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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Donna Holman | SECRETARY/TREAS | 2024-2025 | $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.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Andrew Albenesius | VICE CHAIRMAN | 2019-2025 | 3 | $0 reported | 1 |
| Patricia Allen | BOARD MEMBER | 2014-2025 | 1 | $0 reported | 1 |
| Dr Lindsay Brown | BOARD MEMBER | 2021-2025 | 1 | $0 reported | 1 |
| Dr Gary J Senn | BOARD MEMBER | 2022-2025 | 1 | $0 reported | 1 |
| Bruce Wilson | BOARD MEMBER | 2014-2025 | 1 | $0 reported | 1 |
| Chris Verenes | BOARD MEMBER | 2014-2025 | 1 | $0 reported | 1 |
| Dr Elizabeth A Georgian | BOARD MEMBER | 2023-2025 | 1 | $0 reported | 1 |
| Kelly Canady | BOARD MEMBER | 2021-2025 | 1 | $0 reported | 1 |
| Mindy Mets | BOARD MEMBER | 2023-2025 | 1 | $0 reported | 1 |
| Jeffrey Allison | BOARD MEMBER | 2024-2025 | 1 | $0 reported | 1 |
| Samuel Ellis | BOARD MEMBER | 2024-2025 | 1 | $0 reported | 1 |
| Linda Lindler | NON VOTING | 2024-2025 | 1 | $0 reported | 1 |
| Dr Jim Marra | CHAIRMAN | 2024-2025 | 3 | $0 reported | 1 |
| Clark W Mccants Iv | BOARD MEMBER | 2024-2025 | 1 | $0 reported | 1 |
| Julie Petersen | NON VOTING | 2019-2025 | 1 | $0 reported | 1 |
| David Wilkerson | NON VOTING | 2018-2025 | 1 | $0 reported | 1 |
| Walt Joseph | EMERITUS | 2014-2025 | 1 | $0 reported | 2 |
| Bryan Cox | NON VOTING | 2025 | 1 | $0 reported | 1 |
| Bret Evans | BOARD MEMBER | 2025 | 1 | $0 reported | 1 |
| Dusie Ferrara | BOARD MEMBER | 2025 | 1 | $0 reported | 1 |
| Nicholas Miller | BOARD MEMBER | 2025 | 1 | $0 reported | 1 |
| Mark Barth (former) | BOARD MEMBER | 2023-2024 | 1 | $0 reported | 1 |
| J C Epting (former) | BOARD MEMBER | 2023-2024 | 1 | $0 reported | 1 |
| Susie Ferrara (former) | BOARD MEMBER | 2023-2024 | 1 | $0 reported | 2 |
| Walt Jospeh (former) | EMERITUS | 2024 | 1 | $0 reported | 1 |
| Jack Craig (former) | BOARD MEMBER | 2019-2023 | 1 | $0 reported | 1 |
| Mary Tilton (former) | BOARD MEMBER | 2021-2023 | 1 | $0 reported | 1 |
| John Lindsay (former) | BOARD MEMBER | 2020-2022 | 1 | $0 reported | 6 |
| Vicky Sutton Jackson (former) | BOARD MEMBER | 2022 | 1 | $0 reported | 1 |
| Rick Mcleod (former) | BOARD MEMBER | 2019-2022 | 1 | $0 reported | 4 |
| Kelly Brown (former) | MUSEUM DIRECTOR | 2021-2022 | 20 | $0 reported | 1 |
| Michael Graham (former) | BOARD MEMBER | 2020-2021 | 1 | $0 reported | 1 |
| Art Osborne (former) | BOARD MEMBER-NON VOTING | 2018-2021 | 3 | $0 reported | 2 |
| P J Perea (former) | BOARD MEMBER | 2018-2021 | 1 | $0 reported | 1 |
| Gayle Bumgarner (former) | OFFICE MANAGER | 2014-2021 | 5 | $0 reported | 1 |
| Joe Ortaldo (former) | CHAIRMAN | 2014-2020 | 3 | $0 reported | 3 |
| Rob Davis (former) | BOARD MEMBER | 2018-2020 | 1 | $0 reported | 1 |
| Lauren Miller (former) | MUSEUM DIRECTOR | 2020 | 20 | $0 reported | 1 |
| Mary Driscoll (former) | BOARD MEMBER | 2018-2019 | 1 | $0 reported | 1 |
| Alana Faye Lewis (former) | BOARD MEMBER | 2014-2019 | 1 | $0 reported | 1 |
| Anna G Loadholt (former) | SECRETARY | 2014-2019 | 2 | $0 reported | 1 |
| Liz Stewart (former) | VICE CHAIR | 2014-2018 | 2 | $0 reported | 8 |
| Carol Barry (former) | BOARD MEMBER | 2014-2017 | 1 | $0 reported | 2 |
| Mary Discoll (former) | BOARD MEMBER | 2016-2017 | 1 | $0 reported | 1 |
| J Malvyn Mckibben (former) | BOARD MEMBER | 2014-2017 | 1 | $0 reported | 1 |
| David Moody (former) | BOARD MEMBER | 2016 | 1 | $0 reported | 1 |
| Kent Sullivan (former) | BOARD MEMBER | 2014-2016 | 1 | $0 reported | 1 |
| Karen Patterson (former) | BOARD MEMBER | 2014-2015 | 1 | $0 reported | 2 |
| Eugenia Mcallister (former) | BOARD MEMBER | 2014-2015 | 1 | $0 reported | 1 |
| R Lee Smith (former) | BOARD MEMBER | 2014-2015 | 1 | $0 reported | 1 |
People by year
2025 · 22 people listed · 1 paid, $4K · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DONNA HOLMAN | SECRETARY/TREAS | 5 | $3,955 | $0 | $0 | $3,955 | 1 |
| DR JIM MARRA | CHAIRMAN | 3 | $0 | $0 | $0 | $0 | 1 |
| ANDREW ALBENESIUS | VICE CHAIRMAN | 3 | $0 | $0 | $0 | $0 | 1 |
| WALT JOSEPH | EMERITUS | 1 | $0 | $0 | $0 | $0 | 2 |
| PATRICIA ALLEN | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| JEFFREY ALLISON | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| DR LINDSAY BROWN | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| KELLY CANADY | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| BRYAN COX | NON VOTING | 1 | $0 | $0 | $0 | $0 | 1 |
| SAMUEL ELLIS | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| BRET EVANS | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| DUSIE FERRARA | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| DR ELIZABETH A GEORGIAN | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| LINDA LINDLER | NON VOTING | 1 | $0 | $0 | $0 | $0 | 1 |
| CLARK W MCCANTS IV | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| MINDY METS | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| NICHOLAS MILLER | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| JULIE PETERSEN | NON VOTING | 1 | $0 | $0 | $0 | $0 | 1 |
| DR GARY J SENN | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| CHRIS VERENES | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVID WILKERSON | NON VOTING | 1 | $0 | $0 | $0 | $0 | 1 |
| BRUCE WILSON | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
2024 · 21 people listed · 1 paid, $4K · 0 employees · 12 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DONNA HOLMAN | COMPTROLLER | 5 | $4,302 | $0 | $0 | $4,302 | 1 |
| ANDREW ALBENESIUS | CHAIRMAN | 3 | $0 | $0 | $0 | $0 | 1 |
| PATRICIA ALLEN | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| DR LINDSAY BROWN | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| MARK BARTH | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| J C EPTING | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| SUSIE FERRARA | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| DR GARY J SENN | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| BRUCE WILSON | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| CHRIS VERENES | TREASURER | 3 | $0 | $0 | $0 | $0 | 1 |
| DR ELIZABETH A GEORGIAN | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| KELLY CANADY | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| MINDY METS | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| WALT JOSPEH | EMERITUS | 1 | $0 | $0 | $0 | $0 | 1 |
| JEFFREY ALLISON | NON VOTING | 1 | $0 | $0 | $0 | $0 | 1 |
| SAMUEL ELLIS | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| LINDA LINDLER | NON VOTING | 1 | $0 | $0 | $0 | $0 | 1 |
| DR JIM MARRA | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| CLARK W MCCANTS IV | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| JULIE PETERSEN | NON VOTING | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVID WILKERSON | NON VOTING | 1 | $0 | $0 | $0 | $0 | 1 |
2023 · 14 people listed · none paid · 0 employees · 6 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ANDREW ALBENESIUS | CHAIRMAN | 3 | $0 | $0 | $0 | $0 | 1 |
| PATRICIA ALLEN | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| JACK CRAIG | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| DR LINDSAY BROWN | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| MARK BARTH | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| J C EPTING | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| SUSIE FERRARA | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| DR GARY J SENN | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| BRUCE WILSON | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| CHRIS VERENES | TREASURER | 3 | $0 | $0 | $0 | $0 | 1 |
| MARY TILTON | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| DR ELIZABETH A GEORGIAN | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| KELLY CANADY | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| MINDY METS | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
2022 · 13 people listed · none paid · 0 employees · 8 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ANDREW ALBENESIUS | CHAIRMAN | 3 | $0 | $0 | $0 | $0 | 1 |
| PATRICIA ALLEN | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| JACK CRAIG | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| DR LINDSAY BROWN | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| VICKY SUTTON JACKSON | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN LINDSAY | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 6 |
| RICK MCLEOD | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 4 |
| DR GARY J SENN | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| BRUCE WILSON | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| CHRIS VERENES | TREASURER | 3 | $0 | $0 | $0 | $0 | 1 |
| MARY TILTON | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| KELLY CANADY | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| KELLY BROWN | MUSEUM DIRECTOR | 20 | $0 | $0 | $0 | $0 | 1 |
2021 · 18 people listed · none paid · 0 employees · 10 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ANDREW ALBENESIUS | CHAIRMAN | 3 | $0 | $0 | $0 | $0 | 1 |
| PATRICIA ALLEN | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| JACK CRAIG | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| DR LINDSAY BROWN | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL GRAHAM | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN LINDSAY | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 6 |
| RICK MCLEOD | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 4 |
| ART OSBORNE | BOARD MEMBER-NON VOTING | 3 | $0 | $0 | $0 | $0 | 2 |
| P J PEREA | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| BRUCE WILSON | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| CHRIS VERENES | TREASURER | 3 | $0 | $0 | $0 | $0 | 1 |
| JULIE PETERSEN | DOE LIAISON-NON VOTING | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVID WILKERSON | BOARD MEMBER-NON VOTING | 1 | $0 | $0 | $0 | $0 | 1 |
| MARY TILTON | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| KELLY CANADY | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| WALT JOSEPH | EXEC DIRECTOR | 10 | $0 | $0 | $0 | $0 | 2 |
| GAYLE BUMGARNER | OFFICE MANAGER | 5 | $0 | $0 | $0 | $0 | 1 |
| KELLY BROWN | MUSEUM DIRECTOR | 20 | $0 | $0 | $0 | $0 | 1 |
2020 · 17 people listed · none paid · 0 employees · 10 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ANDREW ALBENESIUS | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| PATRICIA ALLEN | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| JACK CRAIG | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| ROB DAVIS | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL GRAHAM | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN LINDSAY | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 6 |
| RICK MCLEOD | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 4 |
| JOE ORTALDO | CHAIRMAN | 3 | $0 | $0 | $0 | $0 | 3 |
| P J PEREA | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| BRUCE WILSON | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| CHRIS VERENES | TREASURER | 3 | $0 | $0 | $0 | $0 | 1 |
| JULIE PETERSEN | DOE LIAISON-NON VOTING | 1 | $0 | $0 | $0 | $0 | 1 |
| WALT JOSEPH | EXEC DIRECTOR | 10 | $0 | $0 | $0 | $0 | 2 |
| DAVID WILKERSON | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| ART OSBORNE | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| GAYLE BUMGARNER | OFFICE MANAGER | 5 | $0 | $0 | $0 | $0 | 1 |
| LAUREN MILLER | MUSEUM DIRECTOR | 20 | $0 | $0 | $0 | $0 | 1 |
2019 · 17 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ANDREW ALBENESIUS | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| PATRICIA ALLEN | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| JACK CRAIG | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| ROB DAVIS | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| MARY DRISCOLL | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| ALANA FAYE LEWIS | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| ANNA G LOADHOLT | SECRETARY | 2 | $0 | $0 | $0 | $0 | 1 |
| RICK MCLEOD | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 4 |
| JOE ORTALDO | CHAIRMAN | 3 | $0 | $0 | $0 | $0 | 3 |
| P J PEREA | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| BRUCE WILSON | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| CHRIS VERENES | TREASURER | 3 | $0 | $0 | $0 | $0 | 1 |
| JULIE PETERSEN | DOE LIAISON-NON VOTING | 1 | $0 | $0 | $0 | $0 | 1 |
| WALT JOSEPH | EXEC DIRECTOR | 10 | $0 | $0 | $0 | $0 | 2 |
| DAVID WILKERSON | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| ART OSBORNE | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| GAYLE BUMGARNER | OFFICE MANAGER | 5 | $0 | $0 | $0 | $0 | 1 |
2018 · 14 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PATRICIA ALLEN | BOARD MEMBER | 1 | $0 | - | - | $0 | 1 |
| ROB DAVIS | BOARD MEMBER | 1 | $0 | - | - | $0 | 1 |
| MARY DRISCOLL | BOARD MEMBER | 1 | $0 | - | - | $0 | 1 |
| ALANA FAYE LEWIS | BOARD MEMBER | 1 | $0 | - | - | $0 | 1 |
| ANNA LOADHOLT | SECRETARY | 2 | $0 | - | - | $0 | 1 |
| JOE ORTALDO | CHAIRMAN | 3 | $0 | - | - | $0 | 3 |
| P J PEREA | BOARD MEMBER | 1 | $0 | - | - | $0 | 1 |
| LIZ STEWART PHD | VICE CHAIR | 2 | $0 | - | - | $0 | 8 |
| BRUCE WILSON | BOARD MEMBER | 1 | $0 | - | - | $0 | 1 |
| CHRIS VERENES | TREASURER | 2 | $0 | - | - | $0 | 1 |
| WALT JOSEPH | EXECUTIVE DIRECTOR | 10 | $0 | - | - | $0 | 2 |
| GAYLE BUMGARNER | OFFICE MANAGER | 5 | $0 | - | - | $0 | 1 |
| DAVID WILKERSON | BOARD MEMBER | 1 | $0 | - | - | $0 | 1 |
| ART OSBORNE | BOARD MEMBER | 1 | $0 | - | - | $0 | 2 |
2017 · 12 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PATRICIA ALLEN | BOARD MEMBER | 1 | $0 | - | - | $0 | 1 |
| CAROL BARRY | BOARD MEMBER | 1 | $0 | - | - | $0 | 2 |
| ALANA FAYE LEWIS | BOARD MEMBER | 1 | $0 | - | - | $0 | 1 |
| ANNA G LOADHOLT | SECRETARY | 2 | $0 | - | - | $0 | 1 |
| MARY DISCOLL | BOARD MEMBER | 1 | $0 | - | - | $0 | 1 |
| J MALVYN MCKIBBEN | BOARD MEMBER | 1 | $0 | - | - | $0 | 1 |
| JOE ORTALDO | CHAIRMAN | 3 | $0 | - | - | $0 | 3 |
| LIZ STEWART PHD | VICE CHAIR | 2 | $0 | - | - | $0 | 8 |
| BRUCE WILSON | BOARD MEMBER | 1 | $0 | - | - | $0 | 1 |
| CHRIS VERENES | TREASURER | 2 | $0 | - | - | $0 | 1 |
| WALT JOSEPH | EXECUTIVE DIRECTOR | 10 | $0 | - | - | $0 | 2 |
| GAYLE BUMGARNER | OFFICE MANAGER | 5 | $0 | - | - | $0 | 1 |
2016 · 14 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PATRICIA ALLEN | BOARD MEMBER | 1 | $0 | - | - | $0 | 1 |
| CAROL BARRY | BOARD MEMBER | 1 | $0 | - | - | $0 | 2 |
| ALANA FAYE LEWIS | BOARD MEMBER | 1 | $0 | - | - | $0 | 1 |
| ANNA G LOADHOLT | SECRETARY | 2 | $0 | - | - | $0 | 1 |
| MARY DISCOLL | BOARD MEMBER | 1 | $0 | - | - | $0 | 1 |
| J MALVYN MCKIBBEN | BOARD MEMBER | 1 | $0 | - | - | $0 | 1 |
| JOE ORTALDO | CHAIRMAN | 3 | $0 | - | - | $0 | 3 |
| DAVID MOODY | BOARD MEMBER | 1 | $0 | - | - | $0 | 1 |
| LIZ STEWART PHD | VICE CHAIR | 2 | $0 | - | - | $0 | 8 |
| KENT SULLIVAN | BOARD MEMBER | 1 | $0 | - | - | $0 | 1 |
| BRUCE WILSON | BOARD MEMBER | 1 | $0 | - | - | $0 | 1 |
| CHRIS VERENES | TREASURER | 2 | $0 | - | - | $0 | 1 |
| WALT JOSEPH | EXECUTIVE DIRECTOR | 10 | $0 | - | - | $0 | 2 |
| GAYLE BUMGARNER | OFFICE MANAGER | 5 | $0 | - | - | $0 | 1 |
2015 · 15 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PATRICIA ALLEN | BOARD MEMBER | 1 | $0 | - | - | $0 | 1 |
| CAROL BARRY | BOARD MEMBER | 1 | $0 | - | - | $0 | 2 |
| ALANA FAYE LEWIS | BOARD MEMBER | 1 | $0 | - | - | $0 | 1 |
| ANNA G LOADHOLT | SECRETARY | 2 | $0 | - | - | $0 | 1 |
| EUGENIA MCALLISTER | BOARD MEMBER | 1 | $0 | - | - | $0 | 1 |
| J MALVYN MCKIBBEN | BOARD MEMBER | 1 | $0 | - | - | $0 | 1 |
| JOE ORTALDO | CHAIRMAN | 3 | $0 | - | - | $0 | 3 |
| KAREN PATTERSON | BOARD MEMBER | 1 | $0 | - | - | $0 | 2 |
| R LEE SMITH | BOARD MEMBER | 1 | $0 | - | - | $0 | 1 |
| LIZ STEWART PHD | VICE CHAIR | 2 | $0 | - | - | $0 | 8 |
| KENT SULLIVAN | BOARD MEMBER | 1 | $0 | - | - | $0 | 1 |
| BRUCE WILSON | BOARD MEMBER | 1 | $0 | - | - | $0 | 1 |
| CHRIS VERENES | TREASURER | 2 | $0 | - | - | $0 | 1 |
| WALT JOSEPH | EXECUTIVE DIRECTOR | 10 | $0 | - | - | $0 | 2 |
| GAYLE BUMGARNER | OFFICE MANAGER | 5 | $0 | - | - | $0 | 1 |
2014 · 15 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PATRICIA ALLEN | BOARD MEMBER | 1 | $0 | - | - | $0 | 1 |
| CAROL BARRY | BOARD MEMBER | 1 | $0 | - | - | $0 | 2 |
| ALANA FAYE LEWIS | BOARD MEMBER | 1 | $0 | - | - | $0 | 1 |
| ANNA G LOADHOLT | SECRETARY | 2 | $0 | - | - | $0 | 1 |
| EUGENIA MCALLISTER | BOARD MEMBER | 1 | $0 | - | - | $0 | 1 |
| J MALVYN MCKIBBEN | BOARD MEMBER | 1 | $0 | - | - | $0 | 1 |
| JOE ORTALDO | CHAIRMAN | 3 | $0 | - | - | $0 | 3 |
| KAREN PATTERSON | BOARD MEMBER | 1 | $0 | - | - | $0 | 2 |
| R LEE SMITH | BOARD MEMBER | 1 | $0 | - | - | $0 | 1 |
| LIZ STEWART PHD | VICE CHAIR | 2 | $0 | - | - | $0 | 8 |
| KENT SULLIVAN | BOARD MEMBER | 1 | $0 | - | - | $0 | 1 |
| BRUCE WILSON | BOARD MEMBER | 1 | $0 | - | - | $0 | 1 |
| CHRIS VERENES | TREASURER | 2 | $0 | - | - | $0 | 1 |
| WALT JOSEPH | EXECUTIVE DIRECTOR | 10 | $0 | - | - | $0 | 2 |
| GAYLE BUMGARNER | OFFICE MANAGER | 5 | $0 | - | - | $0 | 1 |
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.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2025 · Form 990 | ||||||||
| $162,609 | $150,701 | $1,282,169 | $1,282,074 | $145,071 | $0 | $0 | 0 | - |
| 2024 · Form 990 | ||||||||
| $337,123 | $64,070 | $1,270,907 | $1,270,907 | $314,787 | $0 | $0 | 0 | 12 |
| 2023 · Form 990 | ||||||||
| $138,082 | $75,897 | $997,854 | $997,854 | $123,756 | $0 | $0 | 0 | 6 |
| 2022 · Form 990 | ||||||||
| $56,152 | $28,347 | $935,970 | $935,669 | $49,297 | $0 | $0 | 0 | 8 |
| 2021 · Form 990 | ||||||||
| $45,360 | $28,821 | $907,864 | $907,864 | $45,056 | $0 | $0 | 0 | 10 |
| 2020 · Form 990 | ||||||||
| $374,081 | $26,810 | $891,325 | $891,325 | $373,098 | $0 | $0 | 0 | 10 |
| 2019 · Form 990 | ||||||||
| $159,814 | $13,124 | $544,055 | $544,055 | $158,448 | $0 | $0 | 0 | - |
| 2018 · Form 990EZ | ||||||||
| $125,414 | $22,103 | $397,365 | $397,365 | $122,663 | $984 | - | - | - |
| 2017 · Form 990EZ | ||||||||
| $61,315 | $17,796 | $294,054 | $294,054 | $51,831 | - | - | - | - |
| 2016 · Form 990EZ | ||||||||
| $18,208 | $11,173 | $250,535 | $250,535 | $9,578 | - | - | - | - |
| 2015 · Form 990EZ | ||||||||
| $60,536 | $27,077 | $228,776 | $228,776 | $55,869 | - | - | - | - |
| 2014 · Form 990EZ | ||||||||
| $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
| Grantor | Type | Match | Years given | Grants | Total | Latest year | Latest year's amount | Grants |
|---|---|---|---|---|---|---|---|---|
| THE COMMUNITY FOUNDATION FOR THE CSRA | DAF sponsor | Exact | 2015-2023 | 14 | $377,630 | 2023 | $13,800 | show |
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|---|---|---|---|---|---|---|---|
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| BIRTHRIGHT OF GEORGETOWN INC | SC | A80 | $138,007 | $129,191 | President | $0 | Same NTEE code A80, revenue within 2x, same state |
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| CORONA HERITAGE FOUNDATION | CA | A80 | $156,042 | $99,308 | PRESIDENT | $0 | Same NTEE code A80, revenue within 2x, similar name |
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| LA VERNE HERITAGE FOUNDATION INC | CA | A80 | $145,599 | $165,418 | PRESIDENT | $0 | Same NTEE code A80, revenue within 2x, similar name |
| RED OAK HERITAGE FOUNDATION | IA | A80 | $162,499 | $360,939 | PRESIDENT | $0 | Same NTEE code A80, revenue within 2x, similar name |
| FAUQUIER HERITAGE & PRESERVATION FOUNDATION INC | VA | A80 | $241,332 | $44,354 | Treasurer | $0 | Same NTEE code A80, revenue within 2x, similar name |
| ASH FOUNDATION INC | GA | A80 | $222,852 | $223,725 | CHAIRMAN | $0 | Same NTEE code A80, revenue within 2x, similar name |
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| HERITAGE SYLVANIA INC | OH | A80 | $232,284 | $227,604 | DIRECTOR | $53,208 | Same NTEE code A80, revenue within 2x |
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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).
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
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $150,701 | 100% |
2024 · Form 990 · $64,070 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $64,070 | 100% |
2023 · Form 990 · $75,897 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $75,897 | 100% |
2022 · Form 990 · $28,347 spent · pay $0 · grants $0 · events $1,054
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $28,347 | 100% |
2021 · Form 990 · $28,821 spent · pay $0 · grants $0 · events $1,326
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $28,821 | 100% |
2020 · Form 990 · $26,810 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $26,810 | 100% |
2019 · Form 990 · $13,124 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $13,124 | 100% |
2018 · Form 990EZ · $22,103 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $22,103 | 100% |
2017 · Form 990EZ · $17,796 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $17,796 | 100% |
2016 · Form 990EZ · $11,173 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Other expenses (detail on Schedule O) | $10,414 | 93.2% | |
| Printing, publications, postage | $412 | 3.7% | |
| Fees to independent contractors | $347 | 3.1% | |
| Total | $11,173 | 100% |
2015 · Form 990EZ · $27,077 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $27,077 | 100% |
2014 · Form 990EZ · $13,732 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $13,732 | 100% |