SRS HERITAGE FOUNDATION INC: Form 990EZ, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SRS HERITAGE FOUNDATION INC (EIN 20-1629370)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-04-27
- IRS object ID
- 201721219349200802
- Schema version
- 2016v3.0
- 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 | 2017-04-27T05:11:28-00:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 8036485634 | 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 | 2017-05-02 | 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 | 2017-04-27 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 98.94.22.9 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-01 | IPDt |
| IP Tm | 19:33:57 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6C68027211F6CFB770442F1CE304DE47CF41D41C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6C68027211F6CFB770442F1CE304DE47CF41D41C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | 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 | $18,208 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $9,578 | ContributionsGiftsGrantsEtcAmt |
| Membership Dues | $8,300 | MembershipDuesAmt |
| Investment Income | $270 | InvestmentIncomeAmt |
| Other Revenue Total | $60 | OtherRevenueTotalAmt |
| Total Revenue | $18,208 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $347 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $412 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $10,414 | OtherExpensesTotalAmt |
| Total Expenses | $11,173 | TotalExpensesAmt |
| Excess Or Deficit For Year | $7,035 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $228,776 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $14,724 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $250,535 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $178,209 | BOYAmt |
| EOY | $42,972 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $832 | BOYAmt |
| EOY | $207,563 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,735 | BOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $228,776 | BOYAmt |
| EOY | $250,535 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $228,776 | BOYAmt |
| EOY | $250,535 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | PRESERVE THE HISTORY HERITAGE OF SRS SITE | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | PERSERVATION SERVICES AND PUBLIC AWARENESS MEETINGS | DescriptionProgramSrvcAccomTxt |
| Program Service Expenses | $14,894 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $14,894 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (14 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| PATRICIA ALLEN | ||
| BOARD MEMBER | 001.00 | $0 |
| CAROL BARRY | ||
| BOARD MEMBER | 001.00 | $0 |
| ALANA FAYE LEWIS | ||
| BOARD MEMBER | 001.00 | $0 |
| ANNA G LOADHOLT | ||
| SECRETARY | 002.00 | $0 |
| MARY DISCOLL | ||
| BOARD MEMBER | 001.00 | $0 |
| J MALVYN MCKIBBEN | ||
| BOARD MEMBER | 001.00 | $0 |
| JOE ORTALDO | ||
| CHAIRMAN | 003.00 | $0 |
| DAVID MOODY | ||
| BOARD MEMBER | 001.00 | $0 |
| LIZ STEWART PHD | ||
| VICE CHAIR | 002.00 | $0 |
| KENT SULLIVAN | ||
| BOARD MEMBER | 001.00 | $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 |
| 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 |
| 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 | $30,675 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,700 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $87,473 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $59,684 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,878 | CurrentTaxYearAmt |
| Total | $212,410 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,675 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,700 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $87,473 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $59,684 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,878 | CurrentTaxYearAmt |
| Total | $212,410 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $212,410 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $93 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $241 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $724 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $153 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $271 | CurrentTaxYearAmt |
| Total | $1,482 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $699 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $60 | CurrentTaxYearAmt |
| Total | $759 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $214,651 | TotalSupportAmt |
| Public Support CY170 | 0.98960 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98560 | 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
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 O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990-EZ, Part I, Line 8, Other Revenue | VIDEO SALES 20 |
| Form 990-EZ, Part I, Line 8, Other Revenue | MUSEUM GIFT SALES 40 |
| Form 990-EZ, Part I, Line 16, Other Expenses | Conferences, conventions, and meetings 494 |
| Form 990-EZ, Part I, Line 16, Other Expenses | Supplies 38 |
| Form 990-EZ, Part I, Line 16, Other Expenses | Depreciation 1,187 |
| 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 | COMMUNITY AWARENESS EXPENSES 1,000 |
| Form 990-EZ, Part I, Line 16, Other Expenses | MUSEUM PROGRAM ACTIVITIES EXPENSES 4,880 |
| Form 990-EZ, Part I, Line 16, Other Expenses | MUSEUM FACILITIES EXPENSE 2,076 |
| Form 990-EZ, Part I, Line 20, Net Assets | MUSEUM CAPITAL IMPROVEMENTS RECLASSIFY FROM 2015 EXPENSE TO FIXED ASSETS 14,724 |
| Form 990-EZ, Part II, Line 24, Other Assets | SRS CENTER DESIGN Beginning of year 49,735, End of year 0 |