Totals
- Total revenue
- $667,256
- Total expenses
- $513,172
- Contributions and grants received
- $516,724
- Grants paid
- $50,150
- Program service revenue
- $17,921
- Investment income
- $21,914
- Other revenue
- $110,697
- Total assets, end of year
- $1,134,786
- Total liabilities, end of year
- $91,681
- Net assets or fund balances, end of year
- $1,043,105
- Program services expenses (Part IX)
- $380,829
- Management and general expenses
- $125,983
- Fundraising expenses
- $6,360
- Program service expenses (Part III)
- $380,829
Program services were 74.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$5,500
-
1f · All other contributions, gifts and grants
$511,224
-
2a · Program service revenue: AD SALES
total $17,921 · unrelated business $17,921
-
3 · Investment income
total $21,328 · excluded $21,328
-
7a · Gross sales of assets other than inventory
securities $586
-
7b · Less cost or other basis and sales expenses
securities $0
-
7c · Gain or loss
securities $586
-
7d · Net gain or loss
total $586 · excluded $586
-
8a · Fundraising events: gross income
$20,536
-
8a · Fundraising events: contributions included on line 1c
$5,500
-
8b · Fundraising events: direct expenses
$103
-
8c · Net income from fundraising events
total $20,433 · excluded $20,433
-
11a · Other revenue: HISTORICAL CONSULTING
total $90,264 · related or exempt $90,264
-
11e · Other revenue, total
$90,264
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $50,150 · program services $50,150
-
5 · Compensation of officers, directors and key employees
total $76,736 · program services $53,716 · management and general $19,184 · fundraising $3,836
-
7 · Other salaries and wages
total $36,000 · program services $25,200 · management and general $9,000 · fundraising $1,800
-
8 · Pension plan contributions
total $925 · program services $648 · management and general $231 · fundraising $46
-
9 · Other employee benefits
total $2,512 · program services $1,759 · management and general $628 · fundraising $125
-
10 · Payroll taxes
total $6,831 · program services $4,782 · management and general $1,708 · fundraising $341
-
11c · Fees: accounting
total $7,222 · management and general $7,222
-
11f · Fees: investment management
total $788 · management and general $788
-
11g · Fees: other
total $145,779 · program services $102,608 · management and general $42,959 · fundraising $212
-
17 · Travel
total $7,492 · program services $7,492
-
19 · Conferences, conventions and meetings
total $13,029 · program services $13,029
-
20 · Interest
total $1,871 · management and general $1,871
-
22 · Depreciation, depletion and amortization
total $577 · management and general $577
-
23 · Insurance
total $2,084 · management and general $2,084
-
24a · Other expenses: HISTORICAL PROJECTS
total $81,992 · program services $81,992
-
24b · Other expenses: PRINTING & REPRODUCTION
total $33,012 · program services $11,781 · management and general $21,231
-
24c · Other expenses: LEWIS HOUSE (OLDFIELDS)
total $27,622 · program services $27,622
-
24d · Other expenses: DUES AND SUBSCRIPTIONS
total $8,138 · management and general $8,138
-
24e · All other expenses
total $10,412 · program services $50 · management and general $10,362
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $447,732 · end of year $458,143
-
10a · Land, buildings and equipment: cost or other basis
$38,630
-
10b · Land, buildings and equipment: accumulated depreciation
$37,006
-
10c · Land, buildings and equipment, net
beginning of year $2,201 · end of year $1,624
-
15 · Other assets
beginning of year $541,323 · end of year $675,019
-
23 · Secured mortgages and notes payable
beginning of year $95,536 · end of year $86,272
-
25 · Other liabilities
beginning of year $7,933 · end of year $5,409
-
27 · Net assets without donor restrictions
beginning of year $887,787 · end of year $1,043,105
Mission and programs · 2024
Mission
MISSISSIPPI HERITAGE TRUST WORKS TO SAVE AND RENEW PLACES MEANINGFUL TO MISSISSIPPIANS AND THEIR HISTORY.
-
BOARD AND STAFF DEVELOPMENT HELD EIGHT EXECUTIVE COMMITTEE MEETINGS AND FOUR FULL BOARD MEETINGS. HELD A NEW BOARD MEMBER ORIENTATION.EDUCATIONAL OUTREACH PRINTED AND DISTRIBUTED 5,000 COPIES OF THE SUMMER 2024 ISSUE OF ELEVATION, THE JOURNAL OF THE MISSISSIPPI HERITAGE TRUST. WORKED WITH THE NATIONAL TRUST FOR HISTORIC PRESERVATION ON ADVOCACY FOR THE FEDERAL HISTORIC TAX CREDIT DURING PRESERVATION ADVOCACY WEEK. SPOKE WITH CIVIC GROUPS ABOUT THE MISSISSIPPI HERITAGE TRUST AND THE IMPORTANCE OF HISTORIC PRESERVATION. SPOKE WITH NUMEROUS STATEWIDE MEDIA OUTLETS ABOUT THE MISSISSIPPI HERITAGE TRUST AND PRESERVATION ISSUES. HOSTED AN ANNUAL HISTORIC PRESERVATION CONFERENCE AND HERITAGE AWARDS IN VICKSBURG. MEMBERSHIP SENT OUT MEMBERSHIP RENEWAL AND THANK-YOU LETTERS IN DECEMBER. HOSTED AN ANNUAL MEMBERSHIP MEETING.LOCAL PRESERVATION ASSISTANCE WORKED WITH COMMUNITIES ON LOCAL PRESERVATION ISSUES. PREPARED LETTERS OF SUPPORT FOR PRESERVATION ORGANIZATIONS AND PROJECTS ACROSS THE STATE, INCLUDING SUPPORTING LOCAL PRESERVATION EFFORTS, RECOMMENDING PROJECTS FOR GRANTS, ETC. ATTENDED PUBLIC MEETINGS TO ADVOCATE FOR HISTORIC PRESERVATION ISSUES.PRESERVATION PARTNERS WORKED CLOSELY WITH STATE PARTNERS INCLUDING THE MISSISSIPPI DEPARTMENT OF ARCHIVES AND HISTORY AND THE MISSISSIPPI MAIN STREET ASSOCIATION TO PROMOTE HISTORIC PRESERVATION ACROSS THE STATE.
Expenses $380,829 · Grants $50,150 · Revenue $90,264
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Amber MortonAMBER MORTON
PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Will JonesWILL JONES
PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Mary Elizabeth EvansMARY ELIZABETH EVANS
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Russell ArcherRUSSELL ARCHER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Brian RutledgeBRIAN RUTLEDGE
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Gary BassGARY BASS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Odie AveryODIE AVERY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Jack PickeringJACK PICKERING
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Celia BarrettCELIA BARRETT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Cinnamon FosterCINNAMON FOSTER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Ellen BourdeauxELLEN BOURDEAUX
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Jacqueline BordeauxJACQUELINE BORDEAUX
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Bill BoykinBILL BOYKIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Tracy WardTRACY WARD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Darrin GriffinDARRIN GRIFFIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Thomas GregoryTHOMAS GREGORY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Steve NailSTEVE NAIL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Sabrina HowardSABRINA HOWARD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Pamela DupuyPAMELA DUPUY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Robert IvyROBERT IVY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Ned MitchellNED MITCHELL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Gail CornellGAIL CORNELL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Chase KlughCHASE KLUGH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Cade HolderCADE HOLDER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Anne McMillionANNE MCMILLION
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Dr Billy SewellDR BILLY SEWELL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Corey HinshawCOREY HINSHAW
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Nathan ThomasNATHAN THOMAS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Darryl JohnsonDARRYL JOHNSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Milton ChamblissMILTON CHAMBLISS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Jim MillerJIM MILLER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Elizabeth Ames ColemanELIZABETH AMES COLEMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Kate KenwrightKATE KENWRIGHT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Jacob StutzmanJACOB STUTZMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Jassen CallenderJASSEN CALLENDER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Ken P'PoolKEN P'POOL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Fredrick DinkhaFREDRICK DINKHA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Dan LeeDAN LEE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Barry WhiteBARRY WHITE
TRUSTEE - EX-OFFICIO - NONVOTING
- Total calculated
- $0
- Hours/week
- 2
-
Katie BlountKATIE BLOUNT
TRUSTEE - EX-OFFICIO - NONVOTING
- Total calculated
- $0
- Hours/week
- 2
-
Page OgdenPAGE OGDEN
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Helen RashHELEN RASH
EXECUTIVE DIRECTOR-NONVOTI
- Total calculated
- $80,174
- From this org
- $76,736
- From related orgs
- $0
- Other
- $3,438
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
ASSISTANCE FOR PUBLIC CHARITY
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 24 October 2025
- IRS schema version
- 2024v5.2
- Source object
- 202533019349300438
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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