STRATEGY STUDIO / PUBLIC DATA EXPLORER

WARD MELVILLE HERITAGE ORGANIZATION LTD

Cite this

Plain text WARD MELVILLE HERITAGE ORGANIZATION LTD. Strategy Studio, nonprofit organization profile, tax years 2015–2024. https://strategystudio.org/org/112440592. Retrieved 2026-10-20.

APA Strategy Studio. (n.d.). WARD MELVILLE HERITAGE ORGANIZATION LTD [Nonprofit organization profile; tax years 2015–2024]. Retrieved October 20, 2026, from https://strategystudio.org/org/112440592

MLA “WARD MELVILLE HERITAGE ORGANIZATION LTD.” Strategy Studio, tax years 2015–2024, https://strategystudio.org/org/112440592. Accessed 20 Oct. 2026.

Retrieved 2026-10-20; covers tax years 2015–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990 · revenue $581K · expenses $2.5M · assets $3.3M

Also known as
LTD
EIN
11-2440592
Address
PO BOX 572, STONY BROOK, NY 11790-0572
Website
HTTP://WWW.WMHO.ORG
NTEE code
A800
Subsection
501(c)(3)
Ruling year
1998
Cross-check
ProPublica Nonprofit Explorer

Mission

TO FOSTER COMMUNITY ENRICHMENT THROUGH EDUCATIONAL AND CULTURAL EXPERIENCES. THIS IS ACCOMPLISHED BY ENHANCING AND INTERPRETING ITS HISTORIC AND ENVIRONMENTALLY SENSITIVE PROPERTIES AND BY UTILIZING STATE-OF-THE-ART TECHNOLOGY FOR EDUCATIONAL PROGRAMS.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 20 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

20 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Edward J Gutleber Esq Vice Chairman2015-2024 1 $0 reported 3
Laura Huang-Ernst Trustee2015-2024 1 $0 reported 3
Kathleen Mich Treasurer2015-2024 1 $0 reported 3
James Murdocco Trustee2016-2024 1 $0 reported 3
Charles Napoli Trustee2015-2024 1 $0 reported 3
Dr Richard Rugen Chairman2015-2024 1 $0 reported 3
Mary Van Tuyl Trustee2017-2024 1 $0 reported 3
Graham Scaife Trustee2019-2024 1 $0 reported 3
Andy Skitmore Trustee2020-2024 1 $0 reported 3
Gloria Rocchio President2015-2024 30 $0 reported 3
Daniel Rowe (former) Secretary2015-2023 1 $0 reported 3
chris richey (former) Trustee2020-2023 1 $0 reported 3
Charles Lohmann (former) Trustee2022-2023 1 $0 reported 3
Anna M Kerekes (former) Trustee2015-2022 1 $0 reported 3
Laura Huan-Ernst (former) Trustee2016-2017 1 $0 reported 1
Kathleem Mich (former) Trustee2016-2017 1 $0 reported 1
Charles Pieroth (former) VICE CHAIRMAN2015-2017 1 $0 reported 3
Mary Van Yuyl (former) Trustee2016 1 $0 reported 3
Dr James Hayward (former) Trustee2015 1 $0 reported 2
Mary Can Tuyl (former) Trustee2015 1 $0 reported 1

People by year

2024 · 10 people listed · none paid · 0 employees · 275 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
EDWARD J GUTLEBER ESQ Vice Chairman1 $0$0$0 $03
LAURA HUANG-ERNST Trustee1 $0$0$0 $03
KATHLEEN MICH Treasurer1 $0$0$0 $03
JAMES MURDOCCO Trustee1 $0$0$0 $03
CHARLES NAPOLI Trustee1 $0$0$0 $03
DR RICHARD RUGEN Chairman1 $0$0$0 $03
MARY VAN TUYL Trustee1 $0$0$0 $03
GRAHAM SCAIFE Trustee1 $0$0$0 $03
ANDY SKITMORE Trustee1 $0$0$0 $03
GLORIA D ROCCHIO President30 $0$0$0 $03
2023 · 13 people listed · none paid · 0 employees · 90 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
EDWARD J GUTLEBER ESQ Vice Chairman1 $0$0$0 $03
LAURA HUANG-ERNST Trustee1 $0$0$0 $03
KATHLEEN MICH Treasurer1 $0$0$0 $03
JAMES MURDOCCO Trustee1 $0$0$0 $03
CHARLES NAPOLI Trustee1 $0$0$0 $03
DANIEL ROWE Secretary1 $0$0$0 $03
DR RICHARD RUGEN Chairman1 $0$0$0 $03
MARY VAN TUYL Trustee1 $0$0$0 $03
GRAHAM SCAIFE Trustee1 $0$0$0 $03
CHRIS RICHEY Trustee1 $0$0$0 $03
ANDY SKITMORE Trustee1 $0$0$0 $03
CHARLES LOHMANN Trustee1 $0$0$0 $03
GLORIA D ROCCHIO President40 $0$0$0 $03
2022 · 14 people listed · none paid · 0 employees · 126 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
EDWARD J GUTLEBER ESQ Vice Chairman1 $0$0$0 $03
LAURA HUANG-ERNST Trustee1 $0$0$0 $03
ANNA M KEREKES Trustee1 $0$0$0 $03
KATHLEEN MICH Treasurer1 $0$0$0 $03
JAMES MURDOCCO Trustee1 $0$0$0 $03
CHARLES NAPOLI Trustee1 $0$0$0 $03
DANIEL ROWE Secretary1 $0$0$0 $03
DR RICHARD RUGEN Chairman1 $0$0$0 $03
MARY VAN TUYL Trustee1 $0$0$0 $03
GRAHAM SCAIFE Trustee1 $0$0$0 $03
CHRIS RICHEY Trustee1 $0$0$0 $03
ANDY SKITMORE Trustee1 $0$0$0 $03
CHARLES LOHMANN Trustee1 $0$0$0 $03
GLORIA D ROCCHIO President40 $0$0$0 $03
2021 · 13 people listed · none paid · 0 employees · 102 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
EDWARD J GUTLEBER ESQ Vice Chairman1 $0$0$0 $03
LAURA HUANG-ERNST Trustee1 $0$0$0 $03
ANNA M KEREKES Trustee1 $0$0$0 $03
KATHLEEN MICH Treasurer1 $0$0$0 $03
JAMES MURDOCCO Trustee1 $0$0$0 $03
CHARLES NAPOLI Trustee1 $0$0$0 $03
DANIEL ROWE Secretary1 $0$0$0 $03
DR RICHARD RUGEN Chairman1 $0$0$0 $03
MARY VAN TUYL Trustee1 $0$0$0 $03
GRAHAM SCAIFE Trustee1 $0$0$0 $03
chris richey Trustee1 $0$0$0 $03
andy skitmore Trustee1 $0$0$0 $03
gloria d rocchio President40 $0$0$0 $03
2020 · 13 people listed · none paid · 0 employees · 45 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
EDWARD J GUTLEBER ESQ Vice Chairman1 $0$0$0 $03
LAURA HUANG-ERNST Trustee1 $0$0$0 $03
ANNA M KEREKES Trustee1 $0$0$0 $03
KATHLEEN MICH Treasurer1 $0$0$0 $03
JAMES MURDOCCO Trustee1 $0$0$0 $03
CHARLES NAPOLI Trustee1 $0$0$0 $03
DANIEL ROWE Secretary1 $0$0$0 $03
DR RICHARD RUGEN Chairman1 $0$0$0 $03
MARY VAN TUYL Trustee1 $0$0$0 $03
GRAHAM SCAIFE Trustee1 $0$0$0 $03
chris richey Trustee1 $0$0$0 $03
andy skitmore Trustee1 $0$0$0 $03
gloria d rocchio President40 $0$0$0 $03
2019 · 11 people listed · none paid · 0 employees · 120 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
EDWARD J GUTLEBER ESQ VICE CHAIRMAN1 $0$0$0 $03
LAURA HUANG-ERNST Trustee1 $0$0$0 $03
ANNA M KEREKES Trustee1 $0$0$0 $03
KATHLEEN MICH Treasurer1 $0$0$0 $03
JAMES MURDOCCO Trustee1 $0$0$0 $03
CHARLES NAPOLI Trustee1 $0$0$0 $03
DANIEL ROWE Secretary1 $0$0$0 $03
DR RICHARD RUGEN Chairman1 $0$0$0 $03
MARY VAN TUYL Trustee1 $0$0$0 $03
GRAHAM SCAIFE Trustee1 $0$0$0 $03
GLORIA D ROCCHIO President40 $0$0$0 $03
2018 · 10 people listed · none paid · 0 employees · 138 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Laura Huang-Ernst Trustee1 $0$0$0 $03
ANNA M KEREKES Trustee1 $0$0$0 $03
JAMES MURDOCCO Trustee1 $0$0$0 $03
CHARLES NAPOLI Trustee1 $0$0$0 $03
MARY VAN TUYL Trustee1 $0$0$0 $03
DR RICHARD RUGEN Chairman1 $0$0$0 $03
EDWARD J GUTLEBER ESQ VICE CHAIRMAN1 $0$0$0 $03
DANIEL ROWE Secretary1 $0$0$0 $03
KATHLEEN MICH Treasurer1 $0$0$0 $03
GLORIA D ROCCHIO President17 $0$0$0 $03
2017 · 11 people listed · none paid · 0 employees · 140 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Laura Huan-Ernst Trustee1 $0$0$0 $01
ANNA M KEREKES Trustee1 $0$0$0 $03
KATHLEEM MICH Trustee1 $0$0$0 $01
JAMES MURDOCCO Trustee1 $0$0$0 $03
CHARLES NAPOLI Trustee1 $0$0$0 $03
MARY VAN TUYL Trustee1 $0$0$0 $03
DR RICHARD RUGEN Chairman1 $0$0$0 $03
CHARLES PIEROTH VICE CHAIRMAN1 $0$0$0 $03
DANIEL ROWE Secretary1 $0$0$0 $03
EDWARD J GUTLEBER ESQ Treasurer1 $0$0$0 $03
GLORIA D ROCCHIO President17 $0$0$0 $03
2016 · 11 people listed · none paid · 0 employees · 170 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Laura Huan-Ernst Trustee1 $0$0$0 $01
ANNA M KEREKES Trustee1 $0$0$0 $03
KATHLEEM MICH Trustee1 $0$0$0 $01
JAMES MURDOCCO Trustee1 $0$0$0 $03
CHARLES NAPOLI Trustee1 $0$0$0 $03
MARY VAN YUYL Trustee1 $0$0$0 $03
DR RICHARD RUGEN Chairman1 $0$0$0 $03
CHARLES PIEROTH VICE CHAIRMAN1 $0$0$0 $03
DANIEL ROWE Secretary1 $0$0$0 $03
EDWARD J GUTLEBER ESQ Treasurer1 $0$0$0 $03
GLORIA D ROCCHIO President17 $0$0$0 $03
2015 · 11 people listed · none paid · 0 employees · 176 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DR JAMES HAYWARD Trustee1 $0$0$0 $02
LAURA HUANG-ERNST Trustee1 $0$0$0 $03
ANNA M KEREKES Trustee1 $0$0$0 $03
KATHLEEN MICH Trustee1 $0$0$0 $03
CHARLES NAPOLI Trustee1 $0$0$0 $03
MARY CAN TUYL Trustee1 $0$0$0 $01
DR RICHARD RUGEN Chairman1 $0$0$0 $03
CHARLES PIEROTH VICE CHAIRMAN1 $0$0$0 $03
DANIEL ROWE Secretary1 $0$0$0 $03
EDWARD J GUTLEBER ESQ Treasurer17 $0$0$0 $03
GLORIA D ROCCHIO President17 $0$0$0 $03

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2020 · 1 grant to organizations · $7K
2019 · 2 grants to organizations · $65K

Listed grants add up to $65,049; the return's “grants paid” expense line says $69,930. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2018 · 1 grant to organizations · $50K

Listed grants add up to $50,000; the return's “grants paid” expense line says $53,300. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2017 · 1 grant to organizations · $50K
2016 · 1 grant to organizations · $40K
2015 · 1 grant to organizations · $50K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2025-06-30 · view filing · original 990 ↗
$580,601$2,512,930 $3,271,311$2,793,306 $476,106$64,569 $00275
2023 · Form 990 period ending 2024-06-30 · view filing · original 990 ↗
$401,785$1,303,079 $3,201,224$3,080,729 $293,523$61,113 $0090
2022 · Form 990 period ending 2023-06-30 · view filing · original 990 ↗
$332,876$1,003,346 $3,145,156$3,079,527 $221,022$64,231 $00126
2021 · Form 990 period ending 2022-06-30 · view filing · original 990 ↗
$793,489$770,919 $2,939,924$2,567,283 $191,595$51,682 $00102
2020 · Form 990 period ending 2021-06-30 · view filing · original 990 ↗
$502,554$660,964 $12,158,905$11,977,969 $245,126$22,497 $0045
2019 · Form 990 period ending 2020-06-30 · view filing · original 990 ↗
$598,942$1,326,283 $9,517,811$9,355,308 $275,068$105,471 $00120
2018 · Form 990 period ending 2019-06-30 · view filing · original 990 ↗
$580,700$1,475,044 $7,437,530$6,328,241 $211,635$138,976 $00138
2017 · Form 990 period ending 2018-06-30 · view filing · original 990 ↗
$702,703$1,283,326 $7,003,318$5,844,130 $126,039$169,156 $00140
2016 · Form 990 period ending 2017-06-30 · view filing · original 990 ↗
$596,314$1,276,950 $6,460,452$5,173,015 $147,021$138,583 $00170
2015 · Form 990 period ending 2016-06-30 · view filing · original 990 ↗
$709,575$1,325,406 $6,188,432$4,879,339 $370,939$144,130 $00176

Funders of this organization

6 grantors reported grants to this organization, $191,828 in all, tax years 2014 to 2024. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor Exact 2016, 2018-2023 7$146,750 2023$20,000
show
STEPHEN DELLA PIETRA AND PAMELA HURST-DELLA PIETRA FAMILY FOUNDAT Private foundation Fuzzy filed as “WARD MELVILLE HERITAGE ORGANIZATION LTD” 2014-2015, 2017 3$17,980 2017$480
show
VANGUARD CHARITABLE ENDOWMENT PROGRAM DAF sponsor Exact 2020 1$10,000 2020$10,000
show
NATIONAL SOCIETY OF THE DAUGHTERS OF THE AMERICAN REVOLUTION Public charity Exact 2021 1$9,848 2021$9,848
show
HERBERT AND LILLIAN HEILPERN FAMILY FOUNDATION Private foundation Fuzzy filed as “WARD MELVILLE HERITAGE ORGANIZATION LTD” 2024 1$5,000 2024$5,000
show
CITIZENS PHILANTHROPIC FOUNDATION Private foundation Fuzzy filed as “WARD MELVILLE HERITAGE ORGANIZATION LTD” 2022, 2024 2$2,250 2024$1,000
show

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
SARATOGA SPRINGS UNIVERSAL PRESERVATION HALLNYA80 $477,476$680,182 CHIEF EXECUTIVE OFFICER$375,419 Same NTEE code A80, revenue within 2x, same state, similar mission
CULTURAL HERITAGE FINANCE ALLIANCE INCNYA80 $769,603$266,506 DIRECTOR$0 Same NTEE code A80, revenue within 2x, same state
BUFFALO HERITAGE CAROUSEL INCNYA80 $310,356$467,150 EXECUTIVE DIRECTOR$1,771 Same NTEE code A80, revenue within 2x, same state
JAY HERITAGE CENTERNYA80 $874,638$806,741 PRESIDENT$0 Same NTEE code A80, revenue within 2x, same state
ELDRIDGE PARK CAROUSEL PRESERVATION SOCITY INCNYA80 $332,587$385,444 GENERAL MANAGER/DIRECTOR$43,952 Same NTEE code A80, revenue within 2x, same state
BUFFALO NIAGARA FREEDOM STATION COALITION INCNYA80 $322,563$417,394 Director$0 Same NTEE code A80, revenue within 2x, same state
ONE WEST 54TH STREET FOUNDATIONNYA80 $589,698$228,209 PRESIDENT$0 Same NTEE code A80, revenue within 2x, same state
SATURN CLUB HISTORIC PRESERVATION FOUNDATIONNYA80 $485,100$92,533 President$0 Same NTEE code A80, revenue within 2x, same state
MALCOLM X & DR BETTY SHABAZZ MEMORIAL & EDUCATIONAL CENTER INCNYA80 $398,162$418,901 Chairperson$0 Same NTEE code A80, revenue within 2x, same state
THE LOTOS FOUNDATIONNYA80 $323,127$218,106 PRESIDENT$0 Same NTEE code A80, revenue within 2x, same state
HARMONIE PRESERVATION FOUNDATION INCNYA80 $480,555$40,929 PRESIDENT$0 Same NTEE code A80, revenue within 2x, same state
GREATER ONEONTA HISTORICAL SOCIETYNYA80 $438,288$173,906 Executive Dir.$60,701 Same NTEE code A80, revenue within 2x, same state
LEATHERSTOCKING RAILWAY HISTORICAL SOCIETY INCNYA80 $338,574$338,289 PRESIDENT$0 Same NTEE code A80, revenue within 2x, same state
THOMPSON PARK CONSERVANCY INCNYA80 $833,380$750,357 INTERIM EXECUTIVE DIRECTOR$5,190 Same NTEE code A80, revenue within 2x, same state
TWO EAST SIXTY SECOND STREET FOUNDATIONNYA80 $816,341$4,069,373 CHAIRMAN$0 Same NTEE code A80, revenue within 2x, same state
BRONXVILLE HISTORICAL CONSERVANCY INCNYA80 $591,265$157,516 Executive Board$0 Same NTEE code A80, revenue within 2x, same state
OYSTERPONDS HISTORICAL SOCIETY INC LONG ISLANDNYA80 $648,570$625,106 EXECUTIVE DIRECTOR$89,250 Same NTEE code A80, revenue within 2x, same state
RICHARDSON ARCHITECTURE CENTER INCNYA80 $594,824$254,005 EXECUTIVE DIRECTOR$200,250 Same NTEE code A80, revenue within 2x, same state
HONEOYE-RICHMOND HISTORICAL SOCIETYNYA80 $910,968$701,328 Not reported$0 Same NTEE code A80, revenue within 2x, same state
ROBERT H JACKSON CENTER INCNYA80 $638,067$651,724 President$111,458 Same NTEE code A80, revenue within 2x, same state
FRIENDS OF ROGERS ENVIRONMENTAL ED CENTER INCNYA80 $457,854$382,321 EXECUTIVE DIRECTOR$97,049 Same NTEE code A80, revenue within 2x, same state
DOCOMOMO USNYA80 $643,449$537,627 PRESIDENT$0 Same NTEE code A80, revenue within 2x, same state
SOCIETY OF COLONIAL WARSNYA80 $348,873$303,694 EXECUTIVE DIRECTOR$106,023 Same NTEE code A80, revenue within 2x, same state
AUSABLE CLUB PRESERVATION FOUNDATIONNYA80 $431,144$191,573 PRESIDENT$0 Same NTEE code A80, revenue within 2x, same state
THIRTY WEST FORTY FOURTH STREET FOUNDATION INCNYA80 $317,220$17,220 PRESIDENT$0 Same NTEE code A80, revenue within 2x, same state

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
FIDELITY INVESTMENTS CHARITABLE GIFT FUND funds this one DAF sponsor$5,429,173165 402016–2024 TWO EAST SIXTY SECOND STREET FOUNDATION; JAY HERITAGE CENTER; HISTORIC HIGHFIELD INC; 564 PARK AVENUE PRESERVATION FOUNDATION and 36 more
CHAMBERS FOUNDATION Private foundation$3,164,5709 12010–2025 BEAUMONT HERITAGE SOCIETY
THE COMMUNITY FOUNDATION FOR GREATER ATLANTA INC DAF sponsor$1,757,14911 32010–2024 NATIONAL MONUMENTS FOUNDATION INC; TWO EAST SIXTY SECOND STREET FOUNDATION; 564 PARK AVENUE PRESERVATION FOUNDATION
NATIONAL PHILANTHROPIC TR DAF sponsor$1,740,94950 242014–2024 TWO EAST SIXTY SECOND STREET FOUNDATION; MANOA HERITAGE CENTER; 101 EAST 69TH STREET CONSERVANCY; BUFFALO HERITAGE CAROUSEL INC and 20 more
The Haugh Foundation Private foundation$1,041,5491 12023–2023 1941 HISTORICAL AIRCRAFT GROUP INC
DONOR ADVISED CHARITABLE GIVING DAF sponsor$1,016,16365 262014–2024 TEXAS DANCE HALL PRESERVATION INC; TWO EAST SIXTY SECOND STREET FOUNDATION; NANTUCKET PRESERVATION TRUST INC; OYSTERPONDS HISTORICAL SOCIETY INC LONG ISLAND and 22 more
SUE & EDGAR WACHENHEIM FOUNDATION Private foundation$1,000,0001 12022–2022 JAY HERITAGE CENTER
PEW CHARITABLE TRUSTS DAF sponsor$845,12513 22010–2024 CHRIST CHURCH PRESERVATION TRUST; DOWNEAST RAIL HERITAGE PRESERVATION TRUST
TOLEDO COMMUNITY FOUNDATION DAF sponsor$814,56013 12012–2024 FORT MEIGS ASSOCIATION
HELLEN INGRAM PLUMMER CHARITABLE FOUNDATION INC Private foundation$812,6504 22020–2024 JAMES MERRILL HOUSE FOUNDATION; NATIONAL SOCIETY OF COLONIAL DAMES IN THE STATE OF NEW YORK
VENTURA COUNTY COMMUNITY FOUNDATION DAF sponsor$800,0001 12022–2022 DRIVER OPERA HOUSE RESTORATION INC
WILLIAM & FLORA HEWLETT FOUNDATION Private foundation$800,00012 12011–2020 EL CAMPANIL THEATRE PRESERVATION FOUNDATION
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC DAF sponsor$708,69430 112016–2024 NATIONAL MONUMENTS FOUNDATION INC; WOODLANDS TRUST FOR HISTORIC PRESERVATION; TEXAS HERITAGE SONG WRITERS; FORT MEIGS ASSOCIATION and 7 more
NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES DAF sponsor$680,98511 62014–2024 ALABAMA AFRICAN AMERICAN CIVIL RIGHTS HERITAGE SITES CONSORTIUM; CHRIST CHURCH PRESERVATION TRUST; FRIENDS OF OXMOOR FOUNDATION INC; BLUE GRASS TRUST FOR HISTORIC PRESERVATION INC and 2 more
COMMUNITY FOUNDATION FOR NANTUCKET DAF sponsor$626,94610 12016–2025 NANTUCKET PRESERVATION TRUST INC

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $2,512,930 spent · pay $0 · grants $150 · events $28,957
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)REPAIRS $1,073,727$1,068,950$4,775$2 42.7%
Fees: management $676,187$386,367$184,513$105,307 26.9%
Other (as described)CONTRACT SERVICES $297,526$280,859$16,667- 11.8%
Insurance $127,042$122,366$4,676- 5.1%
Depreciation and depletion $118,034$118,034-- 4.7%
Fees: legal $117,928$92,725$25,203- 4.7%
Other (as described)COMMUNITY RELATIONS $28,897$28,746$151- 1.1%
Occupancy $22,396$21,175$1,221- 0.9%
All other expenses $15,052$8,687$5,757$608 0.6%
Other (as described)EDUCATION $14,311$14,311-- 0.6%
Fees: accounting $9,000-$9,000- 0.4%
Advertising and promotion $6,532$6,532-- 0.3%
Office expenses $5,512$20$5,492- 0.2%
Travel $636$636-- 0.0%
Grants to US organizations and governments $150$150-- 0.0%
Fundraising events Eventdirect expenses; gross income $42,700$28,957reported apart
Total$2,512,930100%

View the filing

2023 · Form 990 · $1,303,079 spent · pay $0 · grants $0 · events $27,801
LineAs describedTotalProgramManagementFundraisingShare
Fees: management $601,512$379,816$123,989$97,707 46.2%
Other (as described)REPAIRS & MAINTENANCE $280,158$278,832$807$519 21.5%
Insurance $124,645$122,622$2,023- 9.6%
Depreciation and depletion $101,028$101,028-- 7.8%
Fees: legal $54,197$53,794$403- 4.2%
Other (as described)CONTRACTUAL SERVICES $33,000$22,982$7,495$2,523 2.5%
Other (as described)COMMUNITY RELATIONS $32,070$30,637$1,433- 2.5%
Occupancy $21,266$21,266-- 1.6%
Other (as described)EDUCATION $19,273$19,273-- 1.5%
Advertising and promotion $12,482$10,583$20$1,879 1.0%
All other expenses $10,088$5,604$3,554$930 0.8%
Fees: accounting $8,640-$8,640- 0.7%
Office expenses $4,548$121$4,427- 0.3%
Travel $172$167$5- 0.0%
Fundraising events Eventdirect expenses; gross income $53,325$27,801reported apart
Total$1,303,079100%

View the filing

2022 · Form 990 · $1,003,346 spent · pay $0 · grants $0 · events $23,532
LineAs describedTotalProgramManagementFundraisingShare
Fees: management $545,785$280,619$180,605$84,561 54.4%
Other (as described)REPAIRS & MAINTENANCE $140,759$137,885$2,774$100 14.0%
Depreciation and depletion $115,654$115,654-- 11.5%
Insurance $50,442$48,556$1,886- 5.0%
Other (as described)EDUCATION $33,509$33,509-- 3.3%
Other (as described)COMMUNITY RELATIONS $27,132$25,652$1,448$32 2.7%
Occupancy $23,709$23,709-- 2.4%
Other (as described)CONTRACTUAL SERVICES $21,390$5,159$16,198$33 2.1%
Fees: legal $15,276$5,843$9,433- 1.5%
All other expenses $10,188$5,190$4,236$762 1.0%
Fees: accounting $8,100-$8,100- 0.8%
Office expenses $5,366$1,045$4,206$115 0.5%
Advertising and promotion $5,027$4,916$18$93 0.5%
Travel $1,009$980$29- 0.1%
Fundraising events Eventdirect expenses; gross income $51,675$23,532reported apart
Total$1,003,346100%

View the filing

2021 · Form 990 · $770,919 spent · pay $0 · grants $0 · events $15,797
LineAs describedTotalProgramManagementFundraisingShare
Fees: management $297,314$122,949$94,321$80,044 38.6%
Other (as described)REPAIRS & MAINTENANCE $160,395$156,612$3,428$355 20.8%
Depreciation and depletion $116,734$116,734-- 15.1%
Insurance $54,232$31,346$22,886- 7.0%
All other expenses $49,253$38,758$4,629$5,866 6.4%
Other (as described)CONTRACTUAL SERVICES $23,107$13,178$9,929- 3.0%
Other (as described)COMMUNITY RELATIONS $21,010$20,830$180- 2.7%
Other (as described)ELECTRICITY $18,181$18,181-- 2.4%
Fees: legal $11,384$6,948$4,436- 1.5%
Fees: accounting $8,100-$8,100- 1.1%
Office expenses $6,059$2,491$3,568- 0.8%
Advertising and promotion $4,977$2,610$2,367- 0.6%
Travel $173$44$125$4 0.0%
Fundraising events Eventdirect expenses; gross income -$15,797reported apart
Total$770,919100%

View the filing

2020 · Form 990 · $660,964 spent · pay $0 · grants $6,776 · events $73,378
LineAs describedTotalProgramManagementFundraisingShare
Fees: management $334,169$173,681$60,551$99,937 50.6%
Depreciation and depletion $107,654$107,654-- 16.3%
Other (as described)REPAIRS & MAINTENANCE $62,197$59,861$1,965$371 9.4%
Insurance $52,335$46,083$6,252- 7.9%
Occupancy $22,499$22,499-- 3.4%
Office expenses $16,950$13,597$3,000$353 2.6%
Other (as described)CONTRACTUAL SERVICES $14,250$6,250$8,000- 2.2%
Other (as described)EDUCATION $12,155$12,155-- 1.8%
Other (as described)COMMUNITY RELATIONS $9,940$9,698$242- 1.5%
All other expenses $9,175$5,332$3,034$809 1.4%
Fees: accounting $7,200-$7,200- 1.1%
Grants to US organizations and governments $6,776$6,776-- 1.0%
Advertising and promotion $5,379$3,530$55$1,794 0.8%
Travel $206-$206- 0.0%
Fees: legal $79$79-- 0.0%
Fundraising events Eventdirect expenses; gross income -$73,378reported apart
Total$660,964100%

View the filing

2019 · Form 990 · $1,326,283 spent · pay $0 · grants $69,930 · events $61,384
LineAs describedTotalProgramManagementFundraisingShare
Fees: management $709,045$449,921$140,178$118,946 53.5%
Depreciation and depletion $106,181$106,181-- 8.0%
Other (as described)REPAIRS & MAINTENANCE $96,097$93,301$1,398$1,398 7.2%
Advertising and promotion $83,410$65,577$14,063$3,770 6.3%
Grants to US organizations and governments $69,930$69,930-- 5.3%
Other (as described)CONTRACTUAL SERVICES $53,716$28,117$25,599- 4.1%
Insurance $49,265$21,230$27,825$210 3.7%
Other (as described)COMMUNITY RELATIONS $39,342$35,458$2,232$1,652 3.0%
Occupancy $31,202$30,853$349- 2.4%
Office expenses $30,367$20,558$9,642$167 2.3%
Other (as described)EDUCATION $23,285$23,160$125- 1.8%
All other expenses $16,365$14,216$1,211$938 1.2%
Fees: accounting $8,350-$8,350- 0.6%
Fees: legal $6,847-$6,847- 0.5%
Interest $1,620$1,620-- 0.1%
Travel $1,261$934$327- 0.1%
Fundraising events Eventdirect expenses; gross income $32,103$61,384reported apart
Total$1,326,283100%

View the filing

2018 · Form 990 · $1,475,044 spent · pay $0 · grants $53,300 · events $46,031
LineAs describedTotalProgramManagementFundraisingShare
Fees: management $849,812$436,456$262,162$151,194 57.6%
Other (as described)REPAIRS AND MAINTENANCE $115,210$84,104$31,106- 7.8%
Depreciation and depletion $102,298$102,298-- 6.9%
Other (as described)COMMUNITY RELATIONS $60,218$60,218-- 4.1%
Grants to US organizations and governments $53,300$53,300-- 3.6%
Advertising and promotion $52,233$52,233-- 3.5%
Occupancy $45,336$45,336-- 3.1%
Other (as described)CONTRACTUAL SERVICES $41,062$24,637$16,425- 2.8%
Insurance $37,737$37,737-- 2.6%
Other (as described)EDUCATIONAL $35,412$35,412-- 2.4%
Interest $33,561-$33,561- 2.3%
All other expenses $23,458$19,964$424$3,070 1.6%
Office expenses $13,646$6,867$6,779- 0.9%
Fees: accounting $8,100-$8,100- 0.5%
Fees: legal $3,425$3,425-- 0.2%
Travel $236$79-$157 0.0%
Fundraising events Eventdirect expenses; gross income $131,498$46,031reported apart
Total$1,475,044100%

View the filing

2017 · Form 990 · $1,283,326 spent · pay $0 · grants $50,000 · events $44,414
LineAs describedTotalProgramManagementFundraisingShare
Fees: management $712,175$403,984$182,554$125,637 55.5%
Depreciation and depletion $101,727$101,727-- 7.9%
Other (as described)REPAIRS AND MAINTENANCE $65,426$65,426-- 5.1%
Other (as described)COMMUNITY RELATIONS $64,580$40,775-$23,805 5.0%
Other (as described)EDUCATIONAL $51,443$41,818-$9,625 4.0%
Grants to US organizations and governments $50,000$50,000-- 3.9%
Other (as described)CONTRACTUAL SERVICES $42,138$3,161$20,117$18,860 3.3%
Insurance $41,799$41,799-- 3.3%
Occupancy $37,129$37,129-- 2.9%
Advertising and promotion $36,533$31,453-$5,080 2.8%
Interest $34,542-$34,542- 2.7%
All other expenses $23,275$22,775$500- 1.8%
Office expenses $13,699$6,253$4,649$2,797 1.1%
Fees: accounting $8,075-$8,075- 0.6%
Fees: legal $564$564-- 0.0%
Travel $221$221-- 0.0%
Fundraising events Eventdirect expenses; gross income $229,135$44,414reported apart
Total$1,283,326100%

View the filing

2016 · Form 990 · $1,276,950 spent · pay $0 · grants $40,000 · events $46,709
LineAs describedTotalProgramManagementFundraisingShare
Fees: management $688,804$384,298$159,272$145,234 53.9%
Depreciation and depletion $106,214$106,214-- 8.3%
Other (as described)REPAIRS AND MAINTENANCE $95,094$95,094-- 7.4%
Other (as described)EDUCATIONAL $59,373$48,262-$11,111 4.6%
Other (as described)COMMUNITY RELATIONS $48,854$30,846-$18,008 3.8%
Insurance $41,771$41,771-- 3.3%
Advertising and promotion $41,449$35,685-$5,764 3.2%
Grants to US organizations and governments $40,000$40,000-- 3.1%
Other (as described)CONTRACTUAL SERVICES $36,847$2,760$17,592$16,495 2.9%
Occupancy $36,677$36,677-- 2.9%
Interest $35,494-$35,494- 2.8%
All other expenses $22,240$19,269$665$2,306 1.7%
Office expenses $12,303$5,616$4,175$2,512 1.0%
Fees: accounting $8,100-$8,100- 0.6%
Fees: legal $3,405$3,405-- 0.3%
Travel $325$217-$108 0.0%
Fundraising events Eventdirect expenses; gross income $160,034$46,709reported apart
Total$1,276,950100%

View the filing

2015 · Form 990 · $1,325,406 spent · pay $0 · grants $50,000 · events $99,762
LineAs describedTotalProgramManagementFundraisingShare
Fees: management $724,749$509,525$114,435$100,789 54.7%
Occupancy $149,355$149,355-- 11.3%
Depreciation and depletion $106,520$106,520-- 8.0%
Insurance $53,308$53,308-- 4.0%
Grants to US organizations and governments $50,000$50,000-- 3.8%
Interest $48,536-$48,536- 3.7%
Other (as described)CONTRACTUAL SERVICES $37,874$29,903$7,971- 2.9%
Advertising and promotion $32,591$32,591-- 2.5%
Office expenses $30,811$23,844$676$6,291 2.3%
Other (as described)COMMUNITY RELATIONS $30,563$30,563-- 2.3%
Other (as described)EDUCATIONAL $30,094$30,094-- 2.3%
Other (as described)BANK CHARGES $10,474$8,557-$1,917 0.8%
All other expenses $10,438$10,163$275- 0.8%
Fees: accounting $8,200-$8,200- 0.6%
Fees: legal $1,121$1,121-- 0.1%
Travel $772$661-$111 0.1%
Fundraising events Eventdirect expenses; gross income $177,518$99,762reported apart
Total$1,325,406100%

View the filing