Nonprofit · EIN 26-0803466
MARINE CORPS HERITAGE FOUNDATION
Tax-exempt · TRIANGLE, VA 22172
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $11,058,052 | $15,465,788 | -$4,407,736 | $109,397,838 | $1,011,126 | $108,386,712 |
| December 31, 2023 | 990 | $9,661,802 | $14,266,878 | -$4,605,076 | $114,407,688 | $2,846,633 | $111,561,055 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $9,250,308
- Program service revenue
- $1,059,541
- Investment income
- $744,627
- Royalties
- $2,758
- Net gain from sales of assets
- -$4,221
- Other revenue
- $3,576
Expenses
- Grants and similar amounts paid
- $106,011
- Compensation of officers, directors and key employees
- $512,544
- Other salaries and wages
- $1,559,727
- Salaries, compensation and benefits (total)
- $2,393,529
- Professional fundraising fees
- $0
- Accounting fees
- $83,440
- Occupancy
- $307,300
- Travel
- $7,594
- Depreciation
- $6,037,232
- Program services (functional)
- $11,105,866
- Management and general (functional)
- $1,356,600
- Fundraising (functional)
- $3,003,322
Balance sheet and other
- Total assets, start of year
- $114,407,688
- Total assets, end of year
- $109,397,838
- Total liabilities, end of year
- $1,011,126
- Net assets, end of year
- $108,386,712
- Land, buildings and equipment
- $78,793,784
- Publicly traded securities
- $17,191,394
- Net assets without donor restrictions
- $106,617,947
- Net assets with donor restrictions
- $1,768,765
- Gross receipts
- $16,901,974
- Employees
- 50
- Volunteers
- 18
- Year formed
- 1979
- State of legal domicile
- VA
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MAJGEN JAMES W LUKEMAN | PRESIDENT & CEO Officer | 40 | $250,788 | $17,298 |
| JENNIFER VANDERVELD | COO Officer | 40 | $216,133 | $28,325 |
| GEN GARY THOMAS | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| RICHARD P MOXLEY | VICE CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| B TODD JONES | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| RICHARD HARTNACK | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| LTCOL DAVID ARMSTRONG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LTCOL MICHAEL GEFFROY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| COL GF ROBERT HANKE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KRISTIN HOUSTON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| HEATHER ICHORD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRIAN C JONES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SGTMAJ CARLTON KENT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LTCOL AJ LAHASZOW | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEVE LOGAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MAJGEN ARNOLD L PUNARO | DIRECTOR Trustee or director | 1 | $0 |
| SUSAN ROCCO | DIRECTOR Trustee or director | 1 | $0 |
| DAVID STULB | DIRECTOR Trustee or director | 1 | $0 |
| GEN THOMAS WALDHAUSER | DIRECTOR Trustee or director | 1 | $0 |
| MAJGEN BURKE WHITMAN | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 21 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MAJGEN JAMES W LUKEMAN | PRESIDENT & CEO Officer | 40 | $245,785 | $17,019 |
| JENNIFER VANDERVELD | COO Officer | 40 | $205,130 | $22,463 |
| HOLLY DEVENDORF | CONTROLLER Highest-paid employee | 40 | $107,201 | $22,970 |
| GEN GARY THOMAS | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| JOHN K FRENCH | VICE CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| RICHARD P MOXLEY | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| RICHARD HARTNACK | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| LTCOL DAVID ARMSTRONG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| B THOMAS FRANA JR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| COL GF ROBERT HANKE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KRISTIN HOUSTON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| HEATHER ICHORD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRIAN C JONES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| B TODD JONES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SGTMAJ CARLTON KENT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LTCOL AJ LAHASZOW | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEVE LOGAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SUSAN ROCCO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID STULB | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GEN THOMAS WALDHAUSER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MAJGEN BURKE WHITMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1775 SEMPER FIDELIS WAY, TRIANGLE, VA 22172-1949
- In care of
- % JAMES E ANDERSON
- Mailing address (990-N for 2008)
- 3800 FETTER PARK DRIVE SUITE 104, DUMFRIES VA 22025
- Principal officer (990 for 2024)
- MAJGEN JAMES W LUKEMAN, 1775 SEMPER FIDELIS WAY, TRIANGLE, VA 22172
- Principal officer (990-N for 2008)
- LTGEN GEORGE R CHRISTMAS, 3800 FETTER PARK DRIVE SUITE 104, DUMFRIES VA 22025
- Signed the 990
- MAJGEN JAMES W LUKEMAN, PRESIDENT & CEO
- Phone
- (703) 640-7965
- Website
- WWW.MARINEHERITAGE.ORG
- Return prepared by
- JOHNSON LAMBERT LLP
Mission
THE MARINE CORPS HERITAGE FOUNDATION PRESERVES AND PROMULGATES THE HISTORY, TRADITIONS AND CULTURE OF THE MARINE CORPS AND EDUCATES ALL AMERICANS IN ITS VIRTUES.
Program accomplishments
- PROGRAMS FOR THE NATIONAL MUSEUM OF THE MARINE CORPS INCLUDE SUPPORT FOR MUSEUM COLLECTIONS/EXHIBITS, ARTWORK, EDUCATIONAL PROGRAMS, COMMUNITY OUTREACH EFFORTS, A VOLUNTEER DOCENT PROGRAM, PAYROLL SUPPORT FOR INTERNS AND SPECIAL ASSISTANTS, MARKETING, AND HERITAGE CENTER PROPERTY/GROUNDS MAINTENANCE. THE FOUNDATION CONDUCTS ALL RETAIL OPERATIONS WITHIN THE MUSEUM WHICH INCLUDE THE GIFT SHOP, TWO RESTAURANTS, SPECIAL EVENTS, A LASER RIFLE RANGE, AND A GIANT SCREEN MOVIE THEATER SHOWING THE FOUNDATION'S FEATURE FILM, "WE, THE MARINES". DURING 2024, THE MUSEUM HOSTED 35,252 VIRTUAL AND IN PERSON STUDENTS AND A TOTAL OF 368,660 VISITORS. THE INTERN/SPECIAL ASSISTANT PROGRAMS HAD 16 STAFF MEMBERS WITH SUPPORT TOTALING $530,795, TRAVELING EXHIBITS SUPPORT TOTALED $36,793 , AND MAINTENANCE SUPPORT TOTALED $108,264. TOTAL EXPENSES INCLUDE $5.6M DEPRECIATION ON THE MUSEUM AND HERITAGE CENTER.Expenses $9,639,143 · revenue $873,376
- OTHER FOUNDATION PROGRAMS INCLUDE SUPPORT FOR ANNUAL NATIONAL HISTORY DAY (NHD) COMPETITIONS, GRANTS FOR USMC HISTORICAL PROJECTS; USMC BAND CONCERTO AND "CALL FOR SCORES" MUSIC COMPETITIONS AND STAFF ASSISTANCE; EVENTS HONORING SIGNIFICANT DATES IN USMC HISTORY, AND AN ANNUAL AWARDS PROGRAM RECOGNIZING EXEMPLARY WORK THAT FURTHERS THE UNDERSTANDING OF MARINE CORPS HISTORY AND TRADITIONS. GRANTS IN SUPPORT OF NHD TOTALED $4,050. THE AWARDS PROGRAM HAD 22 WINNERS RECEIVING A TOTAL OF $32,000 IN CASH PRIZES. USMC BAND SUPPORT INCLUDED 1 MUSIC COMPETITION CASH PRIZES TOTALING $24,055 AND 1 STAFF MEMBER WITH SUPPORT TOTALING $21,834. THREE GRANTS TOTALING $46,000 WERE AWARDED TO THE USMC HISTORICAL COMPANY, COL GLENN HARNED, AND THREE LOCAL ELEMENTARY SCHOOLS.Expenses $1,356,341 · grants $106,011 · revenue $186,165
- HISTORICAL PROGRAMS INCLUDE SUPPORT FOR THE MARINE CORPS UNIVERSITY HISTORY DIVISION'S INTERNS, RESEARCH GRANTS AND FELLOWSHIPS, AND ACADEMIC DEGREE SCHOLARSHIPS. DURING 2024, 1 EDUCATIONAL GRANT WAS AWARDED TOTALING $40,833; AND THE USMC HISTORY DIVISION INTERN / SPECIAL ASSISTANT PROGRAM HAD 4 STAFF MEMBERS WITH SUPPORT TOTALING $65,711.Expenses $110,382
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 26-0803466
- 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
- 2008
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P20)
- Assets (IRS master file)
- $109,397,838
- Income (IRS master file)
- $16,901,974
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $11,058,052 | $15,465,788 | $109,397,838 | XML |
| 990 | December 2023 | $9,661,802 | $14,266,878 | $114,407,688 | XML |
| 990 | December 2022 | $9,665,814 | $12,932,013 | $116,893,125 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990-N for 2008 Officer: LTGEN GEORGE R CHRISTMAS | December 31, 2008 | ≤ $50,000 receipts | – | – | e-Postcard |
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 26-0803466).
Questions about MARINE CORPS HERITAGE FOUNDATION
- What is the EIN of MARINE CORPS HERITAGE FOUNDATION?
- The employer identification number (EIN) of MARINE CORPS HERITAGE FOUNDATION is 26-0803466.
- Is MARINE CORPS HERITAGE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to MARINE CORPS HERITAGE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MARINE CORPS 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 MARINE CORPS HERITAGE FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MARINE CORPS HERITAGE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of MARINE CORPS HERITAGE FOUNDATION?
- The 990 for the year ended December 31, 2024 names MAJGEN JAMES W LUKEMAN.
- Who are the officers and directors of MARINE CORPS HERITAGE FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 20 people; 2 received compensation from the organization, the highest $250,788 (MAJGEN JAMES W LUKEMAN, PRESIDENT & CEO).
- How much revenue does MARINE CORPS HERITAGE FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $11,058,052, expenses of $15,465,788 and total assets of $109,397,838 at year end.
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