SOCIETY OF THE CINCINNATI IN THE STATE OF GEORGIA: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SOCIETY OF THE CINCINNATI IN THE STATE OF GEORGIA (EIN 58-6032761)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-09-01
- IRS object ID
- 202142449349300604
- Schema version
- 2020v4.0
- 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 | 2021-09-01T07:41:00-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | TJS DEEMER DANA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 118 PARK OF COMMERCE DR SUITE 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 | 2020-01-01 | 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 | BusinessNameLine1Txt |
| Business Name Line2 | STATE 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 | PETER M WRIGHT | PersonNm |
| Person Title | ASSISTANT TREASURER | PersonTitleTxt |
| Phone | 9127134690 | PhoneNum |
| Signature | 2021-09-01 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PETER | PersonFirstNm |
| Person Last | WRIGHT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN A VANDAVEER CPA | PreparerPersonNm |
| PTIN | P01297285 | PTIN |
| Phone | 9122381001 | PhoneNum |
| Preparation | 2021-09-01 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | J TERRY HONAN | PrincipalOfficerNm |
| Gross Receipts | $106,473 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SOCIETYOFTHECINCINNATI.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 | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 16 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $162,442 | PYContributionsGrantsAmt |
| CY Contributions Grants | $44,867 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $48,845 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $16,251 | CYProgramServiceRevenueAmt |
| PY Investment Income | $106,164 | PYInvestmentIncomeAmt |
| CY Investment Income | $45,355 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $317,451 | PYTotalRevenueAmt |
| CY Total Revenue | $106,473 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $194,134 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $32,001 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $15,309 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $56,761 | PYOtherExpensesAmt |
| CY Other Expenses | $42,569 | CYOtherExpensesAmt |
| PY Total Expenses | $266,204 | PYTotalExpensesAmt |
| CY Total Expenses | $74,570 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $51,247 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $31,903 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,895,747 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,122,751 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $49,700 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $55,600 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,846,047 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,067,151 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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 | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $25,422 | ExpenseAmt |
| Revenue | $16,251 | 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 | $34,473 | ExpenseAmt |
| Grant | $32,001 | GrantAmt |
| Desc | PROMOTION OF HERITAGE AND EDUCATION TO AND FOR THE PRESERVATION OF HISTORIC STRUCTURES AND THE HISTORY RELATED TO THE PROPERTIES AND THEIR FOUNDERS IN THE UNITED STATES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $59,895 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER M WRIGHT | PersonNm |
| Phone | 9123039000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3502 WOODHAVEN ROAD NW | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| JAN S BURROUGHS | ||||||
| COMMITTEE ME | 0.10 | Yes (X) | $0 | $0 | $0 | |
| MALCOLM L BUTLER | ||||||
| COMMITTEE ME | 0.10 | Yes (X) | $0 | $0 | $0 | |
| J TERRY HONAN | ||||||
| PRESIDENT | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| R VINCENT MARTIN III | ||||||
| IMMEDIATE PA | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| WILLIAM L SHEFTALL III | ||||||
| VICE PRESIDE | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ANDREW B JONES | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DOMINICK M VALENCIA JR | ||||||
| COMMITTEE ME | 0.10 | Yes (X) | $0 | $0 | $0 | |
| E BRYAN CONNERAT JR | ||||||
| COMMITTEE ME | 0.10 | Yes (X) | $0 | $0 | $0 | |
| JOHN M STEPHENSON JR | ||||||
| SECRETARY | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| M TYUS BUTLER JR | ||||||
| COUNSEL | 0.10 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| T HEYWARD GIGNILLIAT JR | ||||||
| COMMITTEE ME | 0.10 | Yes (X) | $0 | $0 | $0 | |
| J ROBERT LOGAN | ||||||
| CHAPLAIN | 0.10 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DAVID S RAESE | ||||||
| COMMITTEE ME | 0.10 | Yes (X) | $0 | $0 | $0 | |
| JOHN M SHEFTALL | ||||||
| GENEALOGIST | 0.10 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ROBERT G DAVIDSON SR | ||||||
| COMMITTEE ME | 0.10 | Yes (X) | $0 | $0 | $0 | |
| PETER M WRIGHT | ||||||
| ASSISTANT TR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| RICHARD M HUBER JR | ||||||
| ASSISTANT SE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| A PRESTON RUSSELL | ||||||
| HISTORIAN | 0.10 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Membership Dues | $22,680 | MembershipDuesAmt |
| All Other Contributions | $22,187 | AllOtherContributionsAmt |
| Total Contributions | $44,867 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SEMI-ANNUAL MEETING | Desc |
| Total Revenue Column | $16,251 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,251 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $16,251 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $45,355 | TotalRevenueColumnAmt |
| Exclusion | $45,355 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $106,473 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,251 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $45,355 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,001 | TotalAmt |
| Program Services | $32,001 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,370 | TotalAmt |
| Management And General | $9,370 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,291 | TotalAmt |
| Management And General | $5,291 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,389 | TotalAmt |
| Program Services | $1,389 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEETING EXPENSES | $25,422 | $25,422 | |
| WEBSITE | $546 | $546 | |
| INSURANCE | $537 | $537 | |
| BANK SERVICE CHARGES | $14 | $14 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,570 | TotalAmt |
| Program Services | $59,895 | ProgramServicesAmt |
| Management And General | $14,675 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,994 | BOYAmt |
| EOY | $119,797 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,813,753 | BOYAmt |
| EOY | $2,002,954 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,895,747 | BOYAmt |
| EOY | $2,122,751 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,700 | BOYAmt |
| EOY | $55,600 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,700 | BOYAmt |
| EOY | $55,600 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,846,047 | BOYAmt |
| EOY | $2,067,151 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,846,047 | BOYAmt |
| EOY | $2,067,151 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,895,747 | BOYAmt |
| EOY | $2,122,751 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $31,903 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $189,201 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | 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 | $32,018 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $123,561 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $89,796 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $162,442 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $44,867 | CurrentTaxYearAmt |
| Total | $452,684 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $64,893 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $64,045 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $67,430 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,845 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,251 | CurrentTaxYearAmt |
| Total | $261,464 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $96,911 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $187,606 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $157,226 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $211,287 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $61,118 | CurrentTaxYearAmt |
| Total | $714,148 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $40,055 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,824 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,938 | CurrentTaxYearAmt |
| Total | $92,817 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $40,055 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,824 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,938 | CurrentTaxYearAmt |
| Total | $92,817 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $621,331 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,292 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $37,728 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $41,782 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $51,689 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,355 | CurrentTaxYearAmt |
| Total | $204,846 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,292 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $37,728 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $41,782 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $51,689 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,355 | CurrentTaxYearAmt |
| Total | $204,846 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $125,203 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $225,334 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $199,008 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $262,976 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $106,473 | CurrentTaxYearAmt |
| Total | $918,994 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.67610 | PublicSupportCY509Pct |
| Public Support PY509 | 0.70700 | PublicSupportPY509Pct |
| Investment Income CY | 0.22000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.20000 | 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,878,151 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $234,643 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,291 | OtherExpendituresAmt |
| End Year Balance | $2,107,417 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 | $1,878,151 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,619,930 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$92,727 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $27,453 | OtherExpendituresAmt |
| End Year Balance | $1,499,750 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,388,810 | BeginningYearBalanceAmt |
| Contributions | $4,950 | ContributionsAmt |
| Investment Earnings Or Losses | $274,643 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $48,473 | OtherExpendituresAmt |
| End Year Balance | $1,619,930 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,274,058 | BeginningYearBalanceAmt |
| Contributions | $16,178 | ContributionsAmt |
| Investment Earnings Or Losses | $131,000 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $32,426 | OtherExpendituresAmt |
| End Year Balance | $1,388,810 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Other Liabilities Org OtherLiabilitiesOrgGrp (10 entries)
| DescDesc | AmtAmt |
|---|---|
| TRIENNIAL ASSESSMENT: 2015 | $7,500 |
| TRIENNIAL ASSESSMENT: 2018 | $6,400 |
| TRIENNIAL ASSESSMENT: 2020 | $6,400 |
| TRIENNIAL ASSESSMENT: 2013 | $5,350 |
| TRIENNIAL ASSESSMENT: 2011 | $5,150 |
| TRIENNIAL ASSESSMENT: 2012 | $5,150 |
| TRIENNIAL ASSESSMENT: 2016 | $5,000 |
| TRIENNIAL ASSESSMENT: 2017 | $4,950 |
| TRIENNIAL ASSESSMENT: 2019 | $4,900 |
| TRIENNIAL ASSESSMENT: 2014 | $4,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $55,600 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 2, PART V, LINE 4 | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| SOCIETY OF THE CINCINNATI | |||||||
| 2118 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20008 | 530205423 | 501C3 | $7,750 | GENERAL SUPPORT |
| TRUSTEES UW OF ALIDA HARPER FOWLKES | |||||||
| 230 BARNARD STREET | SAVANNAH | GA | 31401 | 586204437 | 501C3 | $24,251 | PRESERVE & RESTORE |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S 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. |
| FORM 990, PAGE 6, PART VI, LINE 11B | DRAFT OF FORM 990 AND RELATED SCHEDULES IS SUBMITTED TO THE THE BOARD OF DIRECTORS ALONG WITH THE INSTRUCTIONS 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, PAGE 6, PART VI, 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 | 501C3 | ExemptCodeSectionTxt |
| Public Charity Status | 12B | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| TRUSTEES UW OF ALIDA HARPER FOWLKES | ||
| B | $15,000 | CASH |
| TRUSTEES UW OF ALIDA HARPER FOWLKES | ||
| R | $9,251 | CASH |
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