BARTON HISTORICAL AND GENEALOGICAL SOCIETY: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BARTON HISTORICAL AND GENEALOGICAL SOCIETY (EIN 83-1807347)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2025-01-31
- IRS object ID
- 202510319349201001
- Schema version
- 2023v6.0
- 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 | 2025-01-31T08:49:22-05:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HIGHSMITH & HIGHSMITH LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 329 S MAIN ST | AddressLine1Txt |
| City | TRAVELERS REST | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29690 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 831807347 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARTON HISTORICAL AND GENEALOGICAL | BusinessNameLine1Txt |
| Business Name Line2 | SOCIETY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BART | BusinessNameControlTxt |
| Phone | 8649060506 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2814 POINSETT HWY | AddressLine1Txt |
| City | GREENVILLE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 296095711 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBORAH E LEE | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8649060506 | PhoneNum |
| Signature | 2025-01-29 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J TODD HIGHSMITH | PreparerPersonNm |
| PTIN | P01280244 | PTIN |
| Phone | 8648343868 | PhoneNum |
| Preparation | 2025-01-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | 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 |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $51,275 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $51,200 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $75 | ProgramServiceRevenueAmt |
| Total Revenue | $51,275 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $450 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $95 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $46,057 | OtherExpensesTotalAmt |
| Total Expenses | $46,602 | TotalExpensesAmt |
| Excess Or Deficit For Year | $4,673 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $77,212 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $81,885 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,212 | BOYAmt |
| EOY | $81,885 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,212 | BOYAmt |
| EOY | $81,885 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,212 | BOYAmt |
| EOY | $81,885 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | TO CONDUCT GENEALOGICAL RESEARCH ON THE BARTON FAMILY; ASSEMBLE, PRESERVE AND DISTRIBUTE THIS INFORMATION; ESTABLISH APPROPRIATE MEMORIALS; AND TO PROMOTE BROTHERHOOD, FELLOWSHIP, AND PRIDE OF FAMILY. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | TO CONDUCT GENEALOGICAL RESEARCH ON THE BARTON FAMILY; ASSEMBLE, PRESERVE AND DISTRIBUTE THIS INFORMATION; ESTABLISH APPROPRIATE MEMORIALS; AND TO PROMOTE BROTHERHOOD, FELLOWSHIP, AND PRIDE OF FAMILY. | DescriptionProgramSrvcAccomTxt |
| Program Service Expenses | $46,550 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $46,550 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| TERRY BARTON | ||
| VICE PRESIDE | 000.00 | $0 |
| DEBORAH E LEE | ||
| TREASURER | 000.00 | $0 |
| KATHY BARTON GERWIG | ||
| PRESIDENT | 000.00 | $0 |
| GARY BARTON | ||
| DIRECTOR | 000.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBORAH E LEE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2814 POINSETT HWY | AddressLine1Txt |
| City | GREENVILLE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29609 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8649060506 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $68,956 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,110 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $101,560 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,460 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $51,200 | CurrentTaxYearAmt |
| Total | $240,286 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $68,956 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,110 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $101,560 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,460 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $51,200 | CurrentTaxYearAmt |
| Total | $240,286 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $240,286 | PublicSupportTotal170Amt |
| Total Support | $240,286 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $165 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 1.00000 | PublicSupportCY170Pct |
| Public Support PY170 | 1.00000 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 16 | EXPENSES 20 REGISTRATION FEES 52 CONTRACT SERVICES 45,388 SUPPLIES 224 FACILITIES AND EQUIPMENT 106 OTHER EXPENSES 267 TOTAL 46,057 |
| FORM 990-EZ, PART III | TO CONDUCT GENEALOGICAL RESEARCH ON THE BARTON FAMILY; ASSEMBLE, PRESERVE AND DISTRIBUTE THIS INFORMATION; ESTABLISH APPROPRIATE MEMORIALS; AND TO PROMOTE BROTHERHOOD, FELLOWSHIP, AND PRIDE OF FAMILY. |