SRS HERITAGE FOUNDATION INC: Form 990EZ, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SRS HERITAGE FOUNDATION INC (EIN 20-1629370)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-01
- IRS object ID
- 201921239349200897
- Schema version
- 2018v3.1
- 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 | 2019-05-01T05:35:01-00:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLAUDIA W ADAMS CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23 TROON WAY | AddressLine1Txt |
| City | AIKEN | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 298035677 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201629370 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SRS HERITAGE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SRSH | BusinessNameControlTxt |
| Phone | 8032260116 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2226 | AddressLine1Txt |
| City | AIKEN | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 298022226 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WALT JOSEPH | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8036485634 | PhoneNum |
| Signature | 2019-04-30 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CLAUDIA W ADAMS | PreparerPersonNm |
| Phone | 8036422603 | PhoneNum |
| Preparation | 2019-05-01 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.217.235.147 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-03 | IPDt |
| IP Tm | 21:33:55 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 07225E8C96402667D0D4896C306D32C5C77F3822 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8BDD9CF67FD015049001882AC31BD90DD5EEC994 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Website Address | srsheritage.org | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $125,414 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $122,663 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $984 | ProgramServiceRevenueAmt |
| Membership Dues | $1,340 | MembershipDuesAmt |
| Investment Income | $427 | InvestmentIncomeAmt |
| Total Revenue | $125,414 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $380 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $1,135 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $20,588 | OtherExpensesTotalAmt |
| Total Expenses | $22,103 | TotalExpensesAmt |
| Excess Or Deficit For Year | $103,311 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $294,054 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $397,365 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,653 | BOYAmt |
| EOY | $169,178 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $226,401 | BOYAmt |
| EOY | $228,187 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $294,054 | BOYAmt |
| EOY | $397,365 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $294,054 | BOYAmt |
| EOY | $397,365 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | PRESERVE THE HISTORY HERITAGE OF SRS SITE | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|
| PERSERVATION SERVICES AND PUBLIC AWARENESS MEETINGS | $4,105 |
| MUSEUM FACILITY FOR PERSERVING HISTORIC SRS SITE ARTIFACTS | $9,262 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $13,367 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (14 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| PATRICIA ALLEN | ||
| BOARD MEMBER | 001.00 | $0 |
| ROB DAVIS | ||
| BOARD MEMBER | 001.00 | $0 |
| MARY DRISCOLL | ||
| BOARD MEMBER | 001.00 | $0 |
| ALANA FAYE LEWIS | ||
| BOARD MEMBER | 001.00 | $0 |
| ANNA LOADHOLT | ||
| SECRETARY | 002.00 | $0 |
| JOE ORTALDO | ||
| CHAIRMAN | 003.00 | $0 |
| P J PEREA | ||
| BOARD MEMBER | 001.00 | $0 |
| LIZ STEWART PHD | ||
| VICE CHAIR | 002.00 | $0 |
| BRUCE WILSON | ||
| BOARD MEMBER | 001.00 | $0 |
| CHRIS VERENES | ||
| TREASURER | 002.00 | $0 |
| WALT JOSEPH | ||
| EXECUTIVE DIRECTOR | 010.00 | $0 |
| GAYLE BUMGARNER | ||
| OFFICE MANAGER | 005.00 | $0 |
| DAVID WILKERSON | ||
| BOARD MEMBER | 001.00 | $0 |
| ART OSBORNE | ||
| BOARD MEMBER | 001.00 | $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 |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WALT JOSEPH | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 340 CHERBOURG PLACE | AddressLine1Txt |
| City | AIKEN | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8036413000 | 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 |
| Form720 Filed | false | Form720FiledInd |
| 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 | $87,473 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $59,684 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,878 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $58,321 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $124,987 | CurrentTaxYearAmt |
| Total | $348,343 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $87,473 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $59,684 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,878 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $58,321 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $124,987 | CurrentTaxYearAmt |
| Total | $348,343 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $348,343 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $724 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $153 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $271 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $132 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $427 | CurrentTaxYearAmt |
| Total | $1,707 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $699 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $60 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,862 | CurrentTaxYearMinus1YearAmt |
| Total | $3,621 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $353,671 | TotalSupportAmt |
| Public Support CY170 | 0.98490 | PublicSupportCY170Pct |
| Public Support PY170 | 0.97900 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
| Public Support CY509 | 0.00000 | PublicSupportCY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
Schedule B IRS990ScheduleB
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990-EZ, Part I, Line 16, Other Expenses | Depreciation 5,969 |
| Form 990-EZ, Part I, Line 16, Other Expenses | INSURANCE D O 689 |
| Form 990-EZ, Part I, Line 16, Other Expenses | CHARITY REGISTRATION FEE 50 |
| Form 990-EZ, Part I, Line 16, Other Expenses | MISCELLANEOUS BUSINESS EXPENSES 2,180 |
| Form 990-EZ, Part I, Line 16, Other Expenses | MUSEUM PROGRAM ACTIVITIES EXPENSES 1,925 |
| Form 990-EZ, Part I, Line 16, Other Expenses | MUSEUM FACILITIES EXPENSE 9,262 |
| Form 990-EZ, Part I, Line 16, Other Expenses | CHAMBER MEETINGS AND DUES 513 |