-11
- IRS object ID
- 202443469349300619
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-12-11T09:51:27-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 582663273 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SYMPHONA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 118 PARK OF COMMERCE DR STE 200 | AddressLine1Txt |
| City | SAVANNAH | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31405 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 586032761 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOCIETY OF THE CINCINNATI IN THE STATE | BusinessNameLine1Txt |
| Business Name Line2 | OF GEORGIA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOCI | BusinessNameControlTxt |
| Phone | 9123039000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 COMMERCIAL DRIVE | AddressLine1Txt |
| City | SAVANNAH | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31406 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT G DAVIDSON JR | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9123039000 | PhoneNum |
| Signature | 2024-12-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN A VANDAVEER | PreparerPersonNm |
| PTIN | P01297285 | PTIN |
| Phone | 9122381001 | PhoneNum |
| Preparation | 2024-12-11 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WILLIAM L SHEFTALL III | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2858 S PINETREE BOULEVARD | AddressLine1Txt |
| City | THOMASVILLE | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31792 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $307,959 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTPS://GASOCIETYOFTHECINCINNATI.ORG/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1904 | FormationYr |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Activity Or Mission | EDUCATIONAL AND COMMEMORATIVE ACTIVITIES TO PRESERVE AND DISSEMINATE KNOWLEDGE OF THE AMERICAN REVOLUTION, AND PRESERVATION OF A HISTORICALLY SIGNIFICANT PROPERTY IN SAVANNAH, GA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 16 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $97,779 | PYContributionsGrantsAmt |
| CY Contributions Grants | $155,452 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $35,835 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $87,870 | CYProgramServiceRevenueAmt |
| PY Investment Income | $51,678 | PYInvestmentIncomeAmt |
| CY Investment Income | $37,554 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $27,083 | CYOtherRevenueAmt |
| PY Total Revenue | $185,292 | PYTotalRevenueAmt |
| CY Total Revenue | $307,959 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $57,700 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $284,574 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $84,267 | PYOtherExpensesAmt |
| CY Other Expenses | $252,082 | CYOtherExpensesAmt |
| PY Total Expenses | $141,967 | PYTotalExpensesAmt |
| CY Total Expenses | $536,656 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $43,325 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$228,697 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,187,885 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,279,701 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $67,900 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | -$2,715 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,119,985 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,282,416 | NetAssetsOrFundBalancesEOYAmt |
| Mission | EDUCATION CONCERNING THE AMERICAN REVOLUTION, COMMEMORATIONS THEREOF AND OTHER ACTIVITIES TO PRESERVE ITS HERITAGE; HISTORIC PRESERVATION, RENOVATION, AND CONSERVATION OF HISTORICALLY SIGNIFICANT PROPERTIES IN THE STATE OF GEORGIA, UNITED STATES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $75,394 | ExpenseAmt |
| Revenue | $32,221 | RevenueAmt |
| Desc | SEMIANNUAL MEETINGS WITH SPEAKERS ON TOPICS RELATED TO THE ORGANIZATION'S CHARITABLE PURPOSE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $284,574 | ExpenseAmt |
| Grant | $284,574 | GrantAmt |
| Desc | EDUCATION CONCERNING AND COMMEMORATION OF THE AMERICAN REVOLUTION AND THE PRESERVATION OF A HISTORIC PROPERTY IN SAVANNAH, GEORGIA. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $86,251 | ExpenseAmt |
| Revenue | $82,732 | RevenueAmt |
| Desc | PUBLIC TOURS OF THE ALIDA HARPER FOWLKES HOUSE IN SUPPORT OF THE PRESERVATION OF HISTORIC PROPERTY IN THE UNITED STATES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $446,219 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT G DAVIDSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9123039000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1651 MILFORD ROAD | AddressLine1Txt |
| City | COLUMBIA | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29206 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| WILLIAM L SHEFTALL III | ||||||
| PRESIDENT | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN M STEPHENSON | ||||||
| VICE PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STEPHEN A MCLEOD | ||||||
| SECRETARY | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROBERT G DAVIDSON JR | ||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PETER M WRIGHT | ||||||
| ASSISTANT TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| J TERRY HONAN | ||||||
| IMMEDIATE PAST PRES. | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DOMINICK M VALENCIA JR | ||||||
| HISTORIAN | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| J ROBERT LOGAN | ||||||
| CHAPLAIN | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN M SHEFTALL | ||||||
| GENEALOGIST | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| M TYUS BUTLER JR | ||||||
| COUNSEL | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| R VINCENT MARTIN III | ||||||
| COMMITTEE MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MALCOLM L BUTLER | ||||||
| COMMITTEE MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JAN S BURROUGHS | ||||||
| COMMITTEE MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| E BRYAN CONNERAT JR | ||||||
| COMMITTEE MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT G DAVIDSON SR | ||||||
| COMMITTEE MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM S CULMAN | ||||||
| ASSISTANT TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $30,309 | MembershipDuesAmt |
| Related Organizations | $77,402 | RelatedOrganizationsAmt |
| All Other Contributions | $47,741 | AllOtherContributionsAmt |
| Total Contributions | $155,452 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TOUR INCOME | 561520 | $55,649 | $55,649 |
| SEMI-ANNUAL MEETING | 900099 | $32,221 | $32,221 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $87,870 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $37,554 | TotalRevenueColumnAmt |
| Exclusion | $37,554 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $27,083 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $27,083 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,083 | TotalRevenueColumnAmt |
| Exclusion | $27,083 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $307,959 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $87,870 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $64,637 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $284,574 | TotalAmt |
| Program Services | $284,574 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,666 | TotalAmt |
| Management And General | $35,666 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,699 | TotalAmt |
| Management And General | $7,699 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,122 | TotalAmt |
| Management And General | $6,122 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,017 | TotalAmt |
| Management And General | $2,017 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $998 | TotalAmt |
| Management And General | $998 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,953 | TotalAmt |
| Management And General | $28,953 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| TOUR EXPENSES | $84,615 | $84,615 | |
| MEETING EXPENSE | $75,394 | $75,394 | |
| REPAIRS | $4,655 | $4,655 | |
| SHOPIFY EXPENSE | $1,962 | $1,962 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,001 | TotalAmt |
| Program Services | $1,636 | ProgramServicesAmt |
| Management And General | $2,365 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $536,656 | TotalAmt |
| Program Services | $446,219 | ProgramServicesAmt |
| Management And General | $90,437 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,758 | BOYAmt |
| EOY | $95,302 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,081,127 | BOYAmt |
| EOY | $2,184,399 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,187,885 | BOYAmt |
| EOY | $2,279,701 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,900 | BOYAmt |
| EOY | -$2,715 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,900 | BOYAmt |
| EOY | -$2,715 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,119,985 | BOYAmt |
| EOY | $2,282,416 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,119,985 | BOYAmt |
| EOY | $2,282,416 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,187,885 | BOYAmt |
| EOY | $2,279,701 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$228,697 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $391,128 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $162,442 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $44,867 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $57,641 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $97,779 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $155,452 | CurrentTaxYearAmt |
| Total | $518,181 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $48,845 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,251 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,624 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,835 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $87,870 | CurrentTaxYearAmt |
| Total | $213,425 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $211,287 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $61,118 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $82,265 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $133,614 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $243,322 | CurrentTaxYearAmt |
| Total | $731,606 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $41,824 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,938 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $36,893 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,065 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,848 | CurrentTaxYearAmt |
| Total | $127,568 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $41,824 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,938 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $36,893 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,065 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,848 | CurrentTaxYearAmt |
| Total | $127,568 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $604,038 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $51,689 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $45,355 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $46,633 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $51,678 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $64,636 | CurrentTaxYearAmt |
| Total | $259,991 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $51,689 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $45,355 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $46,633 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $51,678 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $64,636 | CurrentTaxYearAmt |
| Total | $259,991 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $262,976 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $106,473 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $128,898 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $185,292 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $307,958 | CurrentTaxYearAmt |
| Total | $991,597 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.60920 | PublicSupportCY509Pct |
| Public Support PY509 | 0.56390 | PublicSupportPY509Pct |
| Investment Income CY | 0.26220 | InvestmentIncomeCYPct |
| Investment Income PY | 0.26870 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,157,676 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $155,800 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $91,123 | OtherExpendituresAmt |
| End Year Balance | $2,222,353 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,579,544 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$404,987 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $16,881 | OtherExpendituresAmt |
| End Year Balance | $2,157,676 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,107,502 | BeginningYearBalanceAmt |
| Contributions | $25,485 | ContributionsAmt |
| Investment Earnings Or Losses | $463,481 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $16,924 | OtherExpendituresAmt |
| End Year Balance | $2,579,544 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,878,150 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $234,643 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,291 | OtherExpendituresAmt |
| End Year Balance | $2,107,502 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,499,750 | BeginningYearBalanceAmt |
| Contributions | $5,070 | ContributionsAmt |
| Investment Earnings Or Losses | $393,393 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $20,063 | OtherExpendituresAmt |
| End Year Balance | $1,878,150 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO TRUSTEES U/W OF ALIDA FOWLKES | $2,500 |
| TRIENNIAL ASSESSMENT: 2025 | -$8,950 |
| DUE TO LELAND M PARK SCHOLARSHIP FUND | -$200 |
| DUE TO REUBEN CLARK PORTRAIT | $3,935 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | -$2,715 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | THE SOCIETY ELECTS TO FOLLOW THE PRACTICE GENERALLY FOLLOWED BY MUSEUMS AND ASSIGNS NO VALUE TO THE COLLECTIONS IN THE STATEMENT OF FINANCIAL POSITION. |
| PART III, LINE 4: | THE SOCIETY'S COLLECTIONS INCLUDE ARTIFACTS OF HISTORICAL SIGNIFICANCE AND ART OBJECTS THAT ARE HELD FOR EDUCATIONAL, RESEARCH, SCIENTIFIC AND CURATORIAL PURPOSES. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| TRUSTEES UW OF ALIDA HARPER FOWLKES | ||||||||||
| 230 BARNARD STREET | SAVANNAH | GA | 31401 | 586204437 | 501(C)(3) | $0 | $173,478 | FMV - STOCK EXCHANGE | 4,390 SHS. BLACKROCK FUND; 3,750 SHS. ISHARES INTL. | PRESERVATION AND RESTORATION OF HISTORIC STRUCTURE |
| TRUSTEES UW OF ALIDA HARPER FOWLKES | ||||||||||
| 230 BARNARD STREET | SAVANNAH | GA | 31401 | 586204437 | 501(C)(3) | $0 | $99,535 | FMV - STOCK EXCHANGE | 2,000 SHS. SPDR S& INTL.; 500 SHS. WISDOMTREE INT. SMALL CAP | PRESERVATION AND RESTORATION OF HISTORIC STRUCTURE |
| TRUSTEES UW OF ALIDA HARPER FOWLKES | ||||||||||
| 230 BARNARD STREET | SAVANNAH | GA | 31401 | 586204437 | 501(C)(3) | $11,561 | $0 | PRESERVATION AND RESTORATION OF HISTORIC STRUCTURE | ||
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | DRAFT OF FORM 990 AND RELATED SCHEDULES IS SUBMITTED TO THE THE BOARD OF DIRECTORS FOR REVIEW. FEEDBACK IS THEN INCORPORATED INTO THE RETURN AND REVIEWED AGAIN. THEN THE FORM IS FINALIZED AND COMPLETED FOR SIGNATURE AND FILING. |
| FORM 990, PART VI, SECTION C, LINE 19 | COPIES OF THE ORGANIZATION'S FORMS, GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS ARE MAINTAINED AND, UPON REQUEST, AVAILABLE FOR PUBLIC INSPECTION. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUSTEES UW OF ALIDA HARPER FOWLKES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 BARNARD STREET | AddressLine1Txt |
| City | SAVANNAH | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 586204437 | EIN |
| Primary Activities | SUPPORT | PrimaryActivitiesTxt |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12B, II | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| TRUSTEES UW OF ALIDA HARPER FOWLKES | ||
| B | $273,013 | FMV OF STOCK DONATED |
| TRUSTEES UW OF ALIDA HARPER FOWLKES | ||
| B | $11,561 | CASH |
| TRUSTEES UW OF ALIDA HARPER FOWLKES | ||
| C | $77,402 | CASH |
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