TRUSTEES UW ALIDA HARPER FOWLKES FOR THE SOCIETY OF THE CINCINNATI: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- TRUSTEES UW ALIDA HARPER FOWLKES FOR THE SOCIETY OF THE CINCINNATI (EIN 58-6204437)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-08-24
- IRS object ID
- 202012379349300446
- Schema version
- 2019v5.0
- 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 | 2020-08-24T15:25:09-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 586204437 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUSTEES UW OF ALIDA HARPER FOWLKES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRUS | BusinessNameControlTxt |
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 | TRUSTEE | PersonTitleTxt |
| Phone | 9127134690 | PhoneNum |
| Signature | 2020-08-24 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN A VANDAVEER CPA | PreparerPersonNm |
| PTIN | P01297285 | PTIN |
| Phone | 9122381001 | PhoneNum |
| Preparation | 2020-08-24 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 47.44.34.130 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-08-24 | IPDt |
| IP Tm | 15:25:09 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | FB4584260286E81198A9002B34F70DE1FD9F5987 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BC17A46F23FF58DD0FD26DA08A9517A78B933833 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PETER M WRIGHT | PrincipalOfficerNm |
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) |
|---|---|---|
| Gross Receipts | $1,192,197 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1985 | FormationYr |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Activity Or Mission | SUPPORT OF THE SOCIETY OF THE CINCINNATI AND HISTORICAL PRESERVATION AND RESTORATION IN THE UNITED STATES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Total Volunteers | 6 | TotalVolunteersCnt |
| Total Gross UBI | $413 | TotalGrossUBIAmt |
| PY Contributions Grants | $17,775 | PYContributionsGrantsAmt |
| CY Contributions Grants | $194,004 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $39,514 | CYProgramServiceRevenueAmt |
| PY Investment Income | $58,617 | PYInvestmentIncomeAmt |
| CY Investment Income | $432,579 | CYInvestmentIncomeAmt |
| PY Other Revenue | $39,494 | PYOtherRevenueAmt |
| CY Other Revenue | $21,616 | CYOtherRevenueAmt |
| PY Total Revenue | $115,886 | PYTotalRevenueAmt |
| CY Total Revenue | $687,713 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $10,400 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $38,578 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $52,367 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $115,392 | PYOtherExpensesAmt |
| CY Other Expenses | $140,279 | CYOtherExpensesAmt |
| PY Total Expenses | $164,370 | PYTotalExpensesAmt |
| CY Total Expenses | $192,646 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$48,484 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $495,067 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,034,157 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,420,016 | TotalAssetsEOYAmt |
| Total Liabilities EOY | $3,314 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,034,157 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,416,702 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SUPPORT OF THE SOCIETY OF THE CINCINNATI AND HISTORICAL PRESERVATION AND RESTORATION IN THE UNITED STATES. | MissionDesc |
| Significant New Program Srvc | Yes (true) | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | SUPPORT OF THE SOCIETY OF THE CINCINNATI IN THE STATE OF GEORGIA BY ALLOWING THE UTLIZATION OF THE ALIDA HARPER FOWLKES HOUSE ENTRUSTED TO PROMOTE HISTORICAL PRESERVATION AND RESTORATION IN THE UNITED STATES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $27,062 | ExpenseAmt |
| Revenue | $39,514 | 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 | $27,062 | 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 | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | 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 | false | 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 | Yes (true) | 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 | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 1 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| 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 | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | 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 | false | 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 (5 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|
| M TYUS BULTER | |||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 |
| MALCOLM L BUTLER | |||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 |
| TERRY HONAN | |||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 |
| R VINCENT MARTIN III | |||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 |
| PETER M WRIGHT | |||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 |
| 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 |
| Related Organizations | $193,633 | RelatedOrganizationsAmt |
| All Other Contributions | $371 | AllOtherContributionsAmt |
| Noncash Contributions | $173,186 | NoncashContributionsAmt |
| Total Contributions | $194,004 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| TOUR INCOME | 561520 | $39,101 | $39,101 | |
| RETAIL INCOME | 453000 | $413 | $413 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $39,514 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $53,037 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $53,037 | RelatedOrExemptFuncIncomeAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $21,335 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $21,335 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,335 | TotalRevenueColumnAmt |
| Exclusion | $21,335 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $884,026 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $504,484 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $379,542 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $379,542 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $379,542 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Total Revenue Column | $281 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $281 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $281 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $687,713 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $471,961 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $413 | UnrelatedBusinessRevenueAmt |
| Exclusion | $21,335 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,641 | TotalAmt |
| Management And General | $43,641 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,400 | TotalAmt |
| Management And General | $4,400 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,326 | TotalAmt |
| Management And General | $4,326 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,333 | TotalAmt |
| Program Services | $25,333 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,073 | TotalAmt |
| Management And General | $5,073 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,151 | TotalAmt |
| Program Services | $170 | ProgramServicesAmt |
| Management And General | $2,981 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,086 | TotalAmt |
| Management And General | $5,086 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $448 | TotalAmt |
| Management And General | $448 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $193 | TotalAmt |
| Management And General | $193 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,033 | TotalAmt |
| Management And General | $49,033 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,918 | TotalAmt |
| Management And General | $17,918 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| REPAIRS AND MAINTENANCE | $14,152 | $14,152 |
| UTILITIES | $7,293 | $7,293 |
| SMALL TOOLS & EQUIPMENT | $2,675 | $2,675 |
| PHONES AND INTERNET | $2,642 | $2,642 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,282 | TotalAmt |
| Program Services | $1,559 | ProgramServicesAmt |
| Management And General | $5,723 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,646 | TotalAmt |
| Program Services | $27,062 | ProgramServicesAmt |
| Management And General | $165,584 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,144 | BOYAmt |
| EOY | $12,719 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,023 | BOYAmt |
| EOY | $45,514 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,348,522 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,537,009 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $687,361 | BOYAmt |
| EOY | $811,513 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,265,629 | BOYAmt |
| EOY | $1,550,197 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $73 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,034,157 | BOYAmt |
| EOY | $2,420,016 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $684 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,630 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $3,314 | 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 | $2,034,157 | BOYAmt |
| EOY | $2,416,702 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,034,157 | BOYAmt |
| EOY | $2,416,702 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,034,157 | BOYAmt |
| EOY | $2,420,016 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $495,067 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$112,522 | 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) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOCIETY OF THE CINCINNATI IN THE STATE OF GEORGIA | BusinessNameLine1Txt |
| Business Name Line2 | SOCIETY OF THE CINCINNATI IN THE STATE OF GEORGIA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 586032761 | EIN |
| Organization Type | 10 | OrganizationTypeCd |
| Governing Document Listed | Yes (true) | GoverningDocumentListedInd |
| Support | $0 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Majority Dir Trst Supported Org | false | MajorityDirTrstSupportedOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV, SECTION C, LINE 1 | FormAndLineReferenceDesc |
| Explanation | THE CURRENT BOARD OF TRUSTEES IS COMPOSED OF THE CURRENT PRESIDENT AND THREE FORMER PRESIDENTS OF THE SOCIETY OF THE CINCINNATI IN THE STATE OF GEORGIA. ALL FIVE TRUSTEES ARE MEMBERS OF THE GOVERNING BODY OF THE SOCIETY OF THE CINCINNATI IN THE STATE OF GEORGIA. | ExplanationTxt |
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
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $811,513 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,335,652 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $274,545 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $60,000 | OtherExpendituresAmt |
| End Year Balance | $1,550,197 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,512,008 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$116,355 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $60,000 | OtherExpendituresAmt |
| End Year Balance | $1,335,652 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,434,894 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $188,847 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $111,773 | OtherExpendituresAmt |
| End Year Balance | $1,512,008 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,406,579 | BeginningYearBalanceAmt |
| Contributions | $11,612 | ContributionsAmt |
| Investment Earnings Or Losses | $139,508 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $122,805 | OtherExpendituresAmt |
| End Year Balance | $1,434,894 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,460,962 | BeginningYearBalanceAmt |
| Contributions | $14,030 | ContributionsAmt |
| Investment Earnings Or Losses | $7,587 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $76,000 | OtherExpendituresAmt |
| End Year Balance | $1,406,579 | 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 |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $190,281 | OtherCostOrOtherBasisAmt |
| Book Value | $190,281 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,800,014 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,233,964 | DepreciationAmt |
| Book Value | $566,050 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $358,227 | OtherCostOrOtherBasisAmt |
| Depreciation | $303,045 | DepreciationAmt |
| Book Value | $55,182 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $811,513 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| EVENT DEPOSITS | $1,892 |
| DUE TO COASTAL HERITAGE | $451 |
| SALES TAX PAYABLE | $287 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,630 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART III, LINE 4 | THE ALIDA HARPER FOWLKES HOUSE WAS CONSTRUCTED IN THE 1840S AND IS ONE OF THE PREMIER SURVIVING ANTEBELLUM RESIDENTIAL STRUCTURES IN HISTORIC SAVANNAH, GEORGIA. THE HOUSE AND GARDENS ARE LOCATED ON ORLEANS SQUARE BETWEEN BARNARD AND WHITAKER STREETS IN THE HISTORIC DISTRICT. VARIOUS FAMILIES LIVED IN OR OWNED THE HOUSE OVER THE NEXT TWO CENTURIES. ALIDA HARPER (LATER FOWLKES) PURCHASED THE PROPERTY IN 1939 AND LOVINGLY RESTORED IT. OVER THE COURSE OF HER ADULT LIFE, MRS. FOWLKES RESTORED TEN HOMES IN SAVANNAH AND WAS INVOLVED IN THE EARLY RESTORATION MOVEMENT IN SAVANNAH. HER LOVE FOR "OLD THINGS- AND PRESERVING THE PAST CONTINUES TODAY AS EFFORTS ARE MADE TO SAVE SAVANNAH'S HISTORIC HOUSES. HER DETERMINATION AND BOLD CHARACTER CONTINUE TO BE AN INSPIRATION FOR ALL. MRS. FOWLKES DIED IN 1985, LEAVING HER HOME IN TRUST TO THE SOCIETY OF THE CINCINNATI IN THE STATE OF GEORGIA IN MEMORY OF HER FATHER, WILLIAM EDWARD HARPER, FOR THE SUPPORT OF THE SOCIETY OF THE CINCINNATI AND PRESERVATION OF HISTORIC PROPERTY IN THE UNITED STATES. THE HARPER FOWLKES HOUSE CONTAINS WONDERFUL EXAMPLES OF MULTIPLE FORMS OF ART UNDER ONE ROOF. WHEN VIEWING THE LAVISH AND SOPHISTICATED ROOMS OF THE HARPER FOWLKES HOUSE, ONE WILL NOTICE ANTIQUES, BEAUTIFUL CHINA, SCULPTURE, PAINTINGS, AND ROCOCO FRAMES DATING FROM THE 18TH AND 19TH CENTURIES. THE ARTWORK WITHIN THE HOUSE PROVIDES INSIGHT INTO THE LIFE OF MRS. FOWLKES, HER TASTE, AND AFFECTION FOR THE ARTS. ONE OF THE MOST STRIKING INTERIOR FEATURES OF THE HOUSE IS THE COLLECTION OF CHANDELIERS. OF AMERICAN ORIGIN, THIS COLLECTION WAS MADE AROUND 1847 BY CORNELIUS COMPANY IN PHILADELPHIA. ORIGINAL TO THE HOUSE, THESE CHANDELIERS WERE INITIALLY MADE AS GASOLIERS (CHANDELIERS THAT BURNED GAS) AND WERE CONVERTED TO CHANDELIERS. SINCE THE SOCIETY OF THE CINCINNATI IN THE STATE OF GEORGIA TOOK OVER THE HARPER FOWLKES HOUSE IN THE 1980S, IT HAS PRESERVED THE INTERIOR AND EXTERIOR OF THE HOUSE AND MADE NEEDED IMPROVEMENTS, SUCH AS UPGRADING THE ELECTRICAL AND HVAC SYSTEMS. THE HARPER FOWLKES HOUSE OPERATES AS A HOUSE MUSEUM AND IS OPEN TO THE PUBLIC WITHOUT DISCRIMINATION OF ANY KIND. THE TRUST SUPPLIES FUNDS TO SUPPORT THE SOCIETY OF THE CINCINNATI IN THE STATE OF GEORGIA, WHICH PROVIDES GUIDED TOURS OF THE HOUSE TO VISITORS. |
| SCHEDULE D, PAGE 2, PART V, LINE 4 | SUPPORT OF THE SOCIETY OF THE CINCINNATI AND HISTORICAL PRESERVATION AND RESTORATION IN THE UNITED STATES. |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | BLDG RENOVATION | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $173,186 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PAGE 2, PART II | FormAndLineReferenceDesc |
| Explanation | THE NICHOLS FAMILY, WHOSE MOTHER WAS THE DAUGHTER OF MARIA MCALPIN, CONTRIBUTED A COLLECTION OF FURNISHINGS AND FAMILY HEIRLOOMS DURING 2017. MARIA MCALPIN WAS THE GREAT GRANDDAUGHTER OF AARON CHAMPION, THE ORGINAL OWNER AND BUILDER OF THE NOW HARPER FOWLKES HOUSE. THE COLLECTION INCLUDES PERIOD TABLES, CHESTS, AND CHAIRS, A MIRRORED DRESSOR, FAMILY PHOTOS, THE FAMILY SILVER SERVICE DATING FROM 1820'S, TWO PEICES OF MARIA MCALPIN'S WEDDING DRESS, AND A BOOKCASE MADE BY JAMES MCALPIN, SON-IN-LAW OF AARON CHAMPION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 2 | EFFECTIVE MAY 1, 2019, THE TRUSTEES UW OF ALIDA HARPER FOWLKES COMMENCED PUBLIC TOURS OF THE ALIDA HARPER FOWLKES HOUSE. THIS OPERATION WAS PREVIOUSLY CONDUCTED BY THE SOCIETY OF THE CINCINNATI IN THE STATE OF GEORGIA. |
| FORM 990, PAGE 6, PART VI, LINE 11B | DRAFT OF FORM 990 AND RELATED SCHEDULES IS SUBMITTED TO THE THE BOARD OF TRUSTEES 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 TRUST'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 | SOCIETY OF THE CINCINNATI IN GA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 13688 | AddressLine1Txt |
| City | SAVANNAH | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 314160688 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 586032761 | EIN |
| Primary Activities | PATRIOTIC | PrimaryActivitiesTxt |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Exempt Code Section | 501C3 | ExemptCodeSectionTxt |
| Public Charity Status | 10 | 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 | Yes (true) | 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 | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SOCIETY OF THE CINCINNATI IN GA | ||
| C | $20,447 | CASH |
| SOCIETY OF THE CINCINNATI IN GA | ||
| C | $173,186 | BUILDING RENOVATION |
Comments