Nonprofit · EIN 20-1629370
SRS HERITAGE FOUNDATION INC
Tax-exempt · AIKEN, SC 29802
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $162,609 | $150,701 | $11,908 | $1,282,169 | $95 | $1,282,074 |
| December 31, 2024 | 990 | $337,123 | $64,070 | $273,053 | $1,270,907 | $0 | $1,270,907 |
| December 31, 2023 | 990 | $138,082 | $75,897 | $62,185 | $997,854 | $0 | $997,854 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $145,071
- Membership dues
- $44,365
- Program service revenue
- $0
- Investment income
- $16,595
- Other revenue
- $943
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $4,518
- Occupancy
- $2,344
- Depreciation
- $8,003
- Program services (functional)
- $139,576
- Management and general (functional)
- $11,125
Balance sheet and other
- Total assets, start of year
- $1,270,907
- Total assets, end of year
- $1,282,169
- Total liabilities, end of year
- $95
- Net assets, end of year
- $1,282,074
- Land, buildings and equipment
- $810,025
- Gross receipts
- $162,609
- Employees
- 0
- Year formed
- 2004
- State of legal domicile
- SC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DONNA HOLMAN | SECRETARY/TREAS Trustee or director, Officer | 5 | $3,955 |
| DR JIM MARRA | CHAIRMAN Trustee or director, Officer | 3 | $0 |
| ANDREW ALBENESIUS | VICE CHAIRMAN Trustee or director, Officer | 3 | $0 |
| WALT JOSEPH | EMERITUS Trustee or director | 1 | $0 |
| PATRICIA ALLEN | BOARD MEMBER Trustee or director | 1 | $0 |
| JEFFREY ALLISON | BOARD MEMBER Trustee or director | 1 | $0 |
| DR LINDSAY BROWN | BOARD MEMBER Trustee or director | 1 | $0 |
| KELLY CANADY | BOARD MEMBER Trustee or director | 1 | $0 |
| BRYAN COX | NON VOTING Trustee or director | 1 | $0 |
| SAMUEL ELLIS | BOARD MEMBER Trustee or director | 1 | $0 |
| BRET EVANS | BOARD MEMBER Trustee or director | 1 | $0 |
| DUSIE FERRARA | BOARD MEMBER Trustee or director | 1 | $0 |
| DR ELIZABETH A GEORGIAN | BOARD MEMBER Trustee or director | 1 | $0 |
| LINDA LINDLER | NON VOTING Trustee or director | 1 | $0 |
| CLARK W MCCANTS IV | BOARD MEMBER Trustee or director | 1 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MINDY METS | BOARD MEMBER Trustee or director | 1 | $0 |
| NICHOLAS MILLER | BOARD MEMBER Trustee or director | 1 | $0 |
| JULIE PETERSEN | NON VOTING Trustee or director | 1 | $0 |
| DR GARY J SENN | BOARD MEMBER Trustee or director | 1 | $0 |
| CHRIS VERENES | BOARD MEMBER Trustee or director | 1 | $0 |
| DAVID WILKERSON | NON VOTING Trustee or director | 1 | $0 |
| BRUCE WILSON | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 21 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DONNA HOLMAN | COMPTROLLER Trustee or director | 5 | $4,302 |
| ANDREW ALBENESIUS | CHAIRMAN Trustee or director, Officer | 3 | $0 |
| PATRICIA ALLEN | BOARD MEMBER Trustee or director | 1 | $0 |
| DR LINDSAY BROWN | BOARD MEMBER Trustee or director | 1 | $0 |
| MARK BARTH | BOARD MEMBER Trustee or director | 1 | $0 |
| J C EPTING | BOARD MEMBER Trustee or director | 1 | $0 |
| SUSIE FERRARA | BOARD MEMBER Trustee or director | 1 | $0 |
| DR GARY J SENN | BOARD MEMBER Trustee or director | 1 | $0 |
| BRUCE WILSON | BOARD MEMBER Trustee or director | 1 | $0 |
| CHRIS VERENES | TREASURER Trustee or director, Officer | 3 | $0 |
| DR ELIZABETH A GEORGIAN | BOARD MEMBER Trustee or director | 1 | $0 |
| KELLY CANADY | BOARD MEMBER Trustee or director | 1 | $0 |
| MINDY METS | BOARD MEMBER Trustee or director | 1 | $0 |
| WALT JOSPEH | EMERITUS Trustee or director | 1 | $0 |
| JEFFREY ALLISON | NON VOTING Trustee or director | 1 | $0 |
| SAMUEL ELLIS | BOARD MEMBER Trustee or director | 1 | $0 |
| LINDA LINDLER | NON VOTING Trustee or director | 1 | $0 |
| DR JIM MARRA | BOARD MEMBER Trustee or director | 1 | $0 |
| CLARK W MCCANTS IV | BOARD MEMBER Trustee or director | 1 | $0 |
| JULIE PETERSEN | NON VOTING Trustee or director | 1 | $0 |
| DAVID WILKERSON | NON VOTING Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREW ALBENESIUS | CHAIRMAN Trustee or director, Officer | 3 | $0 |
| PATRICIA ALLEN | BOARD MEMBER Trustee or director | 1 | $0 |
| JACK CRAIG | BOARD MEMBER Trustee or director | 1 | $0 |
| DR LINDSAY BROWN | BOARD MEMBER Trustee or director | 1 | $0 |
| MARK BARTH | BOARD MEMBER Trustee or director | 1 | $0 |
| J C EPTING | BOARD MEMBER Trustee or director | 1 | $0 |
| SUSIE FERRARA | BOARD MEMBER Trustee or director | 1 | $0 |
| DR GARY J SENN | BOARD MEMBER Trustee or director | 1 | $0 |
| BRUCE WILSON | BOARD MEMBER Trustee or director | 1 | $0 |
| CHRIS VERENES | TREASURER Trustee or director, Officer | 3 | $0 |
| MARY TILTON | BOARD MEMBER Trustee or director | 1 | $0 |
| DR ELIZABETH A GEORGIAN | BOARD MEMBER Trustee or director, Institutional trustee | 1 | $0 |
| KELLY CANADY | BOARD MEMBER Trustee or director | 1 | $0 |
| MINDY METS | BOARD MEMBER Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 2226, AIKEN, SC 29802-2226
- In care of
- % ANDREW ALBENESIUS
- Mailing address (990-N for 2013)
- 340 CHERBOURG PLACE, AIKEN SC 29801
- Principal officer (990 for 2025)
- JIM MARRA, PO BOX 2226, AIKEN, SC 29802
- Principal officer (990-N for 2013)
- J WALTER JOSEPH, 340 CHERBOURG PLACE, AIKEN SC 29801
- Signed the 990
- JIM MARRA, CHAIRMAN
- Phone
- (803) 648-1437
- Website
- srsheritage.org
- Return prepared by
- CLAUDIA W ADAMS CPA
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.
Program accomplishments
- PRESERVATION OF AND PUBLIC AWARENESS OF THE HISTORY OF THE SAVANNAH RIVER SITE. OPERATE HISTORICAL MUSEUM TO PROVIDE EDUCATION AND AWARENESS TO THE PUBLIC.Expenses $139,576 · revenue $162,609
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 20-1629370
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2005
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A80)
- Assets (IRS master file)
- $1,282,169
- Income (IRS master file)
- $162,609
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $162,609 | $150,701 | $1,282,169 | XML |
| 990 | December 2024 | $337,123 | $64,070 | $1,270,907 | XML |
| 990 | December 2023 | $138,082 | $75,897 | $997,854 | XML |
| 990 | December 2022 | $56,152 | $28,347 | $935,970 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
| 990-N for 2013 Officer: J WALTER JOSEPH | December 31, 2013 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-1629370).
Questions about SRS HERITAGE FOUNDATION INC
- What is the EIN of SRS HERITAGE FOUNDATION INC?
- The employer identification number (EIN) of SRS HERITAGE FOUNDATION INC is 20-1629370.
- Is SRS HERITAGE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to SRS HERITAGE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SRS HERITAGE FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SRS HERITAGE FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SRS HERITAGE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of SRS HERITAGE FOUNDATION INC?
- The 990 for the year ended December 31, 2025 names JIM MARRA.
- Who are the officers and directors of SRS HERITAGE FOUNDATION INC?
- The 990 for the year ended December 31, 2025 lists 22 people; 1 received compensation from the organization, the highest $3,955 (DONNA HOLMAN, SECRETARY/TREAS).
- How much revenue does SRS HERITAGE FOUNDATION INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $162,609, expenses of $150,701 and total assets of $1,282,169 at year end.
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All nonprofits in AIKEN · South Carolina · Arts, culture and humanities