DALY MANSION PRESERVATION TRUST INC

Cite this

Plain text DALY MANSION PRESERVATION TRUST INC. Strategy Studio, nonprofit organization profile, tax years 2015–2024. https://strategystudio.org/org/810446899. Retrieved 2026-10-20.

APA Strategy Studio. (n.d.). DALY MANSION PRESERVATION TRUST INC [Nonprofit organization profile; tax years 2015–2024]. Retrieved October 20, 2026, from https://strategystudio.org/org/810446899

MLA “DALY MANSION PRESERVATION TRUST INC.” Strategy Studio, tax years 2015–2024, https://strategystudio.org/org/810446899. Accessed 20 Oct. 2026.

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

2024 · Form 990 · revenue $332K · expenses $318K · assets $2.3M

EIN: 81-0446899
Address: 251 EASTSIDE HWY, HAMILTON, MT 59840-9207
Website: dalymansion.org
NTEE code: A82I
Subsection: 501(c)(3)
Ruling year: 1988
Cross-check: ProPublica Nonprofit Explorer

Mission

DEDICATED TO RESTORATION, PRESERVATION AND MAINTAINING THE DALY MANSION, ITS BUILDINGS, GROUNDS AND THE HISTORY IT CONVEYS.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

2 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

Name	Latest title	Years	Latest year pay	Total pay from here	Organizations
Darlene Gould	EXECUTIVE DIRECTOR	2016-2024	$28,982	$300,497	1
Courtney Hartelius	EXECUTIVE DIRECTOR	2023-2024	$12,923	$12,923	2

Officers and directors, no compensation reported

35 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.

Name	Latest title	Years	Hrs/wk (latest)	Compensation	Organizations
Kathleen Castle	PRESIDENT	2019-2024	10	$0 reported	2
Pauline Gary	TREASURER	2022-2024	5	$0 reported	2
Betsy Barone	VICE PRESIDENT	2024	5	$0 reported	1
Matt Kolman	SECRETARY	2024	5	$0 reported	1
Joe Palladino	DIRECTOR	2022-2024	5	$0 reported	1
Shan Lytle	DIRECTOR	2020-2024	5	$0 reported	1
Gail Schulz	DIRECTOR	2024	5	$0 reported	1
Susan Young	DIRECTOR	2024	5	$0 reported	2
Paul Lassiter	UNIVERSITY OF MONTANA-REPRESENTATIVE	2022-2024	1	$0 reported	1
Jacob Cummings (former)	DIRECTOR	2021-2023	4	$0 reported	1
Jeannette Gray (former)	SECRETARY	2023	3	$0 reported	1
Tyler Kirkbride (former)	DIRECTOR	2023	2	$0 reported	1
Jennifer Mangold (former)	SECRETARY/TREASURER	2019-2022	6	$0 reported	2
Virginia Rogers (former)	DIRECTOR	2022	3	$0 reported	2
Henry Silverio Jr (former)	PRESIDENT	2021-2022	5	$0 reported	1
Sue Mccormack (former)	PRESIDENT	2015-2021	5	$0 reported	2
Joe Paladino (former)	VICE PRESIDENT	2021	3	$0 reported	1
Gini Rogers (former)	DIRECTOR	2018-2021	3	$0 reported	2
Paul Lasiter (former)	DIRECTOR	2019-2020	5	$0 reported	1
Regina Plattenburg (former)	DIRECTOR	2019	3	$0 reported	1
Kathy Good (former)	DIRECTOR-EMERITUS(NONVOTING)	2015-2019	0	$0 reported	2
Nancy Dezell (former)	DIRECTOR-EMERITUS(NONVOTING)	2015-2019	0	$0 reported	2
Phil Leonardi (former)	DIRECTOR-EMERITUS(NONVOTING)	2017-2019	0	$0 reported	2
Paula Short (former)	UNIVERSITY OF MONTANA	2018-2019	0	$0 reported	1
Phil Connelly (former)	TREASURER	2017-2018	10	$0 reported	2
Royce Mccarty (former)	PRESIDENT	2015-2018	5	$0 reported	3
Jennifer Ray (former)	VICE PRESIDENT	2015-2018	5	$0 reported	1
Rosemary Hubbard (former)	DIRECTOR	2015-2018	3	$0 reported	1
Gina Rogers (former)	DIRECTOR	2017	3	$0 reported	1
Robert Gibson (former)	DIRECTOR	2017	1	$0 reported	1
Mary Fox (former)	DIRECTOR-EMERITUS(NONVOTING)	2015-2016	0	$0 reported	2
Jeanette Mckee (former)	DIRECTOR-EMERITUS(NONVOTING)	2015-2016	0	$0 reported	2
Matt Riley (former)	DIRECTOR	2015-2016	3	$0 reported	1
Lisa Glenn (former)	DIRECTOR	2015	2	Not reported	3
Jack Losensky (former)	SECRETARY	2015	4	Not reported	1

People by year

2024 · 11 people listed · 2 paid, $42K · 7 employees · 73 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
DARLENE GOULD	EXECUTIVE DIRECTOR	40	$28,982	$0	$0	$28,982	1
COURTNEY HARTELIUS	EXECUTIVE DIRECTOR	40	$12,923	$0	$0	$12,923	2
KATHLEEN CASTLE	PRESIDENT	10	$0	$0	$0	$0	2
PAULINE GARY	TREASURER	5	$0	$0	$0	$0	2
BETSY BARONE	VICE PRESIDENT	5	$0	$0	$0	$0	1
MATT KOLMAN	SECRETARY	5	$0	$0	$0	$0	1
JOE PALLADINO	DIRECTOR	5	$0	$0	$0	$0	1
SHAN LYTLE	DIRECTOR	5	$0	$0	$0	$0	1
GAIL SCHULZ	DIRECTOR	5	$0	$0	$0	$0	1
SUSAN YOUNG	DIRECTOR	5	$0	$0	$0	$0	2
PAUL LASSITER	UNIVERSITY OF MONTANA-REPRESENTATIVE	1	$0	$0	$0	$0	1

2023 · 9 people listed · 1 paid, $43K · 10 employees · 73 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
DARLENE GOULD	EXECUTIVE DIRECTOR	40	$42,699	$0	$0	$42,699	1
COURTNEY HARTELIUS	PRESIDENT	7	$0	$0	$0	$0	2
PAULINE GARY	TREASURER	9	$0	$0	$0	$0	2
JOE PALLADINO	VICE PRESIDENT	7	$0	$0	$0	$0	1
JEANNETTE GRAY	SECRETARY	3	$0	$0	$0	$0	1
JACOB CUMMINGS	DIRECTOR	4	$0	$0	$0	$0	1
SHAN LYTLE	DIRECTOR	2	$0	$0	$0	$0	1
TYLER KIRKBRIDE	DIRECTOR	2	$0	$0	$0	$0	1
PAUL LASSITER	UNIVERSITY OF MONTANA-REPRESENTATIVE	1	$0	$0	$0	$0	1

2022 · 9 people listed · 1 paid, $36K · 10 employees · 98 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
DARLENE GOULD	EXECUTIVE DIRECTOR	40	$35,600	$0	$0	$35,600	1
HENRY SILVERIO JR	PRESIDENT	5	$0	$0	$0	$0	1
JENNIFER MANGOLD	SECRETARY/TREASURER	6	$0	$0	$0	$0	2
JACOB CUMMINGS	VICE PRESIDENT	3	$0	$0	$0	$0	1
VIRGINIA ROGERS	DIRECTOR	3	$0	$0	$0	$0	2
JOE PALLADINO	DIRECTOR	4	$0	$0	$0	$0	1
PAULINE GARY	DIRECTOR	2	$0	$0	$0	$0	2
SHAN LYTLE	DIRECTOR	2	$0	$0	$0	$0	1
PAUL LASSITER	UNIVERSITY OF MONTANA-REPRESENTATIVE	1	$0	$0	$0	$0	1

2021 · 8 people listed · 1 paid, $36K · 9 employees · 98 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
DARLENE GOULD	EXECUTIVE DIRECTOR	40	$35,568	$0	$0	$35,568	1
SUE MCCORMACK	PRESIDENT	5	$0	$0	$0	$0	2
JENNIFER MANGOLD	SECRETARY/TREASURER	6	$0	$0	$0	$0	2
JOE PALADINO	VICE PRESIDENT	3	$0	$0	$0	$0	1
GINI ROGERS	DIRECTOR	3	$0	$0	$0	$0	2
HENRY SILVERIO JR	DIRECTOR	4	$0	$0	$0	$0	1
JACOB CUMMINGS	DIRECTOR	2	$0	$0	$0	$0	1
SHAN LYTLE	DIRECTOR	2	$0	$0	$0	$0	1

2020 · 7 people listed · 1 paid, $31K · 6 employees · 97 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
DARLENE GOULD	EXECUTIVE DIRECTOR	40	$31,360	$0	$0	$31,360	1
SUE MCCORMACK	PRESIDENT	5	$0	$0	$0	$0	2
JENNIFER MANGOLD	TREASURER	5	$0	$0	$0	$0	2
KATHLEEN CASTLE	SECRETARY	5	$0	$0	$0	$0	2
GINI ROGERS	DIRECTOR	5	$0	$0	$0	$0	2
SHAN LYTLE	DIRECTOR	5	$0	$0	$0	$0	1
PAUL LASITER	DIRECTOR	5	$0	$0	$0	$0	1

2019 · 11 people listed · 1 paid, $33K · 9 employees · 97 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
DARLENE GOULD	EXECUTIVE DIRECTOR	40	$33,280	$0	$0	$33,280	1
SUE MCCORMACK	PRESIDENT	5	$0	$0	$0	$0	2
JENNIFER MANGOLD	TREASURER	5	$0	$0	$0	$0	2
KATHLEEN CASTLE	SECRETARY	5	$0	$0	$0	$0	2
GINI ROGERS	DIRECTOR	3	$0	$0	$0	$0	2
REGINA PLATTENBURG	DIRECTOR	3	$0	$0	$0	$0	1
PAUL LASITER	DIRECTOR	2	$0	$0	$0	$0	1
KATHY GOOD	DIRECTOR-EMERITUS(NONVOTING)	0	$0	$0	$0	$0	2
NANCY DEZELL	DIRECTOR-EMERITUS(NONVOTING)	0	$0	$0	$0	$0	2
PHIL LEONARDI	DIRECTOR-EMERITUS(NONVOTING)	0	$0	$0	$0	$0	2
PAULA SHORT	UNIVERSITY OF MONTANA	0	$0	$0	$0	$0	1

2018 · 11 people listed · 1 paid, $31K · 7 employees · 97 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
DARLENE GOULD	EXECUTIVE DIRECTOR	40	$31,200	$0	$0	$31,200	1
ROYCE MCCARTY	PRESIDENT	5	$0	$0	$0	$0	3
PHIL CONNELLY	TREASURER	10	$0	$0	$0	$0	2
SUE MCCORMACK	SECRETARY	5	$0	$0	$0	$0	2
JENNIFER RAY	VICE PRESIDENT	5	$0	$0	$0	$0	1
GINI ROGERS	DIRECTOR	3	$0	$0	$0	$0	2
ROSEMARY HUBBARD	DIRECTOR	3	$0	$0	$0	$0	1
KATHY GOOD	DIRECTOR-EMERITUS(NONVOTING)	0	$0	$0	$0	$0	2
NANCY DEZELL	DIRECTOR-EMERITUS(NONVOTING)	0	$0	$0	$0	$0	2
PHIL LEONARDI	DIRECTOR-EMERITUS(NONVOTING)	0	$0	$0	$0	$0	2
PAULA SHORT	UNIVERSITY OF MONTANA	0	$0	$0	$0	$0	1

2017 · 10 people listed · 1 paid, $31K · 8 employees · 97 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
DARLENE GOULD	EXECUTIVE DIRECTOR	100	$31,200	$0	$0	$31,200	1
ROYCE MCCARTY	PRESIDENT	3	$0	$0	$0	$0	3
PHIL CONNELLY	TREASURER	5	$0	$0	$0	$0	2
SUE MCCORMACK	SECRETARY	4	$0	$0	$0	$0	2
JENNIFER RAY	VICE PRESIDENT	3	$0	$0	$0	$0	1
GINA ROGERS	DIRECTOR	3	$0	$0	$0	$0	1
ROBERT GIBSON	DIRECTOR	1	$0	$0	$0	$0	1
KATHY GOOD	DIRECTOR-EMERITUS(NONVOTING)	0	$0	$0	$0	$0	2
NANCY DEZELL	DIRECTOR-EMERITUS(NONVOTING)	0	$0	$0	$0	$0	2
PHIL LEONARDI	DIRECTOR-EMERITUS(NONVOTING)	0	$0	$0	$0	$0	2

2016 · 10 people listed · 1 paid, $31K · 8 employees · 97 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
DARLENE GOULD	EXECUTIVE DIRECTOR	100	$30,608	$0	$0	$30,608	1
ROYCE MCCARTY	PRESIDENT	3	$0	$0	$0	$0	3
KATHY GOOD	TREASURER	5	$0	$0	$0	$0	2
SUE MCCORMACK	VICE PRESIDENT	3	$0	$0	$0	$0	2
NANCY DEZELL	SECRETARY	4	$0	$0	$0	$0	2
JENNIFER RAY	DIRECTOR	3	$0	$0	$0	$0	1
ROSEMARY HUBBARD	DIRECTOR	1	$0	$0	$0	$0	1
MATT RILEY	DIRECTOR	3	$0	$0	$0	$0	1
MARY FOX	DIRECTOR-EMERITUS(NONVOTING)	0	$0	$0	$0	$0	2
JEANETTE MCKEE	DIRECTOR-EMERITUS(NONVOTING)	0	$0	$0	$0	$0	2

2015 · 11 people listed · none paid · 7 employees · 97 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
ROYCE MCCARTY	PRESIDENT	3	-	-	-	$0	3
KATHY GOOD	TREASURER	5	-	-	-	$0	2
SUE MCCORMACK	VICE PRESIDENT	3	-	-	-	$0	2
JACK LOSENSKY	SECRETARY	4	-	-	-	$0	1
LISA GLENN	DIRECTOR	2	-	-	-	$0	3
JENNIFER RAY	DIRECTOR	3	-	-	-	$0	1
NANCY DEZELL	DIRECTOR	1	-	-	-	$0	2
ROSEMARY HUBBARD	DIRECTOR	1	-	-	-	$0	1
MATT RILEY	DIRECTOR	3	-	-	-	$0	1
MARY FOX	DIRECTOR-EMERITUS(NONVOTING)	0	-	-	-	$0	2
JEANETTE MCKEE	DIRECTOR-EMERITUS(NONVOTING)	0	-	-	-	$0	2

Highest-paid independent contractors

No independent contractors reported.

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.

Revenue	Expenses	Assets	Net assets	Contributions	Program revenue	Officer pay	Employees	Volunteers
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$331,585	$317,683	$2,255,973	$2,218,844	$136,844	$170,935	$41,905	7	73
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$213,563	$384,102	$2,225,738	$2,204,942	$54,104	$120,015	$42,699	10	73
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$294,038	$322,339	$2,396,005	$2,375,481	$125,209	$133,310	$35,600	10	98
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$636,433	$280,997	$2,423,056	$2,399,569	$494,868	$103,895	$35,568	9	98
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$244,351	$227,778	$2,069,340	$2,044,133	$186,056	$41,156	$31,360	6	97
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$172,366	$255,695	$2,061,217	$2,027,560	$91,148	$57,946	$33,280	9	97
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$223,459	$253,652	$2,120,525	$2,110,889	$114,126	$65,990	$31,200	7	97
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$199,423	$265,221	$2,163,049	$2,141,082	$99,227	$61,709	$31,200	8	97
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$240,297	$276,552	$2,209,860	$2,206,880	$133,440	$74,211	$30,608	8	97
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$203,488	$275,356	$2,248,457	$2,221,076	$101,140	$67,799	-	7	97

Funders of this organization

2 grantors reported grants to this organization, $7,627 in all, tax years 2011 to 2023. 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

Grantor	Type	Match	Years given	Grants	Total	Latest year	Latest year's amount	Grants
SILICON VALLEY COMMUNITY FOUNDATION	DAF sponsor	Exact	2011	1	$7,500	2011	$7,500	show
AMAZONSMILE FOUNDATION	Private foundation	Fuzzy filed as “DALY MANSION PRESERVATION TRUST INC”	2020-2023	4	$127	2023	$36	show

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Organization	State	NTEE	Latest revenue	Latest expenses	Top-paid title	Top pay	Why similar
BILLINGS PRESERVATION SOCIETY INC	MT	A82	$438,624	$486,954	EXECUTIVE DIRECTOR	$75,000	Same NTEE code A82, revenue within 2x, same state
MONTANA MONUMENTS FOUNDATION	MT	A82	$349,350	$4,076	President	$0	Same NTEE code A82, revenue within 2x, same state
MAINE PRESERVATION	ME	A82	$482,319	$442,171	EXECUTIVE DI	$107,039	Same NTEE code A82, revenue within 2x
LEW WALLACE STUDY PRESERVATION SOCIETY INC	IN	A82	$166,372	$59,299	PRESIDENT	$0	Same NTEE code A82, revenue within 2x, similar mission
ATLANTA PRESERVATION CENTER INC 401	GA	A82	$364,144	$308,723	EXECUTIVE DIRECTOR	$167,016	Same NTEE code A82, revenue within 2x
CAPITAL AREA PRESERVATION INC	NC	A82	$601,511	$283,082	PRES/CEO	$128,779	Same NTEE code A82, revenue within 2x
REITZ HOME PRESERVATION SOCIETY INC	IN	A82	$303,912	$235,780	PRESIDENT	$0	Same NTEE code A82, revenue within 2x
HISTORIC PRESERVATION TRUST OF BERKS COUNTY PENNSYLVANIA	PA	A82	$418,088	$134,348	DIRECTOR	$1,540	Same NTEE code A82, revenue within 2x
PRESERVATION WORCESTER INC	MA	A82	$392,485	$427,500	FORMER EXECUTIVE DIRECTOR	$65,589	Same NTEE code A82, revenue within 2x
CINCINNATI PRESERVATION ASSOCIATION	OH	A82	$630,832	$500,822	EXECUTIVE DIRECTOR	$116,683	Same NTEE code A82, revenue within 2x
CEDARBURG LANDMARK PRESERVATION SOCIETY INC	WI	A82	$332,793	$245,778	President	$0	Same NTEE code A82, revenue within 2x
MAGNAVOX HISTORICAL PRESERVATION ASSOCIATION	TN	A82	$276,894	$3,893	President	$0	Same NTEE code A82, revenue within 2x
HISTORIC ST PETERS CHURCH PRESERVATION CORP	PA	A82	$237,181	$212,867	MEMBER	$0	Same NTEE code A82, revenue within 2x
PRESERVATION GREENSBORO INCORPORATED	NC	A82	$291,437	$393,588	Executive Dir.	$43,321	Same NTEE code A82, revenue within 2x
PRESERVE CLARKSVILLE INC	TX	A82	$174,600	$171,231	PRESIDENT	$30,000	Same NTEE code A82, revenue within 2x
GRACIE MANSION CONSERVANCY	NY	A82	$445,340	$413,852	EXECUTIVE DIRECTOR	$200,000	Same NTEE code A82, revenue within 2x
PRESERVATION SOCIETY OF ELLICOTT HILL	MS	A82	$266,872	$219,098	Chairman	$0	Same NTEE code A82, revenue within 2x
CALIFORNIA PRESERVATION FOUNDATION	CA	A82	$464,454	$458,646	Executive Director	$103,600	Same NTEE code A82, revenue within 2x
HISTORIC PRESERVATION ALLIANCE OF ARKANSAS INC	AR	A82	$190,300	$188,190	EXECUTIVE DIRECTOR	$61,562	Same NTEE code A82, revenue within 2x
GETTYSBURG BATTLEFIELD PRESERVATION ASSOCIATION INC	PA	A82	$630,396	$712,128	PRESIDENT/TR	$43,318	Same NTEE code A82, revenue within 2x
SEABURY SOCIETY FOR THE PRESERVATION OF THE GLEBE HOUSE IN	CT	A82	$170,839	$169,355	EXECUTIVE DIRECTOR	$40,000	Same NTEE code A82, revenue within 2x
HISTORIC HOPEWELL FOUNDATION INC	VA	A82	$351,791	$116,447	President	$0	Same NTEE code A82, revenue within 2x
PEERLESS ROCKVILLE HISTORIC PRESERVATION LTD	MD	A82	$438,344	$298,261	EXECUTIVE DIRECTOR	$105,749	Same NTEE code A82, revenue within 2x
MORRIS JUMEL MANSION INC	NY	A82	$304,311	$384,948	EXECUTIVE DIRECTOR	$87,666	Same NTEE code A82, revenue within 2x
PERQUIMANS COUNTY RESTORATION ASSOCIATION INC	NC	A82	$377,512	$77,118	PRESIDENT	$0	Same NTEE code A82, revenue within 2x

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).

Grantor	Type	Total given	Grants	Organizations funded	Years	Which ones
OREGON COMMUNITY FOUNDATION	DAF sponsor	$1,983,170	11	1	2014–2024	RESTORE OREGON INC
FIDELITY INVESTMENTS CHARITABLE GIFT FUND	DAF sponsor	$1,372,014	82	30	2016–2024	SEVEN WEST FORTY THIRD STREET FOUNDATION INC; TRAVELLERS REST HISTORIC HOUSE MUSEUM INC; MASON COUNTY HISTORICAL SOCIETY INC; EDISTO HISTORIC PRESERVATION SOCIETY INC and 26 more
MUSKEGON COUNTY COMMUNITY FOUNDATION	DAF sponsor	$1,291,579	12	1	2011–2024	MASON COUNTY HISTORICAL SOCIETY INC
DONOR ADVISED CHARITABLE GIVING	DAF sponsor	$1,249,910	50	24	2014–2024	HISTORIC PRESERVATION TRUST OF BERKS COUNTY PENNSYLVANIA; PRESERVATION WORCESTER INC; RESTORE OREGON INC; CINCINNATI PRESERVATION ASSOCIATION and 20 more
1772 FOUNDATION INC	Private foundation	$1,067,150	16	2	2012–2024	MAINE PRESERVATION; CINCINNATI PRESERVATION ASSOCIATION
8 DEER TRUST	Private foundation	$1,024,560	3	1	2022–2024	PRESERVE CLARKSVILLE INC
W K KELLOGG FOUNDATION	Private foundation	$1,000,200	4	1	2013–2016	MICHIGAN HISTORY FOUNDATION INC
A CHUDNOW & SONS HISTORICAL MUSEUM INC	Private foundation	$869,405	1	1	2020–2020	CEDARBURG LANDMARK PRESERVATION SOCIETY INC
GREATER CINCINNATI FOUNDATION	DAF sponsor	$807,759	15	1	2010–2024	CINCINNATI PRESERVATION ASSOCIATION
WACO FOUNDATION	DAF sponsor	$683,407	16	1	2011–2024	HISTORIC WACO FOUNDATION INC
VANGUARD CHARITABLE ENDOWMENT PROGRAM	DAF sponsor	$659,658	24	10	2020–2024	HIGHLANDS HISTORICAL SOCIETY; LITTLE COMPTON HISTORICAL SOCIETY INC; HISTORIC MADISON INC; SEVEN WEST FORTY THIRD STREET FOUNDATION INC and 6 more
FOUNDATION FOR THE CAROLINAS	DAF sponsor	$606,529	10	1	2015–2024	HISTORIC SALISBURY FOUNDATION INC
MAINE COMMUNITY FOUNDATION INC	DAF sponsor	$606,430	17	2	2010–2024	MAINE PRESERVATION; TRUSTEES OF BLOOMFIELD ACADEMY
COMMUNITY FDN OF GREATER DES MOINES	DAF sponsor	$533,343	59	2	2010–2024	IOWA HISTORICAL FOUNDATION; WEST DES MOINES HISTORICAL SOCIETY
BROWN COUNTY COMMUNITY FOUNDATION INC	DAF sponsor	$530,778	11	1	2011–2024	BROWN COUNTY HISTORICAL SOCIETY 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 · $317,683 spent · pay $127,099 · grants $0 · events $10,738

Line	As described	Total	Program	Management	Fundraising	Share
Other salaries and wages		$116,338	$70,836	$18,943	$26,559	36.6%
Depreciation and depletion		$78,937	$71,443	$7,494	$0	24.8%
All other expenses		$28,062	$7,495	$7,153	$13,414	8.8%
Occupancy		$20,377	$20,377	$0	$0	6.4%
Other (as described)	REPAIRS AND MAINTENANCE	$19,416	$18,952	$464	$0	6.1%
Other (as described)	GROUNDS	$14,602	$14,602	$0	$0	4.6%
Payroll taxes		$10,761	$6,552	$1,752	$2,457	3.4%
Other (as described)	VOLUNTEER EXPENSES	$6,039	$6,039	$0	$0	1.9%
Fees: accounting		$5,613	$0	$5,613	$0	1.8%
Insurance		$5,458	$4,344	$1,114	$0	1.7%
Office expenses		$4,935	$0	$4,935	$0	1.6%
Advertising and promotion		$2,469	$0	$0	$2,469	0.8%
Fees: other services		$1,943	$1,260	$683	$0	0.6%
Interest		$1,470	$0	$1,470	$0	0.5%
Other (as described)	GARBAGE	$1,104	$0	$1,104	$0	0.3%
Conferences, conventions and meetings		$159	$0	$159	$0	0.1%
Fundraising events Event	direct expenses; gross income $29,049	$10,579				reported apart
Total		$317,683				100%

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2023 · Form 990 · $384,102 spent · pay $147,872 · grants $0 · events $19,712

Line	As described	Total	Program	Management	Fundraising	Share
Other salaries and wages		$135,384	$70,240	$16,520	$48,624	35.2%
Depreciation and depletion		$78,978	$69,790	$9,188	$0	20.6%
Other (as described)	REPAIRS AND MAINTENANCE	$44,804	$44,734	$70	$0	11.7%
Other (as described)	GROUNDS	$27,074	$27,074	$0	$0	7.0%
Occupancy		$25,645	$25,645	$0	$0	6.7%
All other expenses		$23,323	$5,625	$7,286	$10,412	6.1%
Other (as described)	VOLUNTEER EXPENSES	$14,595	$14,595	$0	$0	3.8%
Payroll taxes		$12,488	$6,479	$1,524	$4,485	3.3%
Insurance		$6,208	$5,034	$1,174	$0	1.6%
Office expenses		$5,560	$0	$5,560	$0	1.4%
Fees: accounting		$5,390	$0	$5,390	$0	1.4%
Advertising and promotion		$3,171	$0	$0	$3,171	0.8%
Other (as described)	GARBAGE	$1,321	$0	$1,321	$0	0.3%
Conferences, conventions and meetings		$161	$0	$161	$0	0.0%
Fundraising events Event	direct expenses; gross income $57,437	$19,551				reported apart
Total		$384,102				100%

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2022 · Form 990 · $322,339 spent · pay $133,002 · grants $0 · events $34,710

Line	As described	Total	Program	Management	Fundraising	Share
Other salaries and wages		$121,750	$64,530	$13,061	$44,159	37.8%
Depreciation and depletion		$78,299	$68,966	$9,333	$0	24.3%
Other (as described)	GROUNDS	$23,479	$23,479	$0	$0	7.3%
Occupancy		$23,416	$23,416	$0	$0	7.3%
All other expenses		$23,017	$5,235	$6,311	$11,471	7.1%
Other (as described)	REPAIRS AND MAINTENANCE	$17,353	$17,185	$168	$0	5.4%
Payroll taxes		$11,252	$5,964	$1,207	$4,081	3.5%
Fees: accounting		$6,803	$0	$6,803	$0	2.1%
Insurance		$5,732	$4,558	$1,174	$0	1.8%
Office expenses		$4,724	$0	$4,724	$0	1.5%
Advertising and promotion		$2,566	$0	$0	$2,566	0.8%
Other (as described)	VOLUNTEER EXPENSES	$1,950	$0	$0	$1,950	0.6%
Other (as described)	GARBAGE	$990	$0	$990	$0	0.3%
Fees: legal		$900	$0	$900	$0	0.3%
Conferences, conventions and meetings		$108	$0	$108	$0	0.0%
Fundraising events Event	direct expenses; gross income $68,068	$34,602				reported apart
Total		$322,339				100%

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2021 · Form 990 · $280,997 spent · pay $124,089 · grants $0 · events $19,771

Line	As described	Total	Program	Management	Fundraising	Share
Other salaries and wages		$113,587	$56,881	$14,134	$42,572	40.4%
Depreciation and depletion		$69,446	$60,634	$8,812	$0	24.7%
All other expenses		$23,627	$8,680	$5,610	$9,337	8.4%
Occupancy		$20,120	$20,120	$0	$0	7.2%
Other (as described)	GROUNDS	$11,346	$11,346	$0	$0	4.0%
Payroll taxes		$10,502	$5,260	$1,306	$3,936	3.7%
Other (as described)	REPAIRS AND MAINTENANCE	$8,541	$4,866	$0	$3,675	3.0%
Fees: accounting		$6,342	$0	$6,342	$0	2.3%
Insurance		$5,510	$4,336	$1,174	$0	2.0%
Other (as described)	VOLUNTEER EXPENSES	$4,752	$0	$0	$4,752	1.7%
Office expenses		$4,238	$0	$4,238	$0	1.5%
Advertising and promotion		$2,217	$0	$0	$2,217	0.8%
Other (as described)	GARBAGE	$769	$0	$769	$0	0.3%
Fundraising events Event	direct expenses; gross income $57,901	$19,771				reported apart
Total		$280,997				100%

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2020 · Form 990 · $227,778 spent · pay $90,622 · grants $0 · events $6,575

Line	As described	Total	Program	Management	Fundraising	Share
Other salaries and wages		$82,949	$34,584	$11,223	$37,142	36.4%
Depreciation and depletion		$67,821	$59,133	$8,688	$0	29.8%
Occupancy		$20,679	$20,679	$0	$0	9.1%
All other expenses		$17,268	$5,287	$5,098	$6,883	7.6%
Payroll taxes		$7,673	$3,199	$1,038	$3,436	3.4%
Other (as described)	GROUNDS	$5,977	$5,977	$0	$0	2.6%
Fees: accounting		$5,718	$0	$5,718	$0	2.5%
Other (as described)	REPAIRS AND MAINTENANCE	$5,645	$5,645	$0	$0	2.5%
Insurance		$5,572	$4,143	$1,429	$0	2.4%
Advertising and promotion		$2,559	$0	$0	$2,559	1.1%
Office expenses		$2,101	$0	$2,101	$0	0.9%
Fees: other services		$1,565	$0	$0	$1,565	0.7%
Other (as described)	VOLUNTEER EXPENSES	$1,297	$1,297	$0	$0	0.6%
Other (as described)	GARBAGE	$403	$0	$403	$0	0.2%
Interest		$341	$0	$341	$0	0.1%
Conferences, conventions and meetings		$210	$0	$210	$0	0.1%
Fundraising events Event	direct expenses; gross income $24,453	$6,365				reported apart
Total		$227,778				100%

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2019 · Form 990 · $255,695 spent · pay $104,147 · grants $0 · events $22,513

Line	As described	Total	Program	Management	Fundraising	Share
Other salaries and wages		$95,333	$57,641	$8,320	$29,372	37.3%
Depreciation and depletion		$68,316	$59,427	$8,889	$0	26.7%
Occupancy		$21,114	$21,114	$0	$0	8.3%
All other expenses		$17,117	$7,711	$3,343	$6,063	6.7%
Other (as described)	REPAIRS AND MAINTENANCE	$10,757	$10,757	$0	$0	4.2%
Payroll taxes		$8,814	$5,329	$769	$2,716	3.4%
Other (as described)	VOLUNTEER EXPENSES	$8,130	$8,130	$0	$0	3.2%
Fees: accounting		$6,217	$0	$6,217	$0	2.4%
Other (as described)	GROUNDS	$5,713	$5,713	$0	$0	2.2%
Insurance		$5,467	$4,038	$1,429	$0	2.1%
Advertising and promotion		$2,505	$0	$0	$2,505	1.0%
Office expenses		$2,310	$0	$2,310	$0	0.9%
Fees: professional fundraisers		$2,000	-	-	$2,000	0.8%
Other (as described)	GARBAGE	$869	$0	$869	$0	0.3%
Interest		$863	$0	$863	$0	0.3%
Travel		$170	$0	$170	$0	0.1%
Fundraising events Event	direct expenses; gross income $43,127	$22,513				reported apart
Total		$255,695				100%

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2018 · Form 990 · $253,652 spent · pay $94,378 · grants $0 · events $31,184

Line	As described	Total	Program	Management	Fundraising	Share
Other salaries and wages		$86,233	$47,382	$8,127	$30,724	34.0%
Depreciation and depletion		$68,183	$58,983	$9,200	$0	26.9%
All other expenses		$22,191	$11,934	$4,943	$5,314	8.7%
Occupancy		$19,799	$19,799	$0	$0	7.8%
Other (as described)	GROUNDS	$14,801	$14,801	$0	$0	5.8%
Other (as described)	REPAIRS AND MAINTENANCE	$9,606	$9,246	$360	$0	3.8%
Fees: accounting		$8,318	$0	$8,318	$0	3.3%
Payroll taxes		$8,145	$4,475	$768	$2,902	3.2%
Insurance		$5,364	$3,935	$1,429	$0	2.1%
Other (as described)	VOLUNTEER EXPENSES	$4,687	$4,687	$0	$0	1.8%
Office expenses		$3,092	$0	$3,092	$0	1.2%
Advertising and promotion		$1,559	$0	$0	$1,559	0.6%
Other (as described)	GARBAGE	$858	$0	$858	$0	0.3%
Interest		$621	$0	$621	$0	0.2%
Fees: other services		$195	$0	$0	$195	0.1%
Fundraising events Event	direct expenses; gross income $66,371	$31,184				reported apart
Total		$253,652				100%

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2017 · Form 990 · $265,221 spent · pay $104,030 · grants $0 · events $35,280

Line	As described	Total	Program	Management	Fundraising	Share
Other salaries and wages		$95,352	$58,352	$8,560	$28,440	36.0%
Depreciation and depletion		$68,806	$58,259	$10,547	$0	25.9%
Occupancy		$22,907	$22,907	$0	$0	8.6%
All other expenses		$14,583	$4,665	$5,738	$4,180	5.5%
Other (as described)	GROUNDS	$11,283	$11,283	$0	$0	4.3%
Other (as described)	VOLUNTEER EXPENSES	$9,297	$9,297	$0	$0	3.5%
Payroll taxes		$8,678	$5,311	$779	$2,588	3.3%
Fees: accounting		$8,133	$0	$8,133	$0	3.1%
Other (as described)	REPAIRS AND MAINTENANCE	$8,106	$8,106	$0	$0	3.1%
Insurance		$7,911	$5,458	$1,666	$787	3.0%
Advertising and promotion		$4,627	$0	$0	$4,627	1.7%
Office expenses		$2,919	$0	$2,919	$0	1.1%
Fees: professional fundraisers		$1,388	-	-	$1,388	0.5%
Other (as described)	GARBAGE	$845	$0	$845	$0	0.3%
Interest		$317	$317	$0	$0	0.1%
Conferences, conventions and meetings		$69	$0	$69	$0	0.0%
Fundraising events Event	direct expenses; gross income $67,660	$35,211				reported apart
Total		$265,221				100%

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2016 · Form 990 · $276,552 spent · pay $109,130 · grants $0 · events $30,596

Line	As described	Total	Program	Management	Fundraising	Share
Other salaries and wages		$69,284	$40,582	$2,325	$26,377	25.1%
Depreciation and depletion		$67,423	$56,964	$10,459	$0	24.4%
Pay: officers, directors, trustees, key employees		$30,608	$18,008	$6,300	$6,300	11.1%
Occupancy		$20,210	$20,210	$0	$0	7.3%
All other expenses		$15,973	$5,432	$6,068	$4,473	5.8%
Other (as described)	GROUNDS	$12,804	$12,804	$0	$0	4.6%
Other (as described)	REPAIRS AND MAINTENANCE	$10,534	$10,534	$0	$0	3.8%
Other (as described)	VOLUNTEER EXPENSES	$10,321	$10,321	$0	$0	3.7%
Payroll taxes		$9,238	$5,418	$798	$3,022	3.3%
Fees: accounting		$8,431	$0	$8,431	$0	3.0%
Insurance		$7,807	$4,049	$2,881	$877	2.8%
Advertising and promotion		$6,022	$0	$0	$6,022	2.2%
Office expenses		$4,043	$1,832	$2,211	$0	1.5%
Fees: professional fundraisers		$1,650	-	-	$1,650	0.6%
Fees: other services		$1,440	$1,440	$0	$0	0.5%
Other (as described)	GARBAGE	$702	$0	$702	$0	0.3%
Conferences, conventions and meetings		$37	$0	$37	$0	0.0%
Interest		$25	$25	$0	$0	0.0%
Fundraising events Event	direct expenses; gross income $53,965	$30,559				reported apart
Total		$276,552				100%

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2015 · Form 990 · $275,356 spent · pay $85,289 · grants $0 · events $30,247

Line	As described	Total	Program	Management	Fundraising	Share
Other salaries and wages		$77,802	$43,356	$8,600	$25,846	28.3%
Depreciation and depletion		$67,151	$56,877	$10,274	$0	24.4%
All other expenses		$31,833	$20,419	$6,507	$4,907	11.6%
Occupancy		$24,535	$24,535	$0	$0	8.9%
Fees: professional fundraisers		$12,698	-	-	$12,698	4.6%
Insurance		$11,918	$6,287	$2,155	$3,476	4.3%
Other (as described)	GROUNDS	$10,284	$10,284	$0	$0	3.7%
Fees: accounting		$8,968	$0	$8,968	$0	3.3%
Payroll taxes		$7,487	$4,173	$826	$2,488	2.7%
Other (as described)	VOLUNTEER EXPENSES	$5,816	$5,816	$0	$0	2.1%
Other (as described)	REPAIRS AND MAINTENANCE	$5,302	$5,302	$0	$0	1.9%
Advertising and promotion		$4,884	$0	$0	$4,884	1.8%
Office expenses		$3,150	$0	$3,150	$0	1.1%
Fees: other services		$2,071	$1,964	$107	$0	0.8%
Other (as described)	GARBAGE	$915	$0	$915	$0	0.3%
Interest		$497	$497	$0	$0	0.2%
Conferences, conventions and meetings		$45	$0	$45	$0	0.0%
Fundraising events Event	direct expenses; gross income $60,365	$30,202				reported apart
Total		$275,356				100%

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