Virginia Trust For Historic Preservation
- Assets
- $2.8m
- Revenue
- $223.1k
- Investments
- $0.0
- Employees
- 2
- Location
- Alexandria, VA
- Founding
- 10/1968
- Data as of
- 12/2021
- EIN
- 54-6076244
Organization Overview
Virginia Trust For Historic Preservation, operating under the name Lee-Fendall House Museum, is located in Alexandria, VA. The organization was established in 1968. According to its NTEE Classification (A80) the organization is classified as: Historical Organizations, under the broad grouping of Arts, Culture & Humanities and related organizations. As of 12/2021, Lee-Fendall House Museum employed 2 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Lee-Fendall House Museum is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Lee-Fendall House Museum generated $223.1k in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 10.0% each year . All expenses for the organization totaled $209.3k during the year ending 12/2021. While expenses have increased by 8.1% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
OPERATES THE LEE-FENDALL HOUSE MUSEUM AS AN EDUCATIONAL RESOURCE FOR THE CITY OF ALEXANDRIA.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE TRUST OPERATES THE LEE-FENDALL HOUSE MUSEUM TO DISPLAY A 230 YEAR OLD BUILDING THAT HAS BEEN LIVED IN AND REMODELED BY ITS INHABITANTS TO REFLECT CHANGING TASTES AND TECHNOLOGIES. APPROXIMATELY 5000 VISITORS SERVED.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Martha Withers Executive Dir. | Officer | 40 | $55,000 |
Edward Horn Vice President | Officer | 2 | $0 |
Laura Lieberman Treasurer | Officer | 2 | $0 |
Meghan White Secretary | Officer | 2 | $0 |
Kelly Jeffers President | Officer | 2 | $0 |
Roger Monthey Director | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $69,409 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $69,409 |
| Total Program Service Revenue | $29,387 |
| Investment income | $48,725 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $17,011 |
| Net Gain/Loss on Asset Sales | $56,524 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $2,086 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $223,142 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $59,950 |
| Compensation of current officers, directors, key employees. | $29,975 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $56,587 |
| Pension plan accruals and contributions | $4,275 |
| Other employee benefits | $0 |
| Payroll taxes | $7,917 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $1,650 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $16,247 |
| Fees for services: Other | $2,085 |
| Advertising and promotion | $0 |
| Office expenses | $8,326 |
| Information technology | $4,904 |
| Royalties | $0 |
| Occupancy | $15,504 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $16 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $15,783 |
| Insurance | $4,761 |
| All other expenses | $718 |
| Total functional expenses | $209,299 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $17,222 |
| Savings and temporary cash investments | $56,363 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $358,183 |
| Investments—publicly traded securities | $2,275,327 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $113,338 |
| Total assets | $2,820,433 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $3,208 |
| Total liabilities | $3,208 |
| Net assets without donor restrictions | $38,668 |
| Net assets with donor restrictions | $2,778,557 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $2,820,433 |
Grants Recieved
Over the last fiscal year, we have identified 3 grants that Virginia Trust For Historic Preservation has recieved totaling $15,627.
| Awarding Organization | Amount |
|---|---|
Mightycause Charitable Foundation Marianna, FL PURPOSE: UNRESTRICTED | $15,075 |
Bank Of America Charitable Foundation Inc Charlotte, NC PURPOSE: OPERATIONAL SUPPORT | $500 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $52 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
National Trust For Historic Preservation In The United States Washington, DC | $455,813,133 | $75,204,166 |
Mount Vernon Ladies Association Of The Union Mount Vernon, VA | $342,045,360 | $38,819,933 |
National Society Of The Daughters Of The American Revolution Washington, DC | $207,089,115 | $26,508,264 |
Heritage South Community Cu Shelbyville, TN | $308,780,084 | $17,719,881 |
Hillwood Estate Museum & Gardens Washington, DC | $379,536,354 | $20,308,723 |
Bell Tower Green Inc Salisbury, NC | $2,054,412 | $2,539,569 |
Army Historical Foundation Inc Fort Belvoir, VA | $16,487,331 | $17,384,969 |
Virginia Historical Society Richmond, VA | $152,846,402 | $30,481,870 |
United States Foundation For The Commemoration Of The World Wars Arlington, VA | $17,191,453 | $4,408,831 |
Victims Of Communism Memorial Foundation Inc Washington, DC | $17,153,978 | $4,238,783 |
Us Navy Memorial Foundation Washington, DC | $3,731,955 | $5,647,232 |
Maryland Historical Society Baltimore, MD | $35,915,742 | $5,321,306 |