Nonprofit · EIN 58-2332014
HERITAGE LIBRARY FOUNDATION INC
Tax-exempt · HILTON HEAD, SC 29938
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $278,317 | $275,961 | $2,356 | $551,862 | $125,886 | $425,976 |
| December 31, 2024 | 990 | $262,965 | $305,370 | -$42,405 | $555,692 | $132,072 | $423,620 |
| December 31, 2023 | 990 | $311,475 | $297,411 | $14,064 | $596,828 | $130,803 | $466,025 |
| December 31, 2022 | 990 | $318,941 | $287,969 | $30,972 | $582,666 | $130,705 | $451,961 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $257,165
- of which government grants
- $144,199
- Membership dues
- $3,232
- Program service revenue
- $10,309
- Investment income
- $14,413
- Net income from sales of inventory
- -$3,578
- Other revenue
- -$3,570
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $55,157
- Salaries, compensation and benefits (total)
- $55,157
- Professional fundraising fees
- $0
- Depreciation
- $2,769
- Program services (functional)
- $88,154
- Management and general (functional)
- $78,243
- Fundraising (functional)
- $109,564
Balance sheet and other
- Total assets, start of year
- $555,692
- Total assets, end of year
- $551,862
- Total liabilities, end of year
- $125,886
- Net assets, end of year
- $425,976
- Land, buildings and equipment
- $26,401
- Net assets without donor restrictions
- $425,660
- Net assets with donor restrictions
- $316
- Gross receipts
- $281,895
- Employees
- 0
- Volunteers
- 64
- Year formed
- 1997
- 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 |
|---|---|---|---|
| BARBARA CATENACI | EXECUTIVE DIRECTOR Trustee or director | 40 | $55,157 |
| LYDIA INGLETT | BOARD MEMBER Trustee or director | 6 | $0 |
| ERIC WASHINGTON | BOARD MEMBER Trustee or director | 6 | $0 |
| HERBERT FORD | BOARD MEMBER Trustee or director | 6 | $0 |
| THOMAS CRAFT | BOARD MEMBER Trustee or director | 6 | $0 |
| JAMES MACLEOD | BOARD MEMBER Trustee or director | 6 | $0 |
| NATHANIEL JONES | BOARD MEMBER Trustee or director | 6 | $0 |
| GALEN MILLER | BOARD MEMBER Trustee or director | 6 | $0 |
| GREG DELOACH | BOARD MEMBER Trustee or director | 8 | $0 |
| JAMES ROBINSON | BOARD MEMBER Trustee or director | 6 | $0 |
| EZRA CALLAHAN | BOARD MEMBER Trustee or director | 6 | $0 |
| LAURETTE DOSCHER-BENFANTE | BOARD MEMBER Trustee or director | 12 | $0 |
| RICHARD DEKKER | PRESIDENT Officer | 16 | $0 |
| PETER COOPER | TREASURER Officer | 16 | $0 |
| SARAH O'LEARY TAKACS | VICE PRESIDENT Officer | 6 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LUANA GRAVES-SELLARS | SECRETARY Officer | 8 | $0 |
990 for the year ended December 31, 2024: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARBARA CATENACI | EXECUTIVE DIRECTOR Trustee or director | 40 | $49,992 |
| RICHARD DEKKER | BOARD MEMBER Trustee or director | 8 | $0 |
| LYDIA INGLETT | BOARD MEMBER Trustee or director | 6 | $0 |
| ERIC WASHINGTON | BOARD MEMBER Trustee or director | 6 | $0 |
| HERBERT FORD | BOARD MEMBER Trustee or director | 6 | $0 |
| THOMAS CRAFT | BOARD MEMBER Trustee or director | 6 | $0 |
| JAMES MACLEOD | BOARD MEMBER Trustee or director | 6 | $0 |
| NATHANIEL JONES | BOARD MEMBER Trustee or director | 6 | $0 |
| GALEN MILLER | BOARD MEMBER Trustee or director | 6 | $0 |
| GREG DELOACH | BOARD MEMBER Trustee or director | 8 | $0 |
| JAMES ROBINSON | BOARD MEMBER Trustee or director | 6 | $0 |
| LAURETTE DOSCHER-BENFANTE | BOARD MEMBER Trustee or director | 12 | $0 |
| PETER COOPER | TREASURER Officer | 16 | $0 |
| EZRA CALLAHAN | PRESIDENT Officer | 16 | $0 |
| SARAH O'LEARY TAKACS | VICE PRESIDENT Officer | 6 | $0 |
| LUANA GRAVES-SELLARS | SECRETARY Officer | 8 | $0 |
990 for the year ended December 31, 2023: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARBARA CATENACI | EXECUTIVE DIRECTOR Trustee or director | 40 | $59,834 |
| RICHARD DEKKER | BOARD MEMBER Trustee or director | 3 | $0 |
| LYDIA INGLETT | BOARD MEMBER Trustee or director | 5 | $0 |
| ERIC WASHINGTON | BOARD MEMBER Trustee or director | 2 | $0 |
| HERBERT FORD | BOARD MEMBER Trustee or director | 1 | $0 |
| THOMAS CRAFT | BOARD MEMBER Trustee or director | 2 | $0 |
| JAMES MACLEOD | BOARD MEMBER Trustee or director | 1 | $0 |
| NATHANIEL JONES | BOARD MEMBER Trustee or director | 1 | $0 |
| GALEN MILLER | BOARD MEMBER Trustee or director | 2 | $0 |
| GREG DELOACH | BOARD MEMBER Trustee or director | 5 | $0 |
| JAMES ROBINSON | BOARD MEMBER Trustee or director | 3 | $0 |
| LAURETTE DOSCHER BENFANTE | BOARD MEMBER Trustee or director | 2 | $0 |
| PETER COOPER | TREASURER Officer | 10 | $0 |
| EZRA CALLAHAN | PRESIDENT Officer | 15 | $0 |
| SARAH O'LEARY TAKACS | VICE PRESIDENT Officer | 10 | $0 |
| LUANA GRAVES SELLARS | SECRETARY Officer | 2 | $0 |
990 for the year ended December 31, 2022: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARBARA CATENACI | EXECUTIVE DIRECTOR Trustee or director | 40 | $49,576 |
| BARRETT RIORDAN | BOARD MEMBER Trustee or director | 3 | $0 |
| IVA WELTON | BOARD MEMBER Trustee or director | 5 | $0 |
| ERIC WASHINGTON | BOARD MEMBER Trustee or director | 2 | $0 |
| HERBERT FORD | BOARD MEMBER Trustee or director | 1 | $0 |
| CLAUDIA KENNEDY | BOARD MEMBER Trustee or director | 2 | $0 |
| JAMES MACLEOD | BOARD MEMBER Trustee or director | 1 | $0 |
| NATHANIEL JONES | BOARD MEMBER Trustee or director | 1 | $0 |
| DODI ESCHENBACH | BOARD MEMBER Trustee or director | 2 | $0 |
| GREG DELOACH | BOARD MEMBER Trustee or director | 5 | $0 |
| JAMES ROBINSON | BOARD MEMBER Trustee or director | 3 | $0 |
| LAURETTE DOSCHER BENFANTE | BOARD MEMBER Trustee or director | 2 | $0 |
| PETER COOPER | TREASURER Officer | 10 | $0 |
| EZRA CALLAHAN | PRESIDENT Officer | 15 | $0 |
| SARAH O'LEARY TAKACS | VICE PRESIDENT Officer | 10 | $0 |
| LUANA GRAVES SELLARS | SECRETARY Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 5950, HILTON HEAD, SC 29938-5950
- In care of
- % PETER COOPER
- Principal officer (990 for 2025)
- PETER COOPER, PO BOX 5950, HILTON HEAD ISLAND, SC 29938
- Signed the 990
- PETER COOPER, TREASURER
- Phone
- (843) 686-6560
- Website
- WWW.HERITAGELIB.ORG
- Return prepared by
- ROBINSON GRANT & CO PA
Mission
OPERATE A HISTORY AND GENEALOGY RESEARCH LIBRARY
Program accomplishments
- MAINTAIN TWO HISTORICAL SITES: (1) FT. MITCHEL, A CIVIL WAR COASTAL DEFENSE BATTERY; (2) ZION CHAPEL OF EASE CEMETERY MAUSOLEUM. OVER 9,500 PEOPLE VISITED THE SITES, BOTH OF WHICH WERE PLACED ON THE NATIONAL REGISTER OF HISTORIC PLACES IN 2017.Expenses $24,351
- MAINTAIN BOOKS, DOCUMENTS AND DIGITAL COLLECTIONS AND PROVIDE ONLINE ACCESS TO DATABASES FOR PUBLIC RESEARCH. SERVED 19,110 RESEARCH PATRONS, PUBLISHED QUARTERLY NEWSLETTERS, PRODUCED HISTORICAL PAPERS FOR MEMBERS AND THE PUBLIC. VOLUNTEERS PROVIDED 6,607 HOURS OF SERVICE.Expenses $12,277 · revenue $928
- EDUCATIONAL PROGRAM EXPENSE: CONDUCTED TOURS OF FT. MITCHEL AND ZION CHAPEL OF EASE CEMETERY MAUSOLEUM, AS WELL AS CONDUCTED VARIOUS CLASSES ON GENEALOGY AND LOCAL HISTORY. HISTORICAL BIKE TOURS WERE CONDUCTED AND A PARTNERSHIP DEVELOPED WITH THE UNIVERSITY OF SOUTH CAROLINA BEAUFORT. COLLABORATED WITH LOCAL AUTHORS PROVIDING AUTHOR'S TALKS, PANEL DISCUSSIONS AND HISTORY WORKSHOPS. PARTNERED WITH OTHER HISTORY ORGANIZATIONS TO PRESENT PROGRAMS AND EVENTS IN SUPPORT OF OUR MISSION. SUPPORTED LOCAL SCHOOLS AND TEACHERS BY PROVIDING PROGRAMMING FOR CLASSROOMS AND TEACHER TRAINING.Expenses $51,526
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
- 58-2332014
- 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
- 1998
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B70)
- Assets (IRS master file)
- $551,862
- Income (IRS master file)
- $281,895
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $278,317 | $275,961 | $551,862 | XML |
| 990 | December 2024 | $262,965 | $305,370 | $555,692 | IRS |
| 990 | December 2023 | $311,475 | $297,411 | $596,828 | XML |
| 990 | December 2022 | $318,941 | $287,969 | $582,666 | XML |
| 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 58-2332014).
Questions about HERITAGE LIBRARY FOUNDATION INC
- What is the EIN of HERITAGE LIBRARY FOUNDATION INC?
- The employer identification number (EIN) of HERITAGE LIBRARY FOUNDATION INC is 58-2332014.
- Is HERITAGE LIBRARY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to HERITAGE LIBRARY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HERITAGE LIBRARY 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 HERITAGE LIBRARY 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 HERITAGE LIBRARY 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 HERITAGE LIBRARY FOUNDATION INC?
- The 990 for the year ended December 31, 2025 names PETER COOPER.
- Who are the officers and directors of HERITAGE LIBRARY FOUNDATION INC?
- The 990 for the year ended December 31, 2025 lists 16 people; 1 received compensation from the organization, the highest $55,157 (BARBARA CATENACI, EXECUTIVE DIRECTOR).
- How much revenue does HERITAGE LIBRARY FOUNDATION INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $278,317, expenses of $275,961 and total assets of $551,862 at year end.
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