HERITAGE CONSERVANCY

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Cite this

Plain text HERITAGE CONSERVANCY. furp.org, nonprofit organization profile, tax years 2011–2025. https://furp.org/org/heritage-conservancy-236296515. Retrieved 2026-11-06.

APA furp.org. (n.d.). HERITAGE CONSERVANCY [Nonprofit organization profile; tax years 2011–2025]. Retrieved November 6, 2026, from https://furp.org/org/heritage-conservancy-236296515

MLA “HERITAGE CONSERVANCY.” furp.org, tax years 2011–2025, https://furp.org/org/heritage-conservancy-236296515. Accessed 6 Nov. 2026.

Retrieved 2026-11-06; covers tax years 2011–2025. Data: furp.org, CC BY 4.0.

2025 · Form 990 · revenue $3.0M · expenses $3.6M · assets $39.9M

EIN
23-6296515
Address
85 OLD DUBLIN PIKE, DOYLESTOWN, PA 18901-2468
Website
WWW.HERITAGECONSERVANCY.ORG
NTEE code
A80 Historical Societies, Related Historical Activities (Arts, Culture and Humanities) published (IRS Business Master File, as A800)
FURP topic
science: research education (from its 990 text; the topic index)
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
July 1960 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (public charity) Pub 78 ↗
Foundation status
Public charity supported by the public (170(b)(1)(a)(vi))
Cross-check
ProPublica Nonprofit Explorer

Mission

WE ARE A COMMUNITY BASED ORGANIZATION DEDICATED TO THE PRESERVATION AND PROTECTION OF SIGNIFICANT OPEN SPACES, NATURAL RESOURCES, AND OUR HISTORIC HERITAGE.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

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

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
William Kunze PRESIDENT2021-2025 $203,992$832,693 1
Kris Kern VICE PRESIDE2023-2025 $49,056$279,479 1
Erika Blumenthal COO2025 $80,124$80,124 1
Linda J Cacossa (former) COO/CFO2011-2023 $95,610$1,496,710 1
Jeffrey L Marshall (former) SENIOR ADVIS2011-2022 $24,230$1,406,304 1
Cliff C David Jr (former) President2011 $156,880$156,880 1
Robin Folkerts (former) VP OF DEV.2012-2013 $72,180$156,136 1

Officers and directors, no compensation reported

51 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
Lynn T Bush VICE CHAIR2021-2025 2 $0 reported 1
Richard Henriques TREASURER2021-2025 2 $0 reported 1
Jeffrey H Nicholas Esq CHAIR2012-2025 2 $0 reported 1
Brian J Clark Esq DIRECTOR2018-2025 2 $0 reported 1
R Brent Alderfer DIRECTOR2024-2025 2 $0 reported 1
Rebecca Bushnell DIRECTOR2024-2025 2 $0 reported 1
Christopher B Chandor Esq DIRECTOR2011-2025 2 $0 reported 1
Stephen G Darlington DIRECTOR2020-2025 2 $0 reported 1
Ralph C Fey Aia DIRECTOR2020-2025 2 $0 reported 1
Louis J Lombardi SECRETARY2019-2025 2 $0 reported 1
David Oxley DIRECTOR2022-2025 2 $0 reported 1
Stephen L Phillips DIRECTOR2011-2025 2 $0 reported 1
Kevin Putman Jr DIRECTOR2021-2025 2 $0 reported 1
Dr Scott Reines Md Phd DIRECTOR2022-2025 2 $0 reported 1
Beth Snyder Dmd DIRECTOR2016-2025 2 $0 reported 1
Anthony Calvitti DIRECTOR2025 2 $0 reported 1
Douglas L Carr Cpa DIRECTOR2018-2025 2 $0 reported 1
D Rodman Eastburn Esq DIRECTOR2025 2 $0 reported 1
Gregory Kessel DIRECTOR2025 2 $0 reported 1
Maria Rieders Phd (former) CHAIR2012-2024 2 $0 reported 1
Frank C Palopoli (former) DIRECTOR2011-2024 2 $0 reported 1
Julia R Toner Esq (former) DIRECTOR2019-2024 2 $0 reported 1
Nicholas Derose Pe (former) DIRECTOR2023 2 $0 reported 1
Kathy Summerall (former) DIRECTOR2015-2023 2 $0 reported 1
Nicholas Derose Pg (former) DIRECTOR2011-2022 2 $0 reported 1
Dr Vail P Garvin Fache (former) DIRECTOR2011-2022 2 $0 reported 1
Trey Wilson Dds (former) DIRECTOR2020-2022 2 $0 reported 1
Brian G Firth Md Phd Mba (former) DIRECTOR2012-2021 2 $0 reported 1
Jonathan Moore Sharaf (former) DIRECTOR2016-2021 2 $0 reported 1
Kevin Zosulis Cfa (former) TREASURER2020-2021 2 $0 reported 1
Sydney F Martin (former) DIRECTOR2011-2020 2 $0 reported 1
Dr Scott Reines Mdphd (former) DIRECTOR2015-2020 2 $0 reported 1
Judy Chang Cody (former) SECRETARY2013-2019 2 $0 reported 1
Georgiana S Coles (former) DIRECTOR2011-2019 2 $0 reported 1
Lizann Cooke (former) DIRECTOR2016-2019 2 $0 reported 1
Michael G Fitzpatrick (former) DIRECTOR2017-2019 2 $0 reported 1
Robert W Pritchard Jd Cpa (former) TREASURER2016-2018 2 $0 reported 1
Marvin L Woodall (former) DIRECTOR2011-2018 2 $0 reported 1
J Jay Belding (former) SECRETARY2012-2017 2 $0 reported 1
George J Donovan (former) DIRECTOR2011-2017 2 $0 reported 1
Richard M Welch Jr (former) DIRECTOR2016-2017 2 $0 reported 1
Michael Mathey (former) TREASURER2011-2015 2 $0 reported 1
Thomas K Fischer (former) DIRECTOR2014-2015 2 $0 reported 1
Jeffrey P Lindtner (former) DIRECTOR2012-2015 2 $0 reported 1
Robert L Russell (former) DIRECTOR2011-2015 2 $0 reported 1
John H Thompson (former) DIRECTOR2011-2015 2 $0 reported 1
Christine C Figueroa (former) DIRECTOR2011-2014 2 $0 reported 1
Daniel Rattigan (former) Director2012 2 $0 reported 1
Elizabeth H Gemmill Esq (former) Assistant Sec.2011-2012 2 $0 reported 1
Stephen K Chadwick (former) Secretary2011-2012 2 $0 reported 1
Charles D Lomax (former) Director2011 2 $0 reported 1

People by year

2025 · 22 people listed · 3 paid, $333K · 58 employees · 349 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WILLIAM KUNZE PRESIDENT37 $179,912$0$24,080 $203,9921
ERIKA BLUMENTHAL COO37 $75,992$0$4,132 $80,1241
KRIS KERN VICE PRESIDE37 $44,832$0$4,224 $49,0561
JEFFREY H NICHOLAS ESQ CHAIR2 $0$0$0 $01
LYNN T BUSH VICE CHAIR2 $0$0$0 $01
RICHARD HENRIQUES TREASURER2 $0$0$0 $01
LOUIS J LOMBARDI SECRETARY2 $0$0$0 $01
R BRENT ALDERFER DIRECTOR2 $0$0$0 $01
REBECCA BUSHNELL DIRECTOR2 $0$0$0 $01
ANTHONY CALVITTI DIRECTOR2 $0$0$0 $01
DOUGLAS L CARR CPA DIRECTOR2 $0$0$0 $01
CHRISTOPHER B CHANDOR ESQ DIRECTOR2 $0$0$0 $01
BRIAN J CLARK ESQ DIRECTOR2 $0$0$0 $01
STEPHEN G DARLINGTON DIRECTOR2 $0$0$0 $01
D RODMAN EASTBURN ESQ DIRECTOR2 $0$0$0 $01
RALPH C FEY AIA DIRECTOR2 $0$0$0 $01
GREGORY KESSEL DIRECTOR2 $0$0$0 $01
DAVID OXLEY DIRECTOR2 $0$0$0 $01
STEPHEN L PHILLIPS DIRECTOR2 $0$0$0 $01
KEVIN PUTMAN JR DIRECTOR2 $0$0$0 $01
DR SCOTT REINES MD PHD DIRECTOR2 $0$0$0 $01
BETH SNYDER DMD DIRECTOR2 $0$0$0 $01
2024 · 20 people listed · 2 paid, $322K · 52 employees · 335 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WILLIAM KUNZE PRESIDENT37 $178,875$0$21,802 $200,6771
KRIS KERN VICE PRESIDE37 $111,070$0$10,006 $121,0761
MARIA RIEDERS PHD CHAIR2 $0$0$0 $01
LYNN T BUSH VICE CHAIR2 $0$0$0 $01
RICHARD HENRIQUES TREASURER2 $0$0$0 $01
JEFFREY H NICHOLAS ESQ SECRETARY2 $0$0$0 $01
BRIAN J CLARK ESQ ASSIST. SECR2 $0$0$0 $01
R BRENT ALDERFER DIRECTOR2 $0$0$0 $01
REBECCA BUSHNELL DIRECTOR2 $0$0$0 $01
CHRISTOPHER B CHANDOR ESQ DIRECTOR2 $0$0$0 $01
STEPHEN G DARLINGTON DIRECTOR2 $0$0$0 $01
RALPH C FEY AIA DIRECTOR2 $0$0$0 $01
LOUIS J LOMBARDI DIRECTOR2 $0$0$0 $01
DAVID OXLEY DIRECTOR2 $0$0$0 $01
FRANK C PALOPOLI DIRECTOR2 $0$0$0 $01
STEPHEN L PHILLIPS DIRECTOR2 $0$0$0 $01
KEVIN PUTMAN JR DIRECTOR2 $0$0$0 $01
DR SCOTT REINES MD PHD DIRECTOR2 $0$0$0 $01
BETH SNYDER DMD DIRECTOR2 $0$0$0 $01
JULIA R TONER ESQ DIRECTOR2 $0$0$0 $01
2023 · 22 people listed · 3 paid, $388K · 46 employees · 525 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WILLIAM KUNZE PRESIDENT37 $162,864$0$20,163 $183,0271
KRIS KERN VICE PRESIDE37 $99,996$0$9,351 $109,3471
LINDA J CACOSSA COO/CFO37 $82,963$0$12,647 $95,6101
MARIA RIEDERS PHD CHAIR2 $0$0$0 $01
JEFFREY H NICHOLAS ESQ VICE CHAIR2 $0$0$0 $01
RICHARD HENRIQUES TREASURER2 $0$0$0 $01
STEPHEN L PHILLIPS SECRETARY2 $0$0$0 $01
LYNN T BUSH DIRECTOR2 $0$0$0 $01
DOUGLAS L CARR CPA DIRECTOR2 $0$0$0 $01
CHRISTOPHER B CHANDOR ESQ DIRECTOR2 $0$0$0 $01
BRIAN J CLARK ESQ DIRECTOR2 $0$0$0 $01
STEPHEN G DARLINGTON DIRECTOR2 $0$0$0 $01
NICHOLAS DEROSE PE DIRECTOR2 $0$0$0 $01
RALPH C FEY AIA DIRECTOR2 $0$0$0 $01
LOUIS J LOMBARDI DIRECTOR2 $0$0$0 $01
DAVID OXLEY DIRECTOR2 $0$0$0 $01
FRANK C PALOPOLI DIRECTOR2 $0$0$0 $01
KEVIN PUTMAN JR DIRECTOR2 $0$0$0 $01
DR SCOTT REINES MD PHD DIRECTOR2 $0$0$0 $01
BETH SNYDER DMD DIRECTOR2 $0$0$0 $01
KATHY SUMMERALL DIRECTOR2 $0$0$0 $01
JULIA R TONER ESQ DIRECTOR2 $0$0$0 $01
2022 · 24 people listed · 3 paid, $373K · 35 employees · 458 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WILLIAM KUNZE PRESIDENT40 $173,842$0$18,810 $192,6521
LINDA J CACOSSA COO/CFO40 $134,901$0$21,140 $156,0411
JEFFREY L MARSHALL SENIOR ADVIS2 $24,230$0$0 $24,2301
STEPHEN L PHILLIPS CHAIRMAN2 $0$0$0 $01
MARIA RIEDERS PHD VICE CHAIR2 $0$0$0 $01
RICHARD HENRIQUES TREASURER2 $0$0$0 $01
BETH SNYDER DMD SECRETARY2 $0$0$0 $01
LYNN T BUSH DIRECTOR2 $0$0$0 $01
DOUGLAS L CARR CPA DIRECTOR2 $0$0$0 $01
CHRISTOPHER B CHANDOR ESQ DIRECTOR2 $0$0$0 $01
BRIAN J CLARK ESQ DIRECTOR2 $0$0$0 $01
STEPHEN G DARLINGTON DIRECTOR2 $0$0$0 $01
NICHOLAS DEROSE PG DIRECTOR2 $0$0$0 $01
RALPH C FEY AIA DIRECTOR2 $0$0$0 $01
DR VAIL P GARVIN FACHE DIRECTOR2 $0$0$0 $01
LOUIS J LOMBARDI DIRECTOR2 $0$0$0 $01
JEFFREY H NICHOLAS DIRECTOR2 $0$0$0 $01
DAVID OXLEY DIRECTOR2 $0$0$0 $01
FRANK C PALOPOLI DIRECTOR2 $0$0$0 $01
KEVIN PUTMAN JR DIRECTOR2 $0$0$0 $01
DR SCOTT REINES MD PHD DIRECTOR2 $0$0$0 $01
KATHY SUMMERALL DIRECTOR2 $0$0$0 $01
JULIA R TONER ESQ DIRECTOR2 $0$0$0 $01
TREY WILSON DDS DIRECTOR2 $0$0$0 $01
2021 · 24 people listed · 3 paid, $289K · 33 employees · 438 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LINDA J CACOSSA COO/CFO40 $130,044$0$13,236 $143,2801
JEFFREY L MARSHALL SENIOR ADVIS40 $86,413$0$6,504 $92,9171
WILLIAM KUNZE PRESIDENT40 $52,345$0$0 $52,3451
STEPHEN L PHILLIPS CHAIRMAN2 $0$0$0 $01
MARIA RIEDERS PHD VICE CHAIR2 $0$0$0 $01
LYNN T BUSH DIRECTOR2 $0$0$0 $01
DOUGLAS L CARR CPA DIRECTOR2 $0$0$0 $01
CHRISTOPHER B CHANDOR ESQ DIRECTOR2 $0$0$0 $01
BRIAN J CLARK ESQ DIRECTOR2 $0$0$0 $01
STEPHEN G DARLINGTON DIRECTOR2 $0$0$0 $01
NICHOLAS DEROSE PG DIRECTOR2 $0$0$0 $01
RALPH C FEY AIA DIRECTOR2 $0$0$0 $01
BRIAN G FIRTH MD PHD MBA DIRECTOR2 $0$0$0 $01
DR VAIL P GARVIN FACHE DIRECTOR2 $0$0$0 $01
RICHARD HENRIQUES DIRECTOR2 $0$0$0 $01
LOUIS J LOMBARDI DIRECTOR2 $0$0$0 $01
JEFFREY H NICHOLAS DIRECTOR2 $0$0$0 $01
FRANK C PALOPOLI DIRECTOR2 $0$0$0 $01
KEVIN PUTMAN JR DIRECTOR2 $0$0$0 $01
JONATHAN MOORE SHARAF DIRECTOR2 $0$0$0 $01
BETH SNYDER DMD DIRECTOR2 $0$0$0 $01
JULIA R TONER ESQ DIRECTOR2 $0$0$0 $01
TREY WILSON DDS DIRECTOR2 $0$0$0 $01
KEVIN ZOSULIS CFA TREASURER2 $0$0$0 $01
2020 · 22 people listed · 2 paid, $327K · 22 employees · 328 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JEFFREY L MARSHALL PRESIDENT40 $161,534$0$13,786 $175,3201
LINDA J CACOSSA COO/CFO40 $139,356$0$12,720 $152,0761
STEPHEN L PHILLIPS CHAIRMAN2 $0$0$0 $01
MARIA RIEDERS PHD VICE CHAIR2 $0$0$0 $01
KEVIN ZOSULIS CFA TREASURER2 $0$0$0 $01
NICHOLAS DEROSE PG SECRETARY2 $0$0$0 $01
DOUGLAS L CARR CPA DIRECTOR2 $0$0$0 $01
CHRISTOPHER B CHANDOR ESQ DIRECTOR2 $0$0$0 $01
BRIAN J CLARK ESQ DIRECTOR2 $0$0$0 $01
STEPHEN G DARLINGTON DIRECTOR2 $0$0$0 $01
RALPH C FEY AIA DIRECTOR2 $0$0$0 $01
BRIAN G FIRTH MD PHD MBA DIRECTOR2 $0$0$0 $01
LOUIS J LOMBARDI DIRECTOR2 $0$0$0 $01
SYDNEY F MARTIN DIRECTOR2 $0$0$0 $01
JEFFREY H NICHOLAS DIRECTOR2 $0$0$0 $01
FRANK C PALOPOLI DIRECTOR2 $0$0$0 $01
DR SCOTT REINES MDPHD DIRECTOR2 $0$0$0 $01
JONATHAN MOORE SHARAF DIRECTOR2 $0$0$0 $01
BETH SNYDER DMD DIRECTOR2 $0$0$0 $01
KATHY H SUMMERALL DIRECTOR2 $0$0$0 $01
JULIA R TONER ESQ DIRECTOR2 $0$0$0 $01
TREY WILSON DDS DIRECTOR2 $0$0$0 $01
2019 · 22 people listed · 2 paid, $268K · 26 employees · 471 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JEFFREY L MARSHALL PRESIDENT40 $134,072$0$12,786 $146,8581
LINDA J CACOSSA COO40 $113,565$0$7,658 $121,2231
STEPHEN L PHILLIPS CHAIRMAN2 $0$0$0 $01
NICHOLAS DEROSE PG VICE CHAIRMA2 $0$0$0 $01
JUDY CHANG CODY SECRETARY2 $0$0$0 $01
DOUGLAS L CARR CPA DIRECTOR2 $0$0$0 $01
CHRISTOPHER B CHANDOR ESQ DIRECTOR2 $0$0$0 $01
BRIAN J CLARK ESQ DIRECTOR2 $0$0$0 $01
GEORGIANA S COLES DIRECTOR2 $0$0$0 $01
LIZANN COOKE DIRECTOR2 $0$0$0 $01
BRIAN G FIRTH MD PHD MBA DIRECTOR2 $0$0$0 $01
MICHAEL G FITZPATRICK DIRECTOR2 $0$0$0 $01
DR VAIL P GARVIN FACHE DIRECTOR2 $0$0$0 $01
LOUIS J LOMBARDI DIRECTOR2 $0$0$0 $01
JONATHAN MOORE SHARAF DIRECTOR2 $0$0$0 $01
JEFFREY H NICHOLAS DIRECTOR2 $0$0$0 $01
FRANK C PALOPOLI DIRECTOR2 $0$0$0 $01
DR SCOTT REINES MDPHD DIRECTOR2 $0$0$0 $01
MARIA RIEDERS PHD DIRECTOR2 $0$0$0 $01
BETH SNYDER DMD DIRECTOR2 $0$0$0 $01
KATHY H SUMMERALL DIRECTOR2 $0$0$0 $01
JULIA R TONER ESQ DIRECTOR2 $0$0$0 $01
2018 · 20 people listed · 2 paid, $263K · 25 employees · 389 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JEFFREY L MARSHALL PRESIDENT40 $136,594$0$6,188 $142,7821
LINDA J CACOSSA COO40 $115,209$0$5,421 $120,6301
CHRISTOPHER B CHANDOR ESQ CHAIRMAN2 $0$0$0 $01
STEPHEN L PHILLIPS VICE CHAIRMA2 $0$0$0 $01
ROBERT W PRITCHARD JD CPA TREASURER2 $0$0$0 $01
JEFFREY H NICHOLAS SECRETARY2 $0$0$0 $01
DOUGLAS L CARR CPA DIRECTOR2 $0$0$0 $01
JUDY CHANG CODY DIRECTOR2 $0$0$0 $01
BRIAN J CLARK ESQ DIRECTOR2 $0$0$0 $01
GEORGIANA S COLES DIRECTOR2 $0$0$0 $01
LIZANN COOKE DIRECTOR2 $0$0$0 $01
NICHOLAS DEROSE PG DIRECTOR2 $0$0$0 $01
MICHAEL G FITZPATRICK DIRECTOR2 $0$0$0 $01
DR VAIL P GARVIN FACHE DIRECTOR2 $0$0$0 $01
SYDNEY F MARTIN DIRECTOR2 $0$0$0 $01
DR SCOTT REINES MDPHD DIRECTOR2 $0$0$0 $01
JONATHAN MOORE SHARAF DIRECTOR2 $0$0$0 $01
BETH SNYDER DMD DIRECTOR2 $0$0$0 $01
KATHY H SUMMERALL DIRECTOR2 $0$0$0 $01
MARVIN L WOODALL DIRECTOR2 $0$0$0 $01
2017 · 24 people listed · 2 paid, $248K · 23 employees · 484 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JEFFREY L MARSHALL PRESIDENT40 $126,983$0$5,963 $132,9461
LINDA J CACOSSA COO40 $109,407$0$5,348 $114,7551
CHRISTOPHER B CHANDOR ESQ CHAIRMAN2 $0$0$0 $01
BRIAN GARRIOCK FIRTH MD PHD VICE CHAIRMA2 $0$0$0 $01
ROBERT W PRITCHARD JD CPA TREASURER2 $0$0$0 $01
J JAY BELDING SECRETARY2 $0$0$0 $01
JUDY CHANG CODY DIRECTOR2 $0$0$0 $01
GEORGIANA S COLES DIRECTOR2 $0$0$0 $01
LIZANN COOKE DIRECTOR2 $0$0$0 $01
NICHOLAS DEROSE PG DIRECTOR2 $0$0$0 $01
GEORGE J DONOVAN DIRECTOR2 $0$0$0 $01
MICHAEL G FITZPATRICK DIRECTOR2 $0$0$0 $01
DR VAIL P GARVIN FACHE DIRECTOR2 $0$0$0 $01
SYDNEY F MARTIN DIRECTOR2 $0$0$0 $01
JEFFREY H NICHOLAS DIRECTOR2 $0$0$0 $01
FRANK C PALOPOLI DIRECTOR2 $0$0$0 $01
STEPHEN L PHILLIPS DIRECTOR2 $0$0$0 $01
DR SCOTT REINES MDPHD DIRECTOR2 $0$0$0 $01
MARIA T RIEDERS PHD DIRECTOR2 $0$0$0 $01
JONATHAN MOORE SHARAF DIRECTOR2 $0$0$0 $01
BETH SNYDER DMD DIRECTOR2 $0$0$0 $01
KATHY H SUMMERALL DIRECTOR2 $0$0$0 $01
RICHARD M WELCH JR DIRECTOR2 $0$0$0 $01
MARVIN L WOODALL DIRECTOR2 $0$0$0 $01
2016 · 23 people listed · 2 paid, $237K · 21 employees · 451 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JEFFREY L MARSHALL PRESIDENT40 $121,412$0$5,781 $127,1931
LINDA J CACOSSA COO40 $104,571$0$5,194 $109,7651
CHRISTOPHER B CHANDOR ESQ CHAIRMAN2 $0$0$0 $01
BRIAN GARRIOCK FIRTH MD PHD VICE CHAIRMA2 $0$0$0 $01
ROBERT W PRITCHARD JD CPA TREASURER2 $0$0$0 $01
STEPHEN L PHILLIPS SECRETARY2 $0$0$0 $01
J JAY BELDING DIRECTOR2 $0$0$0 $01
JUDY CHANG CODY DIRECTOR2 $0$0$0 $01
GEORGIANA S COLES DIRECTOR2 $0$0$0 $01
LIZANN COOKE DIRECTOR2 $0$0$0 $01
NICHOLAS DEROSE PG DIRECTOR2 $0$0$0 $01
GEORGE J DONOVAN DIRECTOR2 $0$0$0 $01
DR VAIL P GARVIN FACHE DIRECTOR2 $0$0$0 $01
SYDNEY F MARTIN DIRECTOR2 $0$0$0 $01
JEFFREY H NICHOLAS DIRECTOR2 $0$0$0 $01
FRANK C PALOPOLI DIRECTOR2 $0$0$0 $01
DR SCOTT REINES MDPHD DIRECTOR2 $0$0$0 $01
MARIA T RIEDERS PHD DIRECTOR2 $0$0$0 $01
JONATHAN MOORE SHARAF DIRECTOR2 $0$0$0 $01
BETH SNYDER DMD DIRECTOR2 $0$0$0 $01
KATHY H SUMMERALL DIRECTOR2 $0$0$0 $01
RICHARD M WELCH JR DIRECTOR2 $0$0$0 $01
MARVIN L WOODALL DIRECTOR2 $0$0$0 $01
2015 · 23 people listed · 2 paid, $245K · 25 employees · 431 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JEFFREY L MARSHALL PRESIDENT40 $117,877$0$13,022 $130,8991
LINDA J CACOSSA COO40 $101,462$0$12,199 $113,6611
CHRISTOPHER B CHANDOR ESQ CHAIRMAN2 $0$0$0 $01
BRIAN GARRIOCK FIRTH MD PHD VICE CHAIRMA2 $0$0$0 $01
MICHAEL MATHEY TREASURER2 $0$0$0 $01
GEORGE J DONOVAN SECRETARY2 $0$0$0 $01
J JAY BELDING DIRECTOR2 $0$0$0 $01
JUDY CHANG CODY DIRECTOR2 $0$0$0 $01
GEORGIANA S COLES DIRECTOR2 $0$0$0 $01
NICHOLAS DEROSE PG DIRECTOR2 $0$0$0 $01
THOMAS K FISCHER DIRECTOR2 $0$0$0 $01
DR VAIL P GARVIN FACHE DIRECTOR2 $0$0$0 $01
JEFFREY P LINDTNER DIRECTOR2 $0$0$0 $01
SYDNEY F MARTIN DIRECTOR2 $0$0$0 $01
JEFFREY H NICHOLAS DIRECTOR2 $0$0$0 $01
FRANK C PALOPOLI DIRECTOR2 $0$0$0 $01
STEPHEN L PHILLIPS DIRECTOR2 $0$0$0 $01
DR SCOTT REINES MDPHD DIRECTOR2 $0$0$0 $01
MARIA T RIEDERS PHD DIRECTOR2 $0$0$0 $01
ROBERT L RUSSELL DIRECTOR2 $0$0$0 $01
KATHY H SUMMERALL DIRECTOR2 $0$0$0 $01
JOHN H THOMPSON DIRECTOR2 $0$0$0 $01
MARVIN L WOODALL DIRECTOR2 $0$0$0 $01
2014 · 22 people listed · 2 paid, $220K · 22 employees · 353 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JEFFREY L MARSHALL PRESIDENT40 $113,222$0$7,189 $120,4111
LINDA J CACOSSA COO40 $96,364$0$3,074 $99,4381
MARVIN L WOODALL CHAIRMAN2 $0$0$0 $01
CHRISTOPHER B CHANDOR ESQ VICE CHAIRMA2 $0$0$0 $01
MICHAEL MATHEY TREASURER2 $0$0$0 $01
NICHOLAS DEROSE PG SECRETARY2 $0$0$0 $01
J JAY BELDING DIRECTOR2 $0$0$0 $01
JUDY CHANG CODY DIRECTOR2 $0$0$0 $01
GEORGIANA S COLES DIRECTOR2 $0$0$0 $01
GEORGE J DONOVAN DIRECTOR2 $0$0$0 $01
CHRISTINE C FIGUEROA DIRECTOR2 $0$0$0 $01
THOMAS K FISCHER DIRECTOR2 $0$0$0 $01
BRIAN GARRIOCK FIRTH MD PHD DIRECTOR2 $0$0$0 $01
DR VAIL P GARVIN FACHE DIRECTOR2 $0$0$0 $01
JEFFREY P LINDTNER DIRECTOR2 $0$0$0 $01
SYDNEY F MARTIN DIRECTOR2 $0$0$0 $01
JEFFREY H NICHOLAS DIRECTOR2 $0$0$0 $01
FRANK C PALOPOLI DIRECTOR2 $0$0$0 $01
STEPHEN L PHILLIPS DIRECTOR2 $0$0$0 $01
MARIA T RIEDERS PHD DIRECTOR2 $0$0$0 $01
ROBERT L RUSSELL DIRECTOR2 $0$0$0 $01
JOHN H THOMPSON DIRECTOR2 $0$0$0 $01
2013 · 22 people listed · 3 paid, $283K · 26 employees · 255 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JEFFREY L MARSHALL PRESIDENT40 $108,281$0$5,762 $114,0431
LINDA J CACOSSA COO40 $93,633$0$2,948 $96,5811
ROBIN FOLKERTS VP OF DEV.40 $69,935$0$2,245 $72,1801
MARVIN L WOODALL CHAIRMAN2 $0$0$0 $01
CHRISTOPHER B CHANDOR ESQ VICE CHAIRMA2 $0$0$0 $01
MICHAEL MATHEY TREASURER2 $0$0$0 $01
SYDNEY F MARTIN SECRETARY2 $0$0$0 $01
J JAY BELDING ASSISTANT SE2 $0$0$0 $01
JUDY CHANG CODY ASSISTANT SE2 $0$0$0 $01
GEORGIANA S COLES DIRECTOR2 $0$0$0 $01
NICHOLAS DEROSE PG DIRECTOR2 $0$0$0 $01
GEORGE J DONOVAN AIA SECRETARY2 $0$0$0 $01
CHRISTINE C FIGUEROA DIRECTOR2 $0$0$0 $01
BRIAN GARRIOCK FIRTH DIRECTOR2 $0$0$0 $01
DR VAIL P GARVIN FACHE DIRECTOR2 $0$0$0 $01
JEFFREY P LINDTNER DIRECTOR2 $0$0$0 $01
JEFFREY H NICHOLAS DIRECTOR2 $0$0$0 $01
FRANK C PALOPOLI DIRECTOR2 $0$0$0 $01
STEPHEN L PHILLIPS DIRECTOR2 $0$0$0 $01
MARIA T RIEDERS PHD DIRECTOR2 $0$0$0 $01
ROBERT L RUSSELL DIRECTOR2 $0$0$0 $01
JOHN H THOMPSON DIRECTOR2 $0$0$0 $01
2012 · 24 people listed · 3 paid, $284K · 26 employees · 233 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Jeffrey L Marshall President40 $101,226$0$3,352 $104,5781
Linda J Cacossa COO40 $92,358$0$2,850 $95,2081
Robin Folkerts VP of Dev.40 $81,346$0$2,610 $83,9561
John H Thompson Director2 $0$0$0 $01
Robert L Russell Director2 $0$0$0 $01
Maria T Rieders PhD Director2 $0$0$0 $01
Daniel Rattigan Director2 $0$0$0 $01
Stephen L Phillips Director2 $0$0$0 $01
Frank C Palopoli Director2 $0$0$0 $01
Jeffrey H Nicholas Director2 $0$0$0 $01
Jeffrey P Lindtner President2 $0$0$0 $01
Dr Vail P Garvin FACHE Director2 $0$0$0 $01
Brian Garriock Firth Director2 $0$0$0 $01
Christine C Figueroa Director2 $0$0$0 $01
George J Donovan AIA Director2 $0$0$0 $01
Nicholas DeRose PG Secretary2 $0$0$0 $01
Georgiana S Coles Director2 $0$0$0 $01
J Jay Belding Director2 $0$0$0 $01
Sydney F Martin Assistant Sec.2 $0$0$0 $01
Elizabeth H Gemmill Esq Assistant Sec.2 $0$0$0 $01
Stephen K Chadwick Secretary2 $0$0$0 $01
Michael Mathey Treasurer2 $0$0$0 $01
Christopher B Chandor Esq Vice Chairman2 $0$0$0 $01
Marvin L Woodall Chairman2 $0$0$0 $01
2011 · 19 people listed · 3 paid, $329K · 29 employees · 179 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Cliff C David Jr President40 $156,880$0$0 $156,8801
Jeffrey L Marshall Vice President40 $94,127$0$0 $94,1271
Linda J Cacossa COO40 $78,442$0$0 $78,4421
John H Thompson Director2 $0$0$0 $01
Robert L Russell Director2 $0$0$0 $01
Stephen L Phillips Director2 $0$0$0 $01
Frank C Palopoli Director2 $0$0$0 $01
Charles D Lomax Director2 $0$0$0 $01
Dr Vail P Garvin FACHE Director2 $0$0$0 $01
Christine C Figueroa Director2 $0$0$0 $01
George J Donovan AIA Secretary2 $0$0$0 $01
Nicholas DeRose PG Director2 $0$0$0 $01
Georgiana S Coles Director2 $0$0$0 $01
Sydney F Martin Assistant Sec.2 $0$0$0 $01
Elizabeth H Gemmill Esq Assistant Sec.2 $0$0$0 $01
Stephen K Chadwick Secretary2 $0$0$0 $01
Michael Mathey Treasurer2 $0$0$0 $01
Christopher B Chandor Esq Vice Chairman2 $0$0$0 $01
Marvin L Woodall Chairman2 $0$0$0 $01

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.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990 period ending 2025-12-31 · view filing · original 990 ↗
$2,956,711$3,554,324 $39,912,766$38,984,342 $1,669,469$337,536 $333,17258349
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$12,458,931$3,160,593 $39,052,467$38,239,569 $11,044,758$342,031 $321,75352335
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$4,920,932$3,025,600 $28,667,655$27,903,632 $1,427,725$472,046 $387,98546525
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$2,256,496$3,097,180 $28,109,274$26,531,606 $1,102,890$355,474 $372,92335458
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$3,652,763$2,318,715 $30,719,315$29,354,720 $2,270,706$298,814 $236,19733438
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$7,422,682$6,007,411 $28,658,448$27,371,178 $1,974,768$4,038,149 $327,39522328
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$3,358,985$2,597,148 $25,490,344$25,082,729 $1,969,418$516,992 $272,36826471
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$2,622,775$2,571,320 $23,576,272$23,226,370 $1,270,357$440,417 $263,41225389
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$4,772,991$2,696,629 $24,493,531$24,160,730 $3,298,349$903,809 $247,70123484
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$3,555,872$2,351,817 $22,349,951$21,939,009 $2,231,158$739,964 $236,95821451
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$4,725,782$2,000,966 $21,401,803$20,493,946 $3,843,215$267,036 $244,56025431
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$2,096,764$1,967,491 $21,215,063$19,786,143 $1,053,853$557,990 $219,84922353
2013 · Form 990 period ending 2013-12-31 · view filing · original 990 ↗
$2,247,272$2,144,776 $20,179,361$19,363,304 $1,159,050$545,945 $282,80426255
2012 · Form 990 period ending 2012-12-31 · amended · view filing · original 990 ↗
$2,252,524$2,575,818 $19,457,593$18,784,781 $724,734$921,607 $283,74226233
2012 · Form 990 period ending 2012-12-31 · superseded · view filing · original 990 ↗
$2,252,524$2,575,818 $19,457,593$18,784,781 $724,734$921,607 $283,74226233
2011 · Form 990 period ending 2011-12-31 · view filing · original 990 ↗
$1,504,892$2,597,591 $19,643,988$18,929,588 $431,179$636,677 $329,44829179

Funders of this organization

49 grantors reported grants to this organization, $2,893,789 in all, tax years 2009 to 2025; the 25 largest shown (all 49). 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
WILLIAM PENN FOUNDATION Private foundation Fuzzy filed as “HERITAGE CONSERVANCY” 2020-2024 8$820,000 2024$150,000
show
BUCKS COUNTY CONFERENCE & VISITORS BUREAU INC Public charity Exact 2011-2019, 2022, 2024 11$224,400 2024$8,900
show
NATIONAL WILDLIFE FEDERATION Public charity Exact 2017, 2019-2024 7$203,510 2024$12,479
show
OPEN SPACE INSTITUTE LAND TRUST INC DAF sponsor Exact 2012, 2014, 2016 3$162,438 2016$101,790
show
NATIONAL AUDUBON SOCIETY INC Public charity Exact 2016-2024 9$149,316 2024$14,758
show
DONOR ADVISED CHARITABLE GIVING DAF sponsor Exact 2015-2016, 2022-2024 5$128,650 2024$35,450
show
PFUNDT FOUNDATION Private foundation Fuzzy filed as “HERITAGE CONSERVANCY” 2019-2024 6$126,500 2024$25,000
show
MARY LINDSAY FBO HERITAGE CONSERVANCY FUND Private foundation Fuzzy filed as “HERITAGE CONSERVANCY” 2020-2023, 2025 5$116,707 2025$26,192
show
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor Exact 2018-2024 7$103,850 2024$11,850
show
VANGUARD CHARITABLE ENDOWMENT PROGRAM DAF sponsor Exact 2020-2024 5$65,450 2024$22,850
show
NATIONAL RECREATION FOUNDATION INC Private foundation Fuzzy filed as “HERITAGE CONSERVANCY” 2024-2025 2$60,000 2025$30,000
show
SAMUELS FAMILY FOUNDATION Private foundation Fuzzy filed as “Heritage Conservancy”, “HERITAGE CONSERVANCY” 2013-2020 8$55,000 2020$7,500
show
WECONSERVEPA Public charity Exact 2020-2025 6$51,750 2025$14,000
show
PENNSYLVANIA HORTICULTURAL SOCIETY Public charity Exact 2021-2024 4$50,201 2024$13,179
show
NATIONAL PHILANTHROPIC TR DAF sponsor Exact 2019-2023 5$45,500 2023$12,500
show
CARL HJ ASPLUNDH JR FAMILY FOUNDATION Private foundation Fuzzy filed as “HERITAGE CONSERVANCY” 2015-2023, 2025 10$43,000 2025$6,000
show
1772 FOUNDATION INC Private foundation Fuzzy filed as “HERITAGE CONSERVANCY” 2011-2012 2$40,000 2012$20,000
show
GOLDMAN FAMILY FOUNDATION Private foundation Fuzzy filed as “HERITAGE CONSERVANCY” 2022-2024 3$35,000 2024$5,000
show
MARTIN FOUNDATION Private foundation Fuzzy filed as “HERITAGE CONSERVANCY” 2024 1$30,000 2024$30,000
show
SIERRA CLUB Public charity Exact 2012, 2014-2016 4$28,940 2016$10,600
show
FOUNDATION FOR PENNSYLVANIAWATERSHEDS Public charity Exact 2024 1$28,900 2024$28,900
show
LEHIGH VALLEY COMMUNITY FOUNDATION DAF sponsor Exact 2017, 2022-2023 3$25,700 2023$5,500
show
BENEFICIA FOUNDATION Private foundation Fuzzy filed as “HERITAGE CONSERVANCY” 2010 1$25,000 2010$25,000
show
REBECCA SWARTZLANDER TESTAMENTARY TRUST Private foundation Fuzzy filed as “HERITAGE CONSERVANCY” 2019, 2021-2022, 2024 4$23,600 2024$5,000
show
PENN COMMUNITY FOUNDATION Private foundation Fuzzy filed as “Heritage Conservancy” 2022-2024 3$23,000 2024$12,500
show

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

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
WASHINGTON MEMORIAL HERITAGEPAA80 $3,162,897$134,661 PRESIDENT$0 Same NTEE code A80, revenue within 2x, same state
ERIE COUNTY HISTORICAL SOCIETYPAA80 $4,165,897$1,904,201 Executive Director$111,475 Same NTEE code A80, revenue within 2x, same state
PRESERVATION ALLIANCE FOR GREATER PHILADELPHIAPAA80 $1,663,825$1,064,078 Executive Director$198,112 Same NTEE code A80, revenue within 2x, same state
PITTSBURGH HISTORY & LANDMARKS FOUNDATIONPAA80 $2,946,199$3,190,034 PRESIDENT$419,182 Same NTEE code A80, revenue within 2x, same state
SOCIETY FOR THE PRESERVATION OF THE DUQUESNE HEIGHTS INCLINEPAA80 $1,823,660$1,051,653 TREASURER$0 Same NTEE code A80, revenue within 2x, same state
ANTIQUE AUTOMOBILE CLUB OF AMERICAPAA80 $3,820,534$2,429,710 EXEC DIR, AS$159,172 Same NTEE code A80, revenue within 2x, same state
HISTORIC PHILADELPHIA INCPAA80 $4,263,920$4,762,507 PRESIDENT$182,960 Same NTEE code A80, revenue within 2x, same state
HISTORIC LANSDOWNE THEATER CORPORATIONPAA80 $1,900,618$529,074 EXECUTIVE DI$110,000 Same NTEE code A80, revenue within 2x, same state
EBT FOUNDATION INCPAA80 $5,667,949$3,400,597 GENERAL MANAGER$135,389 Same NTEE code A80, revenue within 2x, same state
THE TUN LEGACY FOUNDATION INCPAA80 $3,065,316$802,784 TRUSTEE$0 Same NTEE code A80, revenue within 2x, same state
JEFFERSON EDUCATIONAL SOCIETY OF ERIEPAA80 $1,922,059$1,899,751 PRESIDENT$240,605 Same NTEE code A80, revenue within 2x, same state
USA 250PAA80 $1,614,054$1,388,866 Employee$140,000 Same NTEE code A80, revenue within 2x, same state
BRADDOCK CARNEGIE LIBRARY ASSOCIATIONPAA80 $5,221,973$1,306,638 Executive Director$56,000 Same NTEE code A80, revenue within 2x, same state
AMBLER THEATER INCPAA80 $1,707,519$1,702,661 EXECUTIVE DIRECTOR$110,716 Same NTEE code A80, revenue within 2x, same state
LOS ANGELES CONSERVANCYCAA80 $2,862,593$3,246,874 PRESIDENT AND CEO$275,214 Same NTEE code A80, revenue within 2x, similar mission
GAMBLE HOUSE CONSERVANCYCAA80 $2,290,873$1,616,411 Executive Director$149,383 Same NTEE code A80, revenue within 2x
WOODLAWN CONSERVANCY INCNYA80 $2,126,792$2,632,598 PRESIDENT$363,400 Same NTEE code A80, revenue within 2x
GRAYCLIFF CONSERVANCY INCNYA80 $4,835,315$1,470,679 EXECUTIVE DIRECTOR$100,000 Same NTEE code A80, revenue within 2x
ESSEX NATIONAL HERITAGE COMMISSION INCMAA80 $1,481,573$1,392,588 CEO$149,420 Same NTEE code A80, revenue within 2x, similar mission
WASHINGTON HERITAGE MUSEUMSVAA80 $1,747,155$580,578 EXECUTIVE DI$73,239 Same NTEE code A80, revenue within 2x
CANE RIVER NATIONAL HERITAGE AREA INCLAA80 $1,531,236$1,445,208 CEO$85,375 Same NTEE code A80, revenue within 2x
HERITAGE FOUNDATION PRESERVATION OF THE JEWISH CEMETERIES INCNYA80 $1,649,744$1,701,608 VICE PRESIDE$0 Same NTEE code A80, revenue within 2x
CONNECTICUT TRUST FOR HISTORIC PRESERVATIONCTA80 $3,440,508$3,119,672 EXECUTIVE DI$135,437 Same NTEE code A80, revenue within 2x
GEORGIA TRUST FOR HISTORIC PRESERVATION INCGAA80 $3,521,401$2,998,467 PRESIDENT &$241,325 Same NTEE code A80, revenue within 2x, similar mission
BATTERY CONSERVANCY INCNYA80 $2,424,952$3,734,871 CHIEF OPERATING OFFICER$215,962 Same NTEE code A80, 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).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
FIDELITY INVESTMENTS CHARITABLE GIFT FUND funds this one DAF sponsor$10,778,527253 582016–2024 LOS ANGELES CONSERVANCY; TOWN HALL ASSOCIATION; THE NATIONAL TRUST FOR SCOTLAND FOUNDATION USA INC; HUGUENOT HISTORICAL SOCIETY NEW PALTZ N Y INC and 54 more
DONORS TRUST INC DAF sponsor$9,389,00019 82020–2024 ONE GENERATION AWAY; VICTIMS OF COMMUNISM MEMORIAL FOUNDATION INC; HUGUENOT HISTORICAL SOCIETY NEW PALTZ N Y INC; MONMOUTH COUNTY HISTORICAL ASSOCIATION and 4 more
ANDREW W MELLON FOUNDATION Private foundation$5,975,0004 32022–2024 HEART MOUNTAIN WYOMING FOUNDATION; NATIONAL ASSOCIATION OF TRIBAL HISTORIC PRESERVATION OFFICERS INC; POWER OF PRESERVATION FOUNDATION
DONOR ADVISED CHARITABLE GIVING funds this one DAF sponsor$5,277,307157 412014–2024 TOWN HALL ASSOCIATION; DOCS FRIENDS INC; FRIENDS OF NEVADA MANSION; FISHTOWN PRESERVATION SOCIETY INC and 37 more
NATIONAL PHILANTHROPIC TR funds this one DAF sponsor$4,460,57583 332014–2024 EBT FOUNDATION INC; USA 250; BATTERY CONSERVANCY INC; VICTIMS OF COMMUNISM MEMORIAL FOUNDATION INC and 29 more
NEW HAMPSHIRE CHARITABLE FOUNDATION DAF sponsor$3,528,71116 22010–2024 SANBORN MILLS INC; CASTLE PRESERVATION SOCIETY
ERIE COMMUNITY FOUNDATION DAF sponsor$3,505,66055 22010–2024 ERIE COUNTY HISTORICAL SOCIETY; JEFFERSON EDUCATIONAL SOCIETY OF ERIE
SARAH SCAIFE FOUNDATION INC Private foundation$2,990,0006 12020–2024 VICTIMS OF COMMUNISM MEMORIAL FOUNDATION INC
DIANA DAVIS SPENCER FOUNDATION Private foundation$2,810,0006 12019–2024 VICTIMS OF COMMUNISM MEMORIAL FOUNDATION INC
NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES DAF sponsor$2,707,67750 202010–2024 PRESIDENT LINCOLNS COTTAGE AT THE SOLDIERS HOME; LOS ANGELES CONSERVANCY; HISTORIC TABERNACLE BAPTIST CHURCH- SELMA AL LEGACY FOUNDATION; PRESERVATION ALLIANCE FOR GREATER PHILADELPHIA and 16 more
COMMUNITY FOUNDATION FOR GREATER BUFFALO INC DAF sponsor$2,512,17131 52010–2024 CENTRAL TERMINAL RESTORATION CORP; FRANK LLOYD WRIGHTS MARTIN HOUSE CO RPORATION; GRAYCLIFF CONSERVANCY INC; RICHARDSON ARCHITECTURE CENTER INC and 1 more
THE SEATTLE FOUNDATION DAF sponsor$2,493,761214 32010–2024 TOWN HALL ASSOCIATION; HEART MOUNTAIN WYOMING FOUNDATION; PORT GAMBLE SKLALLAM FOUNDATION
EDMUND F AND VIRGINIA B BALL FOUNDATION INC Private foundation$2,300,00011 12010–2024 FISHTOWN PRESERVATION SOCIETY INC
FOUNDATION FOR JEWISH PHILANTHROPIES DAF sponsor$2,134,1506 12013–2023 FRANK LLOYD WRIGHTS MARTIN HOUSE CO RPORATION
B CORRY & DONNA J MCFARLAND FOUNDATION IRRV TR Private foundation$2,022,5328 12018–2025 AMERICAS AUTOMOTIVE TRUST

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.

2025 · Form 990 · $3,554,324 spent · pay $2,007,350 · grants $0 · events $137,951
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $1,415,515$968,414$84,547$362,554 39.8%
Occupancy $471,762$456,562$10,447$4,753 13.3%
Pay: officers, directors, trustees, key employees $333,172$147,067$165,706$20,399 9.4%
Other (as described)LAND & EASEMENT ACQST $291,922$291,922-- 8.2%
Payroll taxes $133,091$88,242$16,604$28,245 3.7%
Depreciation and depletion $115,094$75,283$22,226$17,585 3.2%
Other employee benefits $99,753$40,926$26,439$32,388 2.8%
Other (as described)PROGRAM MATERIALS $89,080$66,433-$22,647 2.5%
Insurance $84,128$78,186$5,942- 2.4%
Office expenses $82,728$10,231$55,820$16,677 2.3%
Fees: legal $76,431$67,068$9,363- 2.2%
Information technology $71,276$10,030$43,029$18,217 2.0%
Other (as described)UBIT $55,650-$55,650- 1.6%
Fees: other services $45,317$35,775$7,042$2,500 1.3%
All other expenses $34,903$8,570$26,333- 1.0%
Fees: investment management $34,364-$34,364- 1.0%
Travel $29,920$27,693$767$1,460 0.8%
Pension plan contributions $25,819$14,768$1,814$9,237 0.7%
Other (as described)BOOKS, SUBSCRIPTIONS, REF $25,796$8,775$16,328$693 0.7%
Fees: accounting $25,254-$25,254- 0.7%
Advertising and promotion $6,356$6,356-- 0.2%
Interest $3,688-$3,688- 0.1%
Conferences, conventions and meetings $3,305$774$1,250$1,281 0.1%
Fundraising events Eventdirect expenses; gross income $31,250$134,646reported apart
Total$3,554,324100%

View the filing

2024 · Form 990 · $3,160,593 spent · pay $1,985,291 · grants $0 · events $131,056
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $1,406,028$919,263$168,293$318,472 44.5%
Occupancy $379,302$337,693$17,433$24,176 12.0%
Pay: officers, directors, trustees, key employees $321,753$209,141$64,350$48,262 10.2%
Other (as described)PROGRAM MATERIALS $131,632$131,632-- 4.2%
Payroll taxes $130,801$87,799$16,578$26,424 4.1%
Depreciation and depletion $119,513$87,303$18,827$13,383 3.8%
Other employee benefits $100,459$44,567$22,995$32,897 3.2%
Office expenses $80,256$17,883$32,934$29,439 2.5%
Insurance $78,879$71,988$6,891- 2.5%
Other (as described)LAND & EASEMENT ACQST $73,463$73,463-- 2.3%
Fees: legal $64,652$51,481$13,171- 2.0%
Fees: other services $45,688$44,374$1,314- 1.4%
Information technology $40,987$10,809$20,676$9,502 1.3%
Fees: investment management $32,910-$32,910- 1.0%
Travel $27,922$27,015$398$509 0.9%
Pension plan contributions $26,250$11,145$6,081$9,024 0.8%
Fees: accounting $26,015-$26,015- 0.8%
Other (as described)UBIT $22,747-$22,747- 0.7%
Other (as described)BOOKS, SUBSCRIPTIONS, REF $21,536$10,206$7,218$4,112 0.7%
All other expenses $10,370$8,725$1,450$195 0.3%
Conferences, conventions and meetings $10,221$5,238$3,900$1,083 0.3%
Advertising and promotion $8,203$7,303-$900 0.3%
Interest $1,006-$1,006- 0.0%
Fundraising events Eventdirect expenses; gross income $42,600$120,835reported apart
Total$3,160,593100%

View the filing

2023 · Form 990 · $3,025,600 spent · pay $1,857,746 · grants $0 · events $90,210
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $1,238,846$789,403$174,557$274,886 40.9%
Pay: officers, directors, trustees, key employees $387,985$252,190$77,598$58,197 12.8%
Occupancy $272,488$258,003$9,590$4,895 9.0%
Other (as described)PASS THROUGH GRANT EXPENS $183,933$183,933-- 6.1%
Other (as described)PROGRAM MATERIALS $146,002$146,002-- 4.8%
Payroll taxes $123,016$78,730$18,920$25,366 4.1%
Depreciation and depletion $102,651$70,374$18,807$13,470 3.4%
Other employee benefits $91,042$57,956$12,561$20,525 3.0%
Office expenses $84,398$7,288$37,065$40,045 2.8%
Other (as described)LAND & EASEMENT ACQST $62,810$62,810-- 2.1%
Insurance $59,887$53,861$6,026- 2.0%
Fees: legal $50,026$41,133$8,893- 1.7%
Information technology $45,748$21,572$14,670$9,506 1.5%
All other expenses $30,804$18,212$8,409$4,183 1.0%
Other (as described)UBIT $26,486-$26,486- 0.9%
Fees: other services $23,884$22,884$1,000- 0.8%
Fees: investment management $23,830-$23,830- 0.8%
Fees: accounting $23,814-$23,814- 0.8%
Travel $21,205$20,469$594$142 0.7%
Pension plan contributions $16,857$10,678$2,085$4,094 0.6%
Advertising and promotion $8,110$5,257-$2,853 0.3%
Conferences, conventions and meetings $1,200$1,055-$145 0.0%
Interest $578-$578- 0.0%
Fundraising events Eventdirect expenses; gross income $17,650$89,010reported apart
Total$3,025,600100%

View the filing

2022 · Form 990 · $3,097,180 spent · pay $1,670,592 · grants $0 · events $102,363
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $1,096,126$641,025$90,607$364,494 35.4%
Occupancy $530,316$515,584$9,283$5,449 17.1%
Pay: officers, directors, trustees, key employees $372,923$242,401$74,584$55,938 12.0%
Office expenses $192,255$130,815$47,878$13,562 6.2%
Other (as described)LAND & EASEMENT ACQST $134,224$134,224-- 4.3%
Other (as described)PASS THROUGH GRANT EXPENS $109,128$109,128-- 3.5%
Payroll taxes $108,130$64,878$11,894$31,358 3.5%
Depreciation and depletion $96,324$69,639$15,437$11,248 3.1%
Fees: other services $86,078$51,249$14,079$20,750 2.8%
Other employee benefits $77,294$44,624$5,347$27,323 2.5%
Fees: investment management $53,682-$53,682- 1.7%
Insurance $53,329$46,843$6,486- 1.7%
Fees: legal $42,179$18,785$23,394- 1.4%
Other (as described)UBIT $29,501-$29,501- 1.0%
Information technology $20,795$822$1,158$18,815 0.7%
Fees: accounting $20,081-$20,081- 0.6%
Travel $19,702$19,061$275$366 0.6%
Other (as described)BOOKS, SUBSCRIPTIONS, REF $17,933$7,624$6,321$3,988 0.6%
Pension plan contributions $16,119$9,427$1,333$5,359 0.5%
Advertising and promotion $11,275--$11,275 0.4%
All other expenses $8,735$7,939$796- 0.3%
Conferences, conventions and meetings $1,051$546$179$326 0.0%
Fundraising events Eventdirect expenses; gross income $51,575$101,312reported apart
Total$3,097,180100%

View the filing

2021 · Form 990 · $2,318,715 spent · pay $1,361,517 · grants $0 · events $57,601
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $943,579$729,330$84,313$129,936 40.7%
Occupancy $381,434$364,988$12,705$3,741 16.5%
Pay: officers, directors, trustees, key employees $236,197$153,528$47,239$35,430 10.2%
Depreciation and depletion $129,803$100,904$17,437$11,462 5.6%
Office expenses $116,732$74,486$34,043$8,203 5.0%
Other (as described)LAND & EASEMENT ACQST $91,287$91,287-- 3.9%
Payroll taxes $90,647$67,985$9,971$12,691 3.9%
Other employee benefits $74,263$57,103$6,904$10,256 3.2%
Insurance $46,596$38,854$7,742- 2.0%
Fees: other services $36,852$22,063$12,384$2,405 1.6%
Fees: legal $35,906$14,350$21,556- 1.5%
Fees: investment management $32,338-$32,338- 1.4%
Other (as described)BOOKS, SUBSCRIPTIONS, REF $23,681$7,832$3,952$11,897 1.0%
Fees: accounting $18,280-$18,280- 0.8%
Pension plan contributions $16,831$13,192$1,340$2,299 0.7%
Travel $13,219$12,821$218$180 0.6%
Advertising and promotion $10,634$4,825$1,715$4,094 0.5%
Information technology $9,225$1,812$7,413- 0.4%
Other (as described)MEMBERSHIPS AND DUES $6,934$5,839$1,095- 0.3%
Conferences, conventions and meetings $3,464$889$75$2,500 0.1%
Other (as described)MISCELLANEOUS EXPENSE $610-$610- 0.0%
Interest $203-$203- 0.0%
Fundraising events Eventdirect expenses; gross income $16,950$54,137reported apart
Total$2,318,715100%

View the filing

2020 · Form 990 · $6,007,411 spent · pay $1,374,519 · grants $0 · events $14,376
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)PASS THROUGH GRANT EXPENS $3,617,772$3,617,772-- 60.2%
Other salaries and wages $865,817$679,451$68,160$118,206 14.4%
Pay: officers, directors, trustees, key employees $327,395$212,808$65,479$49,108 5.4%
Occupancy $254,123$238,659$13,017$2,447 4.2%
Other (as described)LAND & EASEMENT ACQST $225,000$225,000-- 3.7%
Depreciation and depletion $162,771$121,244$29,344$12,183 2.7%
Other employee benefits $84,650$65,323$7,659$11,668 1.4%
Fees: other services $79,358$73,358$6,000- 1.3%
Payroll taxes $74,611$55,959$8,207$10,445 1.2%
Office expenses $69,966$35,955$22,432$11,579 1.2%
Fees: legal $50,323$21,299$29,024- 0.8%
Insurance $40,408$35,864$4,544- 0.7%
Fees: investment management $28,633-$28,633- 0.5%
Pension plan contributions $22,046$17,349$1,692$3,005 0.4%
Fees: accounting $20,130-$20,130- 0.3%
Other (as described)UBIT $19,827-$19,827- 0.3%
Other (as described)BOOKS AND SUBSCRIPTIONS $17,322$2,865$2,784$11,673 0.3%
Advertising and promotion $13,822$5,370$704$7,748 0.2%
Information technology $13,406$8,110$3,491$1,805 0.2%
Travel $9,309$9,257$52- 0.2%
All other expenses $8,087$1,090$6,997- 0.1%
Conferences, conventions and meetings $1,620$1,420$200- 0.0%
Interest $1,015-$1,015- 0.0%
Fundraising events Eventdirect expenses; gross income $4,800$12,756reported apart
Total$6,007,411100%

View the filing

2019 · Form 990 · $2,597,148 spent · pay $1,400,301 · grants $0 · events $63,408
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $928,714$721,297$68,108$139,309 35.8%
Pay: officers, directors, trustees, key employees $272,368$177,040$54,474$40,854 10.5%
Occupancy $246,071$227,487$15,633$2,951 9.5%
Depreciation and depletion $221,037$160,144$44,747$16,146 8.5%
Other (as described)PASS THROUGH GRANT EXPENS $160,117$160,117-- 6.2%
Other (as described)LAND & EASEMENT ACQST $150,000$150,000-- 5.8%
Fees: other services $131,640$118,691$8,274$4,675 5.1%
Office expenses $98,227$43,515$28,810$25,902 3.8%
Payroll taxes $91,778$68,833$9,178$13,767 3.5%
Other employee benefits $86,692$66,727$6,961$13,004 3.3%
Insurance $37,181$32,051$5,130- 1.4%
Fees: legal $31,165$29,650$1,515- 1.2%
Fees: investment management $28,314-$28,314- 1.1%
Fees: accounting $21,665-$21,665- 0.8%
Pension plan contributions $20,749$16,328$1,309$3,112 0.8%
Advertising and promotion $16,282-$275$16,007 0.6%
Other (as described)UBIT $14,611-$14,611- 0.6%
Travel $11,515$10,483$398$634 0.4%
Other (as described)BOOKS AND SUBSCRIPTIONS $11,089$1,192$2,106$7,791 0.4%
All other expenses $10,075$3,960$1,017$5,098 0.4%
Information technology $5,642$3,326$1,867$449 0.2%
Conferences, conventions and meetings $1,478$528$370$580 0.1%
Interest $738-$738- 0.0%
Fundraising events Eventdirect expenses; gross income $59,800$61,930reported apart
Total$2,597,148100%

View the filing

2018 · Form 990 · $2,571,320 spent · pay $1,351,097 · grants $0 · events $74,002
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $881,678$686,439$62,987$132,252 34.3%
Pay: officers, directors, trustees, key employees $263,412$171,218$52,683$39,511 10.2%
Occupancy $253,610$231,705$18,926$2,979 9.9%
Depreciation and depletion $236,202$168,680$50,866$16,656 9.2%
Other (as described)PASS THROUGH GRANT EXPENS $180,000$180,000-- 7.0%
Other (as described)LAND & EASEMENT ACQST $148,545$148,545-- 5.8%
Office expenses $132,112$74,461$30,525$27,126 5.1%
Other employee benefits $100,077$75,058$10,008$15,011 3.9%
Payroll taxes $89,800$67,339$8,979$13,482 3.5%
Fees: other services $60,168$47,828$12,340- 2.3%
Insurance $37,819$32,444$5,375- 1.5%
Other (as described)BAD DEBTS $37,446$12,446-$25,000 1.5%
Fees: investment management $28,273-$28,273- 1.1%
All other expenses $25,765$1,241$19,039$5,485 1.0%
Fees: accounting $20,230-$20,230- 0.8%
Fees: legal $16,794$9,190$7,604- 0.7%
Pension plan contributions $16,130$13,258$452$2,420 0.6%
Travel $14,312$13,485$543$284 0.6%
Other (as described)UBIT $13,529-$13,529- 0.5%
Advertising and promotion $6,216-$300$5,916 0.2%
Conferences, conventions and meetings $5,017$2,024$250$2,743 0.2%
Information technology $3,335-$2,135$1,200 0.1%
Interest $850-$850- 0.0%
Fundraising events Eventdirect expenses; gross income $57,805$68,985reported apart
Total$2,571,320100%

View the filing

2017 · Form 990 · $2,696,629 spent · pay $1,243,039 · grants $0 · events $62,518
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $800,958$707,345$14,963$78,650 29.7%
Other (as described)PASS THROUGH GRANT EXPENS $568,601$568,601-- 21.1%
Occupancy $255,206$255,206-- 9.5%
Pay: officers, directors, trustees, key employees $247,701$163,382$47,617$36,702 9.2%
Depreciation and depletion $244,435$244,435-- 9.1%
Office expenses $145,165$63,840$506$80,819 5.4%
Other employee benefits $94,335$83,015$3,773$7,547 3.5%
Payroll taxes $85,015$72,262$4,251$8,502 3.2%
Other (as described)SUB GRANTEES, CONTRACTORS $38,000$38,000-- 1.4%
Fees: other services $37,384$21,307$11,966$4,111 1.4%
Insurance $33,800$7,098$26,702- 1.3%
Fees: investment management $26,593$24,199$1,330$1,064 1.0%
Fees: accounting $26,316-$26,316- 1.0%
Other (as described)MISCELLANEOUS EXPENSE $22,063$20,077$1,986- 0.8%
Other (as described)UBIT $15,860$15,860-- 0.6%
Travel $15,096$13,161$1,060$875 0.6%
Pension plan contributions $15,030$12,925$451$1,654 0.6%
Fees: legal $10,240$7,316$2,010$914 0.4%
All other expenses $4,195$3,775$42$378 0.2%
Advertising and promotion $4,086$1,373-$2,713 0.2%
Interest $2,649$2,649-- 0.1%
Information technology $1,951$976$234$741 0.1%
Conferences, conventions and meetings $1,950$1,696$137$117 0.1%
Fundraising events Eventdirect expenses; gross income $67,503$60,568reported apart
Total$2,696,629100%

View the filing

2016 · Form 990 · $2,351,817 spent · pay $1,225,526 · grants $0 · events $59,790
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $773,585$684,728$13,241$75,616 32.9%
Other (as described)PASS THROUGH GRANT EXPENS $295,000$295,000-- 12.5%
Pay: officers, directors, trustees, key employees $236,958$154,022$47,392$35,544 10.1%
Occupancy $226,958$226,958-- 9.7%
Depreciation and depletion $222,391$222,391-- 9.5%
Office expenses $107,527$86,270$21,257- 4.6%
Fees: other services $107,213-$73,988$33,225 4.6%
Other employee benefits $96,207$84,662$3,848$7,697 4.1%
Payroll taxes $92,189$78,361$4,609$9,219 3.9%
Insurance $30,782$6,464$24,318- 1.3%
Fees: accounting $29,074-$29,074- 1.2%
Pension plan contributions $26,587$22,864$798$2,925 1.1%
Fees: investment management $24,543$22,334$1,227$982 1.0%
Other (as described)MISCELLANEOUS EXPENSE $17,092$15,554$1,538- 0.7%
Advertising and promotion $14,696$3,480-$11,216 0.6%
Other (as described)UBIT $12,915$12,915-- 0.5%
Travel $11,961$10,490$844$627 0.5%
Other (as described)BAD DEBTS $6,298-$6,298- 0.3%
Interest $5,543$5,543-- 0.2%
Conferences, conventions and meetings $5,358$4,662$375$321 0.2%
Fees: legal $4,669-$4,669- 0.2%
All other expenses $3,635$3,272$36$327 0.2%
Information technology $636$318$76$242 0.0%
Fundraising events Eventdirect expenses; gross income $64,402$54,432reported apart
Total$2,351,817100%

View the filing

2015 · Form 990 · $2,000,966 spent · pay $1,238,807 · grants $0 · events $85,927
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $812,878$674,689$48,772$89,417 40.6%
Pay: officers, directors, trustees, key employees $244,560$204,108$14,100$26,352 12.2%
Occupancy $233,231$233,231-- 11.7%
Depreciation and depletion $197,559$197,559-- 9.9%
Office expenses $132,728$106,147$26,581- 6.6%
Payroll taxes $94,028$79,924$4,701$9,403 4.7%
Fees: accounting $76,741-$43,516$33,225 3.8%
Other employee benefits $71,106$62,573$2,845$5,688 3.6%
Insurance $30,665$6,440$24,225- 1.5%
Fees: investment management $24,559$22,349$1,228$982 1.2%
Other (as described)MISCELLANEOUS EXPENSE $17,842$16,236$1,606- 0.9%
Pension plan contributions $16,235$13,962$487$1,786 0.8%
Travel $12,639$11,669$970- 0.6%
Advertising and promotion $12,424$3,475-$8,949 0.6%
Other (as described)UBIT $11,230$11,230-- 0.6%
Interest $6,015$6,015-- 0.3%
Conferences, conventions and meetings $3,352$2,916$235$201 0.2%
Other (as described)MEMBERSHIP DUES $3,174$2,856$32$286 0.2%
Fundraising events Eventdirect expenses; gross income $77,318$82,575reported apart
Total$2,000,966100%

View the filing

2014 · Form 990 · $1,967,491 spent · pay $1,074,152 · grants $0 · events $52,795
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $695,663$577,400$41,740$76,523 35.4%
Pay: officers, directors, trustees, key employees $219,849$182,783$12,883$24,183 11.2%
Depreciation and depletion $195,512$195,512-- 9.9%
Occupancy $184,136$184,136-- 9.4%
Other (as described)PASS THROUGH GRANT EXPENS $174,085$174,085-- 8.8%
Office expenses $132,599$106,793$25,806- 6.7%
Payroll taxes $76,554$65,071$3,828$7,655 3.9%
Other employee benefits $74,707$65,742$2,988$5,977 3.8%
Fees: accounting $34,330-$34,330- 1.7%
Fees: other services $29,479-$21,817$7,662 1.5%
Fees: professional fundraisers $25,563--$25,563 1.3%
Fees: investment management $24,821$22,587$1,241$993 1.3%
Insurance $22,806$4,789$18,017- 1.2%
Travel $11,250$10,246$824$180 0.6%
Other (as described)UBIT $11,014$11,014-- 0.6%
Fees: legal $10,901-$10,901- 0.6%
Interest $8,762$8,762-- 0.4%
Advertising and promotion $8,232$1,866-$6,366 0.4%
Pension plan contributions $7,379$6,346$221$812 0.4%
Conferences, conventions and meetings $6,029$5,245$422$362 0.3%
Other (as described)MISCELLANEOUS EXPENSE $5,741$4,522$1,219- 0.3%
Information technology $5,026$2,513$603$1,910 0.3%
Other (as described)MEMBERSHIP DUES $3,053$2,747$31$275 0.2%
Fundraising events Eventdirect expenses; gross income $48,230$46,766reported apart
Total$1,967,491100%

View the filing

2013 · Form 990 · $2,144,776 spent · pay $1,059,368 · grants $0 · events $56,266
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $608,018$504,655$36,481$66,882 28.3%
Pay: officers, directors, trustees, key employees $282,804$235,056$16,639$31,109 13.2%
Occupancy $218,066$218,066-- 10.2%
Depreciation and depletion $196,677$196,677-- 9.2%
Other (as described)PASS THROUGH GRANT EXPENS $186,250$186,250-- 8.7%
Office expenses $138,473$98,459$19,949$20,065 6.5%
Payroll taxes $82,199$69,869$4,110$8,220 3.8%
Other employee benefits $79,242$69,733$3,170$6,339 3.7%
Fees: accounting $51,709-$51,709- 2.4%
Other (as described)MISCELLANEOUS EXPENSE $51,438$46,830$4,608- 2.4%
Fees: other services $47,098-$47,098- 2.2%
Fees: legal $40,045-$40,045- 1.9%
Fees: professional fundraisers $33,225--$33,225 1.5%
Insurance $31,487$6,612$24,875- 1.5%
Other (as described)UBIT $23,944$23,944-- 1.1%
Fees: investment management $22,490$20,465$1,125$900 1.0%
Interest $11,771$11,771-- 0.5%
Travel $10,935$10,015$806$114 0.5%
Conferences, conventions and meetings $10,483$9,631$774$78 0.5%
Pension plan contributions $7,105$6,110$213$782 0.3%
Other (as described)MEMBERSHIP DUES $5,879$5,291$59$529 0.3%
Advertising and promotion $2,371$904-$1,467 0.1%
All other expenses $1,607-$1,607- 0.1%
Information technology $1,460$730$175$555 0.1%
Fundraising events Eventdirect expenses; gross income $41,295$45,783reported apart
Total$2,144,776100%

View the filing

2012 · Form 990 · $2,575,818 spent · pay $1,179,119 · grants $0 · events $61,349
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $692,993$575,185$41,579$76,229 26.9%
Other (as described)Pass through grant expense $566,747$566,747-- 22.0%
Pay: officers, directors, trustees, key employees $283,742$235,506$17,024$31,212 11.0%
Depreciation and depletion $194,749$194,749-- 7.6%
Occupancy $180,664$180,664-- 7.0%
Office expenses $176,017$131,311$21,638$23,068 6.8%
Payroll taxes $94,199$80,069$4,710$9,420 3.7%
Other employee benefits $87,401$76,913$3,496$6,992 3.4%
Other (as described)Bad Debts $61,182-$61,182- 2.4%
Fees: other services $48,412-$48,412- 1.9%
Insurance $24,416$5,127$19,289- 0.9%
Fees: investment management $23,199$21,111$1,160$928 0.9%
Other (as described)Miscellaneous $22,420$20,402$2,018- 0.9%
Pension plan contributions $20,784$17,874$624$2,286 0.8%
Travel $18,399$16,007$1,288$1,104 0.7%
Interest $16,586$16,586-- 0.6%
Fees: accounting $15,850-$15,850- 0.6%
Advertising and promotion $11,183$2,460-$8,723 0.4%
Other (as described)UBIT $9,476$9,476-- 0.4%
Fees: legal $8,143-$8,143- 0.3%
Information technology $6,964$3,482$836$2,646 0.3%
Conferences, conventions and meetings $6,913$6,014$484$415 0.3%
All other expenses $5,379$5,102$28$249 0.2%
Fundraising events Eventdirect expenses; gross income -$54,436reported apart
Total$2,575,818100%

View the filing

2011 · Form 990 · $2,597,591 spent · pay $1,487,445 · grants $0 · events $53,665
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $896,638$744,210$53,798$98,630 34.5%
Pay: officers, directors, trustees, key employees $329,448$214,141$65,890$49,417 12.7%
Occupancy $237,591$237,476$115- 9.1%
Office expenses $200,539$177,199$10,766$12,574 7.7%
Depreciation and depletion $191,762$191,762-- 7.4%
Other (as described)Contract services $172,711$166,050$2,201$4,460 6.6%
Other employee benefits $129,209$103,367$10,337$15,505 5.0%
Payroll taxes $104,034$83,227$8,323$12,484 4.0%
Other (as described)Program expenses $89,217$81,300$7,861$56 3.4%
Other (as described)Bad Debts $44,128-$44,128- 1.7%
Travel $37,995$33,006$2,618$2,371 1.5%
Information technology $32,688$29,787$2,880$21 1.3%
Fees: legal $30,805$30,805-- 1.2%
Pension plan contributions $28,116$21,976$2,745$3,395 1.1%
Fees: investment management $20,394$18,495$1,015$884 0.8%
Fees: accounting $14,820-$14,820- 0.6%
Interest $13,501$13,501-- 0.5%
Other (as described)UBIT $7,658$7,658-- 0.3%
Advertising and promotion $7,530$1,633-$5,897 0.3%
Other (as described)Membership dues $6,969$6,332$44$593 0.3%
All other expenses $1,838$1,675$162$1 0.1%
Fundraising events Eventdirect expenses; gross income -$53,665reported apart
Total$2,597,591100%

View the filing

Federal lobbying

Lobbying Disclosure Act reports naming a client or registrant with this organization's name and state. Spent: what lobbying for it cost (firm income plus its own reported expenses). Earned: income it reported as a lobbying firm.

YearSpentEarnedReports
20071
2006$50,0002
2005$20,0002

Issues: Natural Resources, Agriculture, Economics/Economic Development, Energy/Nuclear

Firms hired: DUANE MORRIS GOVERNMENT AFFAIRS

Federal grants and contracts

Awards from USAspending.gov to a recipient with this organization's name and zip code. Obligations by federal fiscal year (October to September); each award links to its page on usaspending.gov.

Fiscal yearGrants and other assistanceContractsAwards
2020$100,000$02
2013-$988$01
2009$15,766$01
Largest awards · 3 shown
YearAgencyKindProgramDescriptionObligated
2020Environmental Protection AgencyGrant or other assistanceENVIRONMENTAL EDUCATION GRANTS 66.951HERITAGE CONSERVANCY AND ITS PARTNERS WILL EDUCATE AND EMPOWER STUDENTS TO ENVIRONMENTAL ACTION THROUGH IN CLASSROOM PROGRAMS AND CROSS-WATERSHED COLLABORATION $100,000
2013Natural Resources Conservation ServiceGrant or other assistanceWILDLIFE HABITAT INCENTIVE PROGRAM 10.914WILDLIFE HABITAT INCENTIVES PROGRAM-$988
2009Natural Resources Conservation ServiceGrant or other assistanceWILDLIFE HABITAT INCENTIVE PROGRAM 10.914WILDLIFE HABITAT INCENTIVES PROGRAM$15,766

State business registration

The same business name in the same state, from the state’s official registry data.

Trademarks

3 US trademarks, 3 live.

MarkSerialFiledStatusSource
HERITAGE CONSERVANCY764657272002-11-12Registered and renewedTRCFECO2, file of 2024-03-27
(design)764655462002-11-12Registered and renewedTRCFECO2, file of 2024-03-27
LASTING LANDSCAPES763962992002-04-17Registered and renewedTRCFECO2, file of 2024-03-27

The newest marks of the trademark owners above, matched to this record by name (and state).

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RecordName as filedWhereDatasetMatched by
Plan sponsorHERITAGE CONSERVANCYPAForm 5500 (employee benefit plans)EIN (EXACT)

Matched by name (and state) or EIN only; a shared name is not proof of the same person or organization.

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