2024-11-15T10:34:16-05:00 2024-06-30 050444371 MONTI CPA 5413 GREENBROOK DR Sarasota FL 34238 990PF 2023-07-01 521474906 HISTORIC PRESERVATION EDUCATION FOUNDATION % Trudi G Sandmeier HIST 7819102829 1050 CONNECTICUT AVE NW WASHINGTON DC 200357594 TRUDI SANDMEIER PRESIDENT 2024-11-15 true FRANK A MONTI P12345678 9419666885 2024-11-15 2023 2024-10-15 13:58:12Z X 2138327 X 0 X 373 373 46272 46272 0 102972 356457 102972 0 0 0 0 0 7298 0 7298 156915 149617 7298 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 14492 0 14492 0 54885 19885 7000 28000 239 0 239 0 1565 1565 0 0 0 0 0 14141 0 0 14141 4629 0 0 4629 0 0 0 0 6216 0 2679 3537 96167 21450 24410 50307 63650 63650 159817 21450 24410 113957 -2902 128167 0 36917 20047 20047 106135 108542 108542 0 0 53200 39992 39992 0 0 0 0 0 0 125698 163730 161657 658315 630748 1313952 370194 371509 365130 0 64378 64378 129007 0 0 0 0 0 0 1414837 1398946 2138327 3000 172 0 0 0 0 0 0 0 10161 0 13161 172 X 1401676 1398774 1401676 1398774 1414837 1398946 1401676 -2902 1398774 1398774 Public Traded Securities 356457 0 253485 102972 102972 102972 1782 1782 1782 0 0 0 1782 0 0 false false false 0 0 0 false false false false true true true true false false false true HPEF.US LARSEN BOOKKEEPING 8719102829 273 BROADWAY HANOVER MA 02339 false false false false false false false false false false false false false false false false false false false false false TRUDI G SANDMEIER 1050 CONNECTICUT AVE NW PO BOX 66250 WASHINGTON DC 200357594 PRESIDENT 3.00 0 0 0 MARTHA WERENFELS 1050 CONNECTICUT AVE NW PO BOX 66250 WASHINGTON DC 200357594 DIRECTOR 1.00 0 0 0 DEBORAH SLATON 1050 CONNECTICUT AVE NW PO BOX 66250 WASHINGTON DC 200357594 DIRECTOR 2.00 0 0 0 RICHARD PIEPER 1050 CONNECTICUT AVE NW PO BOX 66250 WASHINGTON DC 200357594 DIRECTOR 1.00 0 0 0 AMANDA LEWKOWICZ 1050 CONNECTICUT AVE NW PO BOX 66250 WASHINGTON DC 200357594 DIRECTOR 1.00 0 0 0 STEPHEN J FARNETH 1050 CONNECTICUT AVE NW PO BOX 66250 WASHINGTON DC 200357594 TREASURER 1.00 0 0 0 PRIYA JAIN 1050 CONNECTICUT AVE NW PO BOX 66250 WASHINGTON DC 200357594 SECRETARY 1.50 0 0 0 NEELA WICKREMESINGHE 1050 CONNECTICUT AVE NW PO BOX 66250 WASHINGTON DC 200357594 DIRECTOR 1.00 0 0 0 EDUCATIONAL SEMINARS - THE FOUNDATION PARTNERS WITH OTHER LOCAL 501C3 PRESERVATION ENTITIES TO PRESENT PRESERVATION EDUCATION TO THE PUBLIC 113957 NONE 0 1948230 85999 48992 2083221 0 0 2083221 31248 2051973 102599 X 113957 0 0 0 0 113957 X 0 7557 29736 3313 40606 0 6423 25276 2816 34515 113957 114510 81885 85547 395899 0 0 0 0 0 113957 114510 81885 85547 395899 0 0 0 0 0 0 0 0 0 0 68399 67212 71211 2209 209031 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 NONE NONE X ASSOC FOR PRESERVATION TECHNOLOGY PO BOX 7317 SPRINGFIELD IL 62791 No Relationship PC 2-DAY WORKSHOP - "BUILDING CODE ON MAIN ST. - BEST PRACTICES AND NEW TOOLS" 10000 NEWPORT RESTORATION FDN 51 TOURO ST NEWPORT RI 02840 No Relationship PC "UPSKILL TRAINING PROGRAM" AIMED AT INCREASING PRESERVATION SKILLS IN THE COMMUNITY 14900 HISTORIC ALBANY 89 LEXINGTON AVE ALBANY NY 12206 No Relationship PC HISTORIC PRESERVATION TRADES & TECHNOLOGY PROGRAM - "PRESERVATION CARPENTRY AND REPAIR OF HISTORIC PLASTER TRAINING MODULES" 5000 RETHOS 416 LANDMARK CENTER 75 WEST 5TH STREET SAINT PAUL MN 55102 No Relationship PC RETHOS EDUCATION - "HANDS-ON REHAB WORKSHOP SERIES" 6000 HISTORIC HAWAII 680 IWILEI ROAD SUITE 690 HONOLULU HI 96817 No Relationship PC PRESERVATION TRADES TRAINING WORKSHOP - "MAINTENANCE AND REPAIR OF HISTORIC BUILDINGS" 5000 BALL STATE UNIVERSITY DEPT OF ARCHITECTURE 2000 W UNIVERSITY AVE MUNCIE IN 47306 No Relationship PC PRESERVATION LABORATORY - DESIGN RESOURCE CENTER 3000 COLUMBUS LANDMARKS FDN 57 JEFFERSON AVE COLUMBUS OH 43215 No Relationship PC "WOMEN WINDOW WARRIORS" - RESTORATION OF HISTORIC WINDOWS 2000 HART SQUARE FOUNDATION 5055 HOPE RD VALE NC 28168 No Relationship PC "EDUCATING THE NEXT GENERATION OF HISTORIC RESTORATIONISTS" 5000 ASSOCIATION FOR PRESERVATION TECH 3085 STEVENSON DR SUITE 200 SPRINGFIELD IL 62704 No Relationship PC ONLINE SUSTAINABLE CONSERVATION ASSISTANCE RESOURCE OSCAR 2.0 - "PHASE 2 IMPLEMENTATION AND CONTENT DEVELOPMENT" 3750 NATIONAL PRESERVATION INSTITUTE PO BOX 830295 ALEXANDRIA VA 22313 No Relationship PC PROGRAM OF INSTRUCTION ON THE RESTORATION OF HISTORIC WINDOWS 3000 NATIONAL PRESERVATION INSTITUTE PO BOX 1702 ALEXANDRIA VA 22313 No Relationship PC PRESENTATION OF A CULTURAL RESOURCES PRESERVATION SEMINAR 6000 63650 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 14 46272 0 0 0 0 0 0 0 0 0 0 0 0 0 0 18 102972 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 149244 0 149244 false false false false false false false false false false TAX RETURN PREPARATION AND CONSULTING DURING THE YEAR 14492 0 14492 0 HIGH YIELD NON-INVESTMENT GRADE 49461 44693 CORPORATE BONDS 169958 165547 MULTI SECTOR/OTHER BONDS 152090 154890 COMMUNICATION SERVICES 67225 139045 CONSUMER DISCRETIOINARY 61462 132097 MATERIALS 24756 39759 FINANCIAL SERVICES 81117 170440 INFORMATION TECHNOLOGY 69426 243798 INDUSTRIALS 44250 119504 CONSUMER STAPLES 60630 77154 REAL ESTATE 48975 63964 HELATHCARE 97961 246173 SMALL & MID CAP FUND 48966 59673 UTILITIES 25980 22345 125698 161657 163730 161657 SPDR GOLD SHARES AT COST 64378 129007 OFFICERS & DIRECTORS INSURANCE 1753 0 1753 0 DUES & SUBSCRIPTIONS 1694 0 0 1694 PURCHASED ASSETS BELOW $500 685 0 685 0 BANK SERVICE CHARGES 50 0 50 0 POSTAGE AND DELIVERY CHARGES 463 0 148 315 WEBSITE MAINTENANCE 1528 0 0 1528 miscellaneous 43 0 43 0 MISCELLANEOUS 7298 0 7298 ACCRUED EXPENSES 2438 0 FEDERAL WITHHOLDING TAX PAYABLE 2813 0 MEDICARE WITHHOLDING PAYABLE 169 0 OREGON WITHHOLDING TAX PAYABLE 1575 0 EMPLOYEE SOCIAL SECURITY WITHHOLDING PAYABLE 724 0 CREDIT CARD PAYABLE 2442 0 INVESTMENT ADVISORY FEES 19885 19885 0 0 MANAGEMENT SERVICE ORGANIZATION FEES 35000 0 7000 28000 EXCISE TAX BASED ON INVESTMENT INCOME 1565 1565 0 0