Totals
- Total revenue
- $2,574,234
- Total expenses
- $3,353,981
- Contributions and grants received
- $1,633,000
- Grants paid
- $0
- Program service revenue
- $163,083
- Investment income
- $730,048
- Other revenue
- $48,103
- Total assets, end of year
- $20,991,447
- Total liabilities, end of year
- $112,256
- Net assets or fund balances, end of year
- $20,879,191
- Program services expenses (Part IX)
- $2,928,673
- Management and general expenses
- $269,336
- Fundraising expenses
- $155,972
- Program service expenses (Part III)
- $2,928,673
Program services were 87.3% 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
$154,800
-
1d · Related organizations
$265,363
-
1e · Government grants (contributions)
$38,296
-
1f · All other contributions, gifts and grants
$1,174,541
-
2a · Program service revenue: EVENT REVENUE
total $89,075 · related or exempt $89,075
-
2b · Program service revenue: TOUR REVENUE
total $74,008 · related or exempt $74,008
-
3 · Investment income
total $464,683 · excluded $464,683
-
6a · Gross rents
real property $33,545
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $33,545
-
6d · Net rental income or loss
total $33,545 · excluded $33,545
-
7a · Gross sales of assets other than inventory
securities $2,486,583
-
7b · Less cost or other basis and sales expenses
securities $2,182,649 · other assets $38,569
-
7c · Gain or loss
securities $303,934 · other assets -$38,569
-
7d · Net gain or loss
total $265,365 · excluded $265,365
-
10a · Gross sales of inventory
$6,038
-
10b · Cost of goods sold
$3,227
-
10c · Net income from sales of inventory
total $2,811 · related or exempt $2,811
-
11a · Other revenue: MISCELLANEOUS
total $7,918 · excluded $7,918
-
11b · Other revenue: INSURANCE PROCEEDS
total $3,829 · excluded $3,829
-
11e · Other revenue, total
$11,747
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $133,794 · program services $53,518 · management and general $26,759 · fundraising $53,517
-
7 · Other salaries and wages
total $664,085 · program services $566,900 · management and general $53,226 · fundraising $43,959
-
8 · Pension plan contributions
total $21,268 · program services $16,376 · management and general $2,127 · fundraising $2,765
-
9 · Other employee benefits
total $91,178 · program services $70,207 · management and general $9,118 · fundraising $11,853
-
10 · Payroll taxes
total $60,854 · program services $46,858 · management and general $6,085 · fundraising $7,911
-
11c · Fees: accounting
total $27,998 · management and general $27,998
-
11f · Fees: investment management
total $61,187 · management and general $61,187
-
11g · Fees: other
total $24,619 · management and general $1,610 · fundraising $23,009
-
12 · Advertising and promotion
total $28,348 · program services $28,348
-
13 · Office expenses
total $30,199 · program services $9,172 · management and general $8,439 · fundraising $12,588
-
14 · Information technology
total $60,728 · program services $18,160 · management and general $42,198 · fundraising $370
-
16 · Occupancy
total $87,951 · program services $71,230 · management and general $16,721
-
17 · Travel
total $8,502 · program services $6,562 · management and general $1,940
-
22 · Depreciation, depletion and amortization
total $202,072 · program services $202,072
-
23 · Insurance
total $102,557 · program services $99,465 · management and general $3,092
-
24a · Other expenses: COLLECTIONS CARE
total $1,483,530 · program services $1,483,530
-
24b · Other expenses: EVENT EXPENSES
total $232,282 · program services $232,282
-
24e · All other expenses
total $32,829 · program services $23,993 · management and general $8,836
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,354,567 · end of year $1,297,331
-
2 · Savings and temporary cash investments
beginning of year $3,248,826 · end of year $2,383,078
-
3 · Pledges and grants receivable
beginning of year $1,750,000 · end of year $1,000,000
-
4 · Accounts receivable
beginning of year $727,809
-
8 · Inventories for sale or use
beginning of year $5,336 · end of year $6,871
-
9 · Prepaid expenses and deferred charges
end of year $5,017
-
10a · Land, buildings and equipment: cost or other basis
$5,372,411
-
10b · Land, buildings and equipment: accumulated depreciation
$2,383,491
-
10c · Land, buildings and equipment, net
beginning of year $3,119,911 · end of year $2,988,920
-
11 · Investments: publicly traded securities
end of year $7,618,009
-
12 · Investments: other securities
beginning of year $10,504,203 · end of year $5,662,022
-
15 · Other assets
beginning of year $28,230 · end of year $30,199
-
17 · Accounts payable and accrued expenses
beginning of year $164,968 · end of year $95,806
-
19 · Deferred revenue
beginning of year $4,429 · end of year $16,450
-
25 · Other liabilities
beginning of year $3,699 · end of year $0
-
27 · Net assets without donor restrictions
beginning of year $5,362,483 · end of year $5,201,125
-
28 · Net assets with donor restrictions
beginning of year $15,203,303 · end of year $15,678,066
Mission and programs · 2025
Mission
TO PRESERVE HUMAN CONNECTION AND STRENGTHEN COMMUNITY.
-
BRUCEMORE PRESERVES HUMAN CONNECTION AND STRENGTHENS COMMUNITY THROUGH THE PRESERVATION AND ACTIVATION OF A NATIONALLY SIGNIFICANT HISTORIC ESTATE AND THROUGH PROGRAMS THAT CONNECT PEOPLE WITH HISTORY, CULTURE, AND ONE ANOTHER. BRUCEMORE STEWARDS AN 1886 MANSION, HISTORIC SUPPORT BUILDINGS, A 26-ACRE LANDSCAPE DESIGNED BY RENOWNED LANDSCAPE ARCHITECT OSSIAN COLE SIMONDS, AND THOUSANDS OF ARTIFACTS AND ARCHIVAL MATERIALS THAT PROVIDE OPPORTUNITIES FOR LEARNING, REFLECTION, AND SHARED EXPERIENCE. THE ORGANIZATION SERVES AS BOTH A PRESERVATION INSTITUTION AND A WELCOMING GATHERING PLACE, USING HISTORY, ARTS, AND CULTURE TO FOSTER CURIOSITY, CREATIVITY, DIALOGUE, AND BELONGING. BRUCEMORE ALSO EXPANDS ACCESS AND PARTICIPATION THROUGH DIGITAL ENGAGEMENT AND PARTNERSHIPS THAT REACH AUDIENCES BEYOND THE PHYSICAL SITE AND HELP ENSURE HISTORIC SPACES ARE RELEVANT AND WELCOMING TO A BROAD AND DIVERSE PUBLIC.
Expenses $2,928,673 · Revenue $165,894
As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Coffey LishaCOFFEY LISHA
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Deignan PatDEIGNAN PAT
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Igram ShadiaIGRAM SHADIA
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Moore JoshMOORE JOSH
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Ahlers MarkAHLERS MARK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Almoayyed JasmineALMOAYYED JASMINE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Bergstrom Brian DBERGSTROM BRIAN D
DIRECTOR (UNTIL 12/31/25)
- Total calculated
- $0
- Hours/week
- 1
-
Bruns KevinBRUNS KEVIN
DIRECTOR (UNTIL 12/31/25)
- Total calculated
- $0
- Hours/week
- 1
-
Buresh RyanBURESH RYAN
DIRECTOR (UNTIL 12/31/25)
- Total calculated
- $0
- Hours/week
- 1
-
Deboom TomDEBOOM TOM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Gustin JillGUSTIN JILL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Neumann DougNEUMANN DOUG
DIRECTOR (UNTIL 12/31/25)
- Total calculated
- $0
- Hours/week
- 1
-
Nji AkwiNJI AKWI
DIRECTOR (UNTIL 12/31/25)
- Total calculated
- $0
- Hours/week
- 1
-
Reasoner CarrollREASONER CARROLL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Roberts KristinROBERTS KRISTIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Rohde CharlieROHDE CHARLIE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Schmidt KimSCHMIDT KIM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Smith Dr JenniferSMITH DR JENNIFER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Steinmetz DougSTEINMETZ DOUG
DIRECTOR (UNTIL 12/31/25)
- Total calculated
- $0
- Hours/week
- 1
-
Williams SeanWILLIAMS SEAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Janssen DavidJANSSEN DAVID
CHIEF EXECUTIVE OFFICER
- Total calculated
- $136,802
- From this org
- $132,817
- From related orgs
- $0
- Other
- $3,985
- 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
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.
-
NATIONAL TRUST FOR HISTORIC PRESERVATION
501(C)(3) · HISTORIC PRESERVATION · DC
Provenance
- Return type
- form_990
- Tax year
- 2025
- Filed
- 27 August 2026
- IRS schema version
- 2025v4.2
- Source object
- 202632409349301613
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.