SOCIETY OF COLONIAL WARS IN THE STATE OF GA: Form 990EZ, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SOCIETY OF COLONIAL WARS IN THE STATE OF GA (EIN 23-7117342)
- Tax period
- 2022-02-01 to 2023-01-31
- Filed
- 2023-06-08
- IRS object ID
- 202301599349200425
- Schema version
- 2022v5.0
- 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 | 2023-06-08T11:32:04-05:00 | ReturnTs |
| Tax Period End | 2023-01-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 580692043 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAULDIN & JENKINS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6600 ABERCORN ST SUITE 200 | AddressLine1Txt |
| City | SAVANNAH | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31405 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2022-02-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237117342 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOCIETY OF COLONIAL WARS IN STATE OF GA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOCI | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6001 CHATHAM CENTER DRIVE 100 | AddressLine1Txt |
| City | SAVANNAH | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31405 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT H DANIELS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Signature | 2023-05-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | DANIELS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL MAHFET | PreparerPersonNm |
| PTIN | P00724523 | PTIN |
| Phone | 9122320475 | PhoneNum |
| Preparation | 2023-05-30 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Gross Receipts | $184,295 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Membership Dues | $131,537 | MembershipDuesAmt |
| Investment Income | $1,112 | InvestmentIncomeAmt |
| Sale Of Assets Gross | $51,646 | SaleOfAssetsGrossAmt |
| Cost Or Other Basis Expense Sale | $37,614 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $14,032 | GainOrLossFromSaleOfAssetsAmt |
| Total Revenue | $146,681 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $9,300 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $6,710 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $7,116 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $117,117 | OtherExpensesTotalAmt |
| Total Expenses | $140,243 | TotalExpensesAmt |
| Excess Or Deficit For Year | $6,438 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $176,933 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $183,371 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,123 | BOYAmt |
| EOY | $202,605 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,123 | BOYAmt |
| EOY | $202,605 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,190 | BOYAmt |
| EOY | $19,234 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,933 | BOYAmt |
| EOY | $183,371 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | TO PERPETUATE THE MEMORY OF COLONIAL HISTORY BY SEEKING TO COLLECT AND PRESERVE SUCH HISTORICAL RECORDS RELATING TO THE AMERICAN COLONIAL PERIOD, AND ERECTING RELATED MEMORIALS TO INSPIRE ITS MEMBERS AND THE COMMUNITY. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | THE ORGANIZATION PERPETUATED THE MEMORY OF COLONIAL HISTORY BY SEEKING TO COLLECT AND PRESERVE HISTORICAL RECORDS RELATING TO THE AMERICAN COLONIAL PERIOD. THE ORGANIZATION ALSO SOUGHT TO ERECT RELATED MEMORIALS TO INSPIRE ITS MEMBERS AND THE COMMUNITY. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $9,300 | GrantsAndAllocationsAmt |
| Program Service Expenses | $140,243 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $140,243 | TotalProgramServiceExpensesAmt |
| Info In Schedule O Part IV | Yes (X) | InfoInScheduleOPartIVInd |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| CHARLES B COMPTON JR | ||||
| CHAPLAIN | 0.00 | $0 | $0 | $0 |
| CHARLES W BARROW | ||||
| CHANCELLOR | 0.20 | $0 | $0 | $0 |
| DAVID M THOMAS | ||||
| SURGEON | 0.00 | $0 | $0 | $0 |
| GEORGE HAMMOND | ||||
| GOVERNOR | 0.20 | $0 | $0 | $0 |
| JAMES F WHITE PHD | ||||
| SECRETARY | 0.00 | $0 | $0 | $0 |
| JOHN H MACLEAN | ||||
| REGISTRAR | 0.00 | $0 | $0 | $0 |
| PEARCE W REEVE | ||||
| PAST GOVERNOR | 0.20 | $0 | $0 | $0 |
| ROBERT H DANIELS | ||||
| TREASURER | 0.00 | $0 | $0 | $0 |
| ROBERT V MARTIN IV | ||||
| LIEUTENANT GOVERNOR | 0.00 | $0 | $0 | $0 |
| ROBERT W GROVES III | ||||
| DEPUTY GOVERNOR GENERAL | 0.00 | $0 | $0 | $0 |
| STANLEY G BRADING JR | ||||
| DEPUTY LIEUTENANT GOVERNOR | 0.00 | $0 | $0 | $0 |
| WADE HOOPER | ||||
| DEPUTY VICE LIEUTENANT GOVERNOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT H DANIELS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6001 CHATHAM CENTER DR | AddressLine1Txt |
| City | SAVANNAH | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31405 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9126297209 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
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 | $89,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $65,676 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $84,010 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $99,622 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $131,537 | CurrentTaxYearAmt |
| Total | $470,345 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $89,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $65,676 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $84,010 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $99,622 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $131,537 | CurrentTaxYearAmt |
| Total | $470,345 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | 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) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $470,345 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,425 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,107 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,693 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,549 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,144 | CurrentTaxYearAmt |
| Total | $33,918 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,425 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,107 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,693 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,549 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,144 | CurrentTaxYearAmt |
| Total | $33,918 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $102,925 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $67,783 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $85,703 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $101,171 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $146,681 | CurrentTaxYearAmt |
| Total | $504,263 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.93270 | PublicSupportCY509Pct |
| Investment Income CY | 0.06730 | InvestmentIncomeCYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: INTEREST INCOME. AMOUNT: 191. DESCRIPTION: DIVIDEND INCOME. AMOUNT: 921. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 1,112. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: . GRANTEE NAME: BETHESDA ACADEMY. GRANTEE ADDRESS: 9520 FERGUSON AVE SAVANNAH, GA 31406. DATE OF GIFT: 02/25/22. AMOUNT GIVEN: 2,350. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: . GRANTEE NAME: GEORGIA HISTORICAL SOCIETY. GRANTEE ADDRESS: 501 WHITAKER STREET SAVANNAH, GA 31401. DATE OF GIFT: 02/25/22. AMOUNT GIVEN: 1,400. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: . GRANTEE NAME: MIDWAY MUSEUM. GRANTEE ADDRESS: 491 N COASTAL HWY MIDWAY, GA 31320. DATE OF GIFT: 02/25/22. AMOUNT GIVEN: 1,100. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: . GRANTEE NAME: ATLANTA HISTORY CENTER. GRANTEE ADDRESS: 130 WEST PACES FERRY RD NW ATLANTA, GA 30305. DATE OF GIFT: 02/25/22. AMOUNT GIVEN: 1,100. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: . GRANTEE NAME: GEORGIA SOUTHERN UNI.. GRANTEE ADDRESS: 1332 SOUTHERN DRIVE STATESBORO, GA 30458. DATE OF GIFT: 02/25/22. AMOUNT GIVEN: 1,100. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: . GRANTEE NAME: PITTS THEOLOGY LIABRARY (EMORY). GRANTEE ADDRESS: 1531 DICKEY DR #560 ATLANTA, GA 30322. DATE OF GIFT: 02/25/22. AMOUNT GIVEN: 750. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: . GRANTEE NAME: MILLENNIUM GATE MUSEUM. GRANTEE ADDRESS: 395 17TH STREET NW ATLANTA, GA 30363. DATE OF GIFT: 02/25/22. AMOUNT GIVEN: 1,000. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: . GRANTEE NAME: BEECH ISLAND HISTORICAL SOCIETY. GRANTEE ADDRESS: 144 OLD JACKSON HWY BEECH ISLAND, SC 29842. DATE OF GIFT: 02/25/22. AMOUNT GIVEN: 500. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 9,300. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: BANK CHARGES. AMOUNT: 1,129. DESCRIPTION: EVENTS. AMOUNT: 101,433. DESCRIPTION: CASUAL LABOR. AMOUNT: 7,161. DESCRIPTION: RECORDS CATALOGING AND STORAGE. AMOUNT: 7,394. TOTAL TO FORM 990-EZ, LINE 16: 117,117. |
| FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES | DESCRIPTION: UNREALIZED GAIN/LOSS ON INVESTMENTS. BEG. OF YEAR AMOUNT: 43,190. END OF YEAR AMOUNT: 19,234. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | DeclarationDesc |