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Nonprofiteer
← HISTORIC ERIE PRESERVATION TRUST

Form 990 for tax year 2023

Filed by HISTORIC ERIE PRESERVATION TRUST.

Totals

Total revenue
$9,466,904
Total expenses
$604,855
Contributions and grants received
$8,968,866
Grants paid
$0
Program service revenue
$44,283
Investment income
$453,520
Other revenue
$235
Total assets, end of year
$12,364,722
Total liabilities, end of year
$415,016
Net assets or fund balances, end of year
$11,949,706
Program services expenses (Part IX)
$541,724
Management and general expenses
$63,131
Fundraising expenses
$0
Program service expenses (Part III)
$541,724

Program services were 89.6% 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.

  • 1f · All other contributions, gifts and grants

    $8,968,866

  • 2a · Program service revenue: RENTAL INCOME

    total $44,283 · related or exempt $44,283

  • 3 · Investment income

    total $453,520 · excluded $453,520

  • 11a · Other revenue: MISCELLANEOUS

    total $235 · related or exempt $235

  • 11e · Other revenue, total

    $235

Functional expenses

Part IX, the statement of functional expenses.

  • 11b · Fees: legal

    total $422,234 · program services $373,348 · management and general $48,886

  • 11f · Fees: investment management

    total $7,578 · management and general $7,578

  • 16 · Occupancy

    total $18,320 · program services $18,320

  • 22 · Depreciation, depletion and amortization

    total $23,008 · program services $23,008

  • 23 · Insurance

    total $40,416 · program services $40,416

  • 24a · Other expenses: REPAIRS & MAINTENANCE

    total $60,241 · program services $60,241

  • 24b · Other expenses: PROPERTY TAXES

    total $26,371 · program services $26,371

  • 24c · Other expenses: OTHER INVESTMENT EXPENSES

    total $4,937 · management and general $4,937

  • 24d · Other expenses: FOREIGN TAX ON INVESTMENT

    total $1,371 · management and general $1,371

  • 24e · All other expenses

    total $379 · program services $20 · management and general $359

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,850,730 · end of year $234,109

  • 2 · Savings and temporary cash investments

    end of year $1,147,758

  • 4 · Accounts receivable

    beginning of year $311 · end of year $4,155

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

    $1,355,127

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

    $38,517

  • 10c · Land, buildings and equipment, net

    beginning of year $466,468 · end of year $1,316,610

  • 11 · Investments: publicly traded securities

    end of year $4,822,560

  • 15 · Other assets

    beginning of year $834,684 · end of year $4,839,530

  • 17 · Accounts payable and accrued expenses

    beginning of year $64,536 · end of year $401,587

  • 19 · Deferred revenue

    end of year $4,272

  • 25 · Other liabilities

    end of year $9,157

  • 27 · Net assets without donor restrictions

    beginning of year $3,087,657 · end of year $11,949,706

Mission and programs · 2023

Mission

THE ORGANIZATION WAS FORMED TO PROVIDE SUPPORT FOR THE ERIE COMMUNITY FOUNDATION OF ERIE PENNSYLVANIA, AN EXEMPT ORGANIZATION. SPECIFIC PROGRAMS SUPPORTED INCLUDE THOSE AIMED AT THE ACQUISITION, RESTORATION, PRESERVATION, MAINTENANCE AND OPERATION OF HISTORICALLY IMPORTANT OR ARCHITECHTURELY SIGNIFICANT HOUSES, BUILDINGS, AND OTHER STRUCTURES LOCATED IN ERIE COUNTY, PENNSYLVANIA.

Activities or mission (Part I)

THE ORGANIZATION PROVIDES SUPPORT FOR THE ERIE COMMUNITY FOUNDATION OF ERIE PENNSYLVANIA; SPECIFICALLY PROGRAMS AIMED AT THE ACQUISITION, RESTORATION,PRESERVATION, MAINTENANCE AND OPERATION OF HISTORICALLY IMPORTANT OR ARCHITECHTURELY SIGNIFICANT HOUSES, BUILDINGS, AND OTHER STRUCTURES LOCATED IN ERIE COUNTY, PENNSYLVANIA.

  • THE ORGANIZATION WAS FORMED TO PROVIDE SUPPORT FOR THE ERIE COMMUNITY FOUNDATION OF ERIE PENNSYLVANIA, AN EXEMPT ORGANIZATION. SPECIFIC PROGRAMS SUPPORTED INCLUDE THOSE AIMED AT THE ACQUISITION, RESTORATION, PRESERVATION, MAINTENANCE AND OPERATION OF HISTORICALLY IMPORTANT OR ARCHITECHTURELY SIGNIFICANT HOUSES, BUILDINGS, AND OTHER STRUCTURES LOCATED IN ERIE COUNTY, PENNSYLVANIA. DURING THE TAX YEAR, THE ORGANIZATION HAS ACQUIRED SEVERAL SUCH PROPERTIES.

    Expenses $541,724 · Revenue $44,283

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

Listed in Part VII

  • Thomas B Hagen

    CHAIRMAN/TRU

    Total calculated
    $0
    Hours/week
    2

  • D Jeffrey Kidder

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Caleb M Pifer

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

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

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • OLDS NORMAN HOUSE LLC

    REAL ESTAT · PA · assets $635,489

    Directly controlled by HISTORIC E

  • WALKER-FILER HOUSE LLC

    REAL ESTAT · PA · assets $2,055,229

    Directly controlled by HISTORIC E

  • CARTER-SHANNON HOUSE LLC

    REAL ESTAT · PA · assets $383,851

    Directly controlled by HISTORIC E

  • FREDERICK-JARECKI HOUSE LLC

    REAL ESTAT · PA · assets $347,756

    Directly controlled by HISTORIC E

  • ROBERT JARECKI HOUSE LLC

    REAL ESTAT · PA · assets $865,374

    Directly controlled by HISTORIC E

  • RINDERNECHT HOUSE LLC

    REAL ESTAT · PA · income $7,509 · assets $453,648

    Directly controlled by HISTORIC E

  • MUSEUM VIEW LLC

    REAL ESTAT · PA · income $36,774 · assets $729,940

    Directly controlled by HISTORIC E

  • WALNUT 608 LLC

    REAL ESTAT · PA · assets $172,616

    Directly controlled by HISTORIC E

  • SIXTH408-410 LLC

    REAL ESTAT · PA · assets $373,140

    Directly controlled by HISTORIC E

  • ALBERT JARECKI HOUSE LLC

    REAL ESTAT · PA · assets $35,847

    Directly controlled by HISTORIC E

  • GALBRAITH MANSION LLC

    REAL ESTAT · PA · assets $2,000

    Directly controlled by HISTORIC E

  • FOURTH 19 LLC

    REAL ESTAT · PA

    Directly controlled by HISTORIC E

  • WHITTIER HOUSE LLC

    REAL ESTAT · PA · assets $16,575

    Directly controlled by HISTORIC E

Provenance

Return type
form_990
Tax year
2023
Filed
8 November 2024
IRS schema version
2023v5.0
Source object
202413189349300546

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