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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 58-1466435

HISTORIC BURKE FOUNDATION INC

Tax-exempt · MORGANTON, NC 28680

Financials

$66K$51K2023
Revenue Expenses · by fiscal year end
Financials of HISTORIC BURKE FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2023990$65,716$50,790$14,926$557,783$0$557,783
Financial details: 990 for the year ended December 31, 2023

Revenue

Contributions, gifts and grants
$44,679
Membership dues
$12,638
Program service revenue
$0
Investment income
$9,064
Net rental income
$200
Net income from fundraising events
$2,899
Net income from sales of inventory
$1,470
Other revenue
$11,973

Expenses

Grants and similar amounts paid
$0
Other salaries and wages
$619
Salaries, compensation and benefits (total)
$619
Professional fundraising fees
$0
Accounting fees
$3,575
Occupancy
$22,530
Program services (functional)
$38,634
Management and general (functional)
$12,156

Balance sheet and other

Total assets, start of year
$514,745
Total assets, end of year
$557,783
Total liabilities, end of year
$0
Net assets, end of year
$557,783
Land, buildings and equipment
$338,875
Publicly traded securities
$175,544
Net assets without donor restrictions
$557,783
Gross receipts
$69,183
Employees
1
Year formed
1982
State of legal domicile
NC

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, 2023, highest compensation first.

NameTitleHours / weekCompensation
Debbie BradleyTreasurer
Trustee or director
20$0
Linda LindseyPresident
Trustee or director
30$0
Beth SpahnSecretary
Trustee or director
15$0
Robert PattonVice President20$0

Address and contacts

Address (IRS master file)
PO BOX 915, MORGANTON, NC 28680-0915
Mailing address (990-N for 2025)
PO BOX 915, Morganton NC 28680
Principal officer (990 for 2023)
Robert Patton, PO Box 915, Morganton, NC 28680
Principal officer (990-N for 2025)
Robert Patton IV, PO BOX 915, Morganton NC 28680
Signed the 990
Arwen March, Accountant
Phone
(828) 437-4104

Mission

Historic Burke Foundation promotes knowledge of local culture and history through educational programming and historic site preservation.

990 for the year ended December 31, 2023

Program accomplishments

  • Historic Burke County Courthouse
    Expenses $4,380
  • Quaker Meadows Cemetery
    Expenses $8,343
  • Captain Charles McDowell Jr House
    Expenses $23,419

What it must file and when

IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-N on file
2024December 31, 2024May 15, 2025990-N on file
2023December 31, 2023May 15, 2024990 on file

File the 2026 990-N for HISTORIC BURKE FOUNDATION INC

Due May 17, 2027 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
58-1466435
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
1982
Accounting year ends
December
Files
Form 990-N (e-Postcard)

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-N for 2025
Officer: Robert Patton IV
December 31, 2025≤ $50,000 receipts––e-Postcard
990-N for 2024
Officer: DEBBIE BRADLEY
December 31, 2024≤ $50,000 receipts––e-Postcard
990December 2023$65,716$50,790$557,783XML
990December 2022$59,188$57,869$514,745IRS
990December 2021–––IRS
990December 2020–––IRS
990-N for 2018
Officer: SCOTT COLEY
December 31, 2018≤ $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 58-1466435).

Questions about HISTORIC BURKE FOUNDATION INC

What is the EIN of HISTORIC BURKE FOUNDATION INC?
The employer identification number (EIN) of HISTORIC BURKE FOUNDATION INC is 58-1466435.
Is HISTORIC BURKE FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
Are donations to HISTORIC BURKE FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does HISTORIC BURKE FOUNDATION INC file?
Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of HISTORIC BURKE 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 HISTORIC BURKE FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-N for 2025 for the year ended December 31, 2025.
Who is the principal officer of HISTORIC BURKE FOUNDATION INC?
The 990 for the year ended December 31, 2023 names Robert Patton.
Who are the officers and directors of HISTORIC BURKE FOUNDATION INC?
The 990 for the year ended December 31, 2023 lists 4 people; 0 received compensation from the organization.
How much revenue does HISTORIC BURKE FOUNDATION INC have?
On its 990 for the year ended December 31, 2023 it reported revenue of $65,716, expenses of $50,790 and total assets of $557,783 at year end.

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