Form 990 for tax year 2024
Filed by PENNSYLVANIA HERITAGE FOUNDATION.
Totals
- Total revenue
- $308,330
- Total expenses
- $399,310
- Contributions and grants received
- $109,200
- Grants paid
- $0
- Program service revenue
- $170,073
- Investment income
- $29,543
- Other revenue
- -$486
- Total assets, end of year
- $767,976
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $767,976
- Program services expenses (Part IX)
- $285,557
- Management and general expenses
- $47,132
- Fundraising expenses
- $66,621
- Program service expenses (Part III)
- $285,557
Program services were 71.5% 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
$109,200
-
2a · Program service revenue: MEMBERSHIP FEES
total $94,182 · related or exempt $94,182
-
2b · Program service revenue: CONTRACT WORK
total $52,175 · related or exempt $52,175
-
2c · Program service revenue: ART OF THE STATE
total $22,107 · related or exempt $22,107
-
2d · Program service revenue: MANAGEMENT FEES
total $1,609 · related or exempt $1,609
-
3 · Investment income
total $29,543 · excluded $29,543
-
8a · Fundraising events: gross income
$8,850
-
8b · Fundraising events: direct expenses
$9,531
-
8c · Net income from fundraising events
total -$681
-
11a · Other revenue: MISCELLANEOUS INCOME
total $195 · related or exempt $195
-
11e · Other revenue, total
$195
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $95,358 · program services $66,751 · management and general $9,536 · fundraising $19,071
-
7 · Other salaries and wages
total $135,659 · program services $94,961 · management and general $13,566 · fundraising $27,132
-
11c · Fees: accounting
total $28,047 · program services $12,949 · management and general $7,549 · fundraising $7,549
-
11g · Fees: other
total $44,762 · program services $44,762
-
12 · Advertising and promotion
total $1,125 · fundraising $1,125
-
13 · Office expenses
total $41,152 · program services $20,576 · management and general $10,287 · fundraising $10,289
-
14 · Information technology
total $6,855 · program services $4,799 · management and general $685 · fundraising $1,371
-
17 · Travel
total $2,489 · program services $1,742 · management and general $747
-
19 · Conferences, conventions and meetings
total $521 · program services $261 · management and general $260
-
23 · Insurance
total $3,919 · program services $980 · management and general $2,939
-
24a · Other expenses: PROJECTS
total $22,162 · program services $22,162
-
24b · Other expenses: EVENTS
total $9,531 · program services $9,531
-
24c · Other expenses: DUES & SUBSCRIPTIONS
total $7,393 · program services $5,914 · management and general $1,479
-
24d · Other expenses: MISCELLANEOUS
total $292 · program services $146 · management and general $73 · fundraising $73
-
24e · All other expenses
total $45 · program services $23 · management and general $11 · fundraising $11
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $26,224 · end of year $82,172
-
2 · Savings and temporary cash investments
beginning of year $212,728 · end of year $41,865
-
11 · Investments: publicly traded securities
beginning of year $496,869 · end of year $546,071
-
15 · Other assets
beginning of year $90,188 · end of year $97,868
-
27 · Net assets without donor restrictions
beginning of year $415,472 · end of year $319,778
-
28 · Net assets with donor restrictions
beginning of year $410,537 · end of year $448,198
Mission and programs · 2024
Mission
THE PENNSYLVANIA HERITAGE FOUNDATION IS THE NON-PROFIT PARTNER OF THE PENNSYLVANIA HISTORICAL AND MUSEUM COMMISSION. GOVERNED BY A VOLUNTEER BOARD, PHF HELPS PRESERVE THE COMMONWEALTH'S RICH HERITAGE THROUGH CHARITABLE FUNDING, MEMBERSHIP, GRANT MANAGEMENT, AND COMMUNITY ENGAGEMENT.
-
TO ENCOURAGE PUBLIC AND PRIVATE SUPPORT FOR PUBLIC HISTORY PROGRAMS.
Expenses $285,557
-
ARCHIVAL PROCESSING AND PRESERVATION THROUGH A GRANT FROM THE NATIONAL HISTORICAL PUBLICATIONS AND RECORDS COMMISSION.
-
PENNSYLVANIA HERITAGE MAGAZINE CO-PUBLISHED FOUR ISSUES OF PENNSYLVANIA HERITAGE MAGAZINE.
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Mark MarkoskyMARK MARKOSKY
PRESIDENT
- Total calculated
- $0
- Hours/week
- 3.75
-
Demielo LucketteDEMIELO LUCKETTE
VICE PRESIDE
- Total calculated
- $0
- Hours/week
- 0.75
-
Cynthia PritchardCYNTHIA PRITCHARD
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Mary ZanoliniMARY ZANOLINI
TREASURER
- Total calculated
- $0
- Hours/week
- 1.5
-
Donna FisherDONNA FISHER
ASST TREAS/P
- Total calculated
- $0
- Hours/week
- 0.5
-
Samantha FreiseSAMANTHA FREISE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
C James HollimanC JAMES HOLLIMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Glenn HollimanGLENN HOLLIMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Deanna JacobsDEANNA JACOBS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
George L LyterGEORGE L LYTER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Jim NewmanJIM NEWMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Laura C RickettsLAURA C RICKETTS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Susan SherwoodSUSAN SHERWOOD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Lenwood SloanLENWOOD SLOAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Laura StokleyLAURA STOKLEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Anne YellottANNE YELLOTT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Frederick C PowellFREDERICK C POWELL
DIRECTOR EME
- Total calculated
- $0
- Hours/week
- 0.5
-
William V LewisWILLIAM V LEWIS
PHMC COMMISS
- Total calculated
- $0
- Hours/week
- 0.5
-
Franklin L KuryFRANKLIN L KURY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Samuel SweetSAMUEL SWEET
EXECUTIVE DI
- Total calculated
- $95,358
- From this org
- $93,558
- From related orgs
- $0
- Other
- $1,800
- 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.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 13 May 2026
- IRS schema version
- 2024v5.0
- Source object
- 202601349349302540
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