Nonprofit · EIN 23-7005532
HISTORIC BEAUFORT FOUNDATION
Tax-exempt · BEAUFORT, SC 29901
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $721,789 | $751,182 | -$29,393 | $1,570,594 | $232,388 | $1,338,206 |
| December 31, 2024 | 990 | $614,237 | $662,869 | -$48,632 | $1,611,182 | $243,583 | $1,367,599 |
| December 31, 2023 | 990 | $768,219 | $639,954 | $128,265 | $1,670,317 | $254,086 | $1,416,231 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $272,260
- Program service revenue
- $85,978
- Investment income
- $63,310
- Net rental income
- $18,678
- Net gain from sales of assets
- $11,086
- Net income from fundraising events
- $273,072
- Net income from sales of inventory
- $4,575
- Other revenue
- $300,241
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $81,154
- Other salaries and wages
- $186,079
- Salaries, compensation and benefits (total)
- $286,281
- Professional fundraising fees
- $0
- Legal fees
- $25,492
- Accounting fees
- $20,837
- Depreciation
- $35,197
- Program services (functional)
- $478,210
- Management and general (functional)
- $67,028
- Fundraising (functional)
- $205,944
Balance sheet and other
- Total assets, start of year
- $1,611,182
- Total assets, end of year
- $1,570,594
- Total liabilities, end of year
- $232,388
- Net assets, end of year
- $1,338,206
- Land, buildings and equipment
- $958,116
- Net assets without donor restrictions
- $1,132,150
- Net assets with donor restrictions
- $206,056
- Gross receipts
- $1,197,780
- Employees
- 8
- Volunteers
- 400
- Year formed
- 1965
- 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 |
|---|---|---|---|
| LISE SUNDRLA | Executive Dir. Trustee or director | 40 | $81,154 |
| IVEY SAVAGE | Director Trustee or director | 0 | $0 |
| DEREK GILBERT | Director Trustee or director | 0 | $0 |
| ROB MONTGOMERY | Chairman Trustee or director, Officer | 0 | $0 |
| JOHN MCCARDELL | Director Trustee or director | 0 | $0 |
| WAYNE VANCE | Director Trustee or director | 0 | $0 |
| DONNA DEHNCKE | VICE CHAIRMAN Trustee or director, Officer | 0 | $0 |
| MARSHALL BASSETT | Treasurer Trustee or director, Officer | 0 | $0 |
| SARAH DYSON | Director Trustee or director | 0 | $0 |
| DREW SCALLAN | Director Trustee or director | 0 | $0 |
| LARRY HASKELL | Secretary Trustee or director, Officer | 0 | $0 |
| JOHN TROUTMAN | Director Trustee or director | 0 | $0 |
| BETH GRACE | Director Trustee or director | 0 | $0 |
| J WOOD RUTTER | Director Trustee or director | 0 | $0 |
| ALEXANDER MCBRIDE | Director Trustee or director | 0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELIZABETH BLAIR | Director Trustee or director | 0 | $0 |
| MAXINE LUTZ | Director Trustee or director | 0 | $0 |
| MARGARET KINCHELOE | Director Trustee or director | 0 | $0 |
| ROB WYNNE | Director Trustee or director | 0 | $0 |
| LLOYD WILLIAMS | Director Trustee or director | 0 | $0 |
| CONWAY IVY | Director Trustee or director | 0 | $0 |
990 for the year ended December 31, 2024: 18 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CYNTHIA JENKINS | Executive Dir. Trustee or director | 40 | $85,800 |
| IVEY SAVAGE | Director Trustee or director | 0 | $0 |
| DEREK GILBERT | Director Trustee or director | 0 | $0 |
| ROB MONTGOMERY | Chairman Trustee or director, Officer | 0 | $0 |
| JOHN MCCARDELL | Director Trustee or director | 0 | $0 |
| WAYNE VANCE | Director Trustee or director | 0 | $0 |
| DONNA DEHNCKE | Director Trustee or director | 0 | $0 |
| MARSHALL BASSETT | Secretary Trustee or director, Officer | 0 | $0 |
| SARAH DYSON | Director Trustee or director | 0 | $0 |
| DREW SCALLAN | Director Trustee or director | 0 | $0 |
| LARRY HASKELL | Director Trustee or director | 0 | $0 |
| JOHN TROUTMAN | Director Trustee or director | 0 | $0 |
| BETH GRACE | Vice President Trustee or director, Officer | 0 | $0 |
| J WOOD RUTTER | Treasurer Trustee or director, Officer | 0 | $0 |
| JOHN TASHJIAN | Director Trustee or director | 0 | $0 |
| ELIZABETH BLAIR | Director Trustee or director | 0 | $0 |
| MAXINE LUTZ | Director Trustee or director | 0 | $0 |
| ALEXANDER MCBRIDE | Director Trustee or director | 0 | $0 |
990 for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CYNTHIA JENKINS | Executive Dir. Trustee or director | 40 | $86,308 |
| IVEY SAVAGE | Director Trustee or director | 0 | $0 |
| DEREK GILBERT | Director Trustee or director | 0 | $0 |
| ROB MONTGOMERY | Chairman Trustee or director, Officer | 0 | $0 |
| JOHN MCCARDELL | Director Trustee or director | 0 | $0 |
| WAYNE VANCE | Director Trustee or director | 0 | $0 |
| DONNA DEHNCKE | Director Trustee or director | 0 | $0 |
| MARSHALL BASSETT | Director Trustee or director | 0 | $0 |
| SARAH DYSON | Director Trustee or director | 0 | $0 |
| DREW SCALLAN | Director Trustee or director | 0 | $0 |
| LARRY HASKELL | Secretary Trustee or director, Officer | 0 | $0 |
| PATRICIA BATTEY | Director Trustee or director | 0 | $0 |
| BETH GRACE | Vice President Trustee or director, Officer | 0 | $0 |
| J WOOD RUTTER | Treasurer Trustee or director, Officer | 0 | $0 |
| JOHN TASHJIAN | Director Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 11, BEAUFORT, SC 29901-0011
- Signed the 990
- LISE SUNDRLA, Executive Director
- Phone
- (843) 379-3331
- Website
- WWW.HISTORICBEAUFORT.ORG
- Return prepared by
- LYNN & WHEELER CPAS PA
Mission
To support the preservation, protection and presentation of sites and artifacts of historic, architectural and cultural interest in and about the City of Beaufort, South Carolina.
Program accomplishments
- VERDIER HOUSE MUSEUM - OPERATION OF A MUSEUM LOCATED IN THE VERDIER HOUSE ON BAY STREET.Annually, HBF relies on funding from membership, donations, special programs and events, and the revenues from our historic house museum, the John Mark Verdier House, to support our mission to preserve and protect the historic, architectural, and cultural interest in and about the City of Beaufort, South Carolina.Expenses $478,210 · revenue $26,288
- LECTURE SERIES
- ANNUAL MEETING
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
- 23-7005532
- 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
- 1969
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A82Z)
- Assets (IRS master file)
- $1,570,594
- Income (IRS master file)
- $1,197,780
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $721,789 | $751,182 | $1,570,594 | XML |
| 990 | December 2024 | $614,237 | $662,869 | $1,611,182 | XML |
| 990 | December 2023 | $768,219 | $639,954 | $1,670,317 | XML |
| 990 | December 2022 | $594,636 | $578,397 | $1,551,979 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
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 23-7005532).
Questions about HISTORIC BEAUFORT FOUNDATION
- What is the EIN of HISTORIC BEAUFORT FOUNDATION?
- The employer identification number (EIN) of HISTORIC BEAUFORT FOUNDATION is 23-7005532.
- Is HISTORIC BEAUFORT FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1969.
- Are donations to HISTORIC BEAUFORT FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HISTORIC BEAUFORT FOUNDATION 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 HISTORIC BEAUFORT FOUNDATION 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 HISTORIC BEAUFORT FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who are the officers and directors of HISTORIC BEAUFORT FOUNDATION?
- The 990 for the year ended December 31, 2025 lists 21 people; 1 received compensation from the organization, the highest $81,154 (LISE SUNDRLA, Executive Dir.).
- How much revenue does HISTORIC BEAUFORT FOUNDATION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $721,789, expenses of $751,182 and total assets of $1,570,594 at year end.
Other nonprofits in BEAUFORT
- GULLAH-GEECHEE CULTURAL HERITAGE CORRIDOR COMMISSION EIN 26-3038383 · last filed 990 for 2025
- GULLAH TRAVELING THEATER EIN 46-1806147 · last filed 990 for 2024
- PAT CONROY LITERARY CENTER INC EIN 81-1865914 · last filed 990 for 2025
- THE ORIGINAL GULLAH FESTIVAL OF SOUTH CAROLINA INC EIN 57-0837939 · last filed 990 for 2025
- BEAUFORT ART ASSOCIATION EIN 51-0175107 · last filed 990 for 2025
- BEAUFORT FILM SOCIETY EIN 27-1020602 · last filed 990-EZ for 2024
- FREEDMAN ARTS DISTRICT INC EIN 88-2601196 · last filed 990 for 2025
- THE BEAUFORT MUSEUM INC EIN 45-1953140 · last filed 990-EZ for 2025
All nonprofits in BEAUFORT · South Carolina · Arts, culture and humanities