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← HISTORIC ALEXANDRIA FOUNDATION

Form 990 for tax year 2023

Filed by HISTORIC ALEXANDRIA FOUNDATION.

What the amendment changed

Compared with the return it replaced , filed 30 October 2024. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Contributions and grants received
$61,273 changed to $137,771
Program service revenue
$0 changed to $41,603
Investment income
$110,059 changed to $68,218
Other revenue
$32,464 changed to -$43,796
Program services expenses
$79,146 changed to $146,824
Management and general expenses
$100,576 changed to $39,284
Fundraising expenses
$19,650 changed to $13,264
Program service expenses (Part III)
$79,146 changed to $146,824

Listed only on the earlier return

  • Latane Montague
  • Ruth Apelt

Listed only on the later return

  • Mary Sparks Sterling
  • Morgan Delaney
  • R Latane Montague
  • Ruth B Apelt

Listed under a different title

  • Patrick Burchette: Vice President then TRUSTEE
  • Robert Weinhagen: President then VICE PRESIDENT

Totals

Total revenue
$203,796
Total expenses
$199,372
Contributions and grants received
$137,771
Grants paid
$37,267
Program service revenue
$41,603
Investment income
$68,218
Other revenue
-$43,796
Total assets, end of year
$2,535,748
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$2,535,748
Program services expenses (Part IX)
$146,824
Management and general expenses
$39,284
Fundraising expenses
$13,264
Program service expenses (Part III)
$146,824

Program services were 73.6% 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.

  • 1b · Membership dues

    $30,195

  • 1c · Fundraising events

    $76,260

  • 1f · All other contributions, gifts and grants

    $31,316

  • 2a · Program service revenue: ACADEMY BUILDING RENTA

    total $40,778 · related or exempt $40,778

  • 2b · Program service revenue: PLAQUE APPLICATIONS

    total $825 · related or exempt $825

  • 3 · Investment income

    total $35,258 · excluded $35,258

  • 7a · Gross sales of assets other than inventory

    securities $32,960

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $32,960

  • 7d · Net gain or loss

    total $32,960 · excluded $32,960

  • 8a · Fundraising events: gross income

    $0

  • 8a · Fundraising events: contributions included on line 1c

    $76,260

  • 8b · Fundraising events: direct expenses

    $43,796

  • 8c · Net income from fundraising events

    total -$43,796 · excluded -$43,796

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $37,267 · program services $37,267

  • 5 · Compensation of officers, directors and key employees

    total $39,300 · program services $29,475 · management and general $5,895 · fundraising $3,930

  • 11b · Fees: legal

    total $10,000 · program services $10,000

  • 11c · Fees: accounting

    total $4,813 · management and general $4,813

  • 11f · Fees: investment management

    total $10,873 · management and general $10,873

  • 11g · Fees: other

    total $2,062 · management and general $2,062

  • 13 · Office expenses

    total $27,482 · program services $20,612 · management and general $4,122 · fundraising $2,748

  • 14 · Information technology

    total $6,352 · program services $4,764 · management and general $953 · fundraising $635

  • 16 · Occupancy

    total $43,749 · program services $32,812 · management and general $6,562 · fundraising $4,375

  • 23 · Insurance

    total $5,765 · program services $4,324 · management and general $865 · fundraising $576

  • 24a · Other expenses: PHOTOGRAPHY

    total $10,000 · program services $7,500 · management and general $1,500 · fundraising $1,000

  • 24b · Other expenses: TAXES AND LICENSES

    total $1,639 · management and general $1,639

  • 24c · Other expenses: PLAQUE PROGRAM

    total $70 · program services $70

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $10,162 · end of year $11,181

  • 10a · Land, buildings and equipment: cost or other basis

    $900,000

  • 10b · Land, buildings and equipment: accumulated depreciation

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $900,000 · end of year $900,000

  • 11 · Investments: publicly traded securities

    beginning of year $1,354,723 · end of year $1,579,967

  • 15 · Other assets

    beginning of year $44,600 · end of year $44,600

  • 27 · Net assets without donor restrictions

    beginning of year $1,209,485 · end of year $1,435,748

  • 28 · Net assets with donor restrictions

    beginning of year $1,100,000 · end of year $1,100,000

Mission and programs · 2023

Mission

THROUGH ADVOCACY, GRANTS, AWARDS, AND RECOGNITION PROGRAMS WE ENCOURAGE PUBLIC PARTICIPATION AND APPRECIATION OF OUR CULTURAL HERITAGE. SINCE ITS FOUNDING IN 1954, HAF HAS RAISED MILLIONS OF DOLLARS FOR SURVEYS OF HISTORIC ARCHITECTURE, PROTECTION OF ENDANGERED BUILDINGS, RESTORATION OF MUSEUM PROPERTIES, AND CONSERVATION OF IMPORTANT HISTORICAL ARTIFACTS. WE INVITE ALL TO JOIN US IN SAFEGUARDING - AND CELEBRATING - ALEXANDRIA'S RICH CULTURAL AND ARCHITECTURAL HISTORY.

Activities or mission (Part I)

HISTORIC ALEXANDRIA FOUNDATION WORKS TO PROTECT HISTORIC STRUCTURES AND ARTIFACTS ASSOCIATED WITH ALEXANDRIA, VIRGINIA.

  • EDUCATION, OUTREACH AND ADVOCACY - HISTORIC ALEXANDRIA FOUNDATION PROVIDES INFORMATION TO PROPERTY OWNERS REGARDING THE HISTORIC AND CULTURAL HERITAGE OF THEIR HOME. IN CONJUNCTION WITH OTHER LIKE-MINDED ORGANIZATIONS, HAF ACTS AS A CATALYST FOCUSING ATTENTION AND ENSURING THAT RESIDENTS ARE FULLY INFORMED REGARDING ISSUES ON ZONING AND PROPOSED BUILDING PROJECTS THAT HAVE THE POTENTIAL TO IMPACT THE HISTORIC NATURE OF THE CITY.

    Expenses $78,130 · Revenue $825

  • ALEXANDRIA ACADEMY BUILDING - THE HISTORIC ALEXANDRIA ACADEMY BUILDING WAS OPENED IN 1785 SUPPORTED BY GEORGE WASHINGTON WHO WAS ONE OF ITS ORIGINAL TRUSTEES. THE BUILDING WAS PURCHASED AND RENOVATED BY THE FOUNDATION IN 1995 FOR HISTORIC PRESERVATION PURPOSES. THE FOUNDATION RENTS OUT SPACE IN THE BUILDING TO ANOTHER NONPROFIT ORGANIZATION TO HELP DEFRAY THE COST OF MAINTENANCE.

    Expenses $31,427 · Revenue $40,778

  • INDIVIDUALS, NON-PROFIT ORGANIZATIONS, AND PRIVATE NON-PROFIT OR PUBLIC MUSEUMS MAY APPLY FOR GRANT AWARDS FROM HAF. PROJECTS FUNDED INCLUDE THOSE FOR THE RESTORATION, REPAIR, MAINTENANCE OR IMPROVEMENT OF HISTORIC PROPERTIES IN THE CITY OF ALEXANDRIA; CONSERVATION OF HISTORIC ARTIFACTS IN THE CITY OF ALEXANDRIA; RESEARCH OF HISTORICAL STRUCTURES; AND RESEARCH ON ALEXANDRIA'S BROADER ARCHITECTURAL OR CULTURAL HISTORY.

    Expenses $37,267 · Grants $37,267

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Morgan Delaney

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Robert Weinhagen

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Brian Branton

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Mary Heiden

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Ruth B Apelt

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Leslie Smith Ariail

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Sherry Hulfish Browne

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Maureen C Cooney

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • R Latane Montague

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Gail C Rothrock

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Leland S Ness

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • John Thorpe Richards

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • John H Sprinkle

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Patrick Burchette

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Mary Sparks Sterling

    EXECUTIVE DIRECTOR

    Total calculated
    $39,300
    From this org
    $39,300
    From related orgs
    $0
    Other
    $0
    Hours/week
    30

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

Provenance

Return type
form_990
Tax year
2023
Filed
15 April 2026
IRS schema version
2023v6.0
Source object
202631069349300533

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