Form 990 for tax year 2023
Filed by HISTORIC ALEXANDRIA FOUNDATION.
This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.
What the amendment changed
Compared with the latest return for 2023 , filed 15 April 2026. 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 SterlingMARY SPARKS STERLING
- Morgan DelaneyMORGAN DELANEY
- R Latane MontagueR LATANE MONTAGUE
- Ruth B ApeltRUTH 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
- $61,273
- Grants paid
- $37,267
- Program service revenue
- $0
- Investment income
- $110,059
- Other revenue
- $32,464
- 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)
- $79,146
- Management and general expenses
- $100,576
- Fundraising expenses
- $19,650
- Program service expenses (Part III)
- $79,146
Program services were 39.7% 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
-
1f · All other contributions, gifts and grants
$31,078
-
3 · Investment income
total $110,059 · related or exempt $110,059
-
8a · Fundraising events: gross income
$76,260
-
8b · Fundraising events: direct expenses
$43,796
-
8c · Net income from fundraising events
total $32,464
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $37,267 · program services $37,267
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $39,300 · program services $19,650 · fundraising $19,650
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $10,000 · management and general $10,000
-
11c · Fees: accounting
total $4,813 · program services $3,488 · management and general $1,325
-
11d · Fees: lobbying
total $0
-
11f · Fees: investment management
total $10,873 · management and general $10,873
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $27,482 · program services $13,741 · management and general $13,741
-
14 · Information technology
total $6,352 · management and general $6,352
-
15 · Royalties
total $0
-
16 · Occupancy
total $43,749 · management and general $43,749
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $5,765 · management and general $5,765
-
24a · Other expenses: Bank fees
total $2,062 · management and general $2,062
-
24b · Other expenses: Taxes Licenses
total $1,639 · management and general $1,639
-
24c · Other expenses: Plaque Program
total $70 · management and general $70
-
24d · Other expenses: Photography
total $10,000 · program services $5,000 · management and general $5,000
-
24e · All other expenses
total $0
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
-
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 $2,109,485 · end of year $2,335,748
-
28 · Net assets with donor restrictions
beginning of year $200,000 · end of year $200,000
Mission and programs · 2023
Mission
To preserve, protect, and restore structures and site of historic and architectural significance in Alexandria, Virginia. To preserve antiquities and generally foster and promote interest in Alexandrias heritage.
Activities or mission (Part I)
To preserve, protect, and restore structures and sites of historic and architectural interest in and associated with Alexandria, Virginia.
-
The Academy renovation, Street By Street publication and the Plaque program help to restore and protect the citys historical sites. Grants are given to organizations who preserve those sites.
Expenses $79,146 · Grants $37,267 · Revenue $825
As filed on the 2023 return.
Listed in Part VII
-
Robert Weinhagen
President
- Total calculated
- $0
- Hours/week
- 2
-
Patrick Burchette
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 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
-
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
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
-
American Horticultural Society
$10,000
To further the mission of the organization
-
Tall Ship Foundation
$10,000
To further the mission of the organization
-
Alexandria VA Elks Lodge #48
$7,267
To further the mission of the organization
-
Scholarship Fund of Alexandria
$5,000
To further the mission of the organization
-
City of Alexandria
$5,000
To further the mission of the organization
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 30 October 2024
- IRS schema version
- 2023v5.1
- Source object
- 202413189349304886
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