STRATEGY STUDIO / PUBLIC DATA EXPLORER

SRS HERITAGE FOUNDATION INC

Cite this

Plain text SRS HERITAGE FOUNDATION INC. Strategy Studio, nonprofit organization profile, tax years 2014–2025. https://strategystudio.org/org/201629370. Retrieved 2026-10-19.

APA Strategy Studio. (n.d.). SRS HERITAGE FOUNDATION INC [Nonprofit organization profile; tax years 2014–2025]. Retrieved October 19, 2026, from https://strategystudio.org/org/201629370

MLA “SRS HERITAGE FOUNDATION INC.” Strategy Studio, tax years 2014–2025, https://strategystudio.org/org/201629370. Accessed 19 Oct. 2026.

Retrieved 2026-10-19; covers tax years 2014–2025. Data: Strategy Studio, CC BY 4.0.

2025 · Form 990 · revenue $163K · expenses $151K · assets $1.3M

EIN
20-1629370
Address
PO BOX 2226, AIKEN, SC 29802-2226
Website
srsheritage.org
NTEE code
A80
Subsection
501(c)(3)
Ruling year
2005
Cross-check
ProPublica Nonprofit Explorer

Mission

TO INTERPRET AND PRESERVE THE HISTORICAL NATURE AND IMPORTANCE OF THE SAVANNAH RIVER NUCLEAR SITE AND TO BRING AWARENESS OF THE IMPORTANCE OF THE SITE TO THE GENERAL PUBLIC. TO ASSIST IN THE OPERATION AND DEVEOPMENT OF THE MUSEUM.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

1 person paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Donna Holman SECRETARY/TREAS2024-2025 $3,955$8,257 1

Officers and directors, no compensation reported

50 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Andrew Albenesius VICE CHAIRMAN2019-2025 3 $0 reported 1
Patricia Allen BOARD MEMBER2014-2025 1 $0 reported 1
Dr Lindsay Brown BOARD MEMBER2021-2025 1 $0 reported 1
Dr Gary J Senn BOARD MEMBER2022-2025 1 $0 reported 1
Bruce Wilson BOARD MEMBER2014-2025 1 $0 reported 1
Chris Verenes BOARD MEMBER2014-2025 1 $0 reported 1
Dr Elizabeth A Georgian BOARD MEMBER2023-2025 1 $0 reported 1
Kelly Canady BOARD MEMBER2021-2025 1 $0 reported 1
Mindy Mets BOARD MEMBER2023-2025 1 $0 reported 1
Jeffrey Allison BOARD MEMBER2024-2025 1 $0 reported 1
Samuel Ellis BOARD MEMBER2024-2025 1 $0 reported 1
Linda Lindler NON VOTING2024-2025 1 $0 reported 1
Dr Jim Marra CHAIRMAN2024-2025 3 $0 reported 1
Clark W Mccants Iv BOARD MEMBER2024-2025 1 $0 reported 1
Julie Petersen NON VOTING2019-2025 1 $0 reported 1
David Wilkerson NON VOTING2018-2025 1 $0 reported 1
Walt Joseph EMERITUS2014-2025 1 $0 reported 2
Bryan Cox NON VOTING2025 1 $0 reported 1
Bret Evans BOARD MEMBER2025 1 $0 reported 1
Dusie Ferrara BOARD MEMBER2025 1 $0 reported 1
Nicholas Miller BOARD MEMBER2025 1 $0 reported 1
Mark Barth (former) BOARD MEMBER2023-2024 1 $0 reported 1
J C Epting (former) BOARD MEMBER2023-2024 1 $0 reported 1
Susie Ferrara (former) BOARD MEMBER2023-2024 1 $0 reported 2
Walt Jospeh (former) EMERITUS2024 1 $0 reported 1
Jack Craig (former) BOARD MEMBER2019-2023 1 $0 reported 1
Mary Tilton (former) BOARD MEMBER2021-2023 1 $0 reported 1
John Lindsay (former) BOARD MEMBER2020-2022 1 $0 reported 6
Vicky Sutton Jackson (former) BOARD MEMBER2022 1 $0 reported 1
Rick Mcleod (former) BOARD MEMBER2019-2022 1 $0 reported 4
Kelly Brown (former) MUSEUM DIRECTOR2021-2022 20 $0 reported 1
Michael Graham (former) BOARD MEMBER2020-2021 1 $0 reported 1
Art Osborne (former) BOARD MEMBER-NON VOTING2018-2021 3 $0 reported 2
P J Perea (former) BOARD MEMBER2018-2021 1 $0 reported 1
Gayle Bumgarner (former) OFFICE MANAGER2014-2021 5 $0 reported 1
Joe Ortaldo (former) CHAIRMAN2014-2020 3 $0 reported 3
Rob Davis (former) BOARD MEMBER2018-2020 1 $0 reported 1
Lauren Miller (former) MUSEUM DIRECTOR2020 20 $0 reported 1
Mary Driscoll (former) BOARD MEMBER2018-2019 1 $0 reported 1
Alana Faye Lewis (former) BOARD MEMBER2014-2019 1 $0 reported 1
Anna G Loadholt (former) SECRETARY2014-2019 2 $0 reported 1
Liz Stewart (former) VICE CHAIR2014-2018 2 $0 reported 8
Carol Barry (former) BOARD MEMBER2014-2017 1 $0 reported 2
Mary Discoll (former) BOARD MEMBER2016-2017 1 $0 reported 1
J Malvyn Mckibben (former) BOARD MEMBER2014-2017 1 $0 reported 1
David Moody (former) BOARD MEMBER2016 1 $0 reported 1
Kent Sullivan (former) BOARD MEMBER2014-2016 1 $0 reported 1
Karen Patterson (former) BOARD MEMBER2014-2015 1 $0 reported 2
Eugenia Mcallister (former) BOARD MEMBER2014-2015 1 $0 reported 1
R Lee Smith (former) BOARD MEMBER2014-2015 1 $0 reported 1

People by year

2025 · 22 people listed · 1 paid, $4K · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DONNA HOLMAN SECRETARY/TREAS5 $3,955$0$0 $3,9551
DR JIM MARRA CHAIRMAN3 $0$0$0 $01
ANDREW ALBENESIUS VICE CHAIRMAN3 $0$0$0 $01
WALT JOSEPH EMERITUS1 $0$0$0 $02
PATRICIA ALLEN BOARD MEMBER1 $0$0$0 $01
JEFFREY ALLISON BOARD MEMBER1 $0$0$0 $01
DR LINDSAY BROWN BOARD MEMBER1 $0$0$0 $01
KELLY CANADY BOARD MEMBER1 $0$0$0 $01
BRYAN COX NON VOTING1 $0$0$0 $01
SAMUEL ELLIS BOARD MEMBER1 $0$0$0 $01
BRET EVANS BOARD MEMBER1 $0$0$0 $01
DUSIE FERRARA BOARD MEMBER1 $0$0$0 $01
DR ELIZABETH A GEORGIAN BOARD MEMBER1 $0$0$0 $01
LINDA LINDLER NON VOTING1 $0$0$0 $01
CLARK W MCCANTS IV BOARD MEMBER1 $0$0$0 $01
MINDY METS BOARD MEMBER1 $0$0$0 $01
NICHOLAS MILLER BOARD MEMBER1 $0$0$0 $01
JULIE PETERSEN NON VOTING1 $0$0$0 $01
DR GARY J SENN BOARD MEMBER1 $0$0$0 $01
CHRIS VERENES BOARD MEMBER1 $0$0$0 $01
DAVID WILKERSON NON VOTING1 $0$0$0 $01
BRUCE WILSON BOARD MEMBER1 $0$0$0 $01
2024 · 21 people listed · 1 paid, $4K · 0 employees · 12 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DONNA HOLMAN COMPTROLLER5 $4,302$0$0 $4,3021
ANDREW ALBENESIUS CHAIRMAN3 $0$0$0 $01
PATRICIA ALLEN BOARD MEMBER1 $0$0$0 $01
DR LINDSAY BROWN BOARD MEMBER1 $0$0$0 $01
MARK BARTH BOARD MEMBER1 $0$0$0 $01
J C EPTING BOARD MEMBER1 $0$0$0 $01
SUSIE FERRARA BOARD MEMBER1 $0$0$0 $02
DR GARY J SENN BOARD MEMBER1 $0$0$0 $01
BRUCE WILSON BOARD MEMBER1 $0$0$0 $01
CHRIS VERENES TREASURER3 $0$0$0 $01
DR ELIZABETH A GEORGIAN BOARD MEMBER1 $0$0$0 $01
KELLY CANADY BOARD MEMBER1 $0$0$0 $01
MINDY METS BOARD MEMBER1 $0$0$0 $01
WALT JOSPEH EMERITUS1 $0$0$0 $01
JEFFREY ALLISON NON VOTING1 $0$0$0 $01
SAMUEL ELLIS BOARD MEMBER1 $0$0$0 $01
LINDA LINDLER NON VOTING1 $0$0$0 $01
DR JIM MARRA BOARD MEMBER1 $0$0$0 $01
CLARK W MCCANTS IV BOARD MEMBER1 $0$0$0 $01
JULIE PETERSEN NON VOTING1 $0$0$0 $01
DAVID WILKERSON NON VOTING1 $0$0$0 $01
2023 · 14 people listed · none paid · 0 employees · 6 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ANDREW ALBENESIUS CHAIRMAN3 $0$0$0 $01
PATRICIA ALLEN BOARD MEMBER1 $0$0$0 $01
JACK CRAIG BOARD MEMBER1 $0$0$0 $01
DR LINDSAY BROWN BOARD MEMBER1 $0$0$0 $01
MARK BARTH BOARD MEMBER1 $0$0$0 $01
J C EPTING BOARD MEMBER1 $0$0$0 $01
SUSIE FERRARA BOARD MEMBER1 $0$0$0 $02
DR GARY J SENN BOARD MEMBER1 $0$0$0 $01
BRUCE WILSON BOARD MEMBER1 $0$0$0 $01
CHRIS VERENES TREASURER3 $0$0$0 $01
MARY TILTON BOARD MEMBER1 $0$0$0 $01
DR ELIZABETH A GEORGIAN BOARD MEMBER1 $0$0$0 $01
KELLY CANADY BOARD MEMBER1 $0$0$0 $01
MINDY METS BOARD MEMBER1 $0$0$0 $01
2022 · 13 people listed · none paid · 0 employees · 8 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ANDREW ALBENESIUS CHAIRMAN3 $0$0$0 $01
PATRICIA ALLEN BOARD MEMBER1 $0$0$0 $01
JACK CRAIG BOARD MEMBER1 $0$0$0 $01
DR LINDSAY BROWN BOARD MEMBER1 $0$0$0 $01
VICKY SUTTON JACKSON BOARD MEMBER1 $0$0$0 $01
JOHN LINDSAY BOARD MEMBER1 $0$0$0 $06
RICK MCLEOD BOARD MEMBER1 $0$0$0 $04
DR GARY J SENN BOARD MEMBER1 $0$0$0 $01
BRUCE WILSON BOARD MEMBER1 $0$0$0 $01
CHRIS VERENES TREASURER3 $0$0$0 $01
MARY TILTON BOARD MEMBER1 $0$0$0 $01
KELLY CANADY BOARD MEMBER1 $0$0$0 $01
KELLY BROWN MUSEUM DIRECTOR20 $0$0$0 $01
2021 · 18 people listed · none paid · 0 employees · 10 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ANDREW ALBENESIUS CHAIRMAN3 $0$0$0 $01
PATRICIA ALLEN BOARD MEMBER1 $0$0$0 $01
JACK CRAIG BOARD MEMBER1 $0$0$0 $01
DR LINDSAY BROWN BOARD MEMBER1 $0$0$0 $01
MICHAEL GRAHAM BOARD MEMBER1 $0$0$0 $01
JOHN LINDSAY BOARD MEMBER1 $0$0$0 $06
RICK MCLEOD BOARD MEMBER1 $0$0$0 $04
ART OSBORNE BOARD MEMBER-NON VOTING3 $0$0$0 $02
P J PEREA BOARD MEMBER1 $0$0$0 $01
BRUCE WILSON BOARD MEMBER1 $0$0$0 $01
CHRIS VERENES TREASURER3 $0$0$0 $01
JULIE PETERSEN DOE LIAISON-NON VOTING1 $0$0$0 $01
DAVID WILKERSON BOARD MEMBER-NON VOTING1 $0$0$0 $01
MARY TILTON BOARD MEMBER1 $0$0$0 $01
KELLY CANADY BOARD MEMBER1 $0$0$0 $01
WALT JOSEPH EXEC DIRECTOR10 $0$0$0 $02
GAYLE BUMGARNER OFFICE MANAGER5 $0$0$0 $01
KELLY BROWN MUSEUM DIRECTOR20 $0$0$0 $01
2020 · 17 people listed · none paid · 0 employees · 10 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ANDREW ALBENESIUS BOARD MEMBER1 $0$0$0 $01
PATRICIA ALLEN BOARD MEMBER1 $0$0$0 $01
JACK CRAIG BOARD MEMBER1 $0$0$0 $01
ROB DAVIS BOARD MEMBER1 $0$0$0 $01
MICHAEL GRAHAM BOARD MEMBER1 $0$0$0 $01
JOHN LINDSAY BOARD MEMBER2 $0$0$0 $06
RICK MCLEOD BOARD MEMBER1 $0$0$0 $04
JOE ORTALDO CHAIRMAN3 $0$0$0 $03
P J PEREA BOARD MEMBER1 $0$0$0 $01
BRUCE WILSON BOARD MEMBER1 $0$0$0 $01
CHRIS VERENES TREASURER3 $0$0$0 $01
JULIE PETERSEN DOE LIAISON-NON VOTING1 $0$0$0 $01
WALT JOSEPH EXEC DIRECTOR10 $0$0$0 $02
DAVID WILKERSON BOARD MEMBER1 $0$0$0 $01
ART OSBORNE BOARD MEMBER1 $0$0$0 $02
GAYLE BUMGARNER OFFICE MANAGER5 $0$0$0 $01
LAUREN MILLER MUSEUM DIRECTOR20 $0$0$0 $01
2019 · 17 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ANDREW ALBENESIUS BOARD MEMBER1 $0$0$0 $01
PATRICIA ALLEN BOARD MEMBER1 $0$0$0 $01
JACK CRAIG BOARD MEMBER1 $0$0$0 $01
ROB DAVIS BOARD MEMBER1 $0$0$0 $01
MARY DRISCOLL BOARD MEMBER1 $0$0$0 $01
ALANA FAYE LEWIS BOARD MEMBER1 $0$0$0 $01
ANNA G LOADHOLT SECRETARY2 $0$0$0 $01
RICK MCLEOD BOARD MEMBER1 $0$0$0 $04
JOE ORTALDO CHAIRMAN3 $0$0$0 $03
P J PEREA BOARD MEMBER1 $0$0$0 $01
BRUCE WILSON BOARD MEMBER1 $0$0$0 $01
CHRIS VERENES TREASURER3 $0$0$0 $01
JULIE PETERSEN DOE LIAISON-NON VOTING1 $0$0$0 $01
WALT JOSEPH EXEC DIRECTOR10 $0$0$0 $02
DAVID WILKERSON BOARD MEMBER1 $0$0$0 $01
ART OSBORNE BOARD MEMBER1 $0$0$0 $02
GAYLE BUMGARNER OFFICE MANAGER5 $0$0$0 $01
2018 · 14 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PATRICIA ALLEN BOARD MEMBER1 $0-- $01
ROB DAVIS BOARD MEMBER1 $0-- $01
MARY DRISCOLL BOARD MEMBER1 $0-- $01
ALANA FAYE LEWIS BOARD MEMBER1 $0-- $01
ANNA LOADHOLT SECRETARY2 $0-- $01
JOE ORTALDO CHAIRMAN3 $0-- $03
P J PEREA BOARD MEMBER1 $0-- $01
LIZ STEWART PHD VICE CHAIR2 $0-- $08
BRUCE WILSON BOARD MEMBER1 $0-- $01
CHRIS VERENES TREASURER2 $0-- $01
WALT JOSEPH EXECUTIVE DIRECTOR10 $0-- $02
GAYLE BUMGARNER OFFICE MANAGER5 $0-- $01
DAVID WILKERSON BOARD MEMBER1 $0-- $01
ART OSBORNE BOARD MEMBER1 $0-- $02
2017 · 12 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PATRICIA ALLEN BOARD MEMBER1 $0-- $01
CAROL BARRY BOARD MEMBER1 $0-- $02
ALANA FAYE LEWIS BOARD MEMBER1 $0-- $01
ANNA G LOADHOLT SECRETARY2 $0-- $01
MARY DISCOLL BOARD MEMBER1 $0-- $01
J MALVYN MCKIBBEN BOARD MEMBER1 $0-- $01
JOE ORTALDO CHAIRMAN3 $0-- $03
LIZ STEWART PHD VICE CHAIR2 $0-- $08
BRUCE WILSON BOARD MEMBER1 $0-- $01
CHRIS VERENES TREASURER2 $0-- $01
WALT JOSEPH EXECUTIVE DIRECTOR10 $0-- $02
GAYLE BUMGARNER OFFICE MANAGER5 $0-- $01
2016 · 14 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PATRICIA ALLEN BOARD MEMBER1 $0-- $01
CAROL BARRY BOARD MEMBER1 $0-- $02
ALANA FAYE LEWIS BOARD MEMBER1 $0-- $01
ANNA G LOADHOLT SECRETARY2 $0-- $01
MARY DISCOLL BOARD MEMBER1 $0-- $01
J MALVYN MCKIBBEN BOARD MEMBER1 $0-- $01
JOE ORTALDO CHAIRMAN3 $0-- $03
DAVID MOODY BOARD MEMBER1 $0-- $01
LIZ STEWART PHD VICE CHAIR2 $0-- $08
KENT SULLIVAN BOARD MEMBER1 $0-- $01
BRUCE WILSON BOARD MEMBER1 $0-- $01
CHRIS VERENES TREASURER2 $0-- $01
WALT JOSEPH EXECUTIVE DIRECTOR10 $0-- $02
GAYLE BUMGARNER OFFICE MANAGER5 $0-- $01
2015 · 15 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PATRICIA ALLEN BOARD MEMBER1 $0-- $01
CAROL BARRY BOARD MEMBER1 $0-- $02
ALANA FAYE LEWIS BOARD MEMBER1 $0-- $01
ANNA G LOADHOLT SECRETARY2 $0-- $01
EUGENIA MCALLISTER BOARD MEMBER1 $0-- $01
J MALVYN MCKIBBEN BOARD MEMBER1 $0-- $01
JOE ORTALDO CHAIRMAN3 $0-- $03
KAREN PATTERSON BOARD MEMBER1 $0-- $02
R LEE SMITH BOARD MEMBER1 $0-- $01
LIZ STEWART PHD VICE CHAIR2 $0-- $08
KENT SULLIVAN BOARD MEMBER1 $0-- $01
BRUCE WILSON BOARD MEMBER1 $0-- $01
CHRIS VERENES TREASURER2 $0-- $01
WALT JOSEPH EXECUTIVE DIRECTOR10 $0-- $02
GAYLE BUMGARNER OFFICE MANAGER5 $0-- $01
2014 · 15 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PATRICIA ALLEN BOARD MEMBER1 $0-- $01
CAROL BARRY BOARD MEMBER1 $0-- $02
ALANA FAYE LEWIS BOARD MEMBER1 $0-- $01
ANNA G LOADHOLT SECRETARY2 $0-- $01
EUGENIA MCALLISTER BOARD MEMBER1 $0-- $01
J MALVYN MCKIBBEN BOARD MEMBER1 $0-- $01
JOE ORTALDO CHAIRMAN3 $0-- $03
KAREN PATTERSON BOARD MEMBER1 $0-- $02
R LEE SMITH BOARD MEMBER1 $0-- $01
LIZ STEWART PHD VICE CHAIR2 $0-- $08
KENT SULLIVAN BOARD MEMBER1 $0-- $01
BRUCE WILSON BOARD MEMBER1 $0-- $01
CHRIS VERENES TREASURER2 $0-- $01
WALT JOSEPH EXECUTIVE DIRECTOR10 $0-- $02
GAYLE BUMGARNER OFFICE MANAGER5 $0-- $01

Highest-paid independent contractors

No independent contractors reported.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990 period ending 2025-12-31 · view filing · original 990 ↗
$162,609$150,701 $1,282,169$1,282,074 $145,071$0 $00-
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$337,123$64,070 $1,270,907$1,270,907 $314,787$0 $0012
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$138,082$75,897 $997,854$997,854 $123,756$0 $006
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$56,152$28,347 $935,970$935,669 $49,297$0 $008
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$45,360$28,821 $907,864$907,864 $45,056$0 $0010
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$374,081$26,810 $891,325$891,325 $373,098$0 $0010
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$159,814$13,124 $544,055$544,055 $158,448$0 $00-
2018 · Form 990EZ period ending 2018-12-31 · view filing · original 990 ↗
$125,414$22,103 $397,365$397,365 $122,663$984 ---
2017 · Form 990EZ period ending 2017-12-31 · view filing · original 990 ↗
$61,315$17,796 $294,054$294,054 $51,831- ---
2016 · Form 990EZ period ending 2016-12-31 · view filing · original 990 ↗
$18,208$11,173 $250,535$250,535 $9,578- ---
2015 · Form 990EZ period ending 2015-12-31 · view filing · original 990 ↗
$60,536$27,077 $228,776$228,776 $55,869- ---
2014 · Form 990EZ period ending 2014-12-31 · view filing · original 990 ↗
$88,197$13,732 $195,317$195,317 $79,418- ---

Funders of this organization

1 grantor reported grants to this organization, $377,630 in all, tax years 2015 to 2023. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
THE COMMUNITY FOUNDATION FOR THE CSRA DAF sponsor Exact 2015-2023 14$377,630 2023$13,800
show

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Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$1,716,92476 282016–2024 GROSSE POINTE YACHT CLUB FOUNDATION; BOYLSTON PLACE FOUNDATION INC; SLOAN PARIS HOUSE FOUNDATION INC; PAINE CASTLE FOUNDATION INC and 24 more
SAN ANTONIO AREA FOUNDATION DAF sponsor$1,445,0014 12016–2023 HIDALGO FOUNDATION OF BEXAR COUNTY INC
FOUNDATION FOR THE CAROLINAS DAF sponsor$1,262,50018 22015–2024 SILAS ALEXANDER SHARPE FOUNDATION INC; HISTORIC ROCK HILL C/O SUSAN LYLE
DONOR ADVISED CHARITABLE GIVING DAF sponsor$657,14043 152014–2024 MOUNT ATHOS FOUNDATION OF AMERICA INC; SANTA BARBARA CLUB PRESERVATION FOUNDATION; HOLBROOK COMMUNITY FOUNDATION; OAK HILL CEMETERY HISTORIC PRESERVATION FOUNDATION and 11 more
NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES DAF sponsor$547,5005 22013–2024 PALMETTO TRUST FOR HISTORIC PRESERVATION; HISTORIC BEVERLY PRESERVATION INC
FRED MAYTAG FAMILY FOUNDATION Private foundation$350,0007 12017–2023 IOWA BARN FOUNDATION
AMERICAN ENDOWMENT FOUNDATION DAF sponsor$325,0004 32018–2024 MARYLAND CLUB PRESERVATION FOUNDATION INC; SEAQUIST HOUSE FOUNDATION INC; HILLCREST HISTORIC FOUNDATION
THE ALTA AND JOHN FRANKS FOUNDATION Private foundation$321,6002 12023–2024 SHREVEPORT SCOTTISH RITE FOUNDATION INC
FORGOOD INC DAF sponsor$309,4538 22017–2023 PAINE CASTLE FOUNDATION INC; MEMORIAL DAY FLOWERS FOUNDATION
BALTIMORE COMMUNITY FOUNDATION INC DAF sponsor$287,9505 12017–2022 MARYLAND CLUB PRESERVATION FOUNDATION INC
VANGUARD CHARITABLE ENDOWMENT PROGRAM DAF sponsor$265,57218 82020–2024 BIRTHRIGHT OF GEORGETOWN INC; OAK HILL CEMETERY HISTORIC PRESERVATION FOUNDATION; FAUQUIER HERITAGE & PRESERVATION FOUNDATION INC; UNION LEAGUE CLUBHOUSE FOUNDATION and 4 more
MILNER HOTELS FOUNDATION Private foundation$260,0003 12019–2021 GROSSE POINTE YACHT CLUB FOUNDATION
NATIONAL PHILANTHROPIC TR DAF sponsor$241,5505 32018–2023 HILLCREST HISTORIC FOUNDATION; UNION LEAGUE CLUBHOUSE FOUNDATION; SHAWNEE INDIAN MISSION FOUNDATION
THE COMMUNITY FOUNDATION INC DAF sponsor$213,63617 32012–2024 RICES HOTEL-HUGHLETTS TAVERN FOUNDATION INC; SANTA BARBARA CLUB PRESERVATION FOUNDATION; THE WEST POINT HISTORICAL SOCIETY INC
INDIAN RIVER COMMUNITY FOUNDATION DAF sponsor$200,0001 12022–2022 UNION LEAGUE CLUBHOUSE FOUNDATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2025 · Form 990 · $150,701 spent · pay $0 · grants $0 · events $1,658
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)MUSEUM PROGRAM ACTIVITES EXPENSE $114,178$114,178-- 75.8%
Other (as described)BOOKS AND REFERENCES $9,466$5,758$3,708- 6.3%
Depreciation and depletion $8,003$8,003-- 5.3%
All other expenses $4,985$4,310$675- 3.3%
Insurance $4,983$4,983-- 3.3%
Fees: accounting $4,518-$4,518- 3.0%
Occupancy $2,344$2,344-- 1.6%
Conferences, conventions and meetings $1,658-$1,658- 1.1%
Other (as described)REGISTRATION FEES OTHER $349-$349- 0.2%
Other (as described)MERCHANT AND ACCOUNT FEES $217-$217- 0.1%
Total$150,701100%

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2024 · Form 990 · $64,070 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)MUSEUM PROGRAM ACTIVITES EXPENSE $35,779$35,779-- 55.8%
Depreciation and depletion $6,936$6,936-- 10.8%
Occupancy $5,311$5,311-- 8.3%
Office expenses $5,001-$5,001- 7.8%
Fees: accounting $4,825-$4,825- 7.5%
All other expenses $4,032$4,032-- 6.3%
Fees: other services $1,854$1,854-- 2.9%
Other (as described)BOOKS AND REFERENCES $159$159-- 0.2%
Other (as described)MERCHANT AND ACCOUNT FEES $120-$120- 0.2%
Other (as described)REGISTRATION FEES $50-$50- 0.1%
Travel $3$3-- 0.0%
Total$64,070100%

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2023 · Form 990 · $75,897 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)MUSEUM PROGRAM ACTIVITES EXPENSE $51,887$51,887-- 68.4%
Depreciation and depletion $6,936$6,936-- 9.1%
Occupancy $6,137$6,137-- 8.1%
Fees: management $5,365$2,683$2,682- 7.1%
Office expenses $2,813-$2,813- 3.7%
Other (as described)REGISTRATION FEES $1,725$1,725-- 2.3%
Fees: accounting $568-$568- 0.7%
Other (as described)BOOKS AND REFERENCES $318$318-- 0.4%
Other (as described)MERCHANT AND ACCOUNT FEES $148-$148- 0.2%
Total$75,897100%

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2022 · Form 990 · $28,347 spent · pay $0 · grants $0 · events $1,054
LineAs describedTotalProgramManagementFundraisingShare
Depreciation and depletion $6,810$6,810-- 24.0%
Other (as described)BOOKS AND REFERENCES $5,997$5,997-- 21.2%
Other (as described)MUSEUM PROGRAM ACTIVITES EXPENSE $5,181$5,181-- 18.3%
Fees: accounting $3,198-$3,198- 11.3%
All other expenses $1,794$521$1,273- 6.3%
Office expenses $1,305-$1,305- 4.6%
Insurance $1,205-$1,205- 4.3%
Occupancy $1,079$1,079-- 3.8%
Conferences, conventions and meetings $1,054$1,012$42- 3.7%
Other (as described)REGISTRATION FEES $724$499$225- 2.6%
Total$28,347100%

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2021 · Form 990 · $28,821 spent · pay $0 · grants $0 · events $1,326
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)MUSEUM PROGRAM ACTIVITES EXPENSE $11,697$11,697-- 40.6%
Depreciation and depletion $6,325$6,325-- 21.9%
Occupancy $3,545$3,545-- 12.3%
Office expenses $3,165$623$2,542- 11.0%
Fees: accounting $1,387-$1,387- 4.8%
Conferences, conventions and meetings $1,326$1,326-- 4.6%
Insurance $715-$715- 2.5%
Other (as described)MEMBERSHIPS $583$583-- 2.0%
Other (as described)CHARITIES REGISTRATION FEE $50-$50- 0.2%
Other (as described)MERCHANT AND ACCOUNT FEES $28-$28- 0.1%
Total$28,821100%

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2020 · Form 990 · $26,810 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)MUSEUM PROGRAM ACTIVITES EXPENS $10,243$10,193$50- 38.2%
Fees: other services $8,300$8,300-- 31.0%
Depreciation and depletion $6,325$6,325-- 23.6%
Insurance $1,465$1,465-- 5.5%
Fees: accounting $477-$477- 1.8%
Total$26,810100%

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2019 · Form 990 · $13,124 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Depreciation and depletion $6,132$6,132-- 46.7%
Other (as described)MUSEUM PROGRAM ACTIVITES EXPENS $2,547$2,497$50- 19.4%
Occupancy $1,869$1,869-- 14.2%
Fees: other services $1,240$1,240-- 9.4%
Insurance $750-$750- 5.7%
Fees: accounting $352-$352- 2.7%
Office expenses $234-$234- 1.8%
Total$13,124100%

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2018 · Form 990EZ · $22,103 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Other expenses (detail on Schedule O) $20,588 93.1%
Printing, publications, postage $1,135 5.1%
Fees to independent contractors $380 1.7%
Total$22,103100%

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2017 · Form 990EZ · $17,796 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Other expenses (detail on Schedule O) $15,789 88.7%
Printing, publications, postage $1,630 9.2%
Fees to independent contractors $377 2.1%
Total$17,796100%

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2016 · Form 990EZ · $11,173 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Other expenses (detail on Schedule O) $10,414 93.2%
Printing, publications, postage $412 3.7%
Fees to independent contractors $347 3.1%
Total$11,173100%

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2015 · Form 990EZ · $27,077 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Occupancy, rent, utilities, maintenance $20,114 74.3%
Other expenses (detail on Schedule O) $6,440 23.8%
Fees to independent contractors $350 1.3%
Printing, publications, postage $173 0.6%
Total$27,077100%

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2014 · Form 990EZ · $13,732 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Occupancy, rent, utilities, maintenance $7,000 51.0%
Other expenses (detail on Schedule O) $5,681 41.4%
Printing, publications, postage $550 4.0%
Fees to independent contractors $501 3.6%
Total$13,732100%

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