2025-05-15T14:11:27-05:00 2024-12-31 570735924 ROBINSON GRANT & CO PA PO DRAWER 22959 HILTON HEAD ISLAND SC 29925 990 2024-01-01 582332014 THE HERITAGE LIBRARY FOUNDATION INC HERI 8436866560 PO BOX 5950 HILTON HEAD ISLAND SC 29938 PETER COOPER TREASURER 8436866560 2025-05-15 1 1 MICHAEL R PUTICH CPA P00853466 8438156161 2025-05-15 2024 2025-03-06 01:10:19Z PETER COOPER PO BOX 5950 HILTON HEAD ISLAND SC 29938 262965 0 X WWW.HERITAGELIB.ORG X 1997 SC OPERATE A HISTORY AND GENEALOGY RESEARCH LIBRARY 15 15 0 100 0 0 274860 240740 28624 17598 7824 4483 167 144 311475 262965 0 0 0 0 59834 49992 0 0 121309 237577 255378 297411 305370 14064 -42405 596828 555692 130803 132072 466025 423620 OPERATE A HISTORY AND GENEALOGY RESEARCH LIBRARY 0 0 24635 MAINTAIN TWO HISTORICAL SITES: (1) FT. MITCHEL, A CIVIL WAR COASTAL DEFENSE BATTERY; (2) ZION CHAPEL OF EASE CEMETERY MAUSOLEUM. OVER 9500 PEOPLE VISITED THE SITES, BOTH OF WHICH WERE PLACED ON THE NATIONAL REGISTER OF HISTORIC PLACES IN 2017. 16307 7391 MAINTAIN BOOKS, DOCUMENTS AND DIGITAL COLLECTIONS AND PROVIDE ONLINE ACCESS TO DATABASES FOR PUBLIC RESEARCH. SERVED 12000 RESEARCH PATRONS, PUBLISHED QUARTERLY NEWSLETTERS, PRODUCED HISTORICAL PAPERS FOR MEMBERS AND THE PUBLIC. VOLUNTEERS PROVIDED 8655 HOURS OF SERVICE. 58147 EDUCATIONAL PROGRAM EXPENSE: CONDUCTED TOURS OF FT. MITCHEL AND ZION CHAPEL OF EASE CEMETERY MAUSOLEUM, AS WELL AS CONDUCTED VARIOUS CLASSES ON GENEALOGY AND LOCAL HISTORY. HISTORICAL BIKE TOURS WERE CONDUCTED AND A PARTNERSHIP DEVELOPED WITH THE UNIVERSITY OF SOUTH CAROLINA BEAUFORT. COLLABORATED WITH LOCAL AUTHORS PROVIDING AUTHOR'S TALKS, PANEL DISCUSSIONS AND HISTORY WORKSHOPS. PARTNERED WITH OTHER HISTORY ORGANIZATIONS TO PRESENT PROGRAMS AND EVENTS IN SUPPORT OF OUR MISSION. SUPPORTED LOCAL SCHOOLS AND TEACHERS BY PROVIDING PROGRAMMING FOR CLASSROOMS AND TEACHER TRAINING. 99089 1 1 0 0 0 1 0 1 0 1 1 0 1 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 1 0 0 0 1 0 1 1 0 1 1 1 1 0 0 0 0 1 0 0 SC X PETER COOPER 8436866560 PO BOX 5950 HILTON HEAD ISLAND SC 299385950 RICHARD DEKKER BOARD MEMBER 8.00 X 0 0 0 LYDIA INGLETT BOARD MEMBER 6.00 X 0 0 0 ERIC WASHINGTON BOARD MEMBER 6.00 X 0 0 0 HERBERT FORD BOARD MEMBER 6.00 X 0 0 0 THOMAS CRAFT BOARD MEMBER 6.00 X 0 0 0 JAMES MACLEOD BOARD MEMBER 6.00 X 0 0 0 NATHANIEL JONES BOARD MEMBER 6.00 X 0 0 0 GALEN MILLER BOARD MEMBER 6.00 X 0 0 0 GREG DELOACH BOARD MEMBER 8.00 X 0 0 0 JAMES ROBINSON BOARD MEMBER 6.00 X 0 0 0 LAURETTE DOSCHER-BENFANTE BOARD MEMBER 12.00 X 0 0 0 BARBARA CATENACI EXECUTIVE DIRECTOR 40.00 X 49992 0 0 PETER COOPER TREASURER 16.00 X 0 0 0 EZRA CALLAHAN PRESIDENT 16.00 X 0 0 0 SARAH O'LEARY TAKACS VICE PRESIDENT 6.00 X 0 0 0 LUANA GRAVES-SELLARS SECRETARY 8.00 X 0 0 0 49992 0 0 0 0 0 0 0 17700 5685 118056 99299 240740 EDUCATIONAL PROGRAMS 611710 9234 9234 PUBLISHING REVENUE 513130 8189 8189 LIBRARY SERVICES 519200 175 175 17598 4483 4483 0 5685 0 0 MISCELLANEOUS 900099 144 144 144 262965 22225 0 0 49992 49992 121309 121309 8039 8039 11175 11175 118 118 6651 6651 3553 3553 3234 3234 EDUCATIONAL PROGRAM EXP 58147 58147 HISTORIC PRESERVATION 24635 24635 ONLINE RESEARCH SUBSCRI 16307 16307 BANK & PROCESSING FEES 2210 2210 305370 99089 84972 121309 318904 274755 300 4843 4843 164958 135788 32723 29170 49396 53762 190662 193162 596828 555692 130385 128870 418 3202 130803 132072 X 355724 423310 110301 310 466025 423620 596828 555692 -42405 0 X 0 0 0 X 302029 300060 311536 274860 240740 1429225 21296 16291 15752 28791 17742 99872 323325 316351 327288 303651 258482 1529097 112353 68889 154508 155210 118056 609016 0 112353 68889 154508 155210 118056 609016 920081 1020 2934 -8437 7824 4483 7824 1020 2934 -8437 7824 4483 7824 324345 319285 318851 311475 262965 1536921 0.59870 0.65650 0.00510 0.00270 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 X X X 0 49396 4883 517 53762 44115 5734 -453 49396 52223 -8108 44115 34289 15000 2934 52223 30512 3777 34289 1 0 10550 10550 24417 8649 15768 129991 127139 2852 29170 ENDOWMENT FUND SECURITIES 53762 F 53762 SECURITY DEPOSITS 2581 LIBRARY COLLECTIONS 190581 193162 CREDIT CARDS 3202 3202 ANNUAL APPEAL 3350 3350 BIRDIES & CHAMPIONS FOR CHARITY 2335 2335 5685 5685 FORM 990, PART VI, SECTION A, LINE 3 THE BOARD OF DIRECTORS HAS DELEGATED THE DUTIES OF MANAGEMENT OF THE HERITAGE LIBRARY FOUNDATION TO EXECUTIVE DIRECTOR BARBARA CATENACI AS AN INDEPENDENT CONTRACTOR. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS IS ELECTED BY THE MEMBERS OF THE ORGANIZATION FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY IN WHICH OFFICERS AND DIRECTORS ARE REQUIRED TO DISCLOSE INTERESTS THAT GIVE RISE TO CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS INTERVIEWED, REVIEWED AND APPROVED THE COMPENSATION FOR THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST