TY 2020 Form 990

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC)
(1) EMILYN C SANDERS...................................................................... CHAIR	5.00 .................	X	X
(2) WILLIAM S DAVIES...................................................................... VICE CHAIR	4.00 .................	X	X
(3) KESTER FREEMAN...................................................................... SECRETARY	4.00 .................	X	X
(4) ANDY WESTBROOK...................................................................... TREASURER	4.00 .................	X	X
(5) R DOUGLAS MACINTYRE...................................................................... BOARD MEMBER	2.00 .................	X
(6) LESLIE A COTTER JR...................................................................... BOARD MEMBER	2.00 .................	X
(7) DAVID D DOUGLAS...................................................................... BOARD MEMBER	2.00 .................	X
(8) SAMUEL J GALLOWAY JR...................................................................... BOARD MEMBER	2.00 .................	X
(9) RUTH WALKER HODGES...................................................................... BOARD MEMBER	2.00 .................	X
(10) BERNIE HOOD...................................................................... BOARD MEMBER	2.00 .................	X
(11) FLAVIA HARTON...................................................................... BOARD MEMBER	2.00 .................	X
(12) DON LEONARD...................................................................... BOARD MEMBER	2.00 .................	X
(13) KATHERINE LAMASTER...................................................................... BOARD MEMBER	2.00 .................	X
(14) HARRY B LIMEHOUSE III...................................................................... BOARD MEMBER	2.00 .................	X
(15) WILLIAM MCKINNEY...................................................................... BOARD MEMBER	2.00 .................	X
(16) JOHN M MCCARDELL JR...................................................................... BOARD MEMBER	2.00 .................	X
(17) E RICHARD MCGEORGE...................................................................... BOARD MEMBER	2.00 .................	X

- TIN:

SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public
Inspection

Name of the organization

THE SOUTH CAROLINA HISTORICAL SOCIETY

Employer identification number

57-0323800

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990 or 990-EZ).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box in lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2020

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2016	(b) 2017	(c) 2018	(d) 2019	(e) 2020	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	1,730,275	831,129	672,856	1,016,545	591,268	4,842,073
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3	1,730,275	831,129	672,856	1,016,545	591,268	4,842,073
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6	Public support. Subtract line 5 from line 4.						4,842,073

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2016	(b) 2017	(c) 2018	(d) 2019	(e) 2020	(f) Total
7	Amounts from line 4..	1,730,275	831,129	672,856	1,016,545	591,268	4,842,073
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	122,679	159,137	145,693	135,292	99,258	662,059
9	Net income from unrelated business activities, whether or not the business is regularly carried on..			5,154			5,154
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..			26,869	1,901	3,089	31,859
11	Total support. Add lines 7 through 10						5,541,145

Gross receipts from related activities, etc. (see instructions) ..................

883,755

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2020 (line 6, column (f) divided by line 11, column (f)) .........

87.380 %

Public support percentage for 2019 Schedule A, Part II, line 14 ...............

89.730 %

16a

33 1/3% support test—2020. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2019. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2020. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2019. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990 or 990-EZ) 2020

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2016	(b) 2017	(c) 2018	(d) 2019	(e) 2020	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2016	(b) 2017	(c) 2018	(d) 2019	(e) 2020	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization,
check this box and stop here............................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2020 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2019 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2020 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2019 Schedule A, Part III, line 17 .............

19a

331/3% support tests—2020. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2019. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990 or 990-EZ) 2020

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990 or 990-EZ) 2020

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described in lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described in 11a above?

11b

A 35% controlled entity of a person described in line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described in line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990 or 990-EZ) 2020

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by 0.035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990 or 990-EZ) 2020

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2020 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2020	(iii) Distributable Amount for 2020
1 Distributable amount for 2020 from Section C, line 6
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2020:
a From 2015.......
b From 2016.......
c From 2017.......
d From 2018.......
e From 2019.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2020 distributable amount
i Carryover from 2015 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2020 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2020 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2020, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2020. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2021. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2016.....
b Excess from 2017.....
c Excess from 2018.....
d Excess from 2019.....
e Excess from 2020.....

Schedule A (Form 990 or 990-EZ) (2020)

Schedule A (Form 990 or 990-EZ) 2020

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation

Schedule A (Form 990 or 990-EZ) 2020

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2020

Name of the organization

THE SOUTH CAROLINA HISTORICAL SOCIETY

Employer identification number

57-0323800

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)

Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2

Name of organization THE SOUTH CAROLINA HISTORICAL SOCIETY

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Page 3

Name of organization THE SOUTH CAROLINA HISTORICAL SOCIETY		Employer identification number 57-0323800

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Page 4


Name of organization THE SOUTH CAROLINA HISTORICAL SOCIETY			Employer identification number 57-0323800
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet

Attach to Form 990.
SchDMd Bullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public Inspection

Name of the organization

THE SOUTH CAROLINA HISTORICAL SOCIETY

Employer identification number

57-0323800

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... SchDMd Bullet

(ii)

Assets included in Form 990, Part X ............................... SchDMd Bullet

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2020

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....	4,770,846	5,687,435	6,527,369	6,354,596	6,025,542
b	Contributions ...	102,180	548,000	406,720	266,943	1,083,989
c	Net investment earnings, gains, and losses	595,108	1,032,563	-240,848	955,801	391,602
d	Grants or scholarships ...			1,875
e	Other expenditures for facilities and programs ...	430,797	2,457,911	961,198	1,006,803	1,106,248
f	Administrative expenses ....	33,890	39,241	42,733	43,167	40,289
g	End of year balance ......	5,003,447	4,770,846	5,687,435	6,527,369	6,354,596

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

69.000 %

Permanent endowment SchDMd Bullet

8.000 %

Term endowment SchDMd Bullet

23.000 %

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .......................

3a(i)

(ii) Related organizations .......................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....	800,000		800,000
b	Buildings ....	3,357,141	488,275	2,868,866
c	Leasehold improvements
d	Equipment ....	199,876	29,071	170,805
e	Other .....	1,381,536	200,936	1,180,600
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				5,020,271

Schedule D (Form 990) 2020

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3)Other
(B)
(C)
(D)
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2020

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	1,214,158
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	299,969
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d .....................			2e	299,969
3	Subtract line 2e from line 1..................			3	914,189
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a	33,890
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................			4c	33,890
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	948,079

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	1,190,273
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d....................			2e	0
3	Subtract line 2e from line 1...................			3	1,190,273
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a	33,890
b	Other (Describe in Part XIII.) ............	4b
c	Add lines 4a and 4b.....................			4c	33,890
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	1,224,163

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
PART III, LINE 1A:	THE SOCIETY FOLLOWS THE FINANCIAL ACCOUNTING STANDARDS BOARD FASB ASC 958-310-50, COLLECTION ITEMS ACQUIRED EITHER THROUGH PURCHASE OR DONATIONS ARE NOT CAPITALIZED. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN NET ASSETS WITHOUT DONOR RESTRICTIONS IF PURCHASED WITH FUNDS WITHOUT DONOR RESTRICTIONS AND AS DECREASES IN NET ASSETS WITH DONOR RESTRICTIONS IF PURCHASED WITH DONOR RESTRICTED FUNDS. GAINS FROM THE SALE OF COLLECTION ITEMS THAT ARE NOT REINVESTED IN THE PURCHASE OF NEW COLLECTION ITEMS ARE RECORDED AS INCREASES IN NET ASSETS WITHOUT DONOR RESTRICTIONS. CONTRIBUTIONS OF COLLECTION ITEMS ARE NOT RECORDED IN THE STATEMENT OF ACTIVITIES. A COLLECTION INVENTORY IS MAINTAINED THAT LIST A DESCRIPTION OF THE ITEM, SOURCE, AND STORAGE LOCATION. THE ARCHIVIST KEEPS THE DETAIL LIST UP TO DATE.
PART III, LINE 4:	SOUTH CAROLINA HISTORICAL SOCIETY (THE SOCIETY) IS A NONPROFIT CORPORATION ORGANIZED IN 1855 TO COLLECT AND PRESERVE MANUSCRIPTS, DOCUMENTS, MAPS, CHARTS, BOOKS, GENEALOGIES, WORKS OF ART AND OTHER RECORDS. THEY ALSO PUBLISH MATERIAL AND PROMOTE DISSEMINATION AND APPRECIATION OF THE STATE'S HISTORY. THE ARCHIVES, AS WELL AS RESEARCH SERVICES, ARE AVAILABLE TO MEMBERS AND THE PUBLIC. THE BOARD OF DIRECTORS ADOPTED THE POLICY TO NOT CAPITALIZING ITS COLLECTION BECAUSE IT IS IMPRACTICABLE TO ATTEMPT TO ASSIGN VALUES TO THE COLLECTION BECAUSE EACH ITEM HAS CERTAIN ATTRIBUTES, SUCH AS AGE, PAPER QUALITY AND RELATIONSHIP TO OTHERS HISTORICAL DOCUMENTS OR EVENTS IN THE SOUTH CAROLINA HISTORY THAT MAKE IT DIFFICULT TO DETERMINE AN OBJECTIVE BASIS FOR VALUATION. THE SOCIETY DOES NOT CONSIDER THE COLLECTION A FINANCIAL ASSET, BUT RATHER AN IRREPLACEABLE TREASURE OF SOUTH CAROLINA CULTURE TO BE PRESERVED FOR FUTURE GENERATIONS.
PART V, LINE 4:	THE SOCIETY'S ENDOWMENTS CONSIST OF 19 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES INCLUDING PRESERVING THE COLLECTION, PUBLISHING ARTICLES ON SOUTH CAROLINA HISTORY AND EDUCATING THE PUBLIC. THE SOCIETY HAS A POLICY OF APPROPRIATING FOR DISTRIBUTION EACH YEAR LESS THAN FIVE PERCENT OF ITS ENDOWMENT FUNDS MOVING AVERAGE FAIR VALUE OVER THE THREE YEARS PRECEDING THE YEAR IN WHICH THE DISTRIBUTION IS PLANNED. IN ESTABLISHING THIS POLICY, THE SOCIETY CONSIDERED THE LONG-TERM EXPECTED RETURN ON ITS ENDOWMENT. ACCORDINGLY, OVER THE LONG TERM, THE SOCIETY EXPECTS THE CURRENT SPENDING POLICY TO ALLOW ITS ENDOWMENT TO GROW AT AN AVERAGE OF FIVE TO EIGHT PERCENT ANNUALLY. THIS IS CONSISTENT WITH THE SOCIETY OBJECTIVE TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS HELD IN PERPETUITY OR FOR A SPECIFIED TERM AS WELL AS TO PROVIDE ADDITIONAL REAL GROWTH THROUGH NEW GIFTS AND INVESTMENT RETURN.
PART X, LINE 2:	US GAAP REQUIRES MANAGEMENT TO EVALUATE INCOME TAX POSITIONS TAKEN BY THE ORGANIZATION AND TO RECOGNIZE AN INCOME TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUBSTANTIATED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE ("IRS"). THE ORGANIZATION HAS IDENTIFIED ITS INCOME TAX STATUS AS A TAX-EXEMPT ENTITY AS ITS ONLY SIGNIFICANT INCOME TAX POSITION; HOWEVER, THE ORGANIZATION HAS DETERMINED THAT SUCH INCOME TAX POSITION DOES NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION.

Schedule D (Form 990) 2020

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2020

Open to Public
Inspection

Name of the organization

THE SOUTH CAROLINA HISTORICAL SOCIETY

Employer identification number

57-0323800

Return Reference	Explanation
FORM 990, PART III, LINE 3	DUE TO COVID-19 MOST ALL IN PERSON PROGRAMMING WAS CANCELED.
FORM 990, PART V, LINE 13A	SC
FORM 990, PART VI, SECTION A, LINE 2	DAVID DOUGLAS'S DAUGHTER IS R RUSSEL POWELL PR.
FORM 990, PART VI, SECTION A, LINE 4	BY-LAWS WERE AMENDED IN 2020.
FORM 990, PART VI, SECTION A, LINE 7B	THE ANNUAL BUDGET IS REVIEWED AND PRESENTED BY THE FINANCE COMMITTEE TO THE BOARD OF DIRECTORS. THE BOARD REVIEWS AND APPROVES THE BUDGET.
FORM 990, PART VI, SECTION B, LINE 11B	IN ADDITION TO THE FINANCE COMMITTEE REGULAR DUTIES, THE CHAIR WILL CALL A MEETING AS NECESSARY IN ORDER TO DISCHARGE ITS RESPONSIBILITIES ABOUT THE ANNUAL AUDIT AND APPROVAL OF FORM 990. THE MEMBERS OF THE FINANCE COMMITTEE REVIEWING THE AUDIT OR REVIEW AND 990 WILL BE PERSONS SERVING ON THE ORGANIZATION'S BOARD WHO HAVE NO EXISTING FINANCIAL, FAMILY OR OTHER PERSONAL TIES TO MANAGEMENT OF THE ORGANIZATION. NO STAFF MEMBERS OF THE ORGANIZATION WILL BE ELIGIBLE TO SERVE ON THE FINANCE COMMITTEE. THE CHIEF OPERATING OFFICER WILL SERVE AS AN ADVISOR TO SUPPORT THE ACTIONS OF THE FINANCE COMMITTEE. THE FINANCE COMMITTEE'S RESPONSIBILITIES WILL INCLUDE: 1. SELECTING THE AUDIT FIRM TO CONDUCT AN INDEPENDENT AUDIT OF THE ORGANIZATIONS FINANCIAL STATEMENTS. 2. REVIEWING AND APPROVING THE AUDIT SCOPE AND FEES. 3. REVIEWING AND APPROVING ANY PROPOSED INVOLVEMENT OF THE AUDIT FIRM IN ACTIVITIES OTHER THAN THE ANNUAL AUDIT. 4. ENSURING A DIRECT LINE OF COMMUNICATIONS WITH THE ORGANIZATION'S AUDITOR. 5. PROVIDING OVERSIGHT OF MANAGEMENT'S PERFORMANCE WITH RESPECT TO REQUIRED AND RECOMMENDED FINANCIAL RESPONSIBILITIES AND DISCLOSURES. 6. CONSIDER AND REVIEW, WITH MANAGEMENT AND THE AUDITORS, THE ADEQUACY OF THE ORGANIZATION'S RISK MANAGEMENT METHODOLOGY AND INTERNAL CONTROLS, INCLUDING COMPUTERIZED INFORMATION SYSTEM CONTROLS AND SECURITY. 7. PROVIDING OVERSIGHT OF THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND KEEPING THE BOARD APPRISED OF ANY CHANGES REQUIRED IN THE POLICY OR ITS IMPLEMENTATION. 8. REVIEWING THE ADEQUACY OF FINANCIAL REPORTS PROVIDED BY THE BOARD AND MAKING RECOMMENDATIONS FOR THEIR IMPROVEMENT. 9. REVIEWING AND ADDRESSING THE MANAGEMENT LETTER AND AUDITOR'S COMMENTS. 10. REVIEW ANY SERIOUS DIFFICULTIES OR DISPUTES WITH MANAGEMENT ENCOUNTERED DURING THE COURSE OF THE AUDITS. 11. REVIEW OTHER MATTERS RELATED TO THE CONDUCT OF THE AUDITS THAT ARE COMMUNICATED TO THE COMMITTEE UNDER GENERALLY ACCEPTED AUDITING STANDARDS. 12. REVIEW THE FORM 990 PRIOR TO ITS SUBMISSION TO STATE AND FEDERAL OFFICES. 13. REVIEW PUBLISHED DOCUMENTS CONTAINING THE ORGANIZATION'S FINANCIAL STATEMENTS CONSIDER WHETHER THE INFORMATION CONTAINED IN THESE DOCUMENTS IS CONSISTENT WITH THE INFORMATION CONTAINED IN THE FINANCIAL STATEMENTS. 14. INITIATE AN INVESTIGATION INTO ANY MATTER BROUGHT TO ITS ATTENTION WITHIN THE SCOPE OF ITS DUTIES, WITH THE POWER TO RETAIN OUTSIDE COUNSEL FOR THIS PURPOSE IF, IN ITS JUDGMENT, THAT IS APPROPRIATE THE COMMITTEE WILL PROMPTLY REPORT ANY SUCH ACTIONS TO THE EXECUTIVE COMMITTEE. 15. MAKE RECOMMENDATIONS TO THE BOARD BASED ON THE COMMITTEE'S REVIEW ACTIVITIES.
FORM 990, PART VI, SECTION B, LINE 12C	TO ENSURE THE SOCIETY OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS SHALL BE CONDUCTED WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION AND THE RESULT OF ARM'S LENGTH BARGAINING. WHETHER PARTNERSHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT SOCIETY'S CONFORM TO THE SOCIETY'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FURTHER CHARITABLE PURPOSES AND DO NOT RESULT IN IMPERMISSIBLE PRIVATE BENEFIT OR IN AN EXCESS BENEFIT TRANSACTION WHEN CONDUCTING THE PERIODIC REVIEWS AS PROVIDED FOR IN ARTICLE VI, THE SOCIETY MAY, BUT NEED NOT, USE OUTSIDE ADVISORS. IF OUTSIDE EXPERTS ARE USED, THEIR USE SHALL NOT RELIEVE THE GOVERNING BOARD OF ITS RESPONSIBILITY FOR ENSURING PERIODIC REVIEWS ARE CONDUCTED.
FORM 990, PART VI, SECTION B, LINE 15A	THIS POLICY ON THE PROCESS OF DETERMINING COMPENSATION FOR THE SOUTH CAROLINA HISTORICAL SOCIETY (SCHS) APPLIES TO THE COMPENSATION OF THE FOLLOWING PERSONS EMPLOYED BY THE ORGANIZATION: THE ORGANIZATION'S CHEIF EXECUTIVE OFFICER (C.E.O.): THE C.E.O.'S COMPENSATION SHALL BE REVIEWED ANNUALLY AND APPROVED BY THE EXECUTIVE COMMITTEE WITH ASSISTANCE FROM THE FINANCE COMMITTEE AS REQUIRED. PERSONS WITH CONFLICTS OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT AT ISSUE ARE NOT INVOLVED IN THIS REVIEW AND APPROVAL. THE COMPENSATION OF THE C.E.O. IS REVIEWED AND APPROVED USING DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. THE ORGANIZATION'S CHIEF OPERATING OFFICER (C.O.O), IF ANY: THE C.O.O.'S COMPENSATION SHALL BE PROPOSED BY THE C.E.O. USING DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. THE PROPOSED COMPENSATION FOR THE C.O.O. SHALL BE REVIEWED BY THE EXECUTIVE COMMITTEE WITH ASSISTANCE FROM THE FINANCE COMMITTEE AS REQUIRED BUT THE RECOMMENDATION OF THE C.E.O. SHALL BE A SIGNIFICANT FACTOR IN ANY REVIEW. THE COMPENSATION FOR THE REMAININ MEMBERS OF THE STAFF OF THE ORGANIZATION: THE C.E.O. DETERMINES STAFF SALARIES BASED ON JOB SKILLS NEEDED, EXPERIENCE, AND EDUCATION REQUIREMENTS IN COMPARISON WITH OTHER SIMILAR ORGANIZATIONS ' POSITIONS AND WHAT THE SCHS CAN AFFORD TO PAY. ONCE SALARIES ARE DETERMINED FOR THE COMING FISCAL YEAR, THE C.E.O. SUBMITS THEM TO THE BOARD FOR REVIEW AS PART OF THE BUDGET. NO INPUT FROM PERSONS WITH CONFLICTS OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT AT ISSUE SHALL BE CONSIDERED. CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPNIG: THE EXECUTIVE COMMITTEE AND THE FINANCE COMMITTEE SHALL MAINTAIN APPROPRIATE MINUTES AND OTHER CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING WITH RESPECT TO THE DELIBERATIONS AND DECISIONS REGARDING ALL COMPENSATION ARRANGEMENTS.
FORM 990, PART VI, SECTION C, LINE 19	THE PUBLIC MAY ACCESS FINANCIAL INFORMATION BY REQUESTING INFORMATION FROM THE ADMINISTRATIVE OFFICE OF THE SOCIETY.
FORM 990, PART VII	THE BY-LAWS NOTATE THE PAST CHAIR AND CHIEF EXECUTIVE OFFICER SERVE AS EX-OFFICIO ON THE BOARD OF MANAGERS.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2020

Additional Data

Software ID:
Software Version:

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	1,016,547	591,268
9	Program service revenue (Part VIII, line 2g) .........	225,297	56,907
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	504,143	295,208
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	4,751	4,696
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	1,750,738	948,079
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	0	0
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	754,733	620,306
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 173,742
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	785,964	603,857
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	1,540,697	1,224,163
19	Revenue less expenses. Subtract line 18 from line 12.......	210,041	-276,084
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	11,025,864	11,020,293
21	Total liabilities (Part X, line 26).............	193,056	163,600
22	Net assets or fund balances. Subtract line 21 from line 20.....	10,832,808	10,856,693

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 391,861 including grants of $ ) (Revenue $ 20,832 )
	ARCHIVAL: THE SOCIETY HAS APPROXIMATELY 3,000 MANUSCRIPT COLLECTIONS THAT INCLUDE LETTERS, DIARIES, LEGAL PAPERS, AND OTHER DOCUMENTS DATING FROM 1670 TO THE PRESENT AND MORE THAN 10,000 OVERSIZED PLATS, MONUMENTS, MAPS AND DRAWINGS. OVER 30,000 PHOTOGRAPHS, PRINTS, AND OTHER VISUAL ITEMS ARE MAINTAINED, AS WELL AS A RESEARCH LIBRARY CONTAINING NEARLY 5,000 BOOKS SELECTED TO ADD CONTEXTUAL EVIDENCE THAT ENHANCES THE MANUSCRIPT AND OTHER ARCHIVAL HOLDINGS. THE COLLECTION ALSO INCLUDES MORE THAN 45,000 HISTORICAL PAMPHLETS AND PRINTED MATERIALS AS WELL AS HUNDREDS OF FILES AND BOOKS PERTAINING TO GENEALOGY. THE COLLECTION ALSO INCLUDES NUMEROUS ARTIFACTS RANGING FROM OVERSIZED, UNIQUE BATTLE FLAGS TO SMALL, PERSONAL ITEMS. MOST OF THE COLLECTION IS HOUSED AT THE COLLEGE OF CHARLESTON'S ADDLESTONE LIBRARY SPECIAL COLLECTIONS AREA. WITH THE MUSEUM INSTALLATION IN 2018 SELECTED ITEMS ARE EXHIBITED IN THE FIREPROOF BUILDING. ALSO, SOME ADMINISTRATIVE RECORDS ARE MAINTAINED IN THE SOCIETY'S HEADQUARTERS. THE BOARD OF DIRECTORS ADOPTED THE POLICY TO NOT CAPITALIZE ITS COLLECTION BECAUSE IT IS IMPRACTICABLE TO ATTEMPT TO ASSIGN VALUES TO THE COLLECTION BECAUSE EACH ITEM HAS CERTAIN ATTRIBUTES, SUCH AS AGE, PREPARATION, TYPE OF CULTURAL MATERIAL AND RELATIONSHIP TO OTHER HISTORICAL DOCUMENTS, PERSONS OR EVENTS IN THE SOUTH CAROLINA HISTORY THAT MAKE IT DIFFICULT TO DETERMINE AN OBJECTIVE BASIS FOR EVALUATION. THE SOCIETY DOES NOT CONSIDER THE COLLECTIONS A FINANCIAL ASSET, BUT RATHER AN IRREPLACEABLE TREASURE OF SOUTH CAROLINA CULTURE TO BE PRESERVED FOR FUTURE GENERATIONS. PUBLISHING SOUTH CAROLINA HISTORY IS AN INTEGRAL PART OF THE HISTORICAL SOCIETY'S MISSION. THE SOCIETY ISSUED THREE VOLUMES OF ITS COLLECTIONS PRIOR TO THE CIVIL WAR AND TWO MORE BETWEEN 1887 AND 1897. IT FIRST PUBLISHED THE SOUTH CAROLINA HISTORICAL MAGAZINE IN 1900. THE MAGAZINE'S EDITORIAL BOARD, A PEER GROUP OF LEADING AUTHORITIES ON SOUTH CAROLINA HISTORY, REVIEWS ALL MANUSCRIPT SUBMISSIONS USING THE DOUBLE-BLIND METHOD. THE MAGAZINE PUBLISHES EIGHT ARTICLES (EITHER INTERPRETIVE ESSAYS OR ANNOTATED PRIMARY DOCUMENTS) PER YEAR, ALONG WITH APPROXIMATELY FIFTY BOOK REVIEWS AND TWENTY RECENTLY PROCESSED MANUSCRIPTS IN QUARTERLY ISSUES. THE CAROLOGUE OFFERS POPULAR ARTICLES AND PHOTO ESSAYS ABOUT THE STATE'S HISTORY, AS WELL AS INFORMATION ABOUT SOCIETY NEWS AND EVENTS. FOR MOST OF ITS EXISTENCE, CAROLOGUE IS A 32-PAGE POPULAR HISTORY MAGAZINE. ALTHOUGH THE EDITOR OCCASIONALLY ACCEPTS UNSOLICITED ARTICLES FOR PUBLICATION, THE STAFF OF THE SOCIETY PRODUCES APPROXIMATELY 90 PERCENT OF CAROLOGUE AT PRESENT.THE SOCIETY'S LIBRARIAN AND ARCHIVISTS OPERATE OUT OF ADDLESTONE LIBRARY WHERE THEY MANAGE THE COLLECTION, PROVIDE REFERENCE SERVICE AND ASSIST PATRONS IN THE RESEARCH ROOM. THE READING ROOM THERE IS OPEN MONDAY THROUGH FRIDAY. THE STAFF PROMOTES THE USE OF THE COLLECTION THROUGH SUCH ACTIVITIES AS CLASSROOM VISITS, PRIVATE TOURS OF THE COLLECTION, AND SPEAKING ENGAGEMENTS TO COMMUNITY ORGANIZATIONS. SEVERAL SUMMER WORKSHOPS ARE HELD FOR TEACHERS TO PROMOTE THE USE OF PRIMARY DOCUMENTS IN THEIR LESSON PLANS. COLLEGE CLASSES IN PRESERVATION, CONSERVATION AND/OR FREQUENTLY VISIT THE BUILDING FOR HANDS-ON EXPERIENCE.

4b	(Code: ) (Expenses $ 418,578 including grants of $ ) (Revenue $ 20,196 )
	FIREPROOF BUILDING: THE BUILDING WAS DESIGNED BY ROBERT MILLS, A NATIVE SOUTH CAROLINIAN AND THE FIRST PROFESSIONALLY TRAINED AMERICAN ARCHITECT. MILLS ALSO DESIGNED THE WASHINGTON MONUMENT-HIS MOST FAMOUS WORK-AND NUMEROUS BUILDINGS THROUGHOUT SOUTH CAROLINA AND AS FAR NORTH AS MASSACHUSETTS. THE FIREPROOF BUILDING WAS THE FIRST IN AMERICA DESIGNED TO LIMIT THE SPREAD OF FIRE. THE DRIVERS OF ARCHITECTURAL DESIGN IN CHARLESTON TODAY ARE EARTHQUAKES AND HURRICANES. IN THE EARLY NINETEENTH CENTURY, THE MAJOR CONCERN FOR URBAN ARCHITECTURE WAS FIRE. DURING THE COLONIAL PERIOD, CHARLESTON (AND MANY OTHER CITIES) EXPERIENCED NUMEROUS FIRES IN WHICH LARGE PARTS OF THE CITY WERE DESTROYED. MILLS WANTED TO CREATE A BUILDING THAT COULD CONTAIN A BLAZE AND PREVENT IT FROM SPREADING TO OTHER BUILDINGS IN THE CITY.TO MAKE THE BUILDING AS "FIREPROOF" AS POSSIBLE, MILLS HAD CHALMERS STREET WIDENED TO PROVIDE A BETTER FIREBREAK. HE HAD ALL OTHER BUILDINGS ON AND AROUND THE SITE REMOVED. DURING THE 2016-2018 RENOVATION, CREWS FOUND FOUNDATIONS OF DWELLINGS THAT DATED TO CA. 1700-1720. MILLS ALSO DESIGNED WASHINGTON SQUARE, WHICH WOULD SERVE AS A FIREBREAK ON EITHER SIDE OF THE BUILDING. INDEED, THE ENTIRE SITE WAS DESIGNED TO BE FIREPROOF, NOT JUST THE BUILDING.

4c	(Code: ) (Expenses $ 80,153 including grants of $ ) (Revenue $ 15,879 )
	MUSEUM: THE SCHS MUSEUM CONTAINS 6 GALLERIES THAT TELL THE STORY OF SOUTH CAROLINA THROUGH THE VAST COLLECTION OF THE SOCIETY. THE GALLERIES, WHICH ARE LOCATED ON THE SECOND (MAIN) FLOOR, ARE: GALLERY I: A HAVEN WITH PROSPECTS: EXPLORATION AND SETTLEMENTGALLERY II: NEW HORIZONS: BUILDING A STATE AND A NATIONGALLERY III: SECESSION, WAR AND RECONSTRUCTIONGALLERY IV: CHARLESTON RECOVERSGALLERY V: CELEBRATING DIVERSITY IN ART, LITERATURE, AND CULTUREGALLERY VI: THIS PLACE: FOODWAYS, AGRICULTURE, AND LAND CONSERVATION (ROTATING)GOALS OF THE EXHIBIT:TO CELEBRATE THE LIFE AND LEGACY OF SOUTH CAROLINA'S OWN ARCHITECT, ROBERT MILLS, WHO DESIGNED THIS BUILDING. TO TELL THE STORY OF THE ENTIRE STATE. TO REVEAL THE IMPORTANT ROLE SOUTH CAROLINA PLAYED IN THE NATION'S PAST.TO INCLUDE PERSONAL STORIES OF ALL SOUTH CAROLINIANS IN ALL WALKS OF LIFE, AS REFLECTED THROUGH OUR COLLECTION. TO CREATE AN EXHIBIT THAT INSPIRES VISITORS TO LEARN MORE.WITH A COMBINATION OF PAID VISITORS AND FACILITY RENTALS, THE SCHS EXPECTS THE COLLECTIONS TO CONTRIBUTE TO THE FINANCIAL HEALTH OF THE SOCIETY.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses890,592

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)		(D) Reportable compensation from the organization (W-2/1099-MISC)	(E) Reportable compensation from related organizations (W-2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(18) BERN MEBANE........................................................................ BOARD MEMBER	2.00 .......................	X		0	0	0
(19) GRAHAM OSTEEN........................................................................ BOARD MEMBER	2.00 .......................	X		0	0	0
(20) BERARD POWERS........................................................................ BOARD MEMBER	2.00 .......................	X		0	0	0
(21) GLENN OXNER........................................................................ BOARD MEMBER	2.00 .......................	X		0	0	0
(22) DANIEL RAVENEL........................................................................ EX-OFFICIO	2.00 .......................	X		0	0	0
(23) ALEX PAPPAS........................................................................ BOARD MEMBER	2.00 .......................	X		0	0	0
(24) MINOR SHAW........................................................................ BOARD MEMBER	2.00 .......................	X		0	0	0
(25) ALEC TAYLOR........................................................................ BOARD MEMBER	2.00 .......................	X		0	0	0
(26) FAYE L JENSEN........................................................................ CEO & EX-OFFICIO	40.00 .......................		X	87,229	0	6,106

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	87,229	0	6,106

1	Briefly describe the organization’s mission or most significant activities: THE SCHS MISSION IS TO EXPAND, PRESERVE, AND MAKE ACCESSIBLE OUR INVALUABLE COLLECTION, AND TO ENCOURAGE INTEREST AND PRIDE IN THE RICH HISTORY OF OUR STATE.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	24
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	24
5	Total number of individuals employed in calendar year 2020 (Part V, line 2a) ......	5	20
6	Total number of volunteers (estimate if necessary) .............	6	14
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, line 39 .........	7b	0

(A) Name and business address	(B) Description of services	(C) Compensation





2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 0

1a	Federated campaigns..		1a
b	Membership dues..		1b	242,824
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e	142,546

f	All other contributions, gifts, grants, and similar amounts not included above		1f	205,898

g	Noncash contributions included in lines 1a - 1f:$		1g

h Total. Add lines 1a-1f.......		591,268

		Business Code
2a	LIBRARY FEES AND SERVICES	541900	20,832	20,832
b	PROGRAM FEE INCOME	519100	20,196	20,196
c	MUSEUM TICKET SALES	519100	15,879	15,879
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		56,907

3 Investment income (including dividends, interest, and othersimilar amounts) ......			99,258	99,258
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents			6a
b	Less: rental expenses			6b
c	Rental income or (loss)			6c
d	Net rental income or (loss).......
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory		3,259,109	7a
b	Less: cost or other basis and sales expenses		3,063,159	7b
c	Gain or (loss)		195,950	7c
d	Net gain or (loss).........			195,950	195,950
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a	3,022
b	Less: cost of goods sold ..		10b	1,415
c	Net income or (loss) from sales of inventory..			1,607	1,607
Business Code			Miscellaneous Revenue
11a	OTHER REVENUE		519100	3,089	3,089
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			3,089
12	Total revenue. See instructions.....			948,079	356,811	0	0

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	87,229	66,198	10,232	10,799
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	422,783	320,851	49,592	52,340
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	24,980	18,957	2,930	3,093
9	Other employee benefits .......	42,425	32,197	4,976	5,252
10	Payroll taxes ...........	42,889	32,548	5,031	5,310
11	Fees for services (non-employees):
a	Management ......
b	Legal .........
c	Accounting ...........
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	33,890		33,890
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	47,725	36,219	5,598	5,908
12	Advertising and promotion ....	40,819			40,819
13	Office expenses .......	5,425	4,117	636	672
14	Information technology ......	5,833	4,427	684	722
15	Royalties ..
16	Occupancy ...........	19,036	14,446	2,233	2,357
17	Travel ............	5,937	4,506	696	735
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	268,136	203,489	31,452	33,195
23	Insurance ...	50,257	38,140	5,895	6,222
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	PUBLICATIONS	47,500	47,500
b	PROGRAM	22,737	22,737
c	EXHIBIT EXPENSE	11,015	8,359	1,292	1,364
d	BUILDING MAINTENANCE	9,570	7,262	1,123	1,185
e	All other expenses	35,977	28,639	3,569	3,769
25	Total functional expenses. Add lines 1 through 24e	1,224,163	890,592	159,829	173,742
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			793,378	1	840,472
2	Savings and temporary cash investments .........			518,000	2	0
3	Pledges and grants receivable, net ......			152,127	3	134,601
4	Accounts receivable, net .............			39	4
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............				8
9	Prepaid expenses and deferred charges ......			22,124	9	21,502
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	5,738,553
b	Less: accumulated depreciation	10b	718,282	5,287,350	10c	5,020,271
11	Investments—publicly traded securities .			4,252,846	11	5,003,447
12	Investments—other securities. See Part IV, line 11 .....				12
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........				15
16	Total assets. Add lines 1 through 15 (must equal line 33)...			11,025,864	16	11,020,293

17	Accounts payable and accrued expenses .....	11,224	17	7,041
18	Grants payable ...	181,832	18	156,559
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D		25
26	Total liabilities. Add lines 17 through 25..	193,056	26	163,600

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	7,873,468	27	7,835,389
28	Net assets with donor restrictions ...........	2,959,340	28	3,021,304
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	10,832,808	32	10,856,693
33	Total liabilities and net assets/fund balances ........	11,025,864	33	11,020,293