Nonprofit · EIN 54-1675852
FAUQUIER HERITAGE & PRESERVATION FOUNDATION INC
Tax-exempt · MARSHALL, VA 20116
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $241,332 | $44,354 | $196,978 | $512,310 | $0 | $512,310 |
| December 31, 2024 | 990-EZ | $34,224 | $33,459 | $765 | $332,295 | – | $332,295 |
| December 31, 2023 | 990-EZ | $35,815 | $59,059 | -$23,244 | $341,530 | $10,000 | $331,530 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $238,983
- of which government grants
- $3,000
- Membership dues
- $1,830
- Program service revenue
- $0
- Investment income
- $3,517
- Net income from sales of inventory
- -$1,168
- Other revenue
- -$1,168
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Occupancy
- $22,089
- Depreciation
- $8,038
- Program services (functional)
- $39,312
- Management and general (functional)
- $5,042
Balance sheet and other
- Total assets, start of year
- $332,295
- Total assets, end of year
- $512,310
- Total liabilities, end of year
- $0
- Net assets, end of year
- $512,310
- Land, buildings and equipment
- $286,444
- Net assets without donor restrictions
- $512,310
- Gross receipts
- $243,132
- Employees
- 0
- Year formed
- 1996
- 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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Valerie Payne | Treasurer Trustee or director | 0 | $0 |
| Donald R Yowell | President Trustee or director | 0 | $0 |
| Ruth Payne Umbel | Recording Sec. Trustee or director | 0 | $0 |
| Doris Edmonds | Director Trustee or director | 0 | $0 |
| Terri Hill | Director Trustee or director | 0 | $0 |
| G Edward Ashby | Director Trustee or director | 0 | $0 |
| Arlene Jenkins | Director Trustee or director | 0 | $0 |
| Elisa Scott | Director Trustee or director | 0 | $0 |
| Ava K Lee | Vice President Trustee or director | 0 | $0 |
| Laura Kelsey | Director Trustee or director | 0 | $0 |
| David Melmer | Director Trustee or director | 0 | $0 |
| Helen Saulsbury | Director Trustee or director | 0 | $0 |
| Peter B Schwartz | Director Trustee or director | 0 | $0 |
| John Toler | Director Trustee or director | 0 | $0 |
| Doris Edmonds | Director Trustee or director | 0 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Barbara Fishback | Correspond. Sec Trustee or director | 0 | $0 |
| Benjamin Merchant | Director Trustee or director | 0 | $0 |
| Neal Wavra | Director Trustee or director | 0 | $0 |
| Nancy Upshaw | Director Trustee or director | 0 | $0 |
| Maureen Lawrence | Director Trustee or director | 0 | $0 |
990-EZ for the year ended December 31, 2024: 19 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Valerie Payne | Treasurer | 0 | $0 |
| Donald R Yowell | President | 0 | $0 |
| Ruth Payne Umbel | Recording Sec. | 0 | $0 |
| Amy Glascock | Director | 0 | $0 |
| Terri Hill | Director | 0 | $0 |
| G Edward Ashby | Director | 0 | $0 |
| Arlene Jenkins | Director | 0 | $0 |
| Elisa Scott | Director | 0 | $0 |
| Ava K Lee | Vice President | 0 | $0 |
| Laura Kelsey | Director | 0 | $0 |
| David Melmer | Director | 0 | $0 |
| Helen Saulsbury | Director | 0 | $0 |
| Peter B Schwartz | Director | 0 | $0 |
| John Toler | Director | 0 | $0 |
| Doris Edmonds | Director | 0 | $0 |
| Barbara Fishback | Correspond. Sec | 0 | $0 |
| Benjamin Merchant | Director | 0 | $0 |
| Neal Wavra | Director | 0 | $0 |
| Nancy Upshaw | Director | 0 | $0 |
990-EZ for the year ended December 31, 2023: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Donald R Yowell | President | 0 | $0 |
| Ruth Payne Umbel | Recording Sec. | 0 | $0 |
| Stephanie Bedow | Treasurer | 0 | $0 |
| G Edward Ashby | Director | 0 | $0 |
| Maureen Lawrence | Director | 0 | $0 |
| Elisa Scott | Director | 0 | $0 |
| Ava K Lee | Vice President | 0 | $0 |
| Laura Kelsey | Director | 0 | $0 |
| David Melmer | Director | 0 | $0 |
| Helen Saulsbury | Director | 0 | $0 |
| Peter B Schwartz | Director | 0 | $0 |
| John Toler | Director | 0 | $0 |
| Doris Edmonds | Director | 0 | $0 |
| Barbara Fishback | Correspond. Sec | 0 | $0 |
| Benjamin Merchant | Director | 0 | $0 |
| Neal Wavra | Director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 594, MARSHALL, VA 20116-0594
- Mailing address (990-N for 2007)
- P O Box 594, Marshall VA 20116
- Principal officer (990-N for 2007)
- Wendy P Emery, 4415 Scotts Road, Marshall VA 20115
- Signed the 990
- Ava K Lee, Vice President
- Phone
- (540) 364-3440
- Website
- www.fhs.org
- Return prepared by
- QUALITY FIRST TAX SERVICE
Mission
TO FOSTER THE HISTORICAL AND GENEALOGICAL HERITAGE OF FAUQUIER COUNTY, VIRGINIA.
Program accomplishments
- ORGANIZATION MAKES HISTORICAL RECORDS AVAILABLE TO PUBLIC INTERESTED IN LOCAL HISTORY, TRACING FAMILY ROOTS, EDUCATING THE COMMUNITY REGARDING THE VALUE OF ITS HISTORICAL RESOURCES.Expenses $39,312
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 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 54-1675852
- 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
- 1993
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A80Z)
- Assets (IRS master file)
- $512,310
- Income (IRS master file)
- $243,132
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $241,332 | $44,354 | $512,310 | IRS |
| 990-EZ | December 2024 | $34,224 | $33,459 | $332,295 | IRS |
| 990-EZ | December 2023 | $35,815 | $59,059 | $341,530 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2019 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
| 990-N for 2007 Officer: Wendy P Emery | December 31, 2007 | ≤ $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 54-1675852).
Questions about FAUQUIER HERITAGE & PRESERVATION FOUNDATION INC
- What is the EIN of FAUQUIER HERITAGE & PRESERVATION FOUNDATION INC?
- The employer identification number (EIN) of FAUQUIER HERITAGE & PRESERVATION FOUNDATION INC is 54-1675852.
- Is FAUQUIER HERITAGE & PRESERVATION FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to FAUQUIER HERITAGE & PRESERVATION FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does FAUQUIER HERITAGE & PRESERVATION FOUNDATION INC 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 FAUQUIER HERITAGE & PRESERVATION FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FAUQUIER HERITAGE & PRESERVATION FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of FAUQUIER HERITAGE & PRESERVATION FOUNDATION INC?
- The 990-N for 2007 names Wendy P Emery.
- Who are the officers and directors of FAUQUIER HERITAGE & PRESERVATION FOUNDATION INC?
- The 990 for the year ended December 31, 2025 lists 20 people; 0 received compensation from the organization.
- How much revenue does FAUQUIER HERITAGE & PRESERVATION FOUNDATION INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $241,332, expenses of $44,354 and total assets of $512,310 at year end.
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