Nonprofit · EIN 22-2456059
PENNSYLVANIA HERITAGE FOUNDATION
Tax-exempt · HARRISBURG, PA 17120
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $308,330 | $399,310 | -$90,980 | $767,976 | $0 | $767,976 |
| June 30, 2024 | 990 | $331,028 | $323,142 | $7,886 | $826,009 | $0 | $826,009 |
| June 30, 2023 | 990 | $269,911 | $289,660 | -$19,749 | $786,917 | $0 | $786,917 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $109,200
- Program service revenue
- $170,073
- Investment income
- $29,543
- Net income from fundraising events
- -$681
- Other revenue
- -$486
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $95,358
- Other salaries and wages
- $135,659
- Salaries, compensation and benefits (total)
- $231,017
- Professional fundraising fees
- $0
- Accounting fees
- $28,047
- Travel
- $2,489
- Program services (functional)
- $285,557
- Management and general (functional)
- $47,132
- Fundraising (functional)
- $66,621
Balance sheet and other
- Total assets, start of year
- $826,009
- Total assets, end of year
- $767,976
- Total liabilities, end of year
- $0
- Net assets, end of year
- $767,976
- Publicly traded securities
- $546,071
- Net assets without donor restrictions
- $319,778
- Net assets with donor restrictions
- $448,198
- Gross receipts
- $317,861
- Employees
- 2
- Volunteers
- 20
- Year formed
- 1983
- State of legal domicile
- PA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SAMUEL SWEET | EXECUTIVE DI Officer | 40 | $93,558 | $1,800 |
| MARK MARKOSKY | PRESIDENT Trustee or director, Officer | 3.75 | $0 | $0 |
| DEMIELO LUCKETTE | VICE PRESIDE Trustee or director, Officer | 0.75 | $0 | $0 |
| CYNTHIA PRITCHARD | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| MARY ZANOLINI | TREASURER Trustee or director, Officer | 1.5 | $0 | $0 |
| DONNA FISHER | ASST TREAS/P Trustee or director, Officer | 0.5 | $0 | $0 |
| SAMANTHA FREISE | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| C JAMES HOLLIMAN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| GLENN HOLLIMAN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| DEANNA JACOBS | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| GEORGE L LYTER | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| JIM NEWMAN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| LAURA C RICKETTS | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| SUSAN SHERWOOD | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| LENWOOD SLOAN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAURA STOKLEY | BOARD MEMBER Trustee or director | 0.5 | $0 |
| ANNE YELLOTT | BOARD MEMBER Trustee or director | 0.5 | $0 |
| FREDERICK C POWELL | DIRECTOR EME Trustee or director | 0.5 | $0 |
| WILLIAM V LEWIS | PHMC COMMISS Trustee or director | 0.5 | $0 |
| FRANKLIN L KURY | BOARD MEMBER Trustee or director | 0.5 | $0 |
990 for the year ended June 30, 2024: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SAMUEL SWEET | EXECUTIVE DI Officer | 40 | $25,615 | $1,800 |
| DONNA L FISHER | PRESIDENT Trustee or director, Officer | 3.75 | $0 | $0 |
| MARK A MARKOSKY | VICE PRESIDE Trustee or director, Officer | 0.75 | $0 | $0 |
| DEMIELO LUCKETTE | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| CYNTHIA PRITCHARD | TREASURER Trustee or director, Officer | 1.5 | $0 | $0 |
| MARY ZANOLINI | ASSISTANT TR Trustee or director, Officer | 0.5 | $0 | $0 |
| GLENN HOLLIMAN | PAST PRESIDE Trustee or director | 0.5 | $0 | $0 |
| SAMANTHA FREISE | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| C JAMES HOLLIMAN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| TUCKER R HULL ESQ | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| CHRISTOPHER W KINDER | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| NANCY A LENNINGTON | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| GEORGE L LYTER | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| JIM NEWMAN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| LAURA C RICKETTS | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| SUSAN SHERWOOD | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| ANNE YELLOTT | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| FREDERICK C POWELL | DIRECTOR EME Trustee or director | 0.5 | $0 | $0 |
| WILLIAM V LEWIS | PHMC COMMISS Trustee or director | 0.5 | $0 | $0 |
| FRANKLIN L KURY | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
990 for the year ended June 30, 2023: 19 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DONNA L FISHER | PRESIDENT Trustee or director, Officer | 3.75 | $0 |
| MARK A MARKOSKY | VICE PRESIDE Trustee or director, Officer | 0.75 | $0 |
| DEMILEO LUCKETTE | SECRETARY Trustee or director, Officer | 1 | $0 |
| EDWARD HAUCK | TREASURER Trustee or director, Officer | 1.5 | $0 |
| ANNE YELLOTT | ASSISTANT TR Trustee or director, Officer | 0.5 | $0 |
| GLENN HOLLIMAN | PAST PRESIDE Trustee or director | 0.5 | $0 |
| SAMANTHA FREISE | BOARD MEMBER Trustee or director | 0.5 | $0 |
| C JAMES HOLLIMAN | BOARD MEMBER Trustee or director | 0.5 | $0 |
| TUCKER R HULL ESQ | BOARD MEMBER Trustee or director | 0.5 | $0 |
| CHRISTOPHER W KINDER | BOARD MEMBER Trustee or director | 0.5 | $0 |
| NANCY A LENNINGTON | BOARD MEMBER Trustee or director | 0.5 | $0 |
| WILLIAM V LEWIS | BOARD MEMBER Trustee or director | 0.5 | $0 |
| GEORGE L LYTER | BOARD MEMBER Trustee or director | 0.5 | $0 |
| JIM NEWMAN | BOARD MEMBER Trustee or director | 0.5 | $0 |
| FREDERICK C POWELL | BOARD MEMBER Trustee or director | 0.5 | $0 |
| CYNTHIA PRITCHARD | BOARD MEMBER Trustee or director | 0.5 | $0 |
| LAURA C RICKETTS | BOARD MEMBER Trustee or director | 0.5 | $0 |
| FRANKLIN L KURY | BOARD MEMBER Trustee or director | 0.5 | $0 |
| GEORGE S LULOS | BOARD MEMBER Trustee or director | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 400 NORTH STREET, HARRISBURG, PA 17120-0211
- Principal officer (990 for 2024)
- SAMUEL SWEET, 400 NORTH STREET, HARRISBURG, PA 17120
- Signed the 990
- MARK MARKOSKY, PRESIDENT
- Phone
- (717) 783-4923
- Website
- WWW.PAHERITAGE.ORG
- Return prepared by
- HAMILTON & MUSSER PC CPAS
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.
Program accomplishments
- 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.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 22-2456059
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1983
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A800)
- Assets (IRS master file)
- $767,976
- Income (IRS master file)
- $317,861
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $308,330 | $399,310 | $767,976 | IRS |
| 990 | June 2024 | $331,028 | $323,142 | $826,009 | XML |
| 990 | June 2023 | $269,911 | $289,660 | $786,917 | XML |
| 990 | June 2022 | $675,459 | $470,053 | $790,078 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 22-2456059).
Questions about PENNSYLVANIA HERITAGE FOUNDATION
- What is the EIN of PENNSYLVANIA HERITAGE FOUNDATION?
- The employer identification number (EIN) of PENNSYLVANIA HERITAGE FOUNDATION is 22-2456059.
- Is PENNSYLVANIA HERITAGE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
- Are donations to PENNSYLVANIA HERITAGE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PENNSYLVANIA HERITAGE FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of PENNSYLVANIA HERITAGE FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PENNSYLVANIA HERITAGE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of PENNSYLVANIA HERITAGE FOUNDATION?
- The 990 for the year ended June 30, 2025 names SAMUEL SWEET.
- Who are the officers and directors of PENNSYLVANIA HERITAGE FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 20 people; 1 received compensation from the organization, the highest $93,558 (SAMUEL SWEET, EXECUTIVE DI).
- How much revenue does PENNSYLVANIA HERITAGE FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $308,330, expenses of $399,310 and total assets of $767,976 at year end.
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All nonprofits in HARRISBURG · Pennsylvania · Arts, culture and humanities