Heritage Square Foundation

Organization Overview

Heritage Square Foundation is located in Phoenix, AZ. The organization was established in 1981. According to its NTEE Classification (A54) the organization is classified as: History Museums, under the broad grouping of Arts, Culture & Humanities and related organizations. As of 06/2021, Heritage Square Foundation employed 12 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Heritage Square Foundation 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 06/2021, Heritage Square Foundation generated $200.7k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 6 years, the organization has seen revenues fall by an average of (7.2%) each year. All expenses for the organization totaled $291.6k during the year ending 06/2021. As we would expect to see with falling revenues, expenses have declined by (1.2%) per year over the past 6 years. You can explore the organizations financials more deeply in the financial statements section below.

Mission & Program ActivityExcerpts From the 990 Filing

TAX YEAR

2021

Describe the Organization's Mission:

Part 3 - Line 1

HERITAGE SQUARE FOUNDATION IS DEDICATED TO PRESERVING AND SHARING THE STORIES, COLLECTION, HISTORIC BUILDINGS, AND GROUNDS OF HERITAGE SQUARE, SERVING AS A RELEVANT, ENGAGING, AND INCLUSIVE COMMUNITY RESOURCE AND AS A TANGIBLE CONNECTION TO OUR DIVERSE LOCAL HISTORY.

Describe the Organization's Program Activity:

Part 3 - Line 4a

HERITAGE SQUARE FOUNDATION SUPPORTS 10 HISTORIC BUILDINGS IN ONE SQUARE BLOCK OF DOWNTOWN PHOENIX, INCLUDING THE ROSSON HOUSE MUSEUM. OUR PURPOSE IS TO PRESERVE THE BUILDINGS AND MUSEUM COLLECTIONS AND TO EDUCATE THE PUBLIC ON PHOENIX HISTORY AND VICTORIAN LIFE. THE ROSSON HOUSE WAS ONLY OPEN FOR APPROXIMATELY 5 MONTHS IN FY2021 AND OPERATED AT ABOUT 50 PERCENT CAPACITY. MOST TOURS WERE FULL, AND WE WERE ABLE TO SEE OVER 1,000 VISITORS THROUGH THE MUSEUM. WE ALSO PROVIDED SPECIALTY TOURS OF THE ROSSON HOUSE AND TEETER HOUSE THAT DIVE INTO THE VICTORIAN FASCINATION WITH THE SUPERNATURAL. DURING THE PANDEMIC, OUR LATH PAVILION WAS USED AS A MUTUAL AID STATION FOR PHOENICIANS IN NEED. THE COMMUNITY RESOURCE EXCHANGE ACCEPTED DONATIONS THROUGH THE WEEK THAT WENT BACK TO THE COMMUNITY. EVOLVING OUR EVENTS SPACE INTO A COMMUNITY GATHERING PLACE ALLOWED US TO ENGAGE WITH OUR NEIGHBORS DIRECTLY, SERVING OVER 1000 INDIVIDUALS AND FAMILIES. WE CREATED OUTDOOR SCAVENGER HUNTS FOR FAMILIES, FILMED VIDEO CONTENT ABOUT OUR MEMORIAL ROSE GARDEN, AND DEVELOPED A VIRTUAL TOUR OF THE PARK AND ITS HISTORY. WE ALSO HOSTED CIRQUE DU VOTE, A FREE ACROBATIC ACT TO ENCOURAGE VOTING, OUTDOOR MOVIE NIGHTS, MULTIPLE MUSIC PERFORMANCES, AND YOGA CLASSES. IN PARTNERSHIP WITH EMANCIPATION ARTS LLC, WE SECURED FUNDING FOR A SERIES OF ACTIVITIES TO GROW OUR UNDERSTANDING OF BLACK HISTORY AND CULTURE IN ARIZONA AND EXPAND OUR INTERPRETATION OF IT. WE WORKED WITH SALT RIVER PROJECT TO DELIVER ARCHIVES WORKSHOPS FOR ORGANIZATIONS SO THAT AFRICAN AMERICAN PEOPLE CAN LEARN THE IMPORTANCE OF AND METHODS OF CARING FOR THEIR RECORDS AND PHOTOGRAPHS TO PRESERVE THE HISTORY OF THEIR COMMUNITY. WE ALSO FACILITATED A VIRTUAL POETRY WORKSHOP, POETRY READINGS, AND LIVE JAZZ DURING AN UMOJA GATHERING DURING KWANZAA IN DECEMBER 2020. THESE ACTIVITIES IN TOTAL REACHED OVER 2800 PEOPLE.


HERITAGE SQUARE FOUNDATION SUPPORTS 10 HISTORIC BUILDINGS IN ONE SQUARE BLOCK OF DOWNTOWN PHOENIX, INCLUDING THE ROSSON HOUSE MUSEUM. OUR PURPOSE IS TO PRESERVE THE BUILDINGS AND MUSEUM COLLECTIONS AND TO EDUCATE THE PUBLIC ON PHOENIX HISTORY AND VICTORIAN LIFE. THE ROSSON HOUSE WAS ONLY OPEN FOR APPROXIMATELY 5 MONTHS IN FY2021 AND OPERATED AT ABOUT 50 PERCENT CAPACITY. MOST TOURS WERE FULL, AND WE WERE ABLE TO SEE OVER 1,000 VISITORS THROUGH THE MUSEUM. WE ALSO PROVIDED SPECIALTY TOURS OF THE ROSSON HOUSE AND TEETER HOUSE THAT DIVE INTO THE VICTORIAN FASCINATION WITH THE SUPERNATURAL. DURING THE PANDEMIC, OUR LATH PAVILION WAS USED AS A MUTUAL AID STATION FOR PHOENICIANS IN NEED. THE COMMUNITY RESOURCE EXCHANGE ACCEPTED DONATIONS THROUGH THE WEEK THAT WENT BACK TO THE COMMUNITY. EVOLVING OUR EVENTS SPACE INTO A COMMUNITY GATHERING PLACE ALLOWED US TO ENGAGE WITH OUR NEIGHBORS DIRECTLY, SERVING OVER 1000 INDIVIDUALS AND FAMILIES. WE CREATED OUTDOOR SCAVENGER HUNTS FOR FAMILIES, FILMED VIDEO CONTENT ABOUT OUR MEMORIAL ROSE GARDEN, AND DEVELOPED A VIRTUAL TOUR OF THE PARK AND ITS HISTORY. WE ALSO HOSTED CIRQUE DU VOTE, A FREE ACROBATIC ACT TO ENCOURAGE VOTING, OUTDOOR MOVIE NIGHTS, MULTIPLE MUSIC PERFORMANCES, AND YOGA CLASSES. IN PARTNERSHIP WITH EMANCIPATION ARTS LLC, WE SECURED FUNDING FOR A SERIES OF ACTIVITIES TO GROW OUR UNDERSTANDING OF BLACK HISTORY AND CULTURE IN ARIZONA AND EXPAND OUR INTERPRETATION OF IT. WE WORKED WITH SALT RIVER PROJECT TO DELIVER ARCHIVES WORKSHOPS FOR ORGANIZATIONS SO THAT AFRICAN AMERICAN PEOPLE CAN LEARN THE IMPORTANCE OF AND METHODS OF CARING FOR THEIR RECORDS AND PHOTOGRAPHS TO PRESERVE THE HISTORY OF THEIR COMMUNITY. WE ALSO FACILITATED A VIRTUAL POETRY WORKSHOP, POETRY READINGS, AND LIVE JAZZ DURING AN UMOJA GATHERING DURING KWANZAA IN DECEMBER 2020. THESE ACTIVITIES IN TOTAL REACHED OVER 2800 PEOPLE.


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Board, Officers & Key Employees

Name (title)Compensation
Kari Carlisle
Executive Director
$58,000
Laura Read
Treasurer
$0
Gerald M Cook
Vice President
$0
Leah Harrison
Secretary
$0
Kevin Lozier
President
$0
Raymond Wong
Director
$0

Financial Statements

Statement of Revenue
Federated campaigns$0
Membership dues$2,708
Fundraising events$0
Related organizations$0
Government grants $127,180
All other contributions, gifts, grants, and similar amounts not included above$17,794
Noncash contributions included in lines 1a–1f $1,798
Total Revenue from Contributions, Gifts, Grants & Similar$147,682
Total Program Service Revenue$4,951
Investment income $413
Tax Exempt Bond Proceeds $0
Royalties $0
Net Rental Income $44,674
Net Gain/Loss on Asset Sales $0
Net Income from Fundraising Events $0
Net Income from Gaming Activities $0
Net Income from Sales of Inventory $3,016
Miscellaneous Revenue$0
Total Revenue $200,736

Grants Recieved

Over the last fiscal year, we have identified 1 grants that Heritage Square Foundation has recieved totaling $44.

Awarding OrganizationAmount
Amazonsmile Foundation

Seattle, WA

PURPOSE: GENERAL SUPPORT

$44
View Grant Recipient Profile

Endowment Analysis

Beg. Balance$23,101
Earnings$6,363
Admin Expense$799
Ending Balance$28,665

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