Nonprofit · EIN 58-1634161
THE ANDREW JACKSON HISTORICAL FOUNDATION INC
Tax-exempt · WAXHAW, NC 28173
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2024 | 990 | $53,401 | $61,415 | -$8,014 | $641,209 | $5,972 | $635,237 |
| June 30, 2023 | 990 | $34,429 | $42,931 | -$8,502 | $647,951 | $4,700 | $643,251 |
Financial details: 990 for the year ended June 30, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $38,542
- Investment income
- $0
- Net rental income
- $14,859
- Other revenue
- $14,859
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $3,642
- Salaries, compensation and benefits (total)
- $4,731
- Professional fundraising fees
- $0
- Depreciation
- $17,473
- Program services (functional)
- $61,415
Balance sheet and other
- Total assets, start of year
- $647,951
- Total assets, end of year
- $641,209
- Total liabilities, end of year
- $5,972
- Net assets, end of year
- $635,237
- Land, buildings and equipment
- $615,307
- Net assets without donor restrictions
- $635,237
- Gross receipts
- $53,401
- Employees
- 0
- Volunteers
- 2,000
- 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 June 30, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Gay Diller | Director Trustee or director | 1 | $0 |
| Mary Alice Wilson | Director Trustee or director | 1 | $0 |
| Gene Stowe | Director Trustee or director | 1 | $0 |
| Terry Settle | Director Trustee or director | 1 | $0 |
| Candace Definis Hendricks | Director Trustee or director | 1 | $0 |
| Ann Marie Barbery | Director Trustee or director | 1 | $0 |
| Meagan Plyler | Director Trustee or director | 0 | $0 |
| Kris Morefield | President Officer | 2 | $0 |
| Thomas Hall | Treasurer Officer | 2 | $0 |
| James Mounce | Secretary Officer | 2 | $0 |
990 for the year ended June 30, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Gay Diller | Director Trustee or director | 1 | $0 |
| Mary Alice Wilson | Director Trustee or director | 1 | $0 |
| Gene Stowe | Director Trustee or director | 1 | $0 |
| Terry Settle | Director Trustee or director | 1 | $0 |
| Candace Definis Hendricks | Director Trustee or director | 1 | $0 |
| Ann Marie Barbery | Director Trustee or director | 1 | $0 |
| Meagan Plyler | Director Trustee or director | 0 | $0 |
| Kris Morefield | President Officer | 2 | $0 |
| Thomas Hall | Treasurer Officer | 2 | $0 |
| James Mounce | Secretary Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 7, WAXHAW, NC 28173-1038
- Signed the 990
- Kris Morefield, President
- Phone
- (704) 843-1832
- Return prepared by
- S Holley Consulting Services
Mission
To help build that community by engaging people in our full history, celebrating its successes, acknowledging its failures and seeking reconciliation and inclusion in the present
Program accomplishments
- Maintain a museum for the collection of artifacts, Manuscripts, and other resource materials for the history of the Waxhaw regionExpenses $61,415
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | Not on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 58-1634161
- 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
- 1986
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A540)
- Assets (IRS master file)
- $641,209
- Income (IRS master file)
- $53,401
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2024 | $53,401 | $61,415 | $641,209 | IRS |
| 990 | June 2023 | $34,429 | $42,931 | $647,951 | XML |
| 990 | June 2022 | $13,119 | $25,994 | $654,389 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 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 58-1634161).
Questions about THE ANDREW JACKSON HISTORICAL FOUNDATION INC
- What is the EIN of THE ANDREW JACKSON HISTORICAL FOUNDATION INC?
- The employer identification number (EIN) of THE ANDREW JACKSON HISTORICAL FOUNDATION INC is 58-1634161.
- Is THE ANDREW JACKSON HISTORICAL FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to THE ANDREW JACKSON HISTORICAL FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE ANDREW JACKSON HISTORICAL 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 THE ANDREW JACKSON HISTORICAL FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE ANDREW JACKSON HISTORICAL FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2024.
- Who are the officers and directors of THE ANDREW JACKSON HISTORICAL FOUNDATION INC?
- The 990 for the year ended June 30, 2024 lists 10 people; 0 received compensation from the organization.
- How much revenue does THE ANDREW JACKSON HISTORICAL FOUNDATION INC have?
- On its 990 for the year ended June 30, 2024 it reported revenue of $53,401, expenses of $61,415 and total assets of $641,209 at year end.
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